BUTLER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BUTLER FAMILY FOUNDATION (EIN 36-6101775)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-10
- IRS object ID
- 202211619349101011
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-10T18:37:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202092632 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY J CURRIE CPA LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12101 KENT TRAIL | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604481610 | 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 | 366101775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUTL | BusinessNameControlTxt |
| Phone | 9176019652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN RD SUITE A8 PMB 218 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN B CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9176019652 | PhoneNum |
| Signature | 2022-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | CONNELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J CURRIE | PreparerPersonNm |
| PTIN | P00294543 | PTIN |
| Phone | 7084785309 | PhoneNum |
| Preparation | 2022-06-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,931,590 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $319,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $319,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,872,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,627,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,872,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,191,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,191,786 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,975 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,975 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $869 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,606 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,202 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,202 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,675 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,161 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140,945 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139,272 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,673 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $296,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,549,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,549,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,846,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,615,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,345,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,046,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $216,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $208,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $208,292 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,742,827 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,096,663 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,723,298 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,959,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,304,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,931,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $195,819 | CapitalStockBOYAmt |
| Capital Stock EOY | $195,819 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,763,455 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,109,136 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,959,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,304,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,959,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,304,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,959,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,345,681 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,304,955 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,304,955 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FISERV INC | P | 2020-10-06 | 2021-06-16 | $217,663 | $208,140 | $9,523 | $9,523 |
| IRHYTHM TECHNOLOGIES | P | 2021-03-08 | 2021-04-20 | $101,945 | $152,749 | -$50,804 | -$50,804 |
| JONES LANG LASALLE | P | 2020-08-26 | 2021-05-05 | $37,460 | $19,939 | $17,521 | $17,521 |
| REPAY HLDGS CORP | P | 2020-06-25 | 2021-03-08 | $75,934 | $89,830 | -$13,896 | -$13,896 |
| UBER TECHNOLOGIES | P | 2021-06-07 | 2021-08-26 | $32,776 | $40,606 | -$7,830 | -$7,830 |
| WABTEC COM | P | 2021-06-07 | 2021-10-27 | $44,598 | $41,332 | $3,266 | $3,266 |
