W F FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
W F FOUNDATION (EIN 36-4189166)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-05
IRS object ID
202100649349100115
Schema version
2020v4.0
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)
Return2021-03-05T14:36:58-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 N WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364189166EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WF FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O BRIAN WHITEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWFFOBusinessNameControlTxt
Phone3128408595PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 EAST SCOTT NO 6AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN J WHITEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3128408595PhoneNum
Signature2021-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastWHITEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN SCHEIBEPreparerPersonNm
PTINP00965239PTIN
Phone3122982000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,987,035FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$59,825DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,825DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$59,825TotalRevAndExpnssAmt
Total Net Invst Incm$59,825TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$21,249CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$21,249CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,188AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$14,338TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,987TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,437TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$146,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$146,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$186,487TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,437TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$146,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$126,662ExcessRevenueOverExpensesAmt
Net Investment Income$36,388NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$202,722CashBOYAmt
Cash EOY$179,861CashEOYAmt
Cash EOYFMV$179,861CashEOYFMVAmt
Corporate Stock BOY$374,736CorporateStockBOYAmt
Corporate Stock EOY$718,311CorporateStockEOYAmt
Corporate Stock EOYFMV$1,802,745CorporateStockEOYFMVAmt
Corporate Bonds BOY$697,398CorporateBondsBOYAmt
Corporate Bonds EOY$619,235CorporateBondsEOYAmt
Corporate Bonds EOYFMV$834,779CorporateBondsEOYFMVAmt
Other Investments BOY$520,000OtherInvestmentsBOYAmt
Other Investments EOY$150,787OtherInvestmentsEOYAmt
Other Investments EOYFMV$169,650OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,794,856TotalAssetsBOYAmt
Total Assets EOY$1,668,194TotalAssetsEOYAmt
Total Assets EOYFMV$2,987,035TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,794,856RetainedEarningBOYAmt
Retained Earning EOY$1,668,194RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,794,856TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,668,194TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,794,856TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,668,194TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,794,856TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$126,662ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,668,194SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,668,194TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$506InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$506SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$506TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$694OverpaymentAmt
Applied To ES Tax$694AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRIAN WHITEIndividualWithBooksNm
Phone3128408200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112 EAST SCOTT APT 6AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN J WHITE
12 EAST SCOTT APT 6CHICAGOIL60610PRESIDENT / TREASURER5.00$21,249$0$0
BLAIR W WHITE
14 HAWTHORNE AVELARKSPURCA94399SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,282,469AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$403,609AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$58,218FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,744,296TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,744,296AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,164CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,703,132NetVlNoncharitableAssetsAmt
Minimum Investment Return$135,157MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$135,157MinimumInvestmentReturnAmt
Tax Based On Investment Income$506TaxBasedOnInvestmentIncomeAmt
Total Tax$506TotalTaxAmt
Distributable Before Adj$134,651DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$134,651DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$134,651DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$146,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$146,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$146,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$134,651DistributableAsAdjustedAmt
Undistributed Income PY$117,776UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Total For Prior Years$27,555TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$146,500QualifyingDistributionsAmt
Applied To Year1$117,776AppliedToYear1Amt
Applied To Prior Years$27,555AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,169AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$133,482UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
626 LANDMARK FOUNDATION
626 NORTH MICHIGAN AVENUECHICAGOIL60611NONEPCTO FURTHER THE MISSION OF THE DONEE$10,000
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO
225 E CHICAGO AVECHICAGOIL60611NONEPCTO FURTHER THE MISSION OF THE DONEE$25,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVECHICAGOIL60604NONEPCTO FURTHER THE MISSION OF THE DONEE$25,000
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STCHICAGOIL60614NONEPCTO FURTHER THE MISSION OF THE DONEE$2,500
LYRIC OPERA OF CHICAGO
20 N UPPER WACKER DRCHICAGOIL60606NONEPCTO FURTHER THE MISSION OF THE DONEE$1,000
METROPOLITAN FAMILY SERVICES
ONE NORTH DEARBORN SUITE 1000CHICAGOIL60602NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
NORTHWESTERN MEMORIAL FOUNDATION
541 NORTH FAIRBANKS COURT SUITE 800CHICAGOIL60611NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
NORTHWESTERN UNIVERSITY
OFFICE OF ALUMNI RELATIONSEVANSTONIL60208NONEPCTO FURTHER THE MISSION OF THE DONEE$1,000DEVELOPMENT 2020 RIDGE AVE
RUSH UNIVERSITY MEDICAL CENTER
1620 HARRISON STCHICAGOIL60612NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
SHEDD AQUARIUM SOCIETY
1200 S LAKE SHORE DRIVECHICAGOIL60605NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
THE CATHOLIC CHARITIES
721 N LASALLE STCHICAGOIL60654NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
THE CHICAGO COMMUNITY FOUNDATION
225 N MICHIGAN AVE 2200CHICAGOIL60601NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
THE SALVATION ARMY
615 SLATERS LANE PO BOX 269ALEXANDRIAVA22313NONEPCTO FURTHER THE MISSION OF THE DONEE$2,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
ONE WEST PARK ROADIOWA CITYIA52242NONEPCTO FURTHER THE MISSION OF THE DONEE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$146,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,825ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$59,825ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,825TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPWC ACCOUNTING FEESCategoryTxt
Amt$4,375Amt
Net Investment Income$2,188NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE TAXPAYER IS ELECTING TO APPLY THE EXCESS DISTRIBUTIONS FOR 2020 TO COVER THE UNDISTRIBUTED INCOME FROM 2018.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWABBondNm
EOY Book Value$619,235EOYBookValueAmt
EOYFMV$834,779EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$718,311EOYBookValueAmt
EOYFMV$1,802,745EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$150,787BookValueAmt
EOYFMV$169,650EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IL SECRETARY OF STATE$10$0$0
IL CHARITABLE BUREAU FUND$15$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS TAX PAYMENTCategoryTxt
Amt$14,338Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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