CHOTT FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHOTT FAMILY FOUNDATION (EIN 26-6154147)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-02
- IRS object ID
- 202541839349100424
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-02T15:32:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351307701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRUGGEL LAWTON & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S MAIN STREET SUITE 200 | AddressLine1Txt |
| City | ELKHART | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266154147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHOTT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHOT | BusinessNameControlTxt |
| Phone | 6303232495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 LAKE RIDGE CLUB COURT | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605277936 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD L CHOTT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6303232495 | PhoneNum |
| Signature | 2025-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GABRIEL VERVYNCKT | PreparerPersonNm |
| PTIN | P02099725 | PTIN |
| Phone | 5742642247 | PhoneNum |
| Preparation | 2025-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $403,788 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $422 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $422 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,671 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,671 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,452 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,545 | 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 |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,761 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,761 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,703 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,276 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,276 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $219,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $266,063 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $266,063 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $129,315 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $123,449 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $123,449 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $365,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $403,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $403,788 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $365,196 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $403,788 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $365,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $403,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $365,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $403,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $365,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,263 | OtherIncreasesAmt |
| Subtotal | $403,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $403,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB - 9743 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $65,054 | GrossSalesPriceAmt |
| Cost Or Other Basis | $40,602 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,452 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,452 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,452 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $365 | TaxDueAmt |
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 |
| Individual With Books | EDWARD CHOTT | IndividualWithBooksNm |
| Phone | 6303232495 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 LAKE RIDGE CLUB COURT | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605277936 | 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD L CHOTT | ||||||||
| 17 LAKE RIDGE CLUB COURT | BURR RIDGE | IL | 605277936 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MAUREEN H CHOTT | ||||||||
| 17 LAKE RIDGE CLUB COURT | BURR RIDGE | IL | 605277936 | TRUSTEE | 1.00 | $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 | $363,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $379,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $379,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $373,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $365 | TotalTaxAmt |
| Distributable Before Adj | $18,316 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,316 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,316 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,316 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,490 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,290 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,700 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,800 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,850 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $179,130 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,316 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,434 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $197,564 | 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 | $26,490 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $171,074 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,290 | ExcessFromYear4Amt |
