BETA

PELINO CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PELINO CHARITABLE FOUNDATION (EIN 36-7158061)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-03-04
IRS object ID
202230639349100418
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-04T18:41:06-06:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11415 W DIEHL RD SUITE 400AddressLine1Txt
CityNAPERVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP605632349ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367158061EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PELINO CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPELIBusinessNameControlTxt
Phone6309428050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1913 WINSLOW CIRCLEAddressLine1Txt
CityGLEN ELLYNCityNm
State AbbreviationILStateAbbreviationCd
ZIP60137ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA J MALECZKAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6309428050PhoneNum
Signature2022-02-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPATRICIAPersonFirstNm
Person LastMALECZKAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL WOLF CPAPreparerPersonNm
PTINP00177102PTIN
Phone6305668400PhoneNum
Preparation2022-02-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,256,773FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$32,470DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,470DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$185,521NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$537,269GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$185,521CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$217,991TotalRevAndExpnssAmt
Total Net Invst Incm$217,991TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,350AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,185OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,185OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,217TaxesRevAndExpnssAmt
Taxes Net Invst Incm$267TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$871OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$871OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,623TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,452TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,221TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$357,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$357,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$371,123TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,452TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$364,721TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$153,132ExcessRevenueOverExpensesAmt
Net Investment Income$212,539NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$460CashBOYAmt
Cash EOY$345CashEOYAmt
Cash EOYFMV$345CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,841SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,163SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,163SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$579,071CorporateStockBOYAmt
Corporate Stock EOY$514,063CorporateStockEOYAmt
Corporate Stock EOYFMV$794,600CorporateStockEOYFMVAmt
Corporate Bonds BOY$523,296CorporateBondsBOYAmt
Corporate Bonds EOY$436,285CorporateBondsEOYAmt
Corporate Bonds EOYFMV$449,705CorporateBondsEOYFMVAmt
Other Assets BOY$1,280OtherAssetsBOYAmt
Other Assets EOY$960OtherAssetsEOYAmt
Other Assets EOYFMV$960OtherAssetsEOYFMVAmt
Total Assets BOY$1,115,948TotalAssetsBOYAmt
