WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION (EIN 47-2272274)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202211329349104171
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T16:44:44-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453701122 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOKAS & ASSOCIATES CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE STE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601484998 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472272274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM AND EVELYN FUCHS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6308738500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE SUITE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK LEVY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6304248902 | PhoneNum |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | LEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A SPOKAS CPA | PreparerPersonNm |
| PTIN | P00179205 | PTIN |
| Phone | 6308738508 | PhoneNum |
| Preparation | 2022-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,690,204 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,395,357 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,837 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,546,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,450 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,720,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,210 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,184 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,184 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,704 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,829 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,875 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $186 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $186 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,539 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,539 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,829 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $372,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,829 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,534 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,348,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,775 | CashBOYAmt |
| Cash EOY | $15,240 | CashEOYAmt |
| Cash EOYFMV | $15,240 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,498,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,974,964 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,674,964 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,518,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,990,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,690,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,518,124 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,990,204 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,518,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,990,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,518,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,990,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,518,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,348,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $123,489 | OtherIncreasesAmt |
| Subtotal | $9,990,204 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,990,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,450 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,313 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,313 | SubtotalAmt |
| Tax Based On Investment Income | $2,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,953 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | JEFFREY A BROWN | IndividualWithBooksNm |
| Phone | 6308738500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 PLUMTREE ROAD | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK LEVY | |||||||||
| 1900 S HJIGHLAND AVE | SUITE 106 | LOMBARD | IL | 60148 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JEFFREY A BROWN | |||||||||
| 695 PLUMTREE ROAD | OAK BROOK | IL | 60137 | VP & TREASUR | 000.00 | $0 | $0 | $0 | |
| CHARLES P HAMMERSMITH JR | |||||||||
| 400 W FIRST STREET | ELMHURST | IL | 60126 | SECRETARY | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MEDICAL RESEARCH ONE ORGANIZATION | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | EDUCATION FIVE ORGANIZATIONS | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Description3 | MENTAL HEALTH ONE ORGANIZATION | Description3Txt |
| Expenses3 | $60,000 | Expenses3Amt |
| Description4 | ENVOROMENTAL ONE ORGANIZATION | Description4Txt |