| Excess From Year3 | $37,700 | ExcessFromYear3Amt |
| Excess From Year2 | $32,800 | ExcessFromYear2Amt |
| Excess From Year1 | $30,850 | ExcessFromYear1Amt |
| Excess From Current Year | $18,434 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNUAL CATHOLIC APPEAL | |||||||
| 835 NORTH RUSH STREET | CHICAGO | IL | 60611 | NONE | 501 (C) (3) | RELIGIOUS | $450 |
| CENTER FOR ACTION & CONTEMPLATION | |||||||
| 1823 5 POINTS ROAD SW | ALBUQUERQUE | NM | 87105 | NONE | 501 (C) (3) | SOCIAL SERVICES | $100 |
| CATHOLIC EXTENSION | |||||||
| 150 S WACKER DR STE 2000 | CHICAGO | IL | 60606 | NONE | 501 (C) (3) | RELIGIOUS | $1,100 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | 501 (C) (3) | RELIGIOUS | $1,050 |
| CONGREGATION OF ST JOSEPH | |||||||
| 1515 W OGDEN AVE | LAGRANGE PARK | IL | 60526 | NONE | 501 (C) (3) | RELIGIOUS | $350 |
| DOMESTIC VIOLENCE OUTREACH | |||||||
| 1914 S ASHLAND AVE | CHICAGO | IL | 60608 | NONE | 501 (C) (3) | SOCIAL SERVICES | $1,050 |
| FENWICK HIGH SCHOOL | |||||||
| 505 WASHINGTON BLVD | OAK PARK | IL | 60302 | NONE | 501 (C) (3) | EDUCATION | $1,000 |
| MARINE TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | 501 (C) (3) | SOCIAL SERVICES | $200 |
| MERCY HOME FOR BOYS & GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | 501 (C) (3) | SOCIAL SERVICES | $1,000 |
| MISERACORDIA HOME | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | 501 (C) (3) | SOCIAL SERVICES | $1,200 |
| NAZARETH ACADEMY | |||||||
| 1209 W OGDEN AVENUE | LAGRANGE PARK | IL | 60526 | NONE | 501 (C) (3) | EDUCATION | $10,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 224 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | 501 (C) (3) | EDUCATION | $1,700 |
| THE PACTT FOUNDATION | |||||||
| PO BOX 492 | OAK PARK | IL | 60603 | NONE | 501 (C) (3) | SOCIAL SERVICES | $250 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | 501 (C) (3) | MEDICAL RESEARCH | $400 |
| SALVATION ARMY | |||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60630 | NONE | 501 (C) (3) | SOCIAL SERVICES | $200 |
| SEMINARIAN EDUCATION FUND | |||||||
| 835 NORTH RUSH STREET | CHICAGO | IL | 60611 | NONE | PF | RELIGIOUS | $100 |
| SPECIAL OLYMPICS ILLINOIS | |||||||
| 605 E WILLOW STREET | NORMAL | IL | 61761 | NONE | 501 (C) (3) | SOCIAL SERVICES | $200 |
| ST CLETUS CHURCH | |||||||
| 700 W 55TH STREET | LAGRANGE | IL | 60525 | NONE | 501 (C) (3) | RELIGIOUS | $1,600 |
| ST JOHN OF THE CROSS | |||||||
| 5005 WOLF ROAD | WESTERN SPRINGS | IL | 60558 | NONE | 501 (C) (3) | RELIGIOUS | $5,600 |
| ST JOHN OF THE CROSS PARISH SCHOOL | |||||||
| 5005 WOLF ROAD | WESTERN SPRINGS | IL | 60558 | NONE | 501 (C) (3) | EDUCATION | $2,500 |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||||
| PO BOX 1893 | MEMPHIS | TN | 38101 | NONE | 501 (C) (3) | MEDICAL RESEARCH | $500 |
| CATHOLIC CHARITIES | |||||||
| 721 N LA SALLE STREET | CHICAGO | IL | 60654 | NONE | 501 (C) (3) | SOCIAL SERVICES | $300 |
| ASSOCIATED ALUMNAE & ALUMNI OF THE SACRED HEART | |||||||
| PO BOX 411821 | ST LOUIS | MO | 63141 | NONE | 501 (C) (3) | RELIGIOUS | $200 |
| LA GRANGE COUNTRY CLUB FOUNDATION | |||||||
| 620 S BRAINARD | LAGRANGE | IL | 60525 | NONE | 501 (C) (3) | EDUCATION | $5,000 |
| MAKE-A-WISH ILLINOIS | |||||||
| 200 W MONROE STREET 1801 | CHICAGO | IL | 60606 | NONE | 501 (C) (3) | SOCIAL SERVICES | $200 |
| SOCIETY OF THE SACRED HEART | |||||||
| PO BOX 958047 | ST LOUIS | MO | 63195 | NONE | 501 (C) (3) | RELIGIOUS | $100 |
| SOCIETY FOR PROPAGATION OF THE FAITH | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | 501 (C) (3) | RELIGIOUS | $200 |
| FUND FOR RETIRED PRIESTS | |||||||
| 835 NORTH RUSH STREET | CHICAGO | IL | 60611 | NONE | 501 (C) (3) | RELIGIOUS | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,671 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,545 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,545 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| T ROWE PRICE HIGH YIELD | $17,175 | $17,175 |
| VANGUARD HIGH-YEILD CORP | $42,304 | $42,304 |
| VANGUARD DIVIDEND ETF | $1,958 | $1,958 |
| VANGUARD GROWTH ETF | $57,051 | $57,051 |
| VANGUARD HIGH DIVIDEND ETF | $1,914 | $1,914 |
| VANGUARD VALUE ETF | $3,047 | $3,047 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $30,470 | $30,470 |
| AMAZON.COM INC | $45,194 | $45,194 |
| APPLE INC | $128,215 | $128,215 |
| BERKSHIRE HATHAWAY | $5,893 | $5,893 |
| GOLDMAN SACHS GROUP INC | $12,025 | $12,025 |
| JPMORGAN CHASE & CO | $479 | $479 |
| META PLATFORMS INC | $1,171 | $1,171 |
| MICROSOFT CORP | $11,381 | $11,381 |
| NVIDIA CORP | $2,820 | $2,820 |
| ORACLE CORP | $11,665 | $11,665 |
| VISA INC | $16,750 | $16,750 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS | Desc |
| Amt | $49,263 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY SERVICES | CategoryTxt |
| Amt | $2,761 | Amt |
| Net Investment Income | $2,761 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $190 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |