JOHN MARSHALL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MARSHALL FAMILY FOUNDATION (EIN 26-6107463)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202231329349103678
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T15:20:45-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300967341 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL LAW OFFICES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CENTERVILLE RD SUITE 204W | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028860213 | 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 | 266107463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Marshall Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8473584480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 Willow Wood Dr | AddressLine1Txt |
| City | Palatine | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA MARSHALL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8473584480 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCIA | PersonFirstNm |
| Person Last | MARSHALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE PERKINS | PreparerPersonNm |
| PTIN | P02445298 | PTIN |
| Phone | 4017328070 | PhoneNum |
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 | $7,647,942 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $62,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,321 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $204,787 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $332,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $204,787 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $188 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $188 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $667,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $267,296 | 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 |
| Taxes Rev And Expnss | $9,695 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $266,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $266,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $275,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $391,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,296 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,639 | CashBOYAmt |
| Cash EOY | $26,422 | CashEOYAmt |
| Cash EOYFMV | $26,422 | CashEOYFMVAmt |
| US Government Obligations BOY | $35,667 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $37,915 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $58,765 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,356,890 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,755,400 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,562,755 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,428,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,819,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,647,942 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,428,196 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,819,737 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,428,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,819,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,428,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,819,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,428,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $391,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,819,782 | SubtotalAmt |