Total Assets EOY$962,816TotalAssetsEOYAmt
Total Assets EOYFMV$1,256,773TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,115,948CapitalStockBOYAmt
Capital Stock EOY$962,816CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,115,948TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$962,816TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,115,948TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$962,816TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,115,948TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$153,132ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$962,816SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$962,816TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$513,520$351,748$161,772$161,772
CAPITAL GAINS DIVIDENDS$23,749$23,749$23,749P
FieldValueIRS element (for citing)
Capital Gain Net Income$185,521CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,954InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,954SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,954TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$960EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$960TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,994TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PELINOFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksMIKE WOLFIndividualWithBooksNm
Phone6305668400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11415 W DIEHL RD 400AddressLine1Txt
CityNAPERVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60563ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
MARJORIE B PELINO
10600 GREAT EGRET DRIVEORLAND PARKIL60467TRUSTEE1.00$0$0$0
CAROL L POWERS
675 FAIRWAY LANEFRANKFORTIL60423TRUSTEE1.00$0$0$0
PATRICIA J MALECZKA
913 WINSLOW CIRCLEGLEN ELLYNIL60137TRUSTEE1.00$0$0$0
ANN L PELINO
28 FILLMORE DRIVEMORRISTOWNNJ07960TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,491,723AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,034AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,053FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,534,810TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,534,810AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,022CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,511,788NetVlNoncharitableAssetsAmt
Minimum Investment Return$75,589MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$75,589MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,954TaxBasedOnInvestmentIncomeAmt
Total Tax$2,954TotalTaxAmt
Distributable Before Adj$72,635DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$72,635DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$72,635DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$364,721ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$364,721QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$364,721AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,635DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,907ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$76,402ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$150,611ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$213,180ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$213,662ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$660,762TotalExcessDistributionCyovAmt
Qualifying Distributions$364,721QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$72,635AppliedToCurrentYearAmt
