KEVIN WALSH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KEVIN WALSH FAMILY FOUNDATION (EIN 35-7196069)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-11
- IRS object ID
- 202212239349100426
- Schema version
- 2020v4.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-11T15:46:58-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363480013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATHIESON MOYSKI AUSTIN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 S WHEATON AVE STE 400 | AddressLine1Txt |
| City | WHEATON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601875251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357196069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN WALSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEVI | BusinessNameControlTxt |
| Phone | 6309834554 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 IMPERIAL CIRCLE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN WALSH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6309834554 | PhoneNum |
| Signature | 2022-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | WALSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRETT J MATHIESON | PreparerPersonNm |
| PTIN | P01378426 | PTIN |
| Phone | 6306531616 | PhoneNum |
| Preparation | 2022-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $7,270,271 | 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 | $1,878,061 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $40,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $751,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,001,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $751,751 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $500,203 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $500,203 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,170,122 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,292,061 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $51,794 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,794 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $129 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $129 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,911 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $84 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $61,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,007 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,094 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,094 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $291,012 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,007 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,094 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,879,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,240,054 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,984 | CashBOYAmt |
| Cash EOY | $22,983 | CashEOYAmt |
| Cash EOYFMV | $22,983 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,005,045 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,032,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,247,288 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,047,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,055,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,270,271 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,047,029 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,055,157 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,047,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,055,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,047,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,055,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,047,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,879,110 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,926,139 | SubtotalAmt |
| Other Decreases | $870,982 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,055,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $200,169 | $89,530 | $110,639 | $110,639 |
| PUBLICLY TRADED SECURITIES | P | $801,229 | $160,117 | $641,112 | $641,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $751,751 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $110,639 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,237 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,237 | SubtotalAmt |
| Tax Based On Investment Income | $17,237 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $389 | EsPenaltyAmt |
| Tax Due | $17,626 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| 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 | false | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KEVIN WALSH | IndividualWithBooksNm |