| Other Decreases | $45 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,819,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL | P | 2020-09-30 | 2021-03-18 | $8,897 | $7,520 | $1,377 | $1,377 |
| TWITTER INC | P | 2021-02-01 | 2021-02-08 | $14,345 | $13,196 | $1,149 | $1,149 |
| GOGO INC. | P | 2013-03-21 | 2021-10-26 | $16,525 | $15,997 | $528 | $528 |
| MICROSOFT CORP | P | 2012-12-10 | 2021-01-22 | $5,600 | $675 | $4,925 | $4,925 |
| NVIDIA CORP | P | 2019-01-02 | 2021-01-11 | $13,647 | $3,437 | $10,210 | $10,210 |
| PELOTON INTERACTIVE | P | 2019-12-27 | 2021-01-11 | $7,749 | $1,359 | $6,390 | $6,390 |
| UNITED STS OIL FD | P | 2014-12-16 | 2021-02-09 | $9,600 | $42,057 | -$32,457 | -$32,457 |
| VIASAT INC | P | 2015-02-17 | 2021-05-05 | $13 | $51 | -$38 | -$38 |
| WORKDAY INC | P | 2014-10-23 | 2021-02-03 | $12,897 | $4,391 | $8,506 | $8,506 |
| NEXERA ENERGY | P | 1984-03-07 | 2021-12-13 | $9,045 | $100 | $8,945 | $8,945 |
| MICROSOFT CORP | P | 2012-12-10 | 2021-09-01 | $7,462 | $675 | $6,787 | $6,787 |
| MICROSOFT CORP | P | 2012-12-10 | 2021-10-29 | $8,149 | $675 | $7,474 | $7,474 |
| NVIDIA CORP | P | 2019-01-02 | 2021-02-11 | $14,897 | $3,437 | $11,460 | $11,460 |
| NVIDIA CORP | P | 2019-01-02 | 2021-06-28 | $11,855 | $2,062 | $9,793 | $9,793 |
| NVIDIA CORP | P | 2019-01-02 | 2021-10-20 | $53,061 | $8,250 | $44,811 | $44,811 |
| NVIDIA CORP | P | 2019-01-02 | 2021-10-26 | $23,825 | $3,437 | $20,388 | $20,388 |
| PELOTON INTERACTIVE | P | 2019-12-27 | 2021-02-09 | $110,573 | $20,384 | $90,189 | $90,189 |
| NEXERA ENERGY | P | 1984-03-07 | 2021-12-07 | $4,400 | $50 | $4,350 | $4,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $204,787 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,715 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,715 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,715 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,972 | 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 | $5,972 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,257 | OverpaymentAmt |
| Applied To ES Tax | $2,257 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE PERKINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8473420553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N HADDOW AVE | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA MARSHALL | ||||||||
| 429 WILLOW WOOD DR | PALATINE | IL | 60074 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DENISE PERKINS | ||||||||
| 710 N HADDOW AVE | ARLINGTON HEIGHTS | IL | 60004 | TRUSTEE | 5.00 | $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 | $6,807,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,843,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,843,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,740,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $337,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $337,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,715 | TotalTaxAmt |
| Distributable Before Adj | $333,323 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $333,323 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $333,323 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $266,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $333,323 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,083 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $266,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,083 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $246,917 | 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 | $86,406 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| University of IL College of Med Peoria | |||||