| Expenses4 | $15,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,387,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,408,749 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,408,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,327,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,534 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $334,534 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $334,534 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $334,534 | RemainingDistriFromCorpusAmt |
| Total Corpus | $334,534 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year2 | $39,804 | Year2Amt |
| Year3 | $44,091 | Year3Amt |
| Total | $83,895 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $33,833 | Year2Amt |
| Year3 | $37,477 | Year3Amt |
| Total | $71,310 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $334,534 | CurrentYearAmt |
| Year1 | $178,738 | Year1Amt |
| Year2 | $138,933 | Year2Amt |
| Year3 | $65,000 | Year3Amt |
| Total | $717,205 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $334,534 | CurrentYearAmt |
| Year1 | $178,738 | Year1Amt |
| Year2 | $138,933 | Year2Amt |
| Year3 | $65,000 | Year3Amt |
| Total | $717,205 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,990,204 | CurrentYearAmt |
| Year1 | $2,518,124 | Year1Amt |
| Year2 | $2,517,369 | Year2Amt |
| Year3 | $2,369,214 | Year3Amt |
| Total | $17,394,911 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,990,204 | CurrentYearAmt |
| Year1 | $2,518,124 | Year1Amt |
| Year2 | $2,517,369 | Year2Amt |
| Year3 | $2,369,214 | Year3Amt |
| Total | $17,394,911 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK LEVY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE STE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6308735000 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHILD'S VOICE SCHOOL | |||||||||
| 180 HANSEN COURT | WOOD DALE | IL | 60191 | NONE | 501(C)3 | GENERAL | $25,000 | ||
| UNIVERSITY OF CHICAGO CANCER | |||||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | CANCER RESEARCH | $100,000 | RESEARCH FOUNDATION | MC 1140 |
| NAMI DUPAGE COUNTY | |||||||||
| 115 N COUNTY FARM ROAD | WHEATON | IL | 60187 | NONE | 501(C)3 | GENERAL | $60,000 | ||
| WEST SUBURBAN HUMANE SOCIETY | |||||||||
| 1901 W OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | 501(C)3 | GENERAL | $10,000 | ||
| SOUTH ELGIN FOOD PANTRY | |||||||||
| 400 W SPRINGS RD | SOUTH ELGIN | IL | 60177 | NONE | 501(C)3 | GENERAL | $2,000 | ||
| HANOVER TOWNSHIP FOUNDATION | |||||||||
| 7431 ASTOR AVENUE | HANOVER PARK | IL | 60133 | NONE | 501(C)3 | GENERAL | $2,000 | ||
| ELMHURST YORKFIELD FOOD PANTRY | |||||||||
| 1083 S YORK ROAD | ELMHURST | IL | 60126 | NONE | 501(C)3 | GENERAL | $2,000 | ||
| COUNTRYSIDE FOOD PANTRY | |||||||||
| PO BOX 654 | ELBURN | IL | 60119 | NONE | 501(C)3 | GENERAL | $2,000 | ||
| ZION LUTHERAN CHURCH | |||||||||
| 330 GRISWALD SY | ELGIN | IL | 60123 | NONE | 501(C)3 | GENERAL | $2,000 | ||
| OPEN BOOKS | |||||||||
| 651 WEST LAKE STREET | CHICAGO | IL | 60661 | NONE | 501(C)3 | GENERAL | $25,000 | ||
| NORTH CENTRAL REGIONAL BETTERMENT | |||||||||
| PO BOX 142 | LASALLE | IL | 61301 | NONE | 501(C)3 | GENERAL | $10,000 | COALITION | |
| ROBERT SHIELDS MEMORIAL SCHOLARSHIP | |||||||||
| 775 GASLIGHT CT | ALGONQUIN | IL | 60102 | NONE | 501((C)3 | EDUCATION | $25,000 | FOUNDATION | |
| THE MORTON ARBORETUM | |||||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | NONE | 501(C)3 | GENERAL | $15,000 | ||
| COLLEGE OF DUPAGE FOUNDATION | |||||||||
| 425 FAWELL BLVD | GLEN ELLYN | IL | 60137 | NONE | 501(C)3 | EDUCATION | $15,000 | ||
| MARINE TOYS FOR TOTS FOUNDATION | |||||||||
| 18251 QUAANTICO GATEWAY D | TRIANGLE | VA | 22172 | NONE | 501(C)3 | GEBERAL | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $121,387 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $204,207 | ExclusionAmt |
| Related Or Exempt Function Incm | $121,390 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $325,597 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EVELYN FUCHS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE | AddressLine1Txt |
| Address Line2 | SUITE 100 | AddressLine2Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,395,357 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $6,184 | Amt |
| Disbursements Charitable Prps | $6,184 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (50 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| DFA EMERGING MARKETS CORE EQUITY I | 2018-07 | PURCHASE | 2021-01 | $20,779 | $17,565 | $3,214 |
| DFA EMERGING MARKETS CORE EQUITY I | 2018-07 | PURCHASE | 2021-03 | $4,056 | $3,368 | $688 |
| DFA EMERGING MARKETS CORE EQUITY I | 2018-07 | PURCHASE | 2021-03 | $5,170 | $4,322 | $848 |
| DFA EMERGING MARKETS CORE EQUITY I | 2018-08 | PURCHASE | 2021-03 | $3,799 | $3,044 | $755 |
| DFA US TARGETED VALUE I | 2018-07 | PURCHASE | 2021-01 | $24,434 | $25,057 | -$623 |
| DFA US TARGETED VALUE I | 2018-08 | PURCHASE | 2021-01 | $1,803 | $1,839 | -$36 |
| DFA US TARGETED VALUE I | 2018-09 | PURCHASE | 2021-01 | $9,380 | $9,674 | -$294 |
| DFA US TARGETED VALUE I | 2015-07 | PURCHASE | 2021-03 | $11,653 | $8,523 | $3,130 |
| DFA US TARGETED VALUE I | 2015-07 | PURCHASE | 2021-03 | $12,939 | $9,363 | $3,576 |
| DFA US TARGETED VALUE I | 2018-08 | PURCHASE | 2021-03 | $28,499 | $24,115 | $4,384 |
| DFA INTERNATIONAL CORE EQUITY I | 2018-07 | PURCHASE | 2021-01 | $23,019 | $21,697 | $1,322 |
| DFA INTERNATIONAL CORE EQUITY I | 2018-07 | PURCHASE | 2021-03 | $5,205 | $4,705 | $500 |
| DFA INTERNATIONAL CORE EQUITY I | 2018-07 | PURCHASE | 2021-03 | $464 | $412 | $52 |
| DFA INTERNATIONAL CORE EQUITY I | 2018-09 | PURCHASE | 2021-03 | $17,770 | $15,687 | $2,083 |
| DFA INTERNATIONAL REAL ESTATE SEC I | 2015-07 | PURCHASE | 2021-04 | $2,205 | $2,391 | -$186 |
| DFA INTERNATIONAL REAL ESTATE SEC I | 2015-10 | PURCHASE | 2021-04 | $2,592 | $2,789 | -$197 |
| DFA INTERNATIONAL REAL ESTATE SEC I | 2018-07 | PURCHASE | 2021-04 | $7,476 | $7,953 | -$477 |
| DFA US CORE EQUITY 2 I | 2018-07 | PURCHASE | 2021-03 | $14,952 | $11,184 | $3,768 |
| DFA US CORE EQUITY 2 I | 2018-08 | PURCHASE | 2021-03 | $35,163 | $26,338 | $8,825 |
| DFA US CORE EQUITY 2 I | 2018-07 | PURCHASE | 2021-07 | $7,443 | $5,285 | $2,158 |
| DFA US CORE EQUITY 2 I | 2018-08 | PURCHASE | 2021-01 | $23,219 | $18,820 | $4,399 |
| DFA US CORE EQUITY 2 I | 2018-09 | PURCHASE | 2021-01 | $5,444 | $4,520 | $924 |
| DFA REAL ESTATE SECURITIES I | 2018-08 | PURCHASE | 2021-07 | $4,236 | $3,327 | $909 |
| DFA REAL ESTATE SECURITIES I | 2018-09 | PURCHASE | 2021-07 | $4,446 | $3,529 | $917 |
| DFA REAL ESTATE SECURITIES I | 2020-03 | PURCHASE | 2021-07 | $2,978 | $2,633 | $345 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2019-12 | PURCHASE | 2021-01 | $49,500 | $46,735 | $2,765 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2020-09 | PURCHASE | 2021-03 | $21,127 | $21,765 | -$638 |
| DFA INTL HI RELATV PROFITABILITY INS | 2017-12 | PURCHASE | 2021-03 | $15,727 | $13,285 | $2,442 |
| DFA INTERNATIONAL SMALL CAP VALUE I | 2018-07 | PURCHASE | 2021-01 | $13,548 | $14,980 | -$1,432 |
| DFA INTERNATIONAL SMALL CAP VALUE I | 2018-07 | PURCHASE | 2021-03 | $4,141 | $4,279 | -$138 |
| DFA INTERNATIONAL SMALL CAP VALUE I | 2018-09 | PURCHASE | 2021-03 | $10,307 | $10,370 | -$63 |
| DFA US HI RELATV PROFITABILITY INSTL | 2018-08 | PURCHASE | 2021-07 | $2,465 | $1,640 | $825 |
| DFA US HI RELATV PROFITABILITY INSTL | 2018-08 | PURCHASE | 2021-03 | $1,194 | $853 | $341 |
| DFA US HI RELATV PROFITABILITY INSTL | 2018-09 | PURCHASE | 2021-03 | $6,312 | $4,675 | $1,637 |
| DFA US HI RELATV PROFITABILITY INSTL | 2020-03 | PURCHASE | 2021-03 | $2,299 | $1,765 | $534 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2016-11 | PURCHASE | 2021-09 | $51,616 | $47,364 | $4,252 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2016-12 | PURCHASE | 2021-09 | $49,415 | $44,490 | $4,925 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2017-01 | PURCHASE | 2021-09 | $96,420 | $88,398 | $8,022 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2017-02 | PURCHASE | 2021-09 | $102,745 | $93,097 | $9,648 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2017-03 | PURCHASE | 2021-09 | $95,934 | $87,004 | $8,930 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2017-04 | PURCHASE | 2021-09 | $61,322 | $56,675 | $4,647 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2017-06 | PURCHASE | 2021-09 | $4,482 | $4,190 | $292 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2018-01 | PURCHASE | 2021-09 | $47,827 | $44,636 | $3,191 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2018-05 | PURCHASE | 2021-09 | $4,726 | $4,348 | $378 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2018-08 | PURCHASE | 2021-09 | $45,850 | $42,413 | $3,437 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2019-03 | PURCHASE | 2021-09 | $74,343 | $69,138 | $5,205 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2019-09 | PURCHASE | 2021-09 | $63,880 | $61,617 | $2,263 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2019-12 | PURCHASE | 2021-09 | $69,565 | $67,216 | $2,349 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2020-04 | PURCHASE | 2021-09 | $124,069 | $112,316 | $11,753 |
| VANGUARD HIGH-YIELD TAX-EXEMPT ADM | 2020-08 | PURCHASE | 2021-09 | $189,478 | $184,640 | $4,838 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $9,974,964 | EOYBookValueAmt |
| EOYFMV | $9,674,964 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $3,750 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| E & O INSURANCE | $2,539 | $2,539 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| Amt | $123,489 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $37,829 | $37,829 | |
| DIRECTORS FEES | $21,875 | $21,875 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $15 | $15 |
| INCOME TAXES | $171 | $171 |
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