| Phone | 6309834554 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 IMPERIAL CIRCLE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN WALSH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 IMPERIAL CIRCLE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.25 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $5,510,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,525,430 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,525,430 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,442,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $272,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $272,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,237 | TotalTaxAmt |
| Distributable Before Adj | $254,890 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $254,890 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $254,890 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,094 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $229,094 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $229,094 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,890 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,552 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $229,094 | QualifyingDistributionsAmt |
| Applied To Current Year | $229,094 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,552 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,552 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $24,244 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEVIN WALSH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEVIN WALSH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 IMPERIAL CIRCLE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6302482601 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF ST BENEDICT | |||||||
| 6020 S LAFLIN ST | CHICAGO | IL | 60636 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| ACERO SCHOOLS | |||||||
| 209 W JACKSON BLVD | CHICAGO | IL | 60606 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PUB CHARITY | UNRESTRICTED | $3,500 |
| AMERICAN FOUNDATION FOR SUICIDE | |||||||
| 199 WATER ST FL 11 | NEW YORK | NY | 10038 | NONE | PUB CHARITY | UNRESTRICTED | $3,750 |
| AMERICAN KIDNEY FUND | |||||||
| 11921 ROCKVILLE PIKE 300 | ROCKVILLE | MD | 20852 | NONE | PUB CHARITY | UNRESTRICTED | $1,750 |
| ACHDIOCESE OF CHICAGO | |||||||
| 835 NORTH RUSH ST | CHICAGO | IL | 60611 | NONE | PUB CHARITY | UNRESTRICTED | $500 |
| ASSISTANCE LEAGUE OF SE MICHIGAN | |||||||
| 204 S MAIN ST | ROCHESTER | MI | 48307 | NONE | PUB CHARITY | UNRESTRICTED | $3,750 |
| BERNIES BOOK BANK | |||||||
| 917 N SHORE DRIVE | LAKE BLUFF | IL | 60044 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| CAWC | |||||||
| 1116 N KEDZIE AVE FL 5 | CHICAGO | IL | 60651 | NONE | PUB CHARITY | UNRESTRICTED | $2,000 |
| CHICAGO PERIOD PROJECT | |||||||
| 5247 W WARWICK AVE | CHICAGO | IL | 60641 | NONE | PUB CHARITY | UNRESTRICTED | $500 |
| COMMUNITY FND OF GREATER ROCHESTER | |||||||
| PO BOX 80431 | ROCHESTER | MI | 48308 | NONE | PUB CHARITY | UNRESTRICTED | $5,625 |
| CONCUSSION LEGACY FOUNDATION | |||||||
| 381 NEWBURY ST FL 5TH | BOSTON | MA | 02115 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| DIVINE SAVIOR HOLY ANGEL | |||||||
| 4257 N 100TH ST | MILWAUKEE | WI | 53222 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| EDWARD HOSPITAL FOUNDATION | |||||||
| 801 S WASHINGTON ST | NAPERVILLE | IL | 60540 | NONE | PUB CHARITY | UNRESTRICTED | $2,500 |
| FIRST TEE GREATER DETROIT | |||||||
| 3011 W GRAND BLVD STE 218 | DETROIT | MI | 48202 | NONE | PUC CHARITY | UNRESTRICTED | $3,750 |
| GIANT STEPSCANOPY | |||||||
| 2500 CABOT DR | LISLE | IL | 60532 | NONE | PUB CHARITY | UNRESTRICTED | $2,500 |
| HANDS OF HOPE | |||||||
| 5800 FOREMOST DR SE | GRAND RAPIDS | MI | 49546 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| IMMACULATE CONCEPTION | |||||||
| 1107 N ORLEANS ST | CHICAGO | IL | 60610 | NONE | PUB CHARITY | UNRESTRICTED | $1,500 |
| JDRF | |||||||
| 1 N LASALLE ST STE 1200 | CHICAGO | IL | 60602 | NONE | PUB CHARITY | UNRESTRICTED | $6,420 |
| LEADER DOGS FOR BLIND | |||||||
| 1039 S ROCHESTER RD | ROCHESTER | MI | 48307 | NONE | PUB CHARITY | UNRESTRICTED | $3,750 |
| LIGHTHOUSE | |||||||
| 46156 WOODWARD AVE | PONTIAC | MI | 48342 | NONE | PUB CHARITY | UNRESTRICTED | $5,625 |
| LOAVES & FISHES | |||||||
| 1871 HIGH GROVE LN | NAPERVILLE | IL | 60540 | NONE | PUB CHARITY | UNRESTRICTED | $12,000 |
| LORAS COLLEGE | |||||||
| 1450 ALTA VISTA ST | DUBUQUE | IA | 52001 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| LOYOLA ACADEMY | |||||||
| 131 S DEARBORN ST 6TH FL | CHICAGO | IL | 60603 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| LOYOLA UNIVERSITY | |||||||
| 131 S DEARBORN ST 6TH FL | CHICAGO | IL | 60603 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| MARQUETTE UNIVERSITY | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | NONE | PUBLIC CHARI | UNRESTRICTED | $8,174 |
| MIDWEST SHELTER FOR HOMELESS | |||||||
| 433 S CARLTON AVE | WHEATON | IL | 60187 | NONE | PUB CHARITY | UNRESTRICTED | $1,500 |
| MISERICORDIA | |||||||
| 6300 NORTH RIDGE RD | CHICAGO | IL | 60660 | NONE | PUB CHARITY | UNRESTRICTED | $3,000 |
| MISSION OF OUR LADY | |||||||
| 3808 W IOWA ST | CHICAGO | IL | 60651 | NONE | PUB CHARITY | UNRESTRICTED | $2,500 |
| MUNDELEIN SEMINARY | |||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| MY BLOCK MY HOOD MY CHICAGO | |||||||
| 47 W POLK ST STE 100 | CHICAGO | IL | 60605 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 1720 S LIVERNOIS RD | ROCHESTER HILLS | MI | 48307 | NONE | PUB CHARITY | UNRESTRICTED | $3,750 |
| NEW DAY FOUNDATION | |||||||
| 245 BARCLAY CIR | ROCHESTER HILLS | MI | 48307 | NONE | PUB CHARITY | UNRESTRICTED | $3,750 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | NONE | PUB CHARITY | UNRESTRICTED | $12,000 |
| NORTHWEST BOLTS HOCKEY | |||||||
| 1501 FEEHANVILLE DR | MT PROSPECT | IL | 60056 | NONE | PUB CHARITY | UNRESTRICTED | $2,500 |
| OLD ST PATRICKS CHURCH | |||||||
| 711 W MONROE ST | CHICAGO | IL | 60661 | NONE | PUB CHARITY | UNRESTRICTED | $2,000 |
| PACER CENTER | |||||||
| 8161 NORMANDALE BLVD | MINNEAPOLIS | MN | 55437 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| PAWSITIVE THERAPY | |||||||
| 1312 BLANCHARD ST | DOWNERS GROVE | IL | 60516 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| RAISING THE BAR | |||||||
| 333 W BROWN DEER RD G-403 | MILWAUKEE | WI | 53217 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1301 W 22ND ST STE 905 | OAK BROOK | IL | 60523 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| SISTERS OF ST FRANCIS | |||||||
| 1001 14TH ST NW | ROCHESTER | MN | 55901 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| ST CATHERINE OF SIENA | |||||||
| 38 N AUSTIN BLVD | OAK PARK | IL | 60302 | NONE | PUB CHARITY | UNRESTRICTED | $2,500 |
| ST IGNATIUS COLLEGE PREP | |||||||
| 1076 ROOSEVELT RD | CHICAGO | IL | 60608 | NONE | PUB CHARITY | UNRESTRICTED | $37,000 |
| ST JULIANA PARISH | |||||||
| 7200 OSCEOLA AVE | CHICAGO | IL | 60631 | NONE | PUB CHARITY | UNRESTRICTED | $500 |
| ST PATRICK HIGH SCHOOL | |||||||
| 5900 WEST BELMONT AVE | CHICAGO | IL | 60634 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| TEXAS 4000 FOR CANCER | |||||||
| 1111 W 24TH ST SUITE 200 | AUSTIN | TX | 78705 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| THE AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| THE JULLIAN FUND | |||||||
| PO BOX 582 | MONTVALE | NJ | 07645 | NONE | PUB CHARITY | UNRESTRICTED | $1,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | PUB CHARITY | UNRESTRICTED | $70,000 |
| VIBRANT EMOTIONAL HEALTH | |||||||
| 50 BROADWAY FL 19 | NEW YORK | NY | 10004 | NONE | PUB CHARITY | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,094 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,107 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $500,203 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $751,751 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,292,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,292,061 | 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 | KEVIN WALSH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 IMPERIAL CIRCLE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,878,061 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 350 SHARES OF CMG | $497,569 | 2021-02-05 |
| 1 | 1780 SHARES OF CVNA | $489,046 | 2021-02-05 |
| 1 | MONY LIFE INS POLICY | $891,446 | 2021-09-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS WILLIAM BLAIR | StockNm |
| EOY Book Value | $4,032,174 | EOYBookValueAmt |
| EOYFMV | $7,247,288 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY UNREALIZED GAINS | Desc |
| Amt | $870,982 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OTHER EXPENSE | $84 | $84 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXABLE CASH SURRENDER VALUE | Desc |
| Revenue And Expenses Per Books | $500,203 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $500,203 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $51,794 | Amt |
| Net Investment Income | $51,794 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PY TAX | $7,896 |
| IL CHARITY BUREAU FUND | $15 |
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