| 1305 W GREEN ST | URBANA | IL | 61801 | UNRESTRICTED | $1,000 |
| MISERICORDIA HOME | |||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $500 |
| MISERICORDIA HOME | |||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $100 |
| ST THERESA CHURCH | |||||
| 455 N BENTON ST | PALATINE | IL | 60067 | UNRESTRICTED | $3,000 |
| LITTLE SISTERS OF THE POOR | |||||
| 80 W NORTHWEST HWY | PALATINE | IL | 600673580 | UNRESTRICTED | $1,000 |
| FEEDING AMERICA | |||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | UNRESTRICTED | $1,000 |
| ARTHRITIS FOUNDATION | |||||
| 1355 PEACHTREE ST NE SUITE 600 | ATLANTA | GA | 30309 | UNRESTRICTED | $1,000 |
| ALZHEIMERS ASSOCIATION | |||||
| 8430 W BRYN MAWR SUITE 800 | CHICAGO | IL | 60631 | UNRESTRICTED | $1,000 |
| MISERICORDIA FAMILY ASSOCIATION | |||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $5,000 |
| American Foundation for Suicide Prevention | |||||
| 199 Water St 11th Floor | New York | NY | 10038 | UNRESTRICTED | $1,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | UNRESTRICTED | $2,000 |
| THE NIGHT MINISTRY | |||||
| 1735 NASHLAND AVE SUITE 2000 | CHICAGO | IL | 60622 | UNRESTRICTED | $2,000 |
| MERCY SHIPS | |||||
| PO BOX 1930 | GARDEN VALLEY | TX | 757711930 | UNRESTRICTED | $1,000 |
| ST JUDE'S CHILDREN'S HOSPITAL | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | UNRESTRICTED | $2,000 |
| SHELTER INC | |||||
| 1616 ARLINGTON HEIGHTS RD | ARLINGTON HEIGHTS | IL | 60004 | UNRESTRICTED | $1,000 |
| NPCA | |||||
| 777 6TH ST NW SUITE 700 | WASHINGTON | DC | 200013723 | UNRESTRICTED | $1,000 |
| SISTERS OF NOTRE DAME DE NAMUR | |||||
| 701 E COLUMBIA AVE | CINCINNATI | OH | 45215 | UNRESTRICTED | $1,000 |
| CATHOLIC RELIEF SERVICES | |||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 212013443 | UNRESTRICTED | $1,000 |
| OASIS FOR ORPHANS | |||||
| PO BOX 1144 | WHEATON | IL | 60187 | UNRESTRICTED | $1,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | UNRESTRICTED | $2,500 |
| ST VINCENT DEPAUL | |||||
| 66 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 630433706 | UNRESTRICTED | $2,500 |
| LIVE United Way Covid Relief | |||||
| 330 S GREENLEAF ST | GURNEE | IL | 60031 | UNRESTRICTED | $2,500 |
| A Safe Place | |||||
| 2710 17TH ST SUITE 100 | ZION | IL | 60099 | UNRESTRICTED | $1,500 |
| PADS Lake County | |||||
| 1800 GRAND AVE | WAUKEGAN | IL | 60085 | UNRESTRICTED | $1,500 |
| Our Shining Star | |||||
| 785 E 142ND ST | DOLTON | IL | 60409 | UNRESTRICTED | $500 |
| ST VINCENT DEPAUL | |||||
| 455 N BENTON ST | PALATINE | IL | 60067 | UNRESTRICTED | $2,500 |
| GOOD SHEPHERD MANOR | |||||
| 4129 N STATE ROUTE 1-17 PO BOX 260 | MOMENCE | IL | 60954 | UNRESTRICTED | $2,000 |
| ADVOCATE CHARITABLE FOUNDATION - ADULT DOWN SYNDROME CLINIC | |||||
| 3075 HIGHLAND PARKWAY | DOWNERS GROVE | IL | 60515 | UNRESTRICTED | $2,000 |
| Shore Community Services | |||||
| 8350 LARAMIE AVE | SKOKIE | IL | 60077 | UNRESTRICTED | $500 |
| ALZHEIMERS ASSOCIATION | |||||
| 8430 W BRYN MAWR SUITE 800 | CHICAGO | IL | 60631 | UNRESTRICTED | $250 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 606323920 | UNRESTRICTED | $1,000 |
| CHARITY NAVIGATOR | |||||
| PO BOX 6002 | BELLMAWR | NJ | 080996002 | UNRESTRICTED | $500 |
| Harmony for Hope | |||||