Remaining Distri From Corpus$292,086RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$952,848TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$6,907ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$945,941ExcessDistriCyovToNextYrAmt
Excess From Year4$76,402ExcessFromYear4Amt
Excess From Year3$150,611ExcessFromYear3Amt
Excess From Year2$213,180ExcessFromYear2Amt
Excess From Year1$213,662ExcessFromYear1Amt
Excess From Current Year$292,086ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARJORIE B PELINOContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPATRICIA J MALECZKARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1913 WINSLOW CIRCLEAddressLine1Txt
CityGLEN ELLYNCityNm
State AbbreviationILStateAbbreviationCd
ZIP60137ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6309428050RecipientPhoneNum
Recipient Email AddressPATTYMALECZKA@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsA LETTER OF INTEREST, INCLUDING A DESCRIPTION OF THE APPLICANT ORGANIZATION'S CHARITABLE PURPOSE, THE INTENDED CHARITABLE USE OF THE GRANT, AND PROOF OF CHARITABLE EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). SEE OUR WEBSITE AT WWW.PELINOFOUNDATION.ORG FOR FURTHER DETAILS, PROCEDURES AND A FORMAT FOR PREPARING A LETTER OF INTEREST.FormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMIT LETTERS OF INTEREST BETWEEN OCTOBER 1 AND DECEMBER 31.SubmissionDeadlinesTxt
Restrictions On AwardsAPPLICATIONS WILL BE CONSIDERED ONCE PER CALENDAR YEAR. AN ORGANIZATION CANNOT RECEIVE FUNDING FOR MORE THAN THREE CONSECUTIVE YEARS. IF A PROPOSAL IS DECLINED, APPLICANTS MUST WAIT AT LEAST ONE YEAR BEFORE REAPPLYING. MOST GRANTS RANGE IN AMOUNT FROM $5,000 TO $40,000. AN ELIGIBLE ORGANIZATION SHOULD BE LOCATED IN OR DIRECTLY SERVING THE GREATER CHICAGO AREA AND FOCUS ON IMPROVING THE LIVES OF CHILDREN AND THOSE IN DISADVANTAGED SITUATIONS THROUGH EDUCATION, HEALTH AND SOCIAL SERVICE RELATED PROGRAMS. WE DO NOT FUND REQUESTS THAT BENEFIT: POLITICAL LOBBYING OR LEGISLATIVE ACTIVITIES; REQUESTS FROM INDIVIDUALS; MEDICAL AND SCIENTIFIC RESEARCH; FILMS, PROGRAM ADVERTISING, CONFERENCES, SEMINARS, BENEFITS AND FUNDRAISING COSTS; START-UP ORGANIZATIONS, EMERGENCY FUNDS AND DEFICIT FINANCING; ENDOWMENT FUNDS AND CONDUIT ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADLER UNIVERSITY
17 N DEARBORN STREET 15TH FLOORCHICAGOIL60602PUBLIC CHARITYPARTNERSHIP WITH AFTER SCHOOL MATTERS OFFERING MENTAL AND BEHAVIORAL HEALTH SERVICES$7,500
BAND WITH MUSIC
212 S FRANCISCO AVECHICAGOIL60612PUBLIC CHARITYINSTRUMENT MAINTENANCE, PERFORMANCE FEES & UNIFORMS$5,000
BOOKS AND BREAKFAST
419 GREENWOOD STREETEVANSTONIL60201PUBLIC CHARITYBEFORE SCHOOL PROGRAM FOR GRADES K-8 THAT PROVIDES A HEALTHY MORNING MEAL AND HOMEWORK HELP$7,500
BRIDGE COMMUNITIES
505 CRESCENT BLVDGLEN ELLYNIL60137PUBLIC CHARITYSUPPORT THE CHILDREN'S PROGRAM HELPING TO BREAK THE CYCLE OF POVERTY$10,000
CATHOLIC CHARITIES DIOCESE OF JOLIET
16555 WEBER ROADCREST HILLIL60403PUBLIC CHARITYFUNDING FOR BACK TO SCHOOL SUPPLIES$3,000
CHRISTOPHER HOUSE
1611 W DIVISION SUITE 207CHICAGOIL60622PUBLIC CHARITYINFANT AND PRESCHOOL FOR LOW INCOME CHILDREN$15,000
CITY YEAR CHICAGO
36 S WABASH AVE SUITE 300CHICAGOIL60603PUBLIC CHARITYFUNDING WILL SUPPORT THE WHOLESCHOOL, WHOLE CHILD PROGRAM$10,000
COMMUNITIES IN SCHOOLS IN CHICAGO
815 W VAN BURENT STREET SUITE 300CHICAGOIL60607PUBLIC CHARITYPARTNERSHIP PROGRAM AND INTENSIVE PROGRAM SUPPORTING EXISTING AND EMERGING STUDENT NEEDS IN THE WAKE OF COVID$10,000
