JOHN MARSHALL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MARSHALL FAMILY FOUNDATION (EIN 26-6107463)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202111279349101636
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T14:50:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300967341 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL LAW OFFICES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CENTERVILLE RD SUITE 204W | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028860213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266107463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Marshall Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8473584480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 Willow Wood Dr | AddressLine1Txt |
| City | Palatine | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA MARSHALL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8473584480 | PhoneNum |
| Signature | 2021-05-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCIA | PersonFirstNm |
| Person Last | MARSHALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE PERKINS | PreparerPersonNm |
| PTIN | P02445298 | PTIN |
| Phone | 4017328070 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,245,494 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $49,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $380,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $580,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $380,368 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $429,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $429,457 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,834 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $190,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $429,457 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,327 | CashBOYAmt |
| Cash EOY | $35,639 | CashEOYAmt |
| Cash EOYFMV | $51,639 | CashEOYFMVAmt |
| US Government Obligations BOY | $70,849 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $35,667 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $55,960 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,105,749 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,356,890 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,137,895 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,232,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,428,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,245,494 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,232,925 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,428,196 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,232,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,428,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,232,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,428,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,232,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $190,623 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,648 | OtherIncreasesAmt |
| Subtotal | $2,428,196 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,428,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALIBABA GROUP HOLDING LTD ADR | P | 2018-02-01 | 2020-07-08 | $6,150 | $4,955 | $1,195 | $1,195 |
| APPLE INC | P | 2014-02-26 | 2020-12-22 | $6,480 | $927 | $5,553 | $5,553 |
| APPLE INC | P | 2014-02-26 | 2020-12-16 | $6,300 | $927 | $5,373 | $5,373 |
| APPLE INC | P | 2014-02-26 | 2020-12-07 | $6,108 | $927 | $5,181 | $5,181 |
| APPLE INC | P | 2012-12-10 | 2020-11-12 | $23,800 | $3,766 | $20,034 | $20,034 |
| APPLE INC | P | 2012-12-10 | 2020-11-06 | $5,844 | $946 | $4,898 | $4,898 |
| APPLE INC | P | 2012-12-10 | 2020-08-21 | $48,844 | $7,571 | $41,273 | $41,273 |
| APPLE INC | P | 2012-12-10 | 2020-08-13 | $11,449 | $1,893 | $9,556 | $9,556 |
| APPLE INC | P | 2012-12-10 | 2020-08-07 | $11,219 | $1,893 | $9,326 | $9,326 |
| APPLE INC | P | 2012-12-10 | 2020-08-04 | $10,849 | $1,893 | $8,956 | $8,956 |
| APPLE INC | P | 2012-12-10 | 2020-08-03 | $21,812 | $3,785 | $18,027 | $18,027 |
| APPLE INC | P | 2012-12-10 | 2020-07-31 | $10,184 | $1,893 | $8,291 | $8,291 |
| APPLE INC | P | 2012-12-10 | 2020-07-14 | $66,904 | $13,249 | $53,655 | $53,655 |
| APPLE INC | P | 2012-12-10 | 2020-06-05 | $16,397 | $3,785 | $12,612 | $12,612 |
| APPLE INC | P | 2012-12-10 | 2020-05-21 | $7,897 | $1,893 | $6,004 | $6,004 |