| ABBOTT LABORATORIES | P | 2015-06-30 | 2021-06-03 | $153,293 | $33,012 | $120,281 | $120,281 |
| ABBVIE INC | P | 2009-08-10 | 2021-02-19 | $135,696 | $29,792 | $105,904 | $105,904 |
| ACCENTURE PLC | P | 2008-02-14 | 2021-09-09 | $341,548 | $35,919 | $305,629 | $305,629 |
| ALIBABA GROUP HOLDING | P | 2019-12-03 | 2021-08-11 | $103,994 | $103,607 | $387 | $387 |
| APPLE INC | P | 2011-08-09 | 2021-09-09 | $154,969 | $13,014 | $141,955 | $141,955 |
| BERKSHIRE HATHAWAY | P | 2003-02-26 | 2021-02-11 | $361,106 | $63,000 | $298,106 | $298,106 |
| BRISTOL MYERS SQUIBB | P | 2019-03-21 | 2021-06-10 | $112,322 | $81,686 | $30,636 | $30,636 |
| DEXCOM INC | P | 2011-06-24 | 2021-11-18 | $97,143 | $2,200 | $94,943 | $94,943 |
| DOCUSIGN INC | P | 2018-12-31 | 2021-03-08 | $91,793 | $15,567 | $76,226 | $76,226 |
| ELI LILLY | P | 2017-12-27 | 2021-02-19 | $53,711 | $22,743 | $30,968 | $30,968 |
| EMERSON ELECTRIC | P | 2012-07-25 | 2021-06-10 | $68,460 | $31,870 | $36,590 | $36,590 |
| EXACT SCIENCES CORP | P | 2019-12-03 | 2021-06-07 | $168,308 | $124,650 | $43,658 | $43,658 |
| FISERV INC | P | 2019-12-03 | 2021-06-16 | $145,072 | $152,535 | -$7,463 | -$7,463 |
| IDEXX LABORATORIES | P | 2008-10-23 | 2021-11-18 | $537,771 | $18,562 | $519,209 | $519,209 |
| JONES LANG LASALLE | P | 2020-08-13 | 2021-12-13 | $523,347 | $198,114 | $325,233 | $325,233 |
| JP MORGAN CHASE | P | 2018-12-26 | 2021-06-10 | $118,731 | $78,020 | $40,711 | $40,711 |
| LOWES COMPANIES | P | 2012-05-10 | 2021-11-18 | $210,211 | $32,739 | $177,472 | $177,472 |
| MISCROSOFT | P | 2002-02-28 | 2021-12-22 | $251,712 | $24,677 | $227,035 | $227,035 |
| NIKE | P | 2008-03-24 | 2021-02-19 | $85,104 | $10,471 | $74,633 | $74,633 |
| NOVARTIS AG | P | 2008-03-24 | 2021-02-19 | $103,219 | $50,420 | $52,799 | $52,799 |
| TELEDOC HEALTH | P | 2019-06-26 | 2021-10-27 | $285,462 | $93,609 | $191,853 | $191,853 |
| VERIZON COMMUNICATIONS | P | 2000-06-19 | 2021-02-11 | $233,187 | $10,037 | $223,150 | $223,150 |
| EMERSON ELECTRIC | P | 2020-11-10 | 2021-06-18 | $36,869 | $30,772 | $6,097 | $6,097 |
| FISERV INC | P | 2020-10-06 | 2021-06-16 | $108,831 | $104,070 | $4,761 | $4,761 |
| REPAY HLDGS CORP | P | 2020-06-25 | 2021-06-18 | $41,519 | $44,928 | -$3,409 | -$3,409 |
| ABBOTT LABORATORIES | P | 2009-08-10 | 2021-06-03 | $76,811 | $16,552 | $60,259 | $60,259 |
| ABBVIE INC | P | 2009-08-10 | 2021-09-09 | $69,546 | $14,919 | $54,627 | $54,627 |
| ALIBABA GROUP HOLDING | P | 2019-12-03 | 2021-08-11 | $52,095 | $51,900 | $195 | $195 |
| BERKSHIRE HATHAWAY | P | 2003-02-25 | 2021-01-15 | $77,880 | $13,987 | $63,893 | $63,893 |
| BRISTOL MYERS SQUIBB | P | 2018-12-26 | 2021-10-28 | $47,494 | $40,819 | $6,675 | $6,675 |
| EMERSON ELECTRIC | P | 2012-07-25 | 2021-06-18 | $101,391 | $42,667 | $58,724 | $58,724 |
| EXACT SCIENCES CORP | P | 2019-12-03 | 2021-05-10 | $75,928 | $62,367 | $13,561 | $13,561 |
| FISERV INC | P | 2019-12-03 | 2021-06-16 | $72,591 | $76,325 | -$3,734 | -$3,734 |
| IDEXX LABORATORIES | P | 2008-10-23 | 2021-11-18 | $360,116 | $11,627 | $348,489 | $348,489 |
| NIKE | P | 2008-03-24 | 2021-01-15 | $70,509 | $8,726 | $61,783 | $61,783 |
| TELEDOC HEALTH | P | 2019-06-26 | 2021-11-18 | $122,414 | $46,803 | $75,611 | $75,611 |
| XILINX INC | P | 1995-11-21 | 2021-06-10 | $7,099 | $372 | $6,727 | $6,727 |
| CHINA MOBILE | P | 2020-04-03 | 2021-01-04 | $35,871 | $51,487 | -$15,616 | -$15,616 |
| LOCKHEED MARTIN | P | 2020-04-27 | 2021-01-28 | $61,251 | $70,735 | -$9,484 | -$9,484 |
| ACCENTURE PLC | P | 2015-09-29 | 2021-05-19 | $27,954 | $9,618 | $18,336 | $18,336 |
| AIA GROUP | P | 2019-12-12 | 2021-06-16 | $67,626 | $55,493 | $12,133 | $12,133 |
| ASTRAZENECA | P | 2017-08-17 | 2021-01-28 | $58,280 | $32,519 | $25,761 | $25,761 |
| CONAGRA BRANDS | P | 2020-07-10 | 2021-07-14 | $62,068 | $66,491 | -$4,423 | -$4,423 |
| IBM | P | 2018-02-02 | 2021-10-26 | $56,770 | $70,648 | -$13,878 | -$13,878 |
| JP MORGAN CHASE | P | 2016-03-21 | 2021-03-05 | $41,440 | $17,266 | $24,174 | $24,174 |
| KYNDRYL HLDGS | P | 2017-05-17 | 2021-11-18 | $1,701 | $2,548 | -$847 | -$847 |
| NESTLE | P | 2015-09-29 | 2021-05-13 | $37,194 | $20,907 | $16,287 | $16,287 |
| TOTAL SE SPON | P | 2013-08-13 | 2021-05-19 | $9,333 | $10,945 | -$1,612 | -$1,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,872,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,246 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,246 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $34,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $94,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $37,747 | OverpaymentAmt |
