WONDERFUL LIFE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WONDERFUL LIFE FOUNDATION (EIN 54-1995591)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-13
- IRS object ID
- 202211949349100201
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-13T07:40:51-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 541995591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WONDERFUL LIFE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOND | BusinessNameControlTxt |
| Phone | 5614695600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DRIVE 1500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M JUDE REYES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5614695600 | PhoneNum |
| Signature | 2022-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | M | PersonFirstNm |
| Person Last | JUDE REYES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN DRENGLER SMITH | PreparerPersonNm |
| PTIN | P00971611 | PTIN |
| Phone | 3124861000 | PhoneNum |
| Preparation | 2022-06-22 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,885,296 | 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 | $18,305,450 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $510 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $312,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $310,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $806,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,330,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $806,582 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,424,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,117,821 | 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 |
| Accounting Fees Rev And Expnss | $7,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,735 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,800 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95,981 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,990 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,748,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,748,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,868,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,748,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,556,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,061,296 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,799,383 | CashBOYAmt |
| Cash EOY | $661,533 | CashEOYAmt |
| Cash EOYFMV | $661,533 | CashEOYFMVAmt |
| Corporate Stock BOY | $14,296,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,990,646 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,223,763 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,096,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,652,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,885,296 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,096,092 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,652,179 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,096,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,652,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,096,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,652,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,096,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,556,087 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,652,179 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,652,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $323,310 | $292,693 | $30,617 | $30,617 |
| PUBLICLY TRADED SECURITIES | P | $281,460 | $215,475 | $65,985 | $65,985 |
| PUBLICLY TRADED SECURITIES | P | $1,019,942 | $849,042 | $170,900 | $170,900 |
| PUBLICLY TRADED SECURITIES | P | $399,655 | $166,882 | $232,773 | $232,773 |
| PUBLICLY TRADED SECURITIES | P | $33 | $33 | $33 | |
| CAPITAL GAIN DISTRIBUTION | P | $305,923 | $305,923 | $305,923 | |
| CAPITAL GAIN DISTRIBUTION | P | $351 | $351 | $351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $806,582 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,752 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,752 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,030 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,530 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,778 | OverpaymentAmt |
| Applied To ES Tax | $14,778 | 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 | FL | 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 | M JUDE REYES | IndividualWithBooksNm |
| Phone | 5614695600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DR1500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| M JUDE REYES | ||||||||
| 777 S FLAGLER DR STE-1500 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LORI W REYES | ||||||||
| 777 S FLAGLER DR STE-1500 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 1.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,672,435 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,776,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,448,966 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,448,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $351,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,097,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,154,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,154,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,752 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,752 | TotalTaxAmt |
| Distributable Before Adj | $1,140,110 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,140,110 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,140,110 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,748,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,748,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,140,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,212,480 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,810,182 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,612,340 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,917,811 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,494,678 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,047,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,748,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,140,110 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,608,390 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,655,881 | 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 | $6,212,480 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,443,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,810,182 | ExcessFromYear4Amt |
| Excess From Year3 | $8,612,340 | ExcessFromYear3Amt |
| Excess From Year2 | $9,917,811 | ExcessFromYear2Amt |
| Excess From Year1 | $10,494,678 | ExcessFromYear1Amt |
| Excess From Current Year | $11,608,390 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | M JUDE REYES | ContributingManagerNm |
| Contributing Manager | LORI W REYES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||
| 1974 SPROUL ROAD SUITE 400 | BROOMALL | PA | 19008 | PINE VALLEY GOLF CLUB | $5,000 |
| LOST TREE CHARITABLE FOUNDATION | |||||
| 8 CHURCH LN | NORTH PALM BEACH | FL | 33408 | GENERAL SUPPORT | $100,000 |
| THE POSSE FOUNDATION | |||||
| 14 WALL ST SUITE 8A-60 | NEW YORK | NY | 10005 | GENERAL SUPPORT | $12,500 |
| NORTHWESTERN UNIVERSITY | |||||
| 251 E HURON ST | CHICAGO | IL | 60611 | WELSH RYAN ARENA REBOVATION GIFT FUND | $4,000,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||
| 593 PARK AVENUE | NEW YORK | NY | 10065 | PAYMENT #2 OF 5 | $1,160,000 |
| CATHOLIC EXTENSION | |||||
| 150 S WACKER DR 2000 | CHICAGO | IL | 60606 | GENERAL SUPPORT | $100,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | |||||
| 251 E HURON ST | CHICAGO | IL | 60611 | BLUHM CARDIOVASCULAR INST (PMT #9 OF 10) | $100,000 |
| ACCESS LIVING OF METROPOLITAN CHICAGO | |||||
| 115 W CHICAGO AVE | CHICAGO | IL | 60654 | MAJOR GIFTS CAMPAIGN | $50,000 |
| CLEARBROOK | |||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | SHINING STAR BALL | $50,000 |
| DANIEL MURPHY SCHOLARSHIP FUND | |||||
| 309 W WASHINGTON ST STE 700 | CHICAGO | IL | 60606 | PAYMENT #5 OF 5 | $50,000 |
| MUSEUM OF CONTEMPORARY ART CHICAGO | |||||
| 4454 WOODWARD AVE | DETROIT | MI | 48201 | JRT CHALLENGE GRANT | $25,000 |
| RONALD MCDONALD HOUSE CHARITIES INC | |||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | PAYMENT #2 OF 5 | $250,000 |
| UNIVERSITY OF NOTRE DAME | |||||
| UNIVERSITY OF NOTRE DAME | NOTRE DAME | IN | 46556 | BOLDLY NOTRE DAME CAMPAIGN, PAYMENT #8 OF 10 | $2,000,000 |
| UNITED WAY OF METRO CHICAGO | |||||
| 333 S WABASH AVE 30TH FLOOR | CHICAGO | IL | 60604 | GENERAL SUPPORT | $50,000 |
| SHIRLEY RYAN ABILITYLAB | |||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | SPARK! | $250,000 |
| UNITED CEREBRAL PALSY | |||||
| 7550 WEST 183RD STREET | TINLEY PARK | IL | 60477 | GENERAL SUPPORT | $15,000 |
| CHICAGO HISTORY MUSEUM | |||||
| 1601 NORTH CLARK STREET | CHICAGO | IL | 60614 | MAKING HISTORY AWARDS | $25,000 |
| UNIVERSITY OF NOTRE DAME | |||||
| UNIVERSITY OF NOTRE DAME | NOTRE DAME | IN | 46556 | MCKENNA HALL CAMPAIGN, PAYMENT #4 OF 6 | $2,500,000 |
| FIRST PRESBYTERIAN CHURCH | |||||
| 700 N SHERIDAN ROAD | LAKE FOREST | IL | 60045 | GENERAL SUPPORT | $1,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||
| 700 W BRYN MAWR AVE 730N | CHICAGO | IL | 60631 | GENERAL SUPPORT | $25,000 |
| EVANS SCHOLAR FUND | |||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | CAVES VALLEY EVANS SCHOLARS SCHOLARSHIP | $100,000 |
| SHIRLEY RYAN ABILITYLAB | |||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | ART IN MOTION | $200,000 |
| NAVY SEAL FOUNDATION | |||||
| 1619 D STREET BLDG 5326 | VIRGINIA BEACH | VA | 23459 | GENERAL FUND | $25,000 |
| MARINE CORPS SCHOLARSHIP FUND | |||||