| 830 W Route 22 44 | Lake Zurich | IL | 60047 | UNRESTRICTED | $1,000 |
| MISERICORDIA HOME | |||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $100 |
| BOYS AND GIRLS CLUB OF AMERICA | |||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 303095700 | UNRESTRICTED | $1,000 |
| SALVATION ARMY | |||||
| 5040 N PULASKI RD | CHICAGO | IL | 606302788 | UNRESTRICTED | $1,000 |
| ANNUAL CATHOLIC APPEAL | |||||
| 835 N RUSH ST | CHICAGO | IL | 60611 | UNRESTRICTED | $1,500 |
| CLEARBROOK | |||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | UNRESTRICTED | $1,000 |
| DAV | |||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | UNRESTRICTED | $1,000 |
| Cal Farley's Boys Ranch | |||||
| 60 SW 1TH AVE | AMARILLO | TX | 791013228 | UNRESTRICTED | $500 |
| RONALD MCDONALD HOUSE CHARITIES OF CHCAGO AND NORTHWEST INDIANA | |||||
| 1301 W 22ND ST | OAKBROOK | IL | 60523 | UNRESTRICTED | $1,000 |
| CATHOLIC MEDICAL MISSION - CMMB | |||||
| 100 WALL ST FLOOR 9 | NEW YORK | NY | 10005 | UNRESTRICTED | $2,000 |
| St Labre Indian School | |||||
| 112 St Labre Campus Dr | ASHLAND | MT | 59004 | UNRESTRICTED | $500 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||
| 161 N CLARK ST SUITE 3550 | CHICAGO | IL | 60601 | UNRESTRICTED | $1,000 |
| ANN AND ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | |||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 606112991 | UNRESTRICTED | $1,000 |
| Students for Life | |||||
| 1000 WINCHESTER ST SUITE 301 | FREDERICKSBURG | VA | 22401 | UNRESTRICTED | $500 |
| ORBIS | |||||
| 520 8TH AVE 12TH FLOOR | NEW YORK | NY | 10018 | UNRESTRICTED | $1,000 |
| MUNDELEIN SEMINARY | |||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 600601174 | UNRESTRICTED | $1,000 |
| LITTLE CITY | |||||
| 1610 COLONIAL PARKWAY | INVERNESS | IL | 60067 | UNRESTRICTED | $1,000 |
| Food For Friends | |||||
| PO BOX 2423 | PALATINE | IL | 600782423 | UNRESTRICTED | $1,000 |
| NSSEO | |||||
| 799 W KENSINGTON RD | MOUNT PROSPECT | IL | 60056 | UNRESTRICTED | $1,000 |
| CLEARBROOK | |||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | UNRESTRICTED | $1,000 |
| JOURNEY'S THE ROAD HOME | |||||
| 1140 E NORTHWEST HWY | PALATINE | IL | 60074 | UNRESTRICTED | $2,000 |
| THE WELL OF MERCY | |||||
| 6339 N FAIRFIELD AVE | CHICAGO | IL | 60659 | UNRESTRICTED | $2,000 |
| LITTLE SISTERS OF THE POOR | |||||
| 80 W NORTHWEST HWY | PALATINE | IL | 600673580 | UNRESTRICTED | $1,000 |
| THE CRADLE | |||||
| 2049 RIDGE AVE | EVANSTON | IL | 60201 | UNRESTRICTED | $2,000 |
| MERCY HOME FOR BOYS AND GIRLS | |||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | UNRESTRICTED | $2,000 |
| St James School | |||||
| 820 N ARLINGTON HEIGHTS RD | ARLINGTON HEIGHTS | IL | 60004 | UNRESTRICTED | $6,000 |
| Daily Bread Soup Kitchen | |||||
| PO BOX 648 | CHAMPAIGN | IL | 618240648 | UNRESTRICTED | $2,000 |
| Gigi's Playhouse | |||||
| 3948 N LINCOLN AVE | CHICAGO | IL | 60613 | UNRESTRICTED | $4,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||
| 4550 MONTGOMERY AVE SUITE 1100N | BETHESDA | MD | 20814 | UNRESTRICTED | $1,500 |
| ST RAYMOND CHURCH | |||||
| 301 S I-OKA | MOUNT PROSPECT | IL | 60056 | UNRESTRICTED | $1,500 |
| Lutheran Life CommUNITY | |||||
| 800 W OAKTON ST | ARLINGTON HEIGHTS | IL | 60004 | UNRESTRICTED | $1,000 |
| Camp Kesum | |||||
| 10586 W PICO BLVD 196 | LOS ANGELES | CA | 90064 | UNRESTRICTED | $750 |
| Chicago Coalition for the Homeless | |||||