COMMUNITY HEALTH
2611 W CHICAGO AVECHICAGOIL60622PUBLIC CHARITYFUNDING WILL SUPPORT THE WELL WOMENS HEALTH INITIATIVE$10,000
CORNER EDUCATION CAMPUS
7200 S INGLESIDE AVECHICAGOIL60619PUBLIC CHARITYCOUNSELING AND COMMUNITY OUTREACH FOR TRAUMA CARE AND CRISIS COUNSELING$15,000
GATEWAY TO GREAT OUTDOORS
3650 NORTH MAGNOLIA AVECHICAGOIL60613PUBLIC CHARITYEMPOWERS LOW INCOME STUDENTS BY IGNITE CURIOSITY THROUGH OUTDOOR EXPERIENCES, BUILDING ENVIRONMENTAL SCIENCE LITERACY AND PROMOTING HEALTHY LIFESTYLES$15,000
GOLDEN APPLE
8 S MICHIGAN AVE 700CHICAGOIL60603PUBLIC CHARITYPREPARES EARLY CHILDHOOD EDUCATORS$15,000
HEARTLAND HEALTH CENTERS
1301 W DEVON AVECHICAGOIL60660PUBLIC CHARITYREACH OUT AND READ PROGRAM THAT PROVIDES BOOKS TO CHILDREN 6 MONTHS - 5 YRS OLD$7,500
HEPHZIBAH CHILDREN'S ASSOCIATION
1144 LAKE STREET FIFTH FLOOROAK PARKIL60301PUBLIC CHARITYTHERAPEUTIC CARE AND ACADEMICS ENRICHMENT SERVICES FOR CHILDREN TRAUMATIZED BY EXTREME ABUSE AND NEGLECT$10,000
HIGH JUMP
59 W NORTH BLVDCHICAGOIL60610PUBLIC CHARITYFLAGSHIP PROGRAM WHICH TARGETS 6TH GRADERS ELIGIBLE FOR FREE/REDUCED LUNCH AND WHO ARE AT/ABOVE THE 70TH PERCENTILE ON STANDARDIZED TESTS BUILD SUCCESSFUL PATHWAYS TO HIGH SCHOOL AND COLLEGE$10,000
HIGHLAND PARK COMMUNITY NURSERY SCHOOL AND DAY CARE CENTER
640 RIDGE ROADHIGHLAND PARKIL60035PUBLIC CHARITYPRESCHOOL PROGRAM OFFERED TO LOWER INCOME FAMILIES$5,000
HORIZONS FOR YOUTH
703 W MONROE STREETCHICAGOIL60661PUBLIC CHARITYSUMMER ACADEMIC PROGRAM FOCUSING ON DIVERSE LEARNERS$10,000
IMD GUEST HOUSE
1933 W POLK STREET SSR 214CHICAGOIL60612PUBLIC CHARITYOFFER CONVENIENT AND AFFORDABLE TEMPORARY HOUSING FOR FAMILIES WHO HAVE CHILDREN RECEIVING CRITICAL CARE AT CHICAGO HOSPITALS$10,000
LA CASA NORTE
3533 W NORTH AVECHICAGOIL60647PUBLIC CHARITYHOUSING AND SUPPORTIVE SERVICES FOR YOUTH EXPERIENCING HOMELESSNESS WHO ARE COMMITTED TO ENROLLING AS A FULL-TIME COLLEGE STUDENT$10,000
LEMONS OF LOVE
433 EAST GOLF ROADDES PLAINESIL60016PUBLIC CHARITYKIDS CARE PACKAGE FOR THOSE IMPACTED BY CANCER$3,000
LITERACY WORKS
641 W LAKE SUITE 200CHICAGOIL60661PUBLIC CHARITYOK LEARN PROGRAM WHICH FOCUSES ON PARENTS AND CHILDREN READING TOGETHER$3,000
LYTE
2333 N KILDARE AVECHICAGOIL60639PUBLIC CHARITYSUPPORT THE MOBILE SUPPORT PROGRAM, LYTEHOUSE APARTMENTS AND THE COMMUNITY CENTER$15,000
MADONNA SCHOLARS
11500 THERESA DRIVELEMONTIL60439PUBLIC CHARITYSUPPORT ACT PREP, COLLEGE READINESS WORKSHOPS FOR SOON-TO-BE FIRST GENERATION COLLEGE STUDENTS$3,000
MARWEN
833 N ORLEANSCHICAGOIL60610PUBLIC CHARITYYEAR ROUND ARTS INSTRUCTION FOR YOUNG PEOPLE GRADES 6 - 12$4,500
METROPOLITAN FAMILY SERVICES DUPAGE
222 E WILLOW AVEWHEATONIL60187PUBLIC CHARITYDOMESTIC VIOLENCE PREVENTION EDUCATION PROGRAM$10,000
MUSIC OF THE BAROQUE
25 E WASHINGTON STEET SUITE 823CHICAGOIL60602PUBLIC CHARITYSTRONG VOICES ART EDUCATION FOR VOCAL INSTRUCTION$5,000
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURTGENEVAIL60134PUBLIC CHARITYFUNDING WILL SUPPORT THE FOOD BANK$5,000
NORTHLIGHT THEATRE
9501 SKOKIE BLVDSKOKIEIL60077PUBLIC CHARITYFUNDING WILL SUPPORT THE SPEAK UP THEATRE FOR SOCIAL CHANGE PROGRAM$5,000
OLD IRVING PARK COMMUNITY CLINIC
5425 W ADDISON STREETCHICAGOIL60641PUBLIC CHARITYSUPPORT THE DIABETES, BLOOD PRESSURE AND OBESITY PROGRAM$7,500
PEOPLES RESOURCE CENTER
201 S NAPERVILLE ROADWHEATONIL60187PUBLIC CHARITYFUNDING WILL SUPPORT THEIR EMERGENCY SERVICES PROGRAM$7,500
READING IN MOTION
