BUTLER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BUTLER FAMILY FOUNDATION (EIN 36-6101775)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-15
- IRS object ID
- 202501669349100050
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-15T06:33:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202092632 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY J CURRIE CPA LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12101 KENT TRAIL | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604481610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366101775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUTL | BusinessNameControlTxt |
| Phone | 9176019652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN RD SUITE A8 PMB 218 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN B CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9176019652 | PhoneNum |
| Signature | 2025-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J CURRIE | PreparerPersonNm |
| PTIN | P00294543 | PTIN |
| Phone | 7084785309 | PhoneNum |
| Preparation | 2025-06-06 | PreparationDt |
| 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 | $35,204,854 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $424,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $424,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,453,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,279,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,453,526 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,878,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,878,494 | 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 | $4,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,231 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,694 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,175 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,888 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,888 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $153,377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $151,933 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,444 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $230,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $157,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,641,047 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,641,047 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,871,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $157,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,682,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,007,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,721,442 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $297,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,970 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,149,008 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,316,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,067,884 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,446,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,453,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,204,854 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $195,819 | CapitalStockBOYAmt |
| Capital Stock EOY | $195,819 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,250,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,257,482 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,446,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,453,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,446,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,453,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,446,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,007,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,453,301 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,453,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (131 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BILL HOLDINGS | P | 2023-10-27 | 2024-02-12 | $48,831 | $67,324 | -$18,493 | -$18,493 |