| 70 E LAKE ST SUITE 720 | CHICAGO | IL | 60601 | UNRESTRICTED | $750 |
| Catholic Charities | |||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | UNRESTRICTED | $750 |
| UNIVERSITY OF ST MARY BY THE LAKE - MUNDELEIN SEMINARY | |||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | UNRESTRICTED | $500 |
| BARTH SYNDROME | |||||
| 2005 PALMER AVE 1033 | LARCHMONT | NY | 10538 | UNRESTRICTED | $500 |
| Madonna Mission | |||||
| 1706 W MORSE AVE | CHICAGO | IL | 60657 | UNRESTRICTED | $500 |
| Rebecca's Homestead | |||||
| PO BOX 2068 | OAK RIDGE | NJ | 07438 | UNRESTRICTED | $500 |
| MISSION OF OUR LADY OF THE ANGELS | |||||
| 3808 W IOWA ST | CHICAGO | IL | 60651 | UNRESTRICTED | $500 |
| WOUNDED WARRRIOR PROJECT | |||||
| 4899 BELFORT RD SUITE 300 | JACKSONVILLE | FL | 32256 | UNRESTRICTED | $500 |
| LITTLE SISTERS OF THE POOR | |||||
| 80 W NORTHWEST HWY | PALATINE | IL | 600673580 | UNRESTRICTED | $500 |
| St Labre Indian School | |||||
| 112 St Labre Campus Dr | ASHLAND | MT | 59004 | UNRESTRICTED | $500 |
| VOR | |||||
| 836 S ARLINGTON HEIGHTS RDL 351 | ELK GROVE VILLAGE | IL | 60007 | UNRESTRICTED | $500 |
| Metavivor Research | |||||
| 1783 FOREST DR 184 | ANNAPOLIS | MD | 21401 | UNRESTRICTED | $1,000 |
| South County HEalth | |||||
| 100 KENYON AVE | WAKEFIELD | RI | 02879 | UNRESTRICTED | $10,000 |
| MONSIGNOR CLARKE SCHOOL | |||||
| 5074 TOWER HILL RD | WAKEFIELD | RI | 02879 | UNRESTRICTED | $2,000 |
| LYONS FOUNDATION OF AMERICA | |||||
| 5435 N GARLAND AVE SUITE 140-106 | GARLAND | TX | 75040 | UNRESTRICTED | $1,000 |
| Parkinson's Foundation | |||||
| 1359 BROADWAY STE 1509 | NEW YORK | NY | 33131 | UNRESTRICTED | $1,000 |
| MERCY CORPS | |||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | UNRESTRICTED | $1,000 |
| JDRF | |||||
| ONE E WACKER DR SUITE 1400 | CHICAGO | IL | 60601 | UNRESTRICTED | $1,000 |
| MEALS ON WHEELS - NORTHERN ILLINOIS | |||||
| 7222 W CERMAK RD SUITE 302 | NORTH RIVERSIDE | IL | 60546 | UNRESTRICTED | $1,000 |
| Care | |||||
| 151 ELLIS STNE | ATLANTA | GA | 303032440 | UNRESTRICTED | $1,000 |
| ALS | |||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | UNRESTRICTED | $1,000 |
| HABITAT FOR HUMANITY - LAKE COUNTY | |||||
| 315 MARTIN LUTHER KING JR AVE | WAUKEGAN | IL | 60085 | UNRESTRICTED | $1,000 |
| Wings | |||||
| PO BOX 95615 | PALATINE | IL | 60095 | UNRESTRICTED | $2,000 |
| Life Legal Defense Foundation | |||||
| PO BOX 2105 | NAPA | CA | 94558 | UNRESTRICTED | $1,000 |
| Neurofibromatosis MIDWEST | |||||
| 473 DUNHAM DR SUITE 3 | ST CHARLES | IL | 60174 | UNRESTRICTED | $1,000 |
| SOS CHILDRENS VILLAGE | |||||
| 216 W JACKSON BLVD SUITE 295 | CHICAGO | IL | 60606 | UNRESTRICTED | $1,000 |
| American Red Cross | |||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | UNRESTRICTED | $1,500 |
| V Foundation for Cancer Research | |||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | UNRESTRICTED | $1,500 |
| JOURNEY'S THE ROAD HOME | |||||
| 1140 E NORTHWEST HWY | PALATINE | IL | 60074 | UNRESTRICTED | $1,500 |
| THE TREVOR PROJECT | |||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | UNRESTRICTED | $1,500 |
| Puppies Behind Bars | |||||
| 263 W 38TH ST 4TH FLOOR | NEW YORK | NY | 10018 | UNRESTRICTED | $4,000 |
| Leukemia Research Foundation | |||||
| 191 WAUKEGAN RD SUITE 105 | NORTHFIELD | IL | 60093 | UNRESTRICTED | $4,000 |
| Sarah's Circle | |||||
| 4838 N SHERIDAN RD | CHICAGO | IL | 60640 | UNRESTRICTED | $4,000 |
| PROJECT HOPE | |||||
