THE BARBARA J TIMMER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE BARBARA J TIMMER FAMILY FOUNDATION (EIN 36-7602887)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-20
- IRS object ID
- 202212639349100201
- 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
- Depreciation Schedule
- Dissolution Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-20T07:09:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & HUEY ASSOC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 WEST 175TH STREET | AddressLine1Txt |
| City | HOMEWOOD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60430 | 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 | 367602887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARBARA J TIMMER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN F TIMMER | InCareOfNm |
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 8475304353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 EAST NORTH WATER ST 1102 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606115815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN TIMMER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8475304353 | PhoneNum |
| Signature | 2022-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | TIMMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER WODRICH | PreparerPersonNm |
| PTIN | P01707797 | PTIN |
| Phone | 7087996800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $136,953 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,236 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,693 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $153,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,931 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $63 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $652 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,527 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $435,467 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $435,467 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$287,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,868 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,900 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $272,353 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Total Assets BOY | $388,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,278 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,278 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $382,975 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $382,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $388,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $382,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$287,173 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,293 | OtherIncreasesAmt |
| Subtotal | $101,095 | SubtotalAmt |
| Other Decreases | $101,095 | OtherDecreasesAmt |
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 | $30,728 | $36,440 | -$5,712 | -$5,712 |
| CAPITAL GAIN DIVIDENDS | P | $13,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $234 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $234 | SubtotalAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $556 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $556 | TotalPaymentsAndCreditsAmt |
| Overpayment | $322 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $322 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.barbarajtimmerfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN F TIMMER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8475304353 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 EAST NORTH WATER ST UNIT 1102 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606115815 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F TIMMER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 EAST NORTH WATER ST 1102 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606115815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES - DISTRIBUTIONS ARE MADE TO SEC 501(C)(3) ORGANIZATIONS | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $479,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $534,796 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $534,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $526,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $234 | TotalTaxAmt |
| Distributable Before Adj | $26,105 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,105 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,105 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,994 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $440,994 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,841 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,607 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $108,827 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,547 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $131,737 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $469,559 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $440,994 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $26,105 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $414,889 | RemainingDistriFromCorpusAmt |
| Total Corpus | $884,448 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $107,841 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $776,607 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,607 | ExcessFromYear4Amt |
| Excess From Year3 | $108,827 | ExcessFromYear3Amt |
| Excess From Year2 | $42,547 | ExcessFromYear2Amt |