| Applied To ES Tax | $37,747 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN B CONNELL | IndividualWithBooksNm |
| Phone | 9176019652 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN ROAD SUITE A8 PMB | AddressLine1Txt |
| Address Line2 | 218 | AddressLine2Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYNNE G BUTLER ADAMS | ||||||||
| 890 AUDUBON WAY 310 | LINCOLNSHIRE | IL | 60069 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KAREN B CONNELL | ||||||||
| 620 BROADSMOORE DRIVE | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH B PRUETT | ||||||||
| 77 E PEMBROKE DRIVE | LAKE FOREST | IL | 60045 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KAY S BUTLER | ||||||||
| 6400 N 52ND PLACE | PARADISE VALLEY | AZ | 85253 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,914,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $442,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,357,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,357,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $485,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,871,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,593,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,593,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,246 | TotalTaxAmt |
| Distributable Before Adj | $1,537,345 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,537,345 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,537,345 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,615,289 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,615,289 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,537,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $150,885 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $150,885 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,615,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,537,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $228,829 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $228,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $150,885 | ExcessFromYear1Amt |
| Excess From Current Year | $77,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN B CONNELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN RD SUITE A8 PMB 218 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9176019652 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO STANDARD APPLICATION FORMS. A LETTER REQUESTING A CONTRIBUTION IS SUFFICIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE EDUCATIONAL, RELIGIOUS, OR CHARITABLE AS DEFINED UNDER IRC SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY 360 INC | |||||||
| 5031 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ALEXIAN BROTHERS HEALTH SYSTEM | |||||||
| 800 BIESTERFIELD RD | ELK GROVE VILLAGE | IL | 60007 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| AMERICAN BRAIN TUMOR ASSOCIATION | |||||||
| 8550 W BRYN MAWR AVE | CHICAGO | IL | 60631 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ANIMAL SANCTUARY OF THE ST CROIX VALLEY | |||||||
| PO BOX 847 | STILLWATER | MN | 55082 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| ARIZONA SCIENCE CENTER | |||||||
| 600 E WASHINGTON ST | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||
| 300 E UNIVERSITY DR | TEMPE | AZ | 85281 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $90,000 |
| ARTHRITIS FOUNDATION INC | |||||||
| 1355 PEACHTREE ST | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| AVENUES TO INDEPENDENCE | |||||||
| 515 BUSSE HIGHWAY | PARK RIDGE | IL | 60068 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| BALLET ARIZONA | |||||||
| 2835 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| BIG SHOULDERS FUND | |||||||
| 212 W VAN BUREN ST | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| BISHOP ANDERSON FOUNDATION | |||||||
| 1653 W CONGRESS PKWY | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| BOUNCE CHILDRENS FOUNDATION | |||||||
| 255 BIRCHWOOD AVE | DEERFIELD | IL | 60015 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| BRAVO WAUKEGAN | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| CAMP MISHAWAKA | |||||||
| 21525 MISHAWAKA RD | GRAND RAPIDS | MI | 55744 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $75,000 |
