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MATTHEW SIX TEN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MATTHEW SIX TEN FOUNDATION (EIN 20-5826657)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202223139349100637
Schema version
2021v4.1
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)
Return2022-11-09T08:24:33-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464152824PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LYNN C GENN CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12411 FOX GLOVE CTAddressLine1Txt
CityELGINCityNm
State AbbreviationILStateAbbreviationCd
ZIP60124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205826657EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Matthew Six Ten FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMATTBusinessNameControlTxt
Phone6308687117PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 W Roosevelt RdAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn Southard JrPersonNm
Person TitlePresidentPersonTitleTxt
Phone6308687117PhoneNum
Signature2022-04-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJohnPersonFirstNm
Person LastSouthard JrPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLynn C Genn CPAPreparerPersonNm
PTINP00579478PTIN
Phone2244024366PhoneNum
Preparation2022-11-09PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,797,096FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$276,692ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$35,461DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$850,679CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$312,153TotalRevAndExpnssAmt
Total Net Invst Incm$850,679TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$315LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,068AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Interest Rev And Expnss$399InterestRevAndExpnssAmt
Taxes Rev And Expnss$736TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$6,560TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$292OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10,370TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$471,604ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$471,604ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$481,974TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$471,604TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$169,821ExcessRevenueOverExpensesAmt
Net Investment Income$850,679NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,231CashBOYAmt
Cash EOY$59,554CashEOYAmt
Cash EOYFMV$59,554CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl$400,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$400,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$400,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$396,476CorporateStockBOYAmt
Corporate Stock EOY$1,263,024CorporateStockEOYAmt
Corporate Stock EOYFMV$1,788,378CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,149,026OtherInvestmentsBOYAmt
Other Investments EOY$549,164OtherInvestmentsEOYAmt
Other Investments EOYFMV$549,164OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,579,733TotalAssetsBOYAmt
Total Assets EOY$2,271,742TotalAssetsEOYAmt
Total Assets EOYFMV$2,797,096TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,350AccountsPayableBOYAmt
Accounts Payable EOY$12,500AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,350TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,500TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,578,383RetainedEarningBOYAmt
Retained Earning EOY$2,259,242RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,578,383TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,259,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,579,733TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,271,742TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,578,383TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$169,821ExcessRevenueOverExpensesAmt
Other Increases$850,680OtherIncreasesAmt
Subtotal$2,259,242SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,259,242TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
Publicly Traded Securities$947,564$0$792,557$155,007$0$0$0$155,007
Dunham Holdings LP$666,338$0$400,000$266,338$0$0$0$266,338D2010-07-012021-01-29
Trinity Capital Fund$744,823$0$315,489$429,334$0$0$0$429,334D2010-07-012021-03-31
FieldValueIRS element (for citing)
Capital Gain Net Income$850,679CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,824InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,824SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,824TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$11,838TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJohn SouthardIndividualWithBooksNm
Phone6308687117PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11108 Lexington StreetAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP601873849ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
John Southard Jr
1108 Lexington AveWheatonIL60187President1.00$0$0$0
Julie Southard
1108 Lexington AveWheatonIL60187Secretary1.00$0$0$0
John Southard Sr