| BILL HOLDINGS | P | 2024-01-26 | 2024-02-12 | $48,832 | $55,751 | -$6,919 | -$6,919 |
| EVOLENT HEALTH | P | 2023-10-27 | 2024-08-07 | $51,222 | $59,963 | -$8,741 | -$8,741 |
| INSULET CORP | P | 2023-10-27 | 2024-03-04 | $164,289 | $136,323 | $27,966 | $27,966 |
| LEGAL ZOOM | P | 2023-08-09 | 2024-05-13 | $60,048 | $77,499 | -$17,451 | -$17,451 |
| MONGODB INC | P | 2024-05-06 | 2024-08-05 | $119,045 | $201,172 | -$82,127 | -$82,127 |
| PHREESIA INC | P | 2024-01-26 | 2024-10-14 | $63,000 | $76,062 | -$13,062 | -$13,062 |
| PHREESIA INC | P | 2024-01-26 | 2024-10-24 | $54,001 | $76,062 | -$22,061 | -$22,061 |
| POWERSCHOOL | P | 2024-03-04 | 2024-05-23 | $41,562 | $41,222 | $340 | $340 |
| POWERSCHOOL | P | 2024-03-04 | 2024-06-10 | $55,963 | $51,528 | $4,435 | $4,435 |
| POWERSCHOOL | P | 2024-05-06 | 2024-06-10 | $33,578 | $25,028 | $8,550 | $8,550 |
| POWERSCHOOL | P | 2024-05-13 | 2024-06-10 | $134,310 | $109,165 | $25,145 | $25,145 |
| SCHWAB CHARLES | P | 2023-09-19 | 2024-05-23 | $158,547 | $127,049 | $31,498 | $31,498 |
| SCHWAB CHARLES | P | 2023-09-19 | 2024-09-11 | $25,125 | $23,100 | $2,025 | $2,025 |
| SPROUT SOCIAL | P | 2023-08-15 | 2024-08-05 | $31,037 | $47,417 | -$16,380 | -$16,380 |
| SPROUT SOCIAL | P | 2023-10-27 | 2024-08-05 | $46,556 | $63,460 | -$16,904 | -$16,904 |
| AMETEK INC | P | 2015-06-30 | 2024-11-29 | $12,901 | $3,596 | $9,305 | $9,305 |
| AMETEK INC | P | 2018-11-01 | 2024-11-29 | $130,377 | $47,055 | $83,322 | $83,322 |
| AON PLC | P | 2020-06-25 | 2024-05-06 | $85,522 | $57,850 | $27,672 | $27,672 |
| APPLE INC | P | 2011-08-09 | 2024-01-26 | $192,090 | $14,577 | $177,513 | $177,513 |
| BERKSHIRE HATHAWAY | P | 2003-02-25 | 2024-03-13 | $27,212 | $2,814 | $24,398 | $24,398 |
| COSTAR GROUP INC | P | 2022-07-27 | 2024-10-03 | $81,320 | $75,408 | $5,912 | $5,912 |
| COSTCO WHOLESALE | P | 2008-03-24 | 2024-03-04 | $126,681 | $10,933 | $115,748 | $115,748 |
| DEXCOM INC | P | 2011-06-24 | 2024-05-13 | $125,425 | $3,667 | $121,758 | $121,758 |
| ECOLAB INC | P | 2021-02-11 | 2024-11-19 | $109,812 | $97,573 | $12,239 | $12,239 |
| ECOLAB INC | P | 2021-02-19 | 2024-11-19 | $89,558 | $76,754 | $12,804 | $12,804 |
| ECOLAB INC | P | 2021-02-24 | 2024-11-19 | $30,503 | $26,795 | $3,708 | $3,708 |
| FEDEX CORP | P | 1998-09-28 | 2024-03-13 | $25,710 | $2,519 | $23,191 | $23,191 |
| FEDEX CORP | P | 1998-09-28 | 2024-05-06 | $174,126 | $16,788 | $157,338 | $157,338 |
| FEDEX CORP | P | 1998-09-28 | 2024-05-06 | $60,827 | $5,868 | $54,959 | $54,959 |
| GUIDEWIRE SOFTWARE | P | 2023-03-21 | 2024-05-31 | $103,589 | $70,379 | $33,210 | $33,210 |
| HOLOGIC INC | P | 2020-04-30 | 2024-03-13 | $75,626 | $50,596 | $25,030 | $25,030 |
| IDEXX LABORATORIES | P | 2008-10-23 | 2024-03-13 | $54,672 | $1,950 | $52,722 | $52,722 |
| IDEXX LABORATORIES | P | 2008-10-23 | 2024-05-06 | $212,439 | $8,718 | $203,721 | $203,721 |
| IDEXX LABORATORIES | P | 2008-10-23 | 2024-05-06 | $25,188 | $1,033 | $24,155 | $24,155 |
| IRHYTHM TECHNOLGIES | P | 2021-06-03 | 2024-05-23 | $87,692 | $61,944 | $25,748 | $25,748 |
| JOHNSON & JOHNSON | P | 2003-01-22 | 2024-05-06 | $77,230 | $28,965 | $48,265 | $48,265 |
| LOWES COMPANIES | P | 2012-05-10 | 2024-11-19 | $43,369 | $5,048 | $38,321 | $38,321 |
| LOWES COMPANIES | P | 2012-06-19 | 2024-11-19 | $21,555 | $2,372 | $19,183 | $19,183 |
| MICROSOFT | P | 2002-02-28 | 2024-03-13 | $83,099 | $5,922 | $77,177 | $77,177 |
| OREILLY AUTOMOTIVE | P | 2020-05-27 | 2024-03-04 | $161,405 | $61,964 | $99,441 | $99,441 |
| OREILLY AUTOMOTIVE | P | 2020-04-22 | 2024-05-23 | $16,658 | $6,273 | $10,385 | $10,385 |
| OREILLY AUTOMOTIVE | P | 2020-05-27 | 2024-05-23 | $81,332 | $34,287 | $47,045 | $47,045 |
| POOL CORP | P | 2022-10-25 | 2024-10-10 | $181,105 | $148,336 | $32,769 | $32,769 |
| POOL CORP | P | 2023-03-20 | 2024-10-10 | $36,221 | $34,497 | $1,724 | $1,724 |
| PORTILLOS | P | 2022-05-06 | 2024-05-13 | $25,216 | $53,283 | -$28,067 | -$28,067 |
| PORTILLOS | P | 2023-01-19 | 2024-05-13 | $20,254 | $41,022 | -$20,768 | -$20,768 |
| PROCTER & GAMBLE | P | 2016-01-08 | 2024-03-04 | $63,722 | $30,440 | $33,282 | $33,282 |
| PROCTER & GAMBLE | P | 2016-01-08 | 2024-03-04 | $74,396 | $35,539 | $38,857 | $38,857 |
| ROCKWELL AUTOMATION | P | 2022-10-13 | 2024-09-11 | $78,949 | $72,740 | $6,209 | $6,209 |
| SCHWAB CHARLES | P | 2023-03-24 | 2024-09-11 | $54,962 | $46,738 | $8,224 | $8,224 |
| SCHWAB CHARLES | P | 2023-03-24 | 2024-10-03 | $81,343 | $68,638 | $12,705 | $12,705 |
| SCHWAB CHARLES | P | 2023-03-24 | 2024-11-07 | $32,463 | $23,503 | $8,960 | $8,960 |
| SCHWAB CHARLES | P | 2023-10-27 | 2027-11-07 | $73,780 | $50,475 | $23,305 | $23,305 |
| SPROUT SOCIAL | P | 2020-10-06 | 2024-08-05 | $51,739 | $66,861 | -$15,122 | -$15,122 |
| SPROUT SOCIAL | P | 2022-02-23 | 2024-08-05 | $31,037 | $56,325 | -$25,288 | -$25,288 |
| STRYKER CORP | P | 2012-06-19 | 2024-05-06 | $53,947 | $9,221 | $44,726 | $44,726 |
| STRYKER CORP | P | 2018-12-20 | 2024-05-06 | $54,272 | $25,855 | $28,417 | $28,417 |
| STRYKER CORP | P | 2012-06-19 | 2024-11-07 | $67,696 | $10,160 | $57,536 | $57,536 |
| STRYKER CORP | P | 2012-06-19 | 2024-11-07 | $24,785 | $3,722 | $21,063 | $21,063 |
| STRYKER CORP | P | 2012-02-28 | 2024-11-19 | $27,163 | $3,826 | $23,337 | $23,337 |
| STRYKER CORP | P | 2012-06-19 | 2024-11-19 | $69,848 | $9,994 | $59,854 | $59,854 |
| TRANSDIGM GROUP | P | 2020-04-22 | 2024-04-30 | $62,500 | $15,142 | $47,358 | $47,358 |
| UBER TECHNOLOGIES | P | 2021-11-01 | 2024-05-13 | $130,771 | $88,906 | $41,865 | $41,865 |
| UBER TECHNOLOGIES | P | 2020-07-07 | 2024-05-23 | $44,670 | $23,098 | $21,572 | $21,572 |
| UBER TECHNOLOGIES | P | 2021-11-01 | 2024-05-23 | $82,959 | $57,789 | $25,170 | $25,170 |
| CARMAX INC | P | 2023-08-23 | 2024-06-07 | $51,980 | $59,511 | -$7,531 | -$7,531 |
| CARMAX INC | P | 2024-04-08 | 2024-06-07 | $51,980 | $62,212 | -$10,232 | -$10,232 |
| EVOLENT HEALTH | P | 2024-06-05 | 2024-07-09 | $57,787 | $57,787 | $0 | $0 |
| EVOLENT HEALTH | P | 2024-06-12 | 2024-07-30 | $71,730 | $73,868 | -$2,138 | -$2,138 |
| EVOLENT HEALTH | P | 2024-07-16 | 2024-07-30 | $107,594 | $94,194 | $13,400 | $13,400 |
| MONGODB INC | P | 2024-05-23 | 2024-08-05 | $108,223 | $181,627 | -$73,404 | -$73,404 |
| MONGODB INC | P | 2024-05-23 | 2024-08-05 | $43,289 | $72,651 | -$29,362 | -$29,362 |
| MONTROSE ENVIRONMENTAL | P | 2023-12-19 | 2024-07-30 | $90,101 | $93,067 | -$2,966 | -$2,966 |
| POOL CORP | P | 2023-12-19 | 2024-07-09 | $59,041 | $59,041 | $0 | $0 |
| POOL CORP | P | 2024-01-09 | 2024-10-22 | $70,024 | $93,209 | -$23,185 | -$23,185 |
| POOL CORP | P | 2024-07-30 | 2024-10-22 | $17,506 | $18,521 | -$1,015 | -$1,015 |
| SCHWAB CHARLES | P | 2023-09-19 | 2024-05-23 | $72,067 | $57,750 | $14,317 | $14,317 |
| SPROUT SOCIAL | P | 2023-09-19 | 2024-05-23 | $23,905 | $36,712 | -$12,807 | -$12,807 |
| ALPHABET INC | P | 2022-09-22 | 2024-05-23 | $86,924 | $50,185 | $36,739 | $36,739 |
| APPLE INC | P | 2011-08-09 | 2024-04-08 | $168,430 | $14,563 | $153,867 | $153,867 |
| CME GROUP | P | 2023-03-20 | 2024-06-24 | $117,651 | $110,161 | $7,490 | $7,490 |