| APPLE INC | P | 2015-12-21 | 2020-05-11 | $7,797 | $2,683 | $5,114 | $5,114 |
| APPLE INC | P | 2015-12-21 | 2020-04-01 | $12,003 | $5,366 | $6,637 | $6,637 |
| COVIA HOLDINGS CORP | P | 2015-01-26 | 2020-07-14 | $21 | $18,991 | -$18,970 | -$18,970 |
| DEVON ENERGY CORP | P | 2002-01-24 | 2020-08-03 | $462 | $428 | $34 | $34 |
| NEXTERA ENERGY INC | 1984-03-07 | 2020-11-06 | $18,730 | $249 | $18,481 | $18,481 | |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-12-22 | $31,965 | $5,436 | $26,529 | $26,529 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-12-21 | $14,249 | $2,718 | $11,531 | $11,531 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-12-18 | $6,897 | $1,359 | $5,538 | $5,538 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-12-15 | $6,150 | $1,359 | $4,791 | $4,791 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-12-03 | $5,684 | $1,359 | $4,325 | $4,325 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-11-12 | $27,155 | $6,795 | $20,360 | $20,360 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-11-10 | $10,499 | $2,718 | $7,781 | $7,781 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-11-06 | $31,139 | $6,795 | $24,344 | $24,344 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-08-03 | $10,676 | $4,077 | $6,599 | $6,599 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-07-14 | $23,372 | $10,192 | $13,180 | $13,180 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-06-15 | $6,125 | $3,397 | $2,728 | $2,728 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-05-22 | $11,325 | $6,795 | $4,530 | $4,530 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-05-07 | $11,106 | $6,795 | $4,311 | $4,311 |
| US TREASURY 2.125% 2/15/40 | P | 2010-03-30 | 2020-04-03 | $51,944 | $35,338 | $16,606 | $16,606 |
| PELOTON INTERACTIVE INC | P | 2019-12-27 | 2020-01-21 | $33,124 | $27,179 | $5,945 | $5,945 |
| NATURA & CO. - CASH IN LIEU | P | 2020-06-10 | 2020-06-10 | $40 | $40 | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $380,368 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,969 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | 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 | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $2,970 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE PERKINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8473420553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N HADDOW AVE | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA MARSHALL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 WILLOW WOOD DR | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $5,031,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,078,061 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,078,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,001,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $250,095 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $250,095 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,969 | TotalTaxAmt |
| Distributable Before Adj | $244,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $244,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $244,126 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $235,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $235,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,957 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,957 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,043 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $19,083 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | PC | UNRESTRICTED | $1,000 |
| ADVOCATE CHARITABLE FOUNDATION - ADULT DOWN SYNDROME CLINIC | ||||||
| 3075 HIGHLAND PARKWAY | DOWNERS GROVE | IL | 60515 | PC | UNRESTRICTED | $1,000 |
| ALS | ||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | PC | UNRESTRICTED | $500 |
| ALZHEIMERS ASSOCIATION | ||||||
| 8430 W BRYN MAWR SUITE 800 | CHICAGO | IL | 60631 | PC | UNRESTRICTED | $2,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 8430 W BRYN MAWR SUITE 800 | CHICAGO | IL | 60631 | PC | UNRESTRICTED | $500 |
| AMERICARES | ||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | PC | UNRESTRICTED | $2,000 |
| AMERICARES | ||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | PC | UNRESTRICTED | $2,000 |