65 E WACKER PLACE SUITE 305CHICAGOIL60601PUBLIC CHARITYFUNDING WILL SUPPORT THEIR 100% VISUAL PILOT PROGRAM READING TOGETHER, ANYWHERE!$10,000
READING POWER
736 N WESTERN AVE SUITE 226LAKE FORESTIL60045PUBLIC CHARITYFUNDING WILL SUPPORT THEIR KINDERGARTEN LITERACY TUTORING PROGRAM$10,000
SAINT ANTHONY HOSPITAL
2875 W 19TH STREETCHICAGOIL60623PUBLIC CHARITYSUPPORT THE OPHTHALMOLOGY CLINIC$15,000
SCHOOLS THAT CAN
200 W ADAMS SUITE 2150CHICAGOIL60606PUBLIC CHARITYEDUCATION TO EMPLOYMENT BRIDGE WHICH CREATES OPPORTUNITIES FOR HIGH SCHOOL STUDENTS TO DEVELOP SKILLS REQUIRED TO ACCESS AND THRIVE IN THE WORKPLACE$7,500
SNOW CITY ARTS FOUNDATION
1653 W CONGRESS PARKWAY KIDSTON 103CHICAGOIL60612PUBLIC CHARITYFUNDING WILL SUPPORT GENERAL OPERATING COSTS TOWARD PROGRAMMING AT CHILDRENS HOSPITAL$10,000
THE BASE CHICAGO
230 N KOLMAR AVECHICAGOIL60624PUBLIC CHARITYEDUCATION AND ATHLETIC TRAINING FACILITY THAT TEACHES LEADERSHIP, SELF-RESPECT AND POSITIVE COMUNNITY ENGAGEMENT. FUNDING FOR FIELD TRIPS AND ASSESSMENTS.$10,000
TUTORING CHICAGO
2145 N HALSTEDCHICAGOIL60614PUBLIC CHARITYHYBRID MODEL OF TUTORING REACHING 1000 STUDENT GRADES 1-8$6,000
YEMBA
218 LAKE STREETOAK PARKIL60302PUBLIC CHARITYMENTORING EMPOWERMENT PROGRAM WHICH MEETS STUDENTS IN MIDDLE SCHOOL AND FOLLOWS THEM THROUGH HIGH SCHOOL AND THEN EMPLOY THEM AS JUNIOR MENTORS$10,000
YOUTH OUTREACH SERVICES
2411 W CONGRESS PARKWAYCHICAGOIL60612PUBLIC CHARITYADOLESCENT COUNSELING SERVICES WHICH PROVIDE BEHAVIORAL HEALTH SERVICES TO HIGH RISK YOUTH$15,000
ZACHARIAS SEXUAL ABUSE CENTER
4275 OLD GRAND AVEGURNEEIL60031PUBLIC CHARITYCHILDRENS DIRECT CLIENT SERVICES CLINIC$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$357,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,470ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$185,521ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$217,991ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$217,991TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATION FEESCategoryTxt
Amt$6,350Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,350DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD CORE PLUS BOND FUND-IS$71,324$76,182
RIVERNORTH/DUBLELINE STRATEGIC INC-I$97,654$97,827
VANGUARD SHORT TERM INVT GRADE-ADM$77,744$78,680
WESTERN ASSET CORE PLUS BOND PORT-I$71,258$72,721
HARBOR DIV INT ALL CAP-RET$43,904$49,842
DODGE AND COX INCOME FUND$74,401$74,453

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA ENHANCED US LRG CO PORTF$72,645$129,143
AMERICAN EUROPACIFIC GROWTH FUND-F3$21,603$48,362
T ROWE PRICE CAPITAL APPRECIATION FUND$46,299$97,713
MFS INTERNATIONAL VALUE-I$21,190$52,165
VANGUARD SMALL CAP INDEX FUND$15,177$41,557
LITMAN GREGORY MASTERS ALT STR FD-IS$86,174$98,413
HARTFORD CORE EQUITY$64,635$124,921
JP MORGAN EMERGING MARKETS$67,522$59,729
WILLIAM BLAIR S/C VALUE$23,317$36,711
LAZARD GL LIST INFRASTR INST$95,501$105,886

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAX DEPOSITDesc
BOY Book Value$1,280BOYBookValueAmt
EOY Book Value$960EOYBookValueAmt
EOYFMV$960EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEE$15$0$15
WEBSITE EXPENSE$390$0$390
MISCELLANEOUS EXPENSE$466$0$466

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT AGENCY & CUSTODY FEES$1,414$1,414$0
INVESTMENT ADVISORY FEES$3,771$3,771$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN INCOME TAXES$267$267$0
FEDERAL EXCISE TAX ON INVESTMENT INCOME$950$0$0

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