JULIAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JULIAN FAMILY FOUNDATION (EIN 47-6662944)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-06
- IRS object ID
- 202501579349100405
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-06T12:56:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320077509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476662944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT T NAPIER HARRISON LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 3123321111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORETTA N JULIAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3123321111 | PhoneNum |
| Signature | 2025-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET A NAGELA | PreparerPersonNm |
| PTIN | P00439254 | PTIN |
| Phone | 3123321111 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,935,460 | 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 | $1,675,262 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $124,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,802 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,762,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,217,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,762,467 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $690 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $690 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,563,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,866,959 | 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 |
| Other Prof Fees Rev And Expnss | $54,377 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,362 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,956,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,956,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,042,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,956,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,520,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,812,597 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $300,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,425 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,425 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,907,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,798,534 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,239,850 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $636,415 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,421,214 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,550,185 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,844,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,365,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,935,460 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$4,411,420 | CapitalStockBOYAmt |
| Capital Stock EOY | -$4,411,420 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,255,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,776,593 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,844,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,365,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,844,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,365,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,844,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,520,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,365,173 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,365,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| WILLIAM BLAIR A/C 0525 - VARIOUS | $865,316 | $863,877 | $1,439 | $1,439 |
| WILLIAM BLAIR A/C 0525 - VARIOUS | $4,351,694 | $1,590,666 | $2,761,028 | $2,761,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,762,467 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,095 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,095 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $267 | EsPenaltyAmt |
| Tax Due | $9,362 | TaxDueAmt |
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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT T NAPIER HARRISON LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123321111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORETTA N JULIAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | 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 |
| 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 | $7,727,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $240,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,967,810 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,967,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,848,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $392,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $392,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,095 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,095 | TotalTaxAmt |
| Distributable Before Adj | $353,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $353,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $353,320 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,956,765 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,956,765 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,344,674 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,886,534 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $783,097 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,876,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,560,345 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,450,784 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,956,765 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $353,320 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,603,445 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,054,229 | 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 | $1,344,674 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,709,555 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,886,534 | ExcessFromYear4Amt |
| Excess From Year3 | $783,097 | ExcessFromYear3Amt |
| Excess From Year2 | $2,876,134 | ExcessFromYear2Amt |
| Excess From Year1 | $1,560,345 | ExcessFromYear1Amt |
| Excess From Current Year | $2,603,445 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LORETTA N JULIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALMOST HOME KIDS - CHICAGO | ||||||||||||
| 211 E GRAND AVENUE 6TH FLOOR | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $2,500 | |||||
| ARTS ALLIANCE ILLINOIS | ||||||||||||
| 200 W MADISON STREET 3RD FLOOR | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $9,000 | |||||
| CEDILLE CHICAGO - RECORDING FOUNDATION | ||||||||||||
| 1205 W BALMORAL AVENUE | CHICAGO | IL | 60640 | NONE | PC | GENERAL PURPOSES | $65,000 | |||||
| CHICAGO A CAPELLA | ||||||||||||
| 4043 N RAVENSWOOD AVENUE SUITE 119 | CHICAGO | IL | 60613 | NONE | PC | GENERAL PURPOSES | $500 | |||||
| CHICAGO ARCHITECTURAL FOUNDATION | ||||||||||||
| 111 E WACKER STREET | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $2,500 | |||||
| CHICAGO BOTANIC GARDEN | ||||||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL PURPOSES | $2,500 | |||||
| CHICAGO OPERA THEATER | ||||||||||||
| 70 E LAKE STREET SUITE 415 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $5,000 | |||||
| CHICAGO SYMPHONY ORCHESTRA | ||||||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | GENERAL PURPOSES | $985,000 | |||||
| CHICAGO ZOOLOGICAL SOCIETY (BROOKFIELD ZOO) | ||||||||||||
| 8400 W 31ST STREET | BROOKFIELD | IL | 60513 | NONE | PC | GENERAL PURPOSES | $10,000 | |||||
| CIVITAS EDUCATION PARTNERS | ||||||||||||
| 1006 S MICHIGAN AVENUE SUITE 3001 | CHICAGO | IL | 60605 | NONE | PC | GENERAL PURPOSES | $5,000 | |||||
| CLASSICAL MUSIC CHICAGO | ||||||||||||
| 200 W MADISON STREET 2ND FLOOR | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $5,000 | |||||
| COLLABORATIVE ARTS INSTITUTE OF CHICAGO (CAIC) | ||||||||||||
| 1126 W FULLERTON AVENUE SUITE 1 | CHICAGO | IL | 60614 | NONE | PC | GENERAL PURPOSES | $15,000 | |||||
| EIGHTH BLACKBIRD | ||||||||||||
| 4045 N ROCKWELL STREET | CHICAGO | IL | 60640 | NONE | PC | GENERAL PURPOSES | $2,500 | |||||
| GRANT PARK SYMPHONY & MUSIC FESTIVAL | ||||||||||||
| 205 W RANDOLPH STREET 4TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $255,000 | |||||
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL PURPOSES | $10,000 | |||||
| HINSDALE ASSEMBLY | ||||||||||||
| 3 GRANT SQUARE SUITE 222 | HINSDALE | IL | 60521 | NONE | PC | GENERAL PURPOSES | $1,000 | |||||
| IMMACULATE CONCEPTION PARISH | ||||||||||||
| 7211 W TALCOTT AVENUE | CHICAGO | IL | 60631 | NONE | PC | GENERAL PURPOSES | $1,250 | |||||
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC | GENERAL PURPOSES | $5,000 | |||||
| KING-BRUWAERT HOUSE | ||||||||||||
| 6101 S COUNTY LINE ROAD | BURR RIDGE | IL | 60527 | NONE | PC | GENERAL PURPOSES | $5,500 | |||||
| LEAGUE OF AMERICAN ORCHESTRAS (LAO) | ||||||||||||
| 33 W 60TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSES | $200,000 | |||||
| LURIE CHILDREN'S HOSPITAL OF CHICAGO | ||||||||||||
| 225 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $2,500 | |||||
| LYRIC OPERA OF CHICAGO | ||||||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $433,000 | |||||
| MERIT SCHOOL OF MUSIC | ||||||||||||
| 38 S PEORIA STREET | CHICAGO | IL | 60607 | NONE | PC | GENERAL PURPOSES | $475,000 | |||||
| MILWAUKEE SYMPHONY ORCHESTRA | ||||||||||||
| 212 W WISCONSIN AVENUE | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL PURPOSES | $5,000 | |||||
| MORTON ARBORETUM | ||||||||||||
| 4100 IL-53 | LISLE | IL | 60532 | NONE | PC | GENERAL PURPOSES | $10,000 | |||||
| MUSIC INSTITUTE OF CHICAGO | ||||||||||||
| 65 E HURON STREET | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $110,000 | |||||
| NORTHWESTERN UNIVERSITY - GLOBAL HEALTH INITIATIVE | ||||||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | GENERAL PURPOSES | $1,000 | |||||
| PEOPLE'S MUSIC SCHOOL | ||||||||||||
| 931 W EASTWOOD AVENUE | CHICAGO | IL | 60640 | NONE | PC | GENERAL PURPOSES | $5,000 | |||||
| PHILADELPHIA ORCHESTRA | ||||||||||||
| 1 S BROAD STREET 14TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL PURPOSES | $2,500 | |||||
| SOLTI FOUNDATION | ||||||||||||
| 1555 SHERMAN AVENUE SUITE 310 | EVANSTON | IL | 60201 | NONE | PC | GENERAL PURPOSES | $5,000 | |||||
| THE ART INSTITUTE OF CHICAGO | ||||||||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | GENERAL PURPOSES | $3,000 | |||||
| THE CHICAGO COMMUNITY TRUST - INNOVATION 80 | ||||||||||||
| 33 S STATE STREET SUITE 750 | CHICAGO | IL | 60603 | NONE | PC | GENERAL PURPOSES | $25,000 | |||||
| THE DR JULIEN FOUNDATION - MONTREAL CELLO ENSEMBLE | ||||||||||||
| NONE | PC | GENERAL PURPOSES | $40,000 | 4765 SAINTE-CATHERINE EAST STREET | MONTREAL | QUEBEC | CA | H1V 1Z5 | ||||
| THIRD COAST PERCUSSION | ||||||||||||
| 4045 N ROCKWELL STREET | CHICAGO | IL | 60618 | NONE | PC | GENERAL PURPOSES | $95,000 | |||||
| WELLNESS HOUSE | ||||||||||||
| 31 N COUNTY LINE ROAD | HINSDALE | IL | 60521 | NONE | PC | GENERAL PURPOSES | $2,500 | |||||
| WTTWWFMT - WINDOW TO THE WORLD COMMUNICATIONS INC | ||||||||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL PURPOSES | $155,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,956,750 | 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 | $124,772 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $690 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,762,467 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,887,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,887,929 | 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 |
|---|---|---|---|---|---|---|---|
| LORETTA N JULIAN | |||||||
| 1 | 333 W WACKER DRIVE SUITE 1700 | CHICAGO | IL | 60606 | $25,472 | Yes (X) | |
| LORETTA N JULIAN | |||||||
| 2 | 333 W WACKER DRIVE SUITE 1700 | CHICAGO | IL | 60606 | $1,649,790 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS MARKETABLE SECURITIES. | NoncashPropertyDesc |
| Fair Market Value | $1,649,790 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WILLIAM BLAIR - FIXED INCOME/BONDS | BondNm |
| EOY Book Value | $1,421,214 | EOYBookValueAmt |
| EOYFMV | $1,550,185 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WILLIAM BLAIR - EQUITIES | StockNm |
| EOY Book Value | $3,798,534 | EOYBookValueAmt |
| EOYFMV | $6,239,850 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WILLIAM BLAIR A/C 0525 - NONDIVIDEND DISTRIBUTIONS | $326 | $326 | $326 |
| CLASS ACTION SETTLEMENTS | $364 | $364 | $364 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX AND LEGAL SERVICES | $3,430 | $3,415 | $15 |
| WILLIAM BLAIR ACCOUNT FEES | $50,072 | $50,072 | $0 |
| OTHER BLAIR FEES | $875 | $875 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORETTA N JULIAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 170 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,458 | $0 | $0 |
| ESTIMATED EXCISE TAX | $30,000 | $0 | $0 |
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