CHUCK AND MONICA MCQUAID FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHUCK AND MONICA MCQUAID FAMILY FOUNDATION (EIN 45-6540620)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-23
- IRS object ID
- 202221749349100512
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-23T12:29:46-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363740857 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAYLAND STEINHILBER & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SHORE DRIVE SUITE 2 | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605275819 | 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 | 456540620 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHUCK AND MONICA MCQUAID | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHUC | BusinessNameControlTxt |
| Phone | 6308528238 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1341 TURVEY ROAD | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605154547 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MCQUAID | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6308528238 | PhoneNum |
| Signature | 2022-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | MCQUAID | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H KITCHENER LAYLAND JR | PreparerPersonNm |
| PTIN | P00129619 | PTIN |
| Phone | 6306543710 | PhoneNum |
| Preparation | 2022-06-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,711,283 | 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 | $413,290 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,844 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,844 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,879 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,879 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,253,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,841,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,253,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,888,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,475,393 | 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 | $8,026 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,026 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,790 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,881 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,599,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,599,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,613,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,881 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,599,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $275,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,461,512 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1,472 | CashEOYAmt |
| Cash EOYFMV | $1,472 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $848,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,859,477 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,858,624 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $525,569 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,679,908 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,487,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,032,824 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $70,953 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $70,953 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $75,473 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,432,072 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,219,555 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,742,890 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,556,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,639,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,711,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$1,335,379 | CapitalStockBOYAmt |
| Capital Stock EOY | -$1,528,366 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,892,227 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,167,569 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,556,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,639,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,556,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,639,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,556,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $275,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,832,190 | SubtotalAmt |
| Other Decreases | $192,987 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,639,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CD BEAL BANK | P | 2020-10-02 | 2021-07-14 | $200,000 | $200,000 | $0 | $0 |
| CD BANK UNITED | P | 2020-10-05 | 2021-01-14 | $200,000 | $200,000 | $0 | $0 |
| CD GOLDMAN SACHS BK | P | 2021-04-26 | 2021-11-05 | $230,000 | $230,000 | $0 | $0 |
| US TREASURY STRIPS | P | 2019-10-15 | 2021-08-16 | $300,000 | $300,000 | $0 | $0 |
| US TSY 2.250% | P | 2018-05-09 | 2021-04-30 | $230,000 | $230,000 | $0 | $0 |
| ABBOTT LABS | P | 2014-07-02 | 2021-03-04 | $118,934 | $41,597 | $77,337 | $77,337 |
| ABBOTT LABS | P | 2013-12-12 | 2021-06-21 | $212,916 | $72,999 | $139,917 | $139,917 |
| ALPHABET INC | P | 2018-11-26 | 2021-03-04 | $205,634 | $104,941 | $100,693 | $100,693 |
| ISHARES MSCI KLD | P | 2014-09-15 | 2021-03-04 | $102,419 | $51,801 | $50,618 | $50,618 |
| ISHARES MSCI KLD | P | 2014-09-15 | 2021-03-09 | $149,484 | $74,001 | $75,483 | $75,483 |
| ISHARES MSCI KLD | P | 2014-09-15 | 2021-04-09 | $315,217 | $148,003 | $167,214 | $167,214 |
| ISHARES MSCI KLD | P | 2015-09-08 | 2021-05-14 | $159,306 | $72,844 | $86,462 | $86,462 |
| ELI LILLY | P | 2016-10-10 | 2021-09-02 | $257,103 | $83,153 | $173,950 | $173,950 |
| NOVARTIS ADR | P | 2017-05-09 | 2021-11-11 | $115,848 | $96,935 | $18,913 | $18,913 |
| ORGANON AND CO | P | 2016-07-05 | 2021-09-02 | $13,725 | $10,924 | $2,801 | $2,801 |
| PRA HEALTH SCIENCES INC | P | 2018-09-10 | 2021-07-02 | $330,536 | $215,226 | $115,310 | $115,310 |
| RYMAN HOSPITALITY | P | 2016-07-05 | 2021-11-10 | $91,349 | $48,253 | $43,096 | $43,096 |
| SOUTH JERSEY IND | P | 2015-10-21 | 2021-03-08 | $56,237 | $54,346 | $1,891 | $1,891 |
| SOUTH JERSEY IND | P | 2015-11-23 | 2021-03-08 | $56,237 | $47,425 | $8,812 | $8,812 |
| SPIRE INC | P | 2016-06-08 | 2021-11-10 | $62,109 | $65,517 | -$3,408 | -$3,408 |
| CD STATE BANK OF INDIA | P | 2020-10-02 | 2021-10-15 | $200,000 | $200,000 | $0 | $0 |
| ABBOTT LABS | D | 2003-11-24 | 2021-07-22 | $117,240 | $19,672 | $97,568 | $97,568 |
| ABBOTT LABS | D | 2004-11-03 | 2021-07-22 | $117,240 | $20,663 | $96,577 | $96,577 |
| CAPITAL GAINS DIVIDENDS | P | $436 | $436 | $436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,253,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $36,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,685 | OverpaymentAmt |