| CANEY CREEK COMMUNITY CENTER - ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| CHAMPS MALE MENTORING PROGRAM - CHIRISE | |||||||
| PO BOX 19584 | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| CHICAGO CHILDRENS THEATRE | |||||||
| 100 S RACINE AVE | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| CHICAGO COMMUNITY FOUNDATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| CHICAGO HOPE ACADEMY | |||||||
| 2189 W BOWLER ST | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $7,500 |
| CHICAGO SHAKESPEARE THEATER | |||||||
| 800 E GRAND AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| CHILDRENS HOME & AID SOCIETY OF ILLINOIS | |||||||
| 200 W MONROE ST | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| CHILDRENS ONCOLOGY SERVICES INC | |||||||
| 213 W INSTITUTE PL | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| CHRIST EPISCOPAL CHURCH | |||||||
| 410 GRAND AVE | WAUKEGAN | IL | 60085 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $34,000 |
| COLLEGE OF THE OZARKS | |||||||
| 100 OPPORTUNITY AVE | POINT LOOKOUT | MO | 65726 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| CRADLE FOUNDATION | |||||||
| 2049 RIDGE AVE | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| CULVER EDUCATION FOUNDATION | |||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $26,000 |
| DOMINICAN UNIVERSITY | |||||||
| 7900 DIVISION ST | RIVER FOREST | IL | 60305 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $60,000 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| FAMILY ACTION NETWORK | |||||||
| 1718 SHERMAN AVE | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| FIELD MUSUEM OF NATURAL HISTORY | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $17,500 |
| FRANKLIN UNIVERSITY SWITZERLAND INC | |||||||
| 405 LEXINGTON AVE | NEW YORK | NY | 10174 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $8,333 |
| FRONTIER NURSING UNIVERSITY INC | |||||||
| 2050 LEXINGTON RD | VERSAILLES | KY | 40383 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| GORTON COMMUNITY CENTER | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| GREAT LAKES ADAPTIVE SPORTS ASSOC | |||||||
| 27864 IRMA LEE CIR | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| PO BOX 3950 | SAN RAFAEL | CA | 94912 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| HISTORY CENTER OF LAKE FOREST LAKE BLUFF | |||||||
| 509 E DEERPATH RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| HOUSING OPPORTUNITIES & MAINTENANCE FOR THE ELDERLY INC | |||||||
| 1419 W CARROLL AVE | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| ILLINOIS LIBRARY ASSOCIATION | |||||||
| 33 W GRAND AVE | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| JACKSON LABORATORY | |||||||
| 600 MAIN ST | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| JOURNEYCARE FOUNDATION INC | |||||||
| 2050 CLAIRE CT | GLENVIEW | IL | 60025 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| LAKE FOREST COLLEGE | |||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| LAKE FOREST COUNTRY DAY SCHOOL | |||||||
| 145 S GREEN BAY RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| LAKE FOREST OPEN LANDS ASSOCIATION | |||||||
| 350 WAUKEGAN RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $28,500 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 954 W WASHINGTON | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| LITTLE BROTHERS-FRIENDS OF THE ELDERLY | |||||||
| 355 N ASHLAND AVE | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| MACULAR DEGENERATION RESEARCH | |||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| MAKE A WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVE | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $40,000 |
| MARGARETS VILLAGE | |||||||
| 7315 S YALE AVE | CHICAGO | IL | 60621 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| MARINE CORPS SCHOLARSHIP FOUNDATION INC | |||||||
| 909 N WASHINGTON ST | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| MYOSITIS ASSOCIATION | |||||||
| 6950 COLUMBIA GATEWAY DR | COLUMBIA | MD | 21046 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| NEURO AND BRAIN COMMUNITY FOUNDATION INC | |||||||
| 6840 E BROWN RD | MESA | AZ | 85207 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $2,000 |
| NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| NORTH SHORE SENIOR CENTER | |||||||
| 161 NORTHFIELD RD | NORTHFIELD | IL | 60093 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $7,500 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| NORTHWESTERN MEMORIAL HEALTHCARE-NORTHWESTERN MEMORIAL FOUNDATION | |||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $125,000 |
| OPENLAND | |||||||
| 25 E WASHINGTON ST | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| ORCHARD SCHOOL FOUNDATION INC | |||||||
| 615 W 64TH ST | INDIANAPOLIS | IN | 46260 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| PHOENIX CHILDRENS HOSPITAL FOUNDATION | |||||||
| 2929 E CAMELBACK RD | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $50,000 |
| PHOENIX SYMPHONY ASSOCIATION | |||||||
| ONE N FIRST ST | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| PRIMO CENTER FOR WOMEN & CHILDREN | |||||||
| 6212 S SANGAMON ST | CHICAGO | IL | 60621 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| PROJECT HOOD COMMUNITIES | |||||||
| 6620 S MARTIN LUTHER KING DR | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $57,500 |
| RAGDALE FOUNDATION | |||||||
| 1260 GREEN BAY RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $6,500 |
| READING POWER INC | |||||||
| 736 N WESTERN AVE | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| RENDEZVOUS ARTS | |||||||
| 4129 N MOZART ST | CHICAGO | IL | 60618 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| REVIVE CENTER FOR HOUSING AND HEALING | |||||||
| 1668 W ODGEN AVE | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| RHODE ISLAND SCHOOOL OF DESIGN | |||||||
| 2 COLLEGE ST | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $35,000 |
| ROLE MODEL MOVEMENT INC NFP | |||||||
| 8035 S WABASH AVE | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1620 W HARRISON ST | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| SHEDD AQUARIUM SOCIETY | |||||||
| 1200 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| SHRINERS HOSPITALS FOR CHILDREN - CHICAGO | |||||||
| 2211 N OAK PARK AVE | CHICAGO | IL | 60707 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| SOUTHWESTERN HEIGHTS HIGH SCHOOL | |||||||
| 17222 MUSTANG RD | KISMET | KS | 67859 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| ST GILES EPISCOPAL CHURCH | |||||||
| 3025 WALTERS AVE | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $24,000 |
| ST LEONARDS MINISTRIES | |||||||
| 2100 W WARREN BLVD | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| STONINGTON VILLAGE IMPROVEMENT ASSOCIATION INC | |||||||
| PO BOX 18 | STONINGTON | CT | 06378 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $3,500 |
| THE CHURCH OF THE HOLY SPIRIT | |||||||
| 400 E WESTMINISTER AVE | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $35,000 |
| THE POSSE FOUNDATION INC - CHICAGO | |||||||
| 111 W JACKSON BLVD | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| THE SALVATION ARMY - METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| THE THRESHOLDS | |||||||
| 4423 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $4,000 |
| UNIVERSITY OF THE CUMBERLANDS INC | |||||||
| 6178 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| UNIVERSITY OF VIRGINIA SCHOOL OF ARCHITECTURE | |||||||
| 110 BAYLY DR | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| VERNON TOWNSHIP FOOD PANTRY INC | |||||||
| 3050 N MAIN ST | BUFFALO GROVE | IL | 60089 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| WOMANS BOARD OF NORTHWESTERN MEMORIAL HOSPITAL | |||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,549,833 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $319,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,872,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,191,786 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,191,786 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,475 | Amt |
| Net Investment Income | $869 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,606 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLAIR NFS 6375 BFF PORTFOLIO | $8,303,393 | $18,845,552 |
| BLAIR GDG 9034 BFF PORTFOLIO | $2,238,169 | $4,170,921 |
| BLAIR NFS 6376 LBA PORTFOLIO | $4,555,101 | $11,706,825 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,975 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,975 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $139,272 | $139,272 | $0 |
| DUES & SUBSCRIPTIONS | $694 | $0 | $694 |
| MISCELLANEOUS | $979 | $0 | $979 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ADMINISTRATIVE FEES | $15,052 | $0 | $15,052 |
| PROFESSIONAL FEES | $31,150 | $0 | $31,150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $85,514 | $0 | $0 |
| FOREIGN TAXES | $5,161 | $5,161 | $0 |
Comments