1108 Lexington AveWheatonIL60187Treasurer1.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,187,730AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$294,265AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,346,648FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,828,643TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,828,643AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,430CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,771,213NetVlNoncharitableAssetsAmt
Minimum Investment Return$188,561MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$188,561MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,824TaxBasedOnInvestmentIncomeAmt
Total Tax$11,824TotalTaxAmt
Distributable Before Adj$176,737DistributableBeforeAdjAmt
Distributable Before Ded$176,737DistributableBeforeDedAmt
Distributable As Adjusted$176,737DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$471,604ExpensesAndContributionsAmt
Qualifying Distributions$471,604QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$176,737DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$156,160ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$206,231ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$252,324ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$227,224ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$237,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,078,939TotalExcessDistributionCyovAmt
Qualifying Distributions$471,604QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$471,604RemainingDistriFromCorpusAmt
Total Corpus$1,550,543TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$176,737UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$156,160ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,394,383ExcessDistriCyovToNextYrAmt
Excess From Year4$206,231ExcessFromYear4Amt
Excess From Year3$252,324ExcessFromYear3Amt
Excess From Year2$227,224ExcessFromYear2Amt
Excess From Year1$237,000ExcessFromYear1Amt
Excess From Current Year$471,604ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A&M Partnership
411 E Business Center Dr 103Mt ProspectIL60056NoneGeneral$5,000
By the Hand
PO Box 10043ChicagoIL60610NoneGeneral$10,000
Caring Network Illinois
1200 Roosevelt Rd 114Glen EllynIL60137NoneGeneral$10,000
Christian Health Service Corp
PO Box 132FruitvaleTX75127NoneGeneral$5,000
Clapham School
335 E Seminary AveWheatonIL60187NoneGeneral$200,000
Christ's Evangelical Mission
PO Box 106 Dept BPewaukeeWI53072NoneGeneral$10,000
Cosley Zoo
1356 N Gary AveWheatonIL60187NoneGeneral$250
Covenant Harbor
1724 W Main StreetLake GenevaWI53147NoneGeneral$4,000
English Language Institute
1629 Blue Spruce DrFort CollinsCO80524NoneGeneral$10,000
Entrusted Ministries
PO Box 7667AlgonquinIL60102NoneGeneral$25,000
Harvest Bible Chapel
800 Rohlwing RoadRolling MeadowsIL60008NoneGeneral$75,650
Ligonier Ministries
PO Box 863595OrlandoFL32886NoneGeneral$498
Luis Palau Association
PO Box 50PortlandOR97207NoneGeneral$60,000
Moody Bible Institute
820 N LaSalle DrChicagoIL60610NoneGeneral$500
Naples Zoo
1590 Goodlette-Frank RdNaplesFL34102NoneGeneral$99
Outreach Community Ministries
122 W Liberty DriveWheatonIL60187NoneGeneral$5,000
Pacific Garden Mission
1458 S Canal StreetChicagoIL60607NoneGeneral$3,000
Potters House
PO Box 106 Dept APewaukeeWI53072NoneGeneral$10,000
Project Hood
6620 S Martin Luther King DrChicagoIL60637NoneGeneral$10,000
Vision Community Fellowship
PO Box 480MonumentCO80132NoneGeneral$10,000
Wheaton Christian Grammar School
1N350 Taylor DriveWinfieldIL60190NoneGeneral$10,000
Wheaton North Athletics
701 W Thomas RdWheatonIL60187NoneGeneral$107
Whaton Young Life
206 N Main StreetWheatonIL60187NoneGeneral$2,500
Youth With A Mission
75-5851 Kuakini Hwy 433Kailua KonaHI96740NoneGeneral$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$471,604TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,461ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$35,461ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,461TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Julie Southard Irrevocable TrustBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11108 Lexington StreetAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd
FieldValueIRS element (for citing)
Total Contributions$276,692TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyJulie Southard Irrevocable Trust 1108 Lexington Street Wheaton, IL 60187NoncashPropertyDesc
Fair Market Value$276,692FairMarketValueAmt
Received2021-03-18ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFidelity BrokerageStockNm
EOY Book Value$1,263,024EOYBookValueAmt
EOYFMV$1,788,378EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Dunham Holdings LP$0$0
Trinity Capital Fund$0$0
Promus Ventures$74,987$74,987
T2 Real Estate$304,177$304,177
Frist Cressey Ventures Fund III$170,000$170,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Fees$169
Postage & Mailing$123

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescGain on InvestmentsDesc
Amt$850,680Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal TaxesCategoryTxt
Amt$736Amt

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