| Applied To ES Tax | $23,685 | 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 | 0 | 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 |
| Individual With Books | CHARLES P MCQUAID | IndividualWithBooksNm |
| Phone | 6308528238 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1341 TURVEY ROAD | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES P MCQUAID | ||||||||
| 1341 TURVEY ROAD | DOWNERS GROVE | IL | 60515 | SOLE TRUSTEE | 0.00 | $0 | $0 | $0 |
| MONICA MCQUAID | ||||||||
| 1341 TURVEY ROAD | DOWNERS GROVE | IL | 60515 | MEMBER OF THE DISTRIBUTION | 0.00 | $0 | $0 | $0 |
| JAMES JOSEPH MCQUAID | ||||||||
| 1341 TURVEY ROAD | DOWNERS GROVE | IL | 60515 | MEMBER OF THE DISTRIBUTION | 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 | $11,728,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,327,365 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,056,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,056,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $195,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,860,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $643,016 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $643,016 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,315 | TotalTaxAmt |
| Distributable Before Adj | $622,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $622,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $622,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,599,460 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,599,460 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $622,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $28,873 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $557,967 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $701,507 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $894,390 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,182,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,599,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $622,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $976,759 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,159,496 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,159,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,873 | ExcessFromYear4Amt |
| Excess From Year3 | $557,967 | ExcessFromYear3Amt |
| Excess From Year2 | $701,507 | ExcessFromYear2Amt |
| Excess From Year1 | $894,390 | ExcessFromYear1Amt |
| Excess From Current Year | $976,759 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES P MCQUAID | ContributingManagerNm |
| Contributing Manager | MONICA MCQUAID | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL HANDS AND HEARTS | ||||||
| 6 COUNTRY ROAD | MATTAPOISETT | MA | 02739 | PC | US HURRICANE FUND | $10,000 |
| BRIDGE COMMUNITIES INC | ||||||
| 505 CRESCENT BOULEVARD | GLEN ELLYN | IL | 60137 | PC | TRANSITIONAL HOUSING PROGRAM - EDUCATION PROGRAM | $75,000 |
| FRIENDS OF VIRGIN ISLANDS NATIONAL PARK | ||||||
| PO BOX 811 | ST JOHN | VI | 00831 | PC | ARCHEOLOGY, HERITAGE PROJECTS, MAINTENANCE AND TRAILS PROGRAMS | $200,000 |
| HEART OF NEW ENGLAND COUNCIL BSA | ||||||
| 19 HARVARD STREET | WORCESTER | MA | 01609 | PC | RENOVATE TREASURE VALLEY'S LIFE LODGE | $80,000 |
| INSTITUTE FOR HUMANE STUDIES | ||||||
| 3434 WASHINGTON BLVD | ARLINGTON | VA | 22201 | PC | EXPOSE STUDENTS TO IDEAS AND GREAT THINKERS | $50,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | ||||||
| 57TH STREET AND LAKE SHORE DRIVE | CHICAGO | IL | 60637 | PC | GENERAL FUND | $100,000 |
| PULMONARY FIBROSIS FOUNDATION | ||||||
| 230 EAST OHIO STREET SUITE 304 | CHICAGO | IL | 60611 | PC | CARE CENTER NETWORK AND PULMONARY FIBROSIS FOUNDATION REGISTRY | $250,000 |
| ST ALOYSIUS CHURCH | ||||||
| PO BOX 542 | GILBERTVILLE | MA | 01031 | PC | RENOVATION AND OPERATING COSTS OF SAINT ALOYSIUS CATHOLIC SCHOOL | $150,000 |
| THE MORTON ARBORETUM | ||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | PC | UNRESTRICTED | $225,000 |
| UNIVERSITY OF CHICAGO BOOTH SCHOLARSHIP | ||||||
| 401 N MICHIGAN AVENUE | CHICAGO | IL | 60611 | PC | CURRENT SCHOLARSHIPS | $125,000 |
| UNIVERSITY OF MASSACHUSETTS | ||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | PC | ENDOWED AND CURRENT SCHOLARSHIPS | $100,000 |
| YOUNG AMERICA'S FOUNDATION | ||||||
| 11480 COMMERCE PARK DRIVE | RESTON | VA | 20191 | PC | CONSERVATIVE STUDENT CONFERENCE | $50,000 |
| NAPLES BOTANICAL GARDEN | ||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34113 | PC | RARE PLANTS INITIATIVE | $100,000 |
| THE AMERICAN CHESTNUT FOUNDATION | ||||||
| 50 NORTH MERRIMON AVENUE | ASHEVILLE | NC | 28804 | PC | RESEARCH CONCERNING GENES RELATED TO ROOT ROT RESISTANCE | $84,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,599,460 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,844 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $215,879 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,253,670 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,475,393 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,475,393 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME |
| 4 | INVESTMENT INCOME |
| 8 | INVESTMENT INCOME (LOSS) |
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 |
|---|---|---|---|---|---|---|---|
| CHARLES AND MONICA MCQUAID | |||||||
| 1 | 1341 TURVEY ROAD | DOWNERS GROVE | IL | 60515 | $200,000 | Yes (X) | |
| CHARLES AND MONICA MCQUAID | |||||||
| 2 | 1341 TURVEY ROAD | DOWNERS GROVE | IL | 60515 | $213,290 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 2000 SHARES OF ABBOTT LABORATORIES STOCK | NoncashPropertyDesc |
| Fair Market Value | $213,290 | FairMarketValueAmt |
| Received | 2021-06-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,026 | Amt |
| Net Investment Income | $8,026 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $70,953 | EOYBookValueAmt |
| EOYFMV | $75,473 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $4,487,746 | EOYBookValueAmt |
| EOYFMV | $10,032,824 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,219,555 | BookValueAmt |
| EOYFMV | $1,742,890 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $192,987 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT BROKERAGE FEE | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CHARLES P MCQUAID | |||
| 1341 TURVEY ROAD | DOWNERS GROVE | IL | 60515 |
| MONICA MCQUAID | |||
| 1341 TURVEY ROAD | DOWNERS GROVE | IL | 60515 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE TRUSTS BUREAU | $15 | $15 | $0 |
| FOREIGN TAXES | $5,775 | $5,775 | $0 |
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