| DEERE & CO | P | 2023-03-07 | 2024-05-23 | $95,078 | $105,111 | -$10,033 | -$10,033 |
| ECOLAB INC | P | 2020-11-10 | 2024-07-30 | $22,943 | $21,450 | $1,493 | $1,493 |
| ECOLAB INC | P | 2020-12-10 | 2024-07-30 | $45,887 | $44,688 | $1,199 | $1,199 |
| EDWARDS LIFESCIENCES | P | 2023-03-17 | 2024-04-08 | $92,377 | $81,013 | $11,364 | $11,364 |
| ELI LILLY | P | 2023-03-20 | 2024-07-30 | $117,901 | $49,812 | $68,089 | $68,089 |
| EVOLENT HEALTH | P | 2019-04-23 | 2024-05-23 | $18,979 | $11,562 | $7,417 | $7,417 |
| EVOLENT HEALTH | P | 2019-04-23 | 2024-05-23 | $7,587 | $4,622 | $2,965 | $2,965 |
| EVOLENT HEALTH | P | 2019-05-08 | 2024-05-23 | $7,587 | $4,720 | $2,867 | $2,867 |
| EVOLENT HEALTH | P | 2019-05-09 | 2024-05-23 | $11,392 | $7,247 | $4,145 | $4,145 |
| EVOLENT HEALTH | P | 2019-04-23 | 2024-07-09 | $9,631 | $6,940 | $2,691 | $2,691 |
| EVOLENT HEALTH | P | 2020-06-25 | 2024-07-02 | $48,156 | $16,370 | $31,786 | $31,786 |
| HOLOGIC INC | P | 2020-04-30 | 2024-05-13 | $86,049 | $58,108 | $27,941 | $27,941 |
| HOLOGIC INC | P | 2020-09-30 | 2024-05-13 | $50,479 | $44,298 | $6,181 | $6,181 |
| IDEXX LABORATORIES | P | 2008-10-23 | 2024-05-23 | $114,768 | $4,346 | $110,422 | $110,422 |
| IDEXX LABORATORIES | P | 2008-10-23 | 2024-05-23 | $91,093 | $3,451 | $87,642 | $87,642 |
| IRHYTHM TECHNOLGIES | P | 2021-06-03 | 2024-07-09 | $23,576 | $15,486 | $8,090 | $8,090 |
| IRHYTHM TECHNOLGIES | P | 2021-09-10 | 2024-07-09 | $14,146 | $7,226 | $6,920 | $6,920 |
| IRHYTHM TECHNOLGIES | P | 2023-01-19 | 2024-07-09 | $56,584 | $59,690 | -$3,106 | -$3,106 |
| OREILLY AUTOMOTIVE | P | 2020-05-27 | 2024-05-23 | $48,995 | $20,655 | $28,340 | $28,340 |
| OREILLY AUTOMOTIVE | P | 2020-05-27 | 2024-05-23 | $146,986 | $61,964 | $85,022 | $85,022 |
| POOL CORP | P | 2023-01-26 | 2024-07-09 | $88,562 | $88,562 | $0 | $0 |
| POOL CORP | P | 2023-02-16 | 2024-10-22 | $105,036 | $131,904 | -$26,868 | -$26,868 |
| PROCTER & GAMBLE | P | 2021-09-09 | 2024-07-30 | $85,347 | $76,752 | $8,595 | $8,595 |
| SCHWAB CHARLES | P | 2023-03-24 | 2024-05-23 | $8,648 | $6,410 | $2,238 | $2,238 |
| SPROUT SOCIAL | P | 2020-10-06 | 2024-05-23 | $26,550 | $33,410 | -$6,860 | -$6,860 |
| SPROUT SOCIAL | P | 2022-09-22 | 2024-05-23 | $31,873 | $59,759 | -$27,886 | -$27,886 |
| SPROUT SOCIAL | P | 2023-03-07 | 2024-05-23 | $23,905 | $49,061 | -$25,156 | -$25,156 |
| UBER TECHNOLOGIES | P | 2021-11-05 | 2024-05-23 | $118,058 | $87,718 | $30,340 | $30,340 |
| WABTEC COM | P | 2022-10-21 | 2024-10-22 | $37,768 | $17,285 | $20,483 | $20,483 |
| CONAGRA BRANDS | P | 2023-10-06 | 2024-10-03 | $59,125 | $52,844 | $6,281 | $6,281 |
| CONAGRA BRANDS | P | 2023-10-25 | 2024-10-03 | $29,562 | $27,490 | $2,072 | $2,072 |
| MEDTRONIC PLC | P | 2023-08-23 | 2024-05-24 | $8,106 | $8,424 | -$318 | -$318 |
| MEDTRONIC PLC | P | 2023-08-23 | 2024-06-04 | $47,383 | $48,020 | -$637 | -$637 |
| MEDTRONIC PLC | P | 2023-08-23 | 2024-06-12 | $27,129 | $27,801 | -$672 | -$672 |
| NEXTERA ENERGY | P | 2023-08-23 | 2024-02-08 | $67,201 | $81,240 | -$14,039 | -$14,039 |
| NIKE INC | P | 2024-03-22 | 2024-11-07 | $59,123 | $71,605 | -$12,482 | -$12,482 |
| ACCENTURE | P | 2015-09-29 | 2024-05-09 | $24,436 | $7,695 | $16,741 | $16,741 |
| BRYSTOL-MYERS SQUIBB | P | 2015-08-28 | 2024-03-22 | $10,963 | $12,604 | -$1,641 | -$1,641 |
| BRYSTOL-MYERS SQUIBB | P | 2015-08-28 | 2024-03-22 | $2,610 | $3,001 | -$391 | -$391 |
| BRYSTOL-MYERS SQUIBB | P | 2015-09-08 | 2024-03-22 | $8,353 | $9,353 | -$1,000 | -$1,000 |
| BRYSTOL-MYERS SQUIBB | P | 2015-09-08 | 2024-03-22 | $5,221 | $5,846 | -$625 | -$625 |
| BRYSTOL-MYERS SQUIBB | P | 2015-09-29 | 2024-03-22 | $5,221 | $5,915 | -$694 | -$694 |
| BRYSTOL-MYERS SQUIBB | P | 2015-09-29 | 2024-03-22 | $3,915 | $4,436 | -$521 | -$521 |
| BRYSTOL-MYERS SQUIBB | P | 2018-06-05 | 2024-03-22 | $24,797 | $24,688 | $109 | $109 |
| BRYSTOL-MYERS SQUIBB | P | 2018-06-05 | 2024-03-22 | $14,356 | $14,293 | $63 | $63 |
| ELI LILLY | P | 2016-01-25 | 2024-08-05 | $41,167 | $4,396 | $36,771 | $36,771 |
| LINDE PLC | P | 2019-08-20 | 2024-05-09 | $23,635 | $10,372 | $13,263 | $13,263 |
| SCHWAB CHARLES | P | 2023-10-25 | 2024-11-07 | $53,490 | $35,493 | $17,997 | $17,997 |
| TARGET CORP | P | 2022-06-09 | 2024-05-22 | $53,926 | $59,950 | -$6,024 | -$6,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,453,526 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,849 | 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 | $40,849 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,021 | OverpaymentAmt |
| Applied To ES Tax | $3,021 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN B CONNELL | IndividualWithBooksNm |
| Phone | 9176019652 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN ROAD SUITE A8 PMB | AddressLine1Txt |
| Address Line2 | 218 | AddressLine2Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN B CONNELL | ||||||||
| 30 BURROUGHS RD | LEXINGTON | MA | 02420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH B PRUETT | ||||||||
| 77 E PEMBROKE DRIVE | LAKE FOREST | IL | 60045 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KAY S BUTLER | ||||||||
| 6400 N 52ND PLACE | PARADISE VALLEY | AZ | 85253 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,027,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $518,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,545,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,545,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $518,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,027,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,701,368 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,701,368 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,828 | TotalTaxAmt |
| Distributable Before Adj | $1,663,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,663,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,663,540 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,682,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,682,360 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,663,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $176,543 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,682,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $176,543 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,505,817 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $157,723 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN B CONNELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN RD SUITE A8 PMB 218 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9176019652 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO STANDARD APPLICATION FORMS. A LETTER REQUESTING A CONTRIBUTION IS SUFFICIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE EDUCATIONAL, RELIGIOUS, OR CHARITABLE AS DEFINED UNDER IRC SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA SCIENCE CENTER | |||||||
| 600 E WASHINGTON ST | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| BERKLEE COLLEGE OF MUSIC INC | |||||||
| 1140 BOYLSTON ST | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND RD | NORTH ANDOVER | MA | 01845 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| CHRIST CHURCH OF THE ASCENSION | |||||||
| 4015 E LINCOLN DR | PARADISE VALLEY | AZ | 85253 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| CULVER EDUCATIONAL FOUNDATION | |||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ABILITY 360 INC | |||||||
| 5031 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| DOMINICAN UNIVERSITY | |||||||
| 7900 DIVISION ST | RIVER FOREST | IL | 60305 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATIONGENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $50,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| LAKE FOREST HIGH SCHOOL FOUNDATION | |||||||
| PO BOX 148 | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC - NYC CHAPTER | |||||||
| PO BOX 22470 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $17,950 |
| READING POWER INC | |||||||
| 900 N SHORE DR 178 | LAKE BLUFF | IL | 60044 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $66,000 |
| BALLET ARIZONA | |||||||
| 2835 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| BEAR NECESSITIES PEDIATRIC CANCER FOUNDATION | |||||||
| 55 W WACKER DR 1100 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| BIG SHOULDERS FUND | |||||||
| 212 W VAN BUREN ST | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| SANDRA DAY OCONNOR INSTITUTE | |||||||
| 111 E TAYLOR ST 9220 | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| BRAVO WAUKEGAN | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| BRUSHWOOD CENTER AT RYERSON WOODS | |||||||
| 21850 RIVERWOODS RD | RIVERWOODS | IL | 60015 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| CANEY CREEK COMMUNITY CENTER - ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| CHICAGO COMMUNITY FOUNDATION | |||||||
| 140 S DEARBORN STREET | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| JOHN AUSTIN CHELEY FOUNDATION | |||||||
| 1420 OGDEN ST 102 | DENVER | CO | 80218 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| COLGATE UNIVERSITY | |||||||
| 13 OAKS DR EXT | HAMILTON | NY | 13346 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $50,000 |
| EITELJORG MUSEUM OF AMERICAN INDIANS AND WESTERN ART INC | |||||||
| 500 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| ELAWA FARM FOUNDATION | |||||||
| 1401 MIDDLEFORK DR | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| FAMILY ACTION NETWORK | |||||||
| 1718 SHERMAN AVE 201 | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| FIELD MUSUEM OF NATURAL HISTORY | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $55,000 |
| FOREST PARK PRESERVATION CORPORATION | |||||||
| PO BOX 868 | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| FOURTH PRESBYTERIAN CHURCH | |||||||
| 126 E CHESTNUT ST | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| HISTORY CENTER OF LAKE FOREST LAKE BLUFF | |||||||
| 509 E DEERPATH RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| GREAT LAKES ADAPTIVE SPORTS ASSOC | |||||||
| 27864 IRMA LEE CIR | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $165,000 |
| GROTON SCHOOL | |||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $14,431 |
| INSTITUTE FOR ETHNOMEDICINE INC | |||||||
| 1130 US-89 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| JACKSON LABORATORY | |||||||
| 600 MAIN ST | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $50,000 |
| LAKE FOREST COLLEGE | |||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| LAKE FOREST COUNTRY DAY SCHOOL | |||||||
| 145 S GREEN BAY RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $40,000 |
| LAKE FOREST GARDEN CLUB | |||||||
| 22921 RIDGE RTE DR | LAKE FOREST | CA | 92630 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| LAKE FOREST OPEN LANDS ASSOCIATION | |||||||
| 350 WAUKEGAN RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $13,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC - METRO NY REGION | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $84,166 |