| 7500 OLD GEORGETOWN RD SUITE 600 | BETHESDA | MD | 20814 | UNRESTRICTED | $1,000 |
| AARP FOUNDATION | |||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | UNRESTRICTED | $1,000 |
| HABITAT FOR HUMANITY | |||||
| 322 W LAMAR ST | AMERICUS | GA | 317093543 | UNRESTRICTED | $1,500 |
| Avenue's to Independence | |||||
| 515 BUSSE HWY | PARK RIDGE | IL | 60068 | UNRESTRICTED | $2,000 |
| LEUKEMIA LYMPHOMA | |||||
| 3 INTERNATIONAL DR SUITE 200 | RYE BROOK | NY | 10573 | UNRESTRICTED | $2,000 |
| Cal Farley's Boys Ranch | |||||
| 60 SW 1TH AVE | AMARILLO | TX | 791013228 | UNRESTRICTED | $1,500 |
| AMERICARES | |||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | UNRESTRICTED | $2,000 |
| EPILEPSY FOUNDATION | |||||
| 3540 CRAIN HWY SUITE 675 | BOWIE | MD | 20716 | UNRESTRICTED | $2,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | UNRESTRICTED | $4,000 |
| RESOURCES FOR COMMUNITY LIVING | |||||
| 4300 LINCOLN AVE SUITE K | ROLLING MEADOWS | IL | 60008 | UNRESTRICTED | $3,000 |
| SARCOMA FOUNDATION OF AMERICA | |||||
| PO BOX 98160 | WASHINGTON | DC | 200908160 | UNRESTRICTED | $1,500 |
| BREAST CANCER RESEARCH FOUNDATION | |||||
| 28 W 44TH ST SUITE 609 | NEW YORK | NY | 10036 | UNRESTRICTED | $500 |
| MPN RESEARCH FOUNDATION | |||||
| 180 N MICHIGAN AVE SUITE 1870 | CHICAGO | IL | 60601 | UNRESTRICTED | $2,000 |
| DEBRA OF AMERICA | |||||
| 75 BROAD ST SUITE 300 | NEW YORK | NY | 10004 | UNRESTRICTED | $2,500 |
| Mission of St LOUIS | |||||
| 3108 N GRAND BLVD | ST LOUIS | MO | 63107 | UNRESTRICTED | $1,500 |
| ANNUAL CATHOLIC APPEAL | |||||
| 835 N RUSH ST | CHICAGO | IL | 60611 | UNRESTRICTED | $1,000 |
| ST THERESA PARISH | |||||
| 455 N BENTON ST | PALATINE | IL | 60067 | UNRESTRICTED | $1,000 |
| ST THERESA SCHOOL | |||||
| 445 N BENTON ST | PALATINE | IL | 60067 | UNRESTRICTED | $2,000 |
| ST VINCENT DEPAUL | |||||
| 455 N BENTON ST | PALATINE | IL | 60067 | UNRESTRICTED | $3,000 |
| MISERICORDIA HOME | |||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $25,000 |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY | |||||
| 355 N ASHLAND AVE | CHICAGO | IL | 606071019 | UNRESTRICTED | $1,000 |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | UNRESTRICTED | $1,000 |
| GOOD SHEPHERD MANOR | |||||
| 4129 N STATE ROUTE 1-17 PO BOX 260 | MOMENCE | IL | 60954 | UNRESTRICTED | $3,000 |
| SALVATION ARMY | |||||
| 5040 N PULASKI RD | CHICAGO | IL | 606302788 | UNRESTRICTED | $1,000 |
| CATHOLIC CHARITIES | |||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | UNRESTRICTED | $5,000 |
| AID FOR WOMEN | |||||
| 8 S MICHIGAN AVE SUITE 1418 | CHICAGO | IL | 60603 | UNRESTRICTED | $3,300 |
| MISERICORDIA FAMILY ASSOCIATION | |||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $24,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 606323920 | UNRESTRICTED | $10,000 |
| NIGHT MINISTRY | |||||
| 1735 NASHLAND AVE SUITE 2000 | CHICAGO | IL | 60622 | UNRESTRICTED | $5,000 |
| DOWNS SYNDROME CLINIC | |||||
| 3075 HIGHLAND PARKWAY | DOWNERS GROVE | IL | 60515 | UNRESTRICTED | $5,000 |
| MUNDELEIN SEMINARY | |||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 600601174 | UNRESTRICTED | $5,000 |
| GREATER HORIZONS | |||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | UNRESTRICTED | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $266,000 | 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 | $62,321 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $188 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $204,787 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $188 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $267,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,296 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN D MARSHALL 2012 TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 WILLOW WOOD DR | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $37,915 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $58,765 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (50 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PAYPAL HLDGS INC. | FMV | $203,480 | $188,580 |
| PFIZER INC | FMV | $149,497 | $250,963 |
| VIASAT INC | FMV | $18,834 | $4,098 |
| SPDR S&P 500 ETF | FMV | $62,128 | $225,606 |
| ALCOA CORP | FMV | $8,573 | $19,840 |
| ALIBABA GROUP HOLDING LTD ADR | FMV | $210,776 | $187,094 |
| AMERICAN ELECTRIC POWER CO INC | FMV | $15,661 | $177,940 |
| APPLE INC | FMV | $73,229 | $710,280 |
| ARCONIC CORP | FMV | $2,454 | $8,253 |
| AT&T INC | FMV | $10,195 | $61,500 |
| BOEING CO | FMV | $64,311 | $90,594 |
| CARNIVAL CORP | FMV | $22,750 | $40,240 |
| CHIPOTLE MEXICAN GRILL INC CLASS A | FMV | $115,047 | $437,063 |
| COMCAST CORP CLASS A | FMV | $2,060 | $31,205 |
| DUKE ENERGY CORP | FMV | $6,680 | $55,073 |
| EAGLE PHARMACEUTICALS INC | FMV | $61,542 | $50,920 |
| ENBRIDGE INC COM | FMV | $5,146 | $31,264 |
| EXELON CORP | FMV | $32,079 | $57,760 |
| FIRST SOLAR INC | FMV | $36,226 | $52,296 |
| FIRSTENERGY CORP | FMV | $5,466 | $41,590 |
| GENERAL ELECTRIC CO | FMV | $27,960 | $35,426 |
| GOGO INC | FMV | $29,364 | $27,060 |
| GOLDMAN SACHS GROUP INC | FMV | $183,539 | $325,168 |
| GRUPO TELEVISA SAB | FMV | $11,477 | $15,070 |
| HOWMET AEROSPACE INC | FMV | $18,724 | $31,830 |
| JABIL INC | FMV | $30,155 | $140,700 |
| JPMORGAN CHASE & CO | FMV | $11,847 | $62,707 |
| LUMBER LIQUIDATORS HOLDINGS INC | FMV | $52,208 | $51,210 |
| LYFT INC | FMV | $49,288 | $42,730 |
| MICRON TECHNOLOGY INC | FMV | $66,441 | $186,300 |
| MICROSOFT CORP | FMV | $65,499 | $815,576 |
| NATURA CO HOLDING ADR REP 2 ORD | FMV | $31,482 | $5,562 |
| NEXTERA ENERGY INC | FMV | $3,582 | $336,096 |
| NUTRIEN LTD | FMV | $47,839 | $36,096 |
| NVIDIA CORP | FMV | $116,870 | $999,974 |
| PELOTON INTERACTIVE INC | FMV | $54,358 | $71,520 |
| PERKINELMER INC | FMV | $26,627 | $201,060 |
| PHILIP MORRIS INTERNATIONAL INC | FMV | $48,880 | $61,750 |
| SALESFORCE.COM INC | FMV | $62,625 | $254,130 |
| SIRIUS XM HOLDINGS INC | FMV | $44,596 | $22,860 |
| TEVA PHARMACEUTICAL INDUSTRIES LTD ADR | FMV | $64,443 | $56,070 |
| TRANSOCEAN LTD | FMV | $125,149 | $22,080 |
| TWITTER INC | FMV | $49,590 | $84,279 |
| UBER TECHNOLOGIES INC | FMV | $31,580 | $62,895 |
| UNITED STATES OIL | FMV | $96,060 | $54,360 |
| VEEVA SYSTEMS INC | FMV | $24,906 | $255,480 |
| WAL MART STORES INC | FMV | $68,457 | $144,690 |
| WORKDAY INC | FMV | $57,081 | $177,567 |
| XCEL ENERGY INC | FMV | $10,740 | $135,400 |
| HERTZ GLOBAL HLDGS | FMV | $137,899 | $124,950 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $45 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALIBIBA SECURITIES SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $188 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $188 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAX | $8,942 | $0 | $0 |
| FOREIGN TAX | $753 | $0 | $0 |
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