| Excess From Year1 | $131,737 | ExcessFromYear1Amt |
| Excess From Current Year | $414,889 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F TIMMER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Advocate Lutheran General Foundation | |||||||
| 3075 Highland Parkway | Downers Grove | IL | 60515 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| Greater Chicago Food Depository | |||||||
| 4100 W Ann Lurie Pl | Chicago | IL | 60632 | NONE | PC | GENERAL OPERATING PURPOSES | $2,000 |
| Leukemia Research Fdn | |||||||
| 191 Waukegan Road Suite 105 | Northfield | IL | 60093 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 |
| Pacific Garden Mission | |||||||
| 1458 S Canal St | Chicago | IL | 60607 | NONE | PC | GENERAL OPERATING PURPOSES | $2,000 |
| St Luke's Lutheran Church | |||||||
| 205 N Prospect Ave | Park Ridge | IL | 60068 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| Alzheimer's Disease Research | |||||||
| 22512 Gateway Center Drive PO Box 1 | Clarksburg | MD | 20871 | NONE | PC | GENERAL OPERATING PURPOSES | $1,100 |
| American Brain Tumor Association | |||||||
| 8550 W Bryan Mawr Ave - Suite 550 | Chicago | IL | 60631 | NONE | PC | GENERAL OPERATING PURPOSES | $100 |
| Big BrothersBig Sisters Greater Twin Cities | |||||||
| 2550 University Ave - Suite 410N | St Paul | MN | 55114 | NONE | PC | GENERAL OPERATING PURPOSES | $500 |
| Bracken's Kitchen | |||||||
| 13941 Nautilus Drive | Garden Grove | CA | 56007 | NONE | PC | GENERAL OPERATING PURPOSES | $3,000 |
| Old St Patrick's Church | |||||||
| 700 West Adams Street | Chicago | IL | 60661 | NONE | PC | GENERAL OPERATING PURPOSES NORTH LAWNDALE KINSHIP INITIATIVE | $12,000 |
| The Cradle Foundation | |||||||
| 2049 Ridge Ave | Evanston | IL | 60201 | NONE | PC | GENERAL OPERATING PURPOSES | $100 |
| Roosters Foundation Of Orange County | |||||||
| 2222 Michelson Suite 300 | Irvine | CA | 92612 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| Pelotonia | |||||||
| 450 W Broad St | Columbus | OH | 43215 | NONE | PC | GENERAL OPERATING PURPOSES | $2,000 |
| First Christian Church - Huntington Beach | |||||||
| 1207 Main Street | Huntington Beach | CA | 92648 | NONE | PC | GENERAL OPERATING PURPOSES | $975 |
| For the Love of Cats | |||||||
| 4626 E Adobe Dr | Phoenix | AZ | 850506852 | NONE | PC | General Operating Purposes | $100 |
| I Grow Chicago | |||||||
| 415 E North Water St Apt 2503 | Chicago | IL | 606115827 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| Mission Basilica San Juan Capistrano | |||||||
| 31520 Camino Capistrano | San Juan Capistrano | CA | 92675 | NONE | PC | GENERAL OPERATING PURPOSES | $325 |
| Santa Clara De Asis | |||||||
| 22005 Avenida del Paz | Yorba Linda | CA | 92847 | NONE | PC | GENERAL OPERATING PURPOSES | $325 |
| AMERICAN ENDOWMENT FOUNDATION | |||||||
| 5700 DARROW RD 118 | HUDSON | OH | 44236 | NONE | PC | CHARITABLE PURPOSES | $109,539 |
| AMERICAN ENDOWMENT FOUNDATION | |||||||
| 5700 DARROW RD 118 | HUDSON | OH | 44236 | NONE | PC | CHARITABLE PURPOSES | $263,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $435,467 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,931 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN F TIMMER | |||||||
| 1 | 415 EAST NORTH WATER ST UNIT 1102 | CHICAGO | IL | 606115815 | $101,458 | Yes (X) | |
| ADVOCATE HEALTH CARE | |||||||
| 2 | 3075 HIGHLAND PARKWAY | DOWNERS GROVE | IL | 60515 | $5,000 | Yes (X) | |
| ROBIN STEANS LEONARD GAIL | |||||||
| 3 | 440 BELSON AVENUE | CHICAGO | IL | 60614 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 719 SHARES APPLE INC | NoncashPropertyDesc |
| Fair Market Value | $101,458 | FairMarketValueAmt |
| Received | 2021-10-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRIEDMAN & HUEY | CategoryTxt |
| Amt | $4,875 | Amt |
| Disbursements Charitable Prps | $4,875 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMERICAN ENDOWMENT FOUNDATION 34-17 | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 DARROW RD STE 118 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE PRIVATE FOUNDATION DONATED ASSETS WORTH $796,845 (FMV) TO THE AMERICAN ENDOWMENT FOUNDATION DONOR ADVISED FUND. ALL ASSETS WERE DISTRIBUTED IN ACCORDANCE WITH THE FOUNDATION'S TERMINATION PLAN. | ShortExplanationTxt |
| Dissolution | $372,942 | DissolutionAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| 375 SHS AT&T INC COM | $0 |
| 125 SHS AMERISOURCE BERGEN COR | $0 |
| 50 SHS AMGEN INC COM | $0 |
| 760 SHS APPLE INC COM | $0 |
| 100 SHS BERKSHIRE HATHAWAY INC | $0 |
| 300 SHS CISCO SYSTEMS INC | $0 |
| 90 SHS WALT DISNEY | $0 |
| 125 SHS DOLLAR TREE INC COM | $0 |
| 400 SHS INTEL CORP COM | $0 |
| 35 SHS LOCKHEED MARTIN CORP | $0 |
| 300 SHS MICROSOFT CORP COM | $0 |
| 200 SHS ORACLE CORP COM | $0 |
| 200 SHS TRIP COM GROUP | $0 |
| 225 SHS VERIZON COMMUNICATIONS | $0 |
| 1,191.793 SHS POPLAR FRST PTRS | $0 |
| 2,164.73 SHS POPLAR FRST CNRST | $0 |
| 175 SHS WISDOMTREE TR EMRGING | $0 |
| 150 SHS ABBOTT LABS | $0 |
| 100 SHS ABBVIE INC COM | $0 |
| 300 SHS PETMED EXPRESS INC COM | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER COST OF STOCK DONATION | Desc |
| Amt | $101,095 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUTHNET/CYBERSOURCE SERVICES | $637 | $637 |
| ILLINOIS CHARITY BUREAU | $15 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WRITE OFF BAD DEBT | Desc |
| Amt | $5,293 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $63 | Amt |
| Net Investment Income | $63 | NetInvestmentIncomeAmt |
Comments