JESCHKE FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JESCHKE FAMILY FOUNDATION INC (EIN 92-1344744)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-25
IRS object ID
202501769349100620
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-25T16:13:40-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BISCHOFF PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1217 N JEFFERSON STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60661ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN921344744EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JESCHKE FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJESCBusinessNameControlTxt
Phone8473729975PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 LAKESIDE COURTAddressLine1Txt
CityNORTH BARRINGTONCityNm
State AbbreviationILStateAbbreviationCd
ZIP60010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNADINE L JESCHKEPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone8473729975PhoneNum
Signature2025-05-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN F POLACHPreparerPersonNm
PTINP01572913PTIN
Phone3124669100PhoneNum
Preparation2025-06-25PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$235,364FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$41InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$41InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,359DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,359DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,039NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,039GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,039CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,439TotalRevAndExpnssAmt
Total Net Invst Incm$38,439TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$175OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$635TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$39OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$849TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,849TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,410ExcessRevenueOverExpensesAmt
Net Investment Income$38,439NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,614CashBOYAmt
Cash EOY$2,205CashEOYAmt
Cash EOYFMV$2,205CashEOYFMVAmt
Corporate Stock BOY$322,164CorporateStockBOYAmt
Corporate Stock EOY$233,159CorporateStockEOYAmt
Corporate Stock EOYFMV$233,159CorporateStockEOYFMVAmt
Total Assets BOY$326,778TotalAssetsBOYAmt
Total Assets EOY$235,364TotalAssetsEOYAmt
Total Assets EOYFMV$235,364TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$326,778NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$235,364NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$326,778TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$235,364TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$326,778TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$235,364TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$326,778TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,410ExcessRevenueOverExpensesAmt
Subtotal$324,368SubtotalAmt
Other Decreases$89,004OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$235,364TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF UPS INC SHARESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-03-02AcquiredDt
Sold2024-12-24SoldDt
Gross Sales Price$25,039GrossSalesPriceAmt
Gain Or Loss$25,039GainOrLossAmt
Gains Minus Excess Or Losses$25,039GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$25,039CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$25,039NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$534InvestmentIncomeExciseTaxAmt
Subtotal$534SubtotalAmt
Tax Based On Investment Income$534TaxBasedOnInvestmentIncomeAmt
Tax Due$534TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNADINE L JESCHKEIndividualWithBooksNm
Phone8473729975PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 LAKESIDE COURTAddressLine1Txt
CityNORTH BARRINGTONCityNm
State AbbreviationILStateAbbreviationCd
ZIP60010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NADINE L JESCHKE
101 LAKESIDE COURTNORTH BARRINGTONIL60010PRESIDENT/TR2.00$0$0$0
MICHELLE C WRIGHT
1311 YELLOWSTONE PARKWAYALGONQUINIL60102VICE PRESIDE1.00$0$0$0
CLAYTON J JESCHKE
1310 SURREY LANEALGONQUINIL60102VICE PRESIDE1.00$0$0$0
STEVEN J JESCHKE
2434 N SOUTHPORT UNIT 3FCHICAGOIL60614SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$280,181AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,935AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$289,116TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$289,116AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,337CashDeemedCharitableAmt
Net Vl Noncharitable Assets$284,779NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,239MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,239MinimumInvestmentReturnAmt
Tax Based On Investment Income$534TaxBasedOnInvestmentIncomeAmt
Total Tax$534TotalTaxAmt
Distributable Before Adj$13,705DistributableBeforeAdjAmt
Distributable Before Ded$13,705DistributableBeforeDedAmt
Distributable As Adjusted$13,705DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,000ExpensesAndContributionsAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,705DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$21,483ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,483TotalExcessDistributionCyovAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt
Applied To Current Year$13,705AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,295RemainingDistriFromCorpusAmt
Total Corpus$47,778TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$47,778ExcessDistriCyovToNextYrAmt
Excess From Year1$21,483ExcessFromYear1Amt
Excess From Current Year$26,295ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DOCTORS WITHOUT BORDERS
DOCTORS WITHOUT BORDERS40 RECTOR STREET16TH FLOORNEW YORKNY10006CHARITABLE DONATION$15,000
GREATER CHICAGO FOOD DEPOSITORY
GREATER CHICAGO FOOD DEPOSITORY4100 W ANN LURIE PLACECHICAGOIL60632CHARITABLE DONATION$5,000
PAWS CHICAGO
PAWS CHICAGO1997 N CLYBOURN AVECHICAGOIL60614CHARITABLE DONATION$5,000
TOURETTE'S ASSOCATION OF AMERICA
TOURETTE'S ASSOCIATION OF AMERICA42-40 BELL BOULEVARDSUITE 507BAYSIDENY11361CHARITABLE DONATION$5,000
DIVIDED SKY FOUNDATION
DIVIDED SKY FOUNDATION262 FOX LANELUDLOWVT05149CHARITABLE DONATION$5,000
ST MARK'S CHURCH
ST MARK'S CHURCH337 RIDGE ROADBARRINGTON HILLSIL60010CHARITABLE DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$41RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,359RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,039RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38,439RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,439TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2,049 SHARES OF UPS INC. STOCK
1,849 SHARES OF UPS INC. STOCK$233,159$233,159

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECREASE IN MARKET VALUES/SALE OF SECURITIESDesc
Amt$89,004Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
LOAN INTEREST$39

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL ADVISORY FEESCategoryTxt
Amt$175Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
US TREASURY$620
IL CHARITY BUREAU FUND$15

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