| MAKE A WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVE | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $60,000 |
| MOTHERS TR FOUNDATION | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $60,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| ORCHARD SCHOOL FOUNDATION INC | |||||||
| 615 W 64TH ST | INDIANAPOLIS | IN | 46260 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| PHOENIX CHILDRENS HOSPITAL | |||||||
| 1919 E THOMAS RD | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| PHOENIX SYMPHONY ASSOCIATION | |||||||
| ONE N FIRST ST | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $32,500 |
| PRESERVATION FOUNDATION OF THE LAKE COUNTY FOREST PRESERVES | |||||||
| 1899 W WINCHESTER ROAD | LIBERTYVILLE | IL | 60048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $65,000 |
| RENDEZVOUS ARTS | |||||||
| 4129 N MOZART ST | CHICAGO | IL | 60618 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| RHODE ISLAND SCHOOOL OF DESIGN | |||||||
| 2 COLLEGE ST | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| SOUTHWESTERN HEIGHTS HIGH SCHOOL | |||||||
| 17222 MUSTANG RD | KISMET | KS | 67859 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| THE CHURCH OF THE HOLY SPIRIT | |||||||
| 400 E WESTMINISTER AVE | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $45,000 |
| THE COURAGEOUS PARENTS NETWORK INC | |||||||
| 21 ROCHESTER RD | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| THE POSSE FOUNDATION INC - CHICAGO | |||||||
| 111 W JACKSON BLVD 1100 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| UNION LEAGUE BOYS & GIRLS CLUB | |||||||
| 2157 W 19TH ST | CHICAGO | IL | 60608 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| UNIVERSITY OF VIRGINIA SCHOOL OF ARCHITECTURE | |||||||
| 110 BAYLY DR | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $35,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| WOMANS BOARD OF NORTHWESTERN MEMORIAL HOSPITAL | |||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $8,000 |
| SPECIAL OLYMPICS ILLINOIS | |||||||
| 18440 THOMPSON CT 205 | TINLEY PARK | IL | 60477 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| ST MARYS FOOD BANK ALLIANCE | |||||||
| 3131 W THOMAS RD | PHOENIX | AZ | 85017 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| URBAN RIVERS INC | |||||||
| 1440 N KINGSBURY 005 | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $35,000 |
| WEST END HOUSE INC | |||||||
| 105 ALLSTON ST | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| LAKE COUNTY COMMUNITY FOUNDATION | |||||||
| 1200 UNIVERSITY DR 333 | GRAYSLAKE | IL | 60030 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,641,047 | 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 | $424,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,453,526 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,878,494 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,878,494 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,925 | Amt |
| Net Investment Income | $1,231 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,694 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLAIR NFS 6375 BFF PORTFOLIO | $7,636,857 | $16,178,191 |
| BLAIR GDG 9034 BFF PORTFOLIO | $2,644,754 | $5,067,853 |
| BLAIR NFS 6376 LBA PORTFOLIO | $7,034,720 | $13,821,840 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $151,933 | $151,933 | $0 |
| DUES & SUBSCRIPTIONS | $1,009 | $0 | $1,009 |
| MISCELLANEOUS | $356 | $0 | $356 |
| BANK SERVICE CHARGES | $79 | $0 | $79 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ADMINISTRATIVE FEES | $15,000 | $0 | $15,000 |
| PROFESSIONAL FEES | $21,175 | $0 | $21,175 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $32,000 | $0 | $0 |
| FOREIGN TAXES | $3,888 | $3,888 | $0 |
Comments