LOFTUS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOFTUS FAMILY FOUNDATION (EIN 83-0343760)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-12-09
- IRS object ID
- 202203439349100600
- 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 Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-09T10:21:16-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830343760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOFTUS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WARADY & DAVIS LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOFT | BusinessNameControlTxt |
| Phone | 8472679600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM LOFTUS | PersonNm |
| Person Title | PRESIDENT AND DIRECTOR | PersonTitleTxt |
| Phone | 8472679600 | PhoneNum |
| Signature | 2022-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | LOFTUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M FAJE | PreparerPersonNm |
| PTIN | P00031371 | PTIN |
| Phone | 8472679600 | PhoneNum |
| Preparation | 2022-12-02 | 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 | $1,590,745 | 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 | $1,200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,753 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,232,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,987 | 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 |
| Legal Fees Rev And Expnss | $325 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $325 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $84 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,043 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,028 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,728 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,728 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,192,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,528 | CashBOYAmt |
| Cash EOY | $3,087 | CashEOYAmt |
| Cash EOYFMV | $3,087 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $432 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $180,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,372,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,587,226 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $190,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,376,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,590,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $190,238 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,376,209 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $190,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,376,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $190,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,376,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $190,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,192,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,382,773 | SubtotalAmt |
| Other Decreases | $6,564 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,376,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ORGANON & CO - 100 SHS | P | 2008-09-24 | 2022-06-16 | $3,185 | $1,492 | $1,693 | $1,693 |
| RIVERNORTH DBL STRAT RTS - 2500 SHS | P | 2021-09-10 | 2021-09-13 | $60 | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,753 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $807 | OverpaymentAmt |
| Applied To ES Tax | $807 | 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 | 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 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472679600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD ROAD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM LOFTUS | ||||||||
| 3906 ROYAL FOX DR | ST CHARLES | IL | 60174 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARTIN J LOFTUS | ||||||||
| 2777 GULF SHORE BLVD N 3S | NAPLES | FL | 34103 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JAMES LOFTUS | ||||||||
| 6304 FOREST RD | DAVENPORT | IA | 52807 | SECRETARY AND TREASURER | 0.25 | $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 | $984,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $999,831 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $999,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $984,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $393 | TotalTaxAmt |
| Distributable Before Adj | $48,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,849 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,193 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,470 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,815 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,926 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,640 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,209 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,209 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,195 | 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 | $39,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,454 | ExcessFromYear3Amt |
| Excess From Year2 | $16,815 | ExcessFromYear2Amt |
| Excess From Year1 | $17,926 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS THERAPY DEVELOPMENT INSTITUTETRI-STATE TREK | |||||||
| 300 TECHNOLOGY SQSTE 400 | CAMBRIDGE | MA | 02139 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAM ST NW | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| AMERICAN MACULAR DEGENERATION FDN | |||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CASA KANE COUNTY | |||||||
| 100 S THIRD ST STE 460 | GENEVA | IL | 60134 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17090 | BALTIMORE | MD | 21297 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 12300 TWINBROOK PARKWAY STE 410 | ROCKVILLE | MD | 20852 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| FOX VALLEY PREGNANCY CENTER | |||||||
| 101 E STATE STREET | SOUTH ELGIN | IL | 60177 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| HOPE FOR HAITI | |||||||
| 1021 5TH AVENUE NORTH | NAPLES | FL | 34102 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH ST STE 701 | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| KNOW YOUR RIGHTS CAMP | |||||||
| 10990 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 90024 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MARMION ACADEMY | |||||||
| 1000 BUTTERFIELD RD | AURORA | IL | 60502 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) | |||||||
| 4301 WILSON BLVD STE 300 | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| NATIONAL ALLIANCE TO END HOMELESSNESS | |||||||
| 1518 K STREET NW 2ND FL | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| NATIONAL BLOOD CLOT ALLIANCE | |||||||
| 8321 OLD COURTHOUSE RD STE 255 | VIENNA | VA | 22182 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 845578 | BOSTON | MA | 02284 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| ROSARY HIGH SCHOOL | |||||||
| 901 N EDGELAWN DRIVE | AURORA | IL | 60506 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SPECIAL OLYMPICS ILLINOIS | |||||||
| 605 E WILLOW STREET | NORMAL | IL | 60761 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ST MATTHEW'S HOUSE | |||||||
| 2001 AIRPORT ROAD S | NAPLES | FL | 34112 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| THE AMAZON CONSERVATION TEAM | |||||||
| 4211 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| USA FOR UNCHCRTHE UN REFUGEE AGENCY | |||||||
| 1310 L STREET NW STE 450 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 W WACKER DR STE 1150 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | 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 | $31,234 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,753 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,987 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,987 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF JULIE LOFTUS | |||||||
| 1 | C/O WILLIAM LOFTUS3906 ROYAL FOX DR | ST CHARLES | IL | 60174 | $1,199,955 | Yes (X) | |
| ESTATE OF JULIE LOFTUS | |||||||
| 2 | C/O WILLIAM LOFTUS3906 ROYAL FOX DR | ST CHARLES | IL | 60174 | $45 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 7,233 SHARES, JOHNSON & JOHNSON CUSIP#XXX-XX-XXXX | NoncashPropertyDesc |
| Fair Market Value | $1,199,955 | FairMarketValueAmt |
| Received | 2021-12-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCK & CO | $29,778 | $91,170 |
| NUVEEN MULTI STRATEGY INC/GRWTH II | $38,276 | $18,200 |
| PFIZER | $49,533 | $104,860 |
| PHILIP MORRIS INTL INC | $13,365 | $59,244 |
| RIVERNORTH DOUBLELINE STRAT OPPTY FD | $42,034 | $27,225 |
| VIATRIS | $2,715 | $2,597 |
| JOHNSON & JOHNSON | $1,196,989 | $1,283,930 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $325 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $325 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REDUCTION IN THE FMV OF SECURITIES RECEIVED | Desc |
| Amt | $6,564 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $15 | $0 | $15 |
| BANK FEES | $2,028 | $2,028 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $84 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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