| 909 N WASHINGTON STREET SUITE 400 | VIRGINIA | VA | 22314 | GENERAL SUPPORT | $20,000 |
| THE BOUNICONTI FUND | |||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | GREATER SPORTS LEGENDS DINNER | $25,000 |
| LOST TREE CHARITABLE FOUNDATION | |||||
| 8 CHURCH LN | NORTH PALM BEACH | FL | 33408 | GENERAL SUPPORT | $50,000 |
| WOFFORD COLLEGE | |||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 29303 | PAYMENT 3 OF 5 | $1,000,000 |
| ACCELLERATE INSTITUTE | |||||
| 833 W JACKSON BLVD SUITE 800 | CHICAGO | IL | 60607 | 2021 IMPACT EVENT | $50,000 |
| NORTHWESTERN UNIVERSITY | |||||
| 251 E HURON ST | CHICAGO | IL | 60611 | INSTITUTE FOR GLOBAL HEALTH | $200,000 |
| NORTHWESTERN UNIVERSITY | |||||
| 251 E HURON ST | CHICAGO | IL | 60611 | ANNUAL FUND | $50,000 |
| SHIRLEY RYAN ABILITYLAB | |||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | SKYRISE CHICAGO | $40,000 |
| MARGARET HACKETT FAMILY CENTER | |||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | PAYMENT 2 | $100,000 |
| THE MICHELLE MCGANN FUND INC | |||||
| PO BOX 13107 | NORTH PALM BEACH | IL | 33408 | GENERAL SUPPORT | $20,000 |
| UNIVERSITY OF GEORGIA | |||||
| 1 PRESS PLACE SUITE 101 | ATHENS | GA | 30601 | UGAA GEORGIA EXCELLENCE CAMPAIGN FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,748,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACCESS LIVING OF METROPOLITAN CHICAGO | |||||
| 115 W CHICAGO AVE | CHICAGO | IL | 60654 | GENERAL SUPPORT | $100,000 |
| CATHOLIC CHURCH EXTENSION SOCIETY | |||||
| 150 S WACKER DR 2000 | CHICAGO | IL | 60606 | GENERAL SUPPORT | $500,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||
| 1101 GOUGAR RD | NEW LENOX | IL | 60451 | GENERAL SUPPORT | $4,640,000 |
| DANIEL MURPHY SCHOLARSHIP FUND | |||||
| 309 W WASHINGTON ST STE 700 | CHICAGO | IL | 60606 | FORWARD TO 500 CAMPAIGN | $50,000 |
| THE EVANS SCHOLARS FOUNDATION | |||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | CAVES VALLEY EVANS SCHOLARS SCHOLARSHIP | $1,000,000 |
| ST JANE FRANCES DE CHANTAL | |||||
| 28 WLIBERTY STREET | CINCINNATI | OH | 45202 | FOREVER DE CHANTAL GENERAL CAMPAIGN | $200,000 |
| MARGARET HACKETT FAMILY CENTER NFP | |||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | GENERAL SUPPORT | $400,000 |
| MUSEUM OF CONTEMPORARY ART DETROIT | |||||
| 4454 WOODWARD AVE | DETROIT | MI | 48201 | JRT CHALLENGE GRANT | $1,175,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | |||||
| 251 E HURON ST | CHICAGO | IL | 60611 | BLUHM CARDIOVASCULAR INSTITUTE | $200,000 |
| NORTHWESTERN UNIVERSITY | |||||
| 251 E HURON ST | CHICAGO | IL | 60611 | WE WILL. THE CAMPAIGN FOR NORTHWESTERN | $4,000,000 |
| RONALD MCDONALD HOUSE CHARITIES INC | |||||
| 1301 22ND ST 905 | OAK BROOK | IL | 60523 | GENERAL SUPPORT | $1,000,000 |
| UNIVERSITY OF GEORGIA | |||||
| 1 SELIG CIRCLE SUITE 330 | ATHENS | GA | 30602 | BILLY PAYNE INDOOR FACILITY | $200,000 |
| UNIVERSITY OF NOTRE DAME | |||||
| UNIVERSITY OF NOTRE DAME | NOTRE DAME | IN | 46556 | BOLDLY NOTRE DAME CAMPAIGN | $8,000,000 |
| UNIVERSITY OF NOTRE DAME | |||||
| UNIVERSITY OF NOTRE DAME | NOTRE DAME | IN | 46556 | MCKENNA HALL RENOVATION CAMPAIGN | $8,000,000 |
| WOODLANDS ACADEMY OF THE SACRED HEART | |||||
| 760 EAST WESTLEIGH ROAD | LAKE FOREST | IL | 60045 | GENERAL SUPPORT | $2,000,000 |
| WOFFORD COLLEGE | |||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 29303 | CAPITAL CAMPAIGN | $3,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $34,465,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $510 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $312,558 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $806,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,119,122 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,119,122 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| M JUDE LORI W REYES | |||||||
| 1 | 777 S FLAGLER DR STE-1500 | WEST PALM BEACH | FL | 33401 | $18,275,330 | Yes (X) | Yes (X) |
| LWR IRA | |||||||
| 2 | 777 S FLAGLER DR STE-1500 | WEST PALM BEACH | FL | 33401 | $30,120 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 47 SHARES OF SPDR S AND P 500 ETF | $20,512 | 2021-07-14 |
| 1 | 21 SHARES OF VANGUARD S AND P 500 ETF | $8,425 | 2021-07-14 |
| 1 | 938 SHARES BERKSHIRE HATHAWAY | $267,860 | 2021-08-19 |
| 2 | LWR IRA | $30,120 | 2021-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $7,470 | Amt |
| Net Investment Income | $3,735 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN | StockNm |
| EOY Book Value | $21,990,646 | EOYBookValueAmt |
| EOYFMV | $29,223,763 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $95,981 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $47,990 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $4,800 | $4,800 | $0 |
| NET INVESTMENT INCOME EXCISE TAX | $11,734 | $0 | $0 |
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