| ANN AND ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | ||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 606112991 | PC | UNRESTRICTED | $2,000 |
| ANNUAL CATHOLIC APPEAL | ||||||
| 835 N RUSH ST | CHICAGO | IL | 60611 | PC | UNRESTRICTED | $1,500 |
| ANNUAL CATHOLIC APPEAL | ||||||
| 835 N RUSH ST | CHICAGO | IL | 60611 | PC | UNRESTRICTED | $1,000 |
| ARTHRITIS FOUNDATION | ||||||
| 1355 PEACHTREE ST NE SUITE 600 | ATLANTA | GA | 30309 | PC | UNRESTRICTED | $1,000 |
| BOYS AND GIRLS CLUB OF AMERICA | ||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 303095700 | PC | UNRESTRICTED | $1,000 |
| BOYS RANCH | ||||||
| 600 SW 11TH AVE | AMARILLO | TX | 791013722 | PC | UNRESTRICTED | $1,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 W 44TH ST SUITE 609 | NEW YORK | NY | 10036 | PC | UNRESTRICTED | $1,500 |
| CATHOLIC CHARITIES | ||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | PC | UNRESTRICTED | $1,050 |
| CATHOLIC CHARITIES | ||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | PC | UNRESTRICTED | $1,000 |
| CATHOLIC CHARITIES | ||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | PC | UNRESTRICTED | $750 |
| CATHOLIC MEDICAL MISSION - CMMB | ||||||
| 100 WALL ST FLOOR 9 | NEW YORK | NY | 10005 | PC | UNRESTRICTED | $1,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 212013443 | PC | UNRESTRICTED | $1,000 |
| CENTER FOR COMMUNITY STEWARDSHIP CO COOK COUNTY IT FORWARD | ||||||
| 116 N FEW ST SUITE 3 | MADISON | WI | 53703 | PC | UNRESTRICTED | $750 |
| CENTRAL ILLINOIS FOOD BANK | ||||||
| PO BOX 8228 | SPRINGFIELD | IL | 62791 | PC | UNRESTRICTED | $2,000 |
| CHARITY NAVIGATOR | ||||||
| PO BOX 6002 | BELLMAWR | NJ | 080996002 | PC | UNRESTRICTED | $1,000 |
| CHICAGO COMMUNITY TRUST | ||||||
| 225 N MICHIGAN AVE SUITE 2200 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $1,000 |
| CLEARBROOK | ||||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | PC | UNRESTRICTED | $1,000 |
| CLEARBROOK | ||||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | PC | UNRESTRICTED | $1,000 |
| COVENANT HOUSE | ||||||
| 461 EIGHTH AVE | NEW YORK | NY | 10001 | PC | UNRESTRICTED | $1,000 |
| CROSS CATHOLIC OUTREACH | ||||||
| 2700 N MILITARY TRAIL SUITE 300 | BOCA RATON | FL | 334273908 | PC | UNRESTRICTED | $1,000 |
| DAV | ||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | PC | UNRESTRICTED | $1,000 |
| DEBRA OF AMERICA | ||||||
| 75 BROAD ST SUITE 300 | NEW YORK | NY | 10004 | PC | UNRESTRICTED | $1,500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | UNRESTRICTED | $1,000 |
| DOLLARS FOR SCHOLARS | ||||||
| 9 S ELMHURST RD SUITE 276 | PROSPECT HEIGHTS | IL | 60070 | PC | UNRESTRICTED | $750 |
| ERIKA'S LIGHTHOUSE | ||||||
| 897 1/2 GREEN BAY ROAD | WINNETKA | IL | 60093 | PC | UNRESTRICTED | $2,000 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | PC | UNRESTRICTED | $2,000 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | PC | UNRESTRICTED | $2,000 |
| FR IGNATIOUS - NELSON CURNYN EYE CLINIC | ||||||
| 58 RIDGE RD | BARRINGTON HILLS | IL | 60010 | PC | UNRESTRICTED | $2,000 |
| GOOD SHEPHERD MANOR | ||||||
| 4129 N STATE ROUTE 1-17 PO BOX 260 | MOMENCE | IL | 60954 | PC | UNRESTRICTED | $1,000 |
| GRACE LUTHERAN SCHOOL | ||||||
| 7300 DIVISION ST | RIVER FOREST | IL | 60305 | PC | UNRESTRICTED | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 606323920 | PC | UNRESTRICTED | $1,000 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 606323920 | PC | UNRESTRICTED | $3,000 |
| HABITAT FOR HUMANITY - LAKE COUNTY | ||||||
| 315 MARTIN LUTHER KING JR AVE | WAUKEGAN | IL | 60085 | PC | UNRESTRICTED | $1,000 |
| JONNY CAKE CENTER OF HOPE | ||||||
| 1231 KINGSTOWN RD | PEACE DALE | RI | 02879 | PC | UNRESTRICTED | $1,000 |
| JOURNEY'S THE ROAD HOME | ||||||
| 1140 E NORTHWEST HWY | PALATINE | IL | 60074 | PC | UNRESTRICTED | $1,000 |
| JOURNEY'S THE ROAD HOME | ||||||
| 1140 E NORTHWEST HWY | PALATINE | IL | 60074 | PC | UNRESTRICTED | $2,000 |
| LEUKEMIA LYMPHOMA | ||||||
| 3 INTERNATIONAL DR SUITE 200 | RYE BROOK | NY | 10573 | PC | UNRESTRICTED | $1,000 |
| LEUKEMIA LYMPHOMA | ||||||
| 3 INTERNATIONAL DR SUITE 200 | RYE BROOK | NY | 10573 | PC | UNRESTRICTED | $2,000 |
| LITTLE BROTHERS - FRIENDS OF THE ELDERLY | ||||||
| 355 N ASHLAND AVE | CHICAGO | IL | 60607 | PC | UNRESTRICTED | $1,000 |
| LITTLE CITY | ||||||
| 1610 COLONIAL PARKWAY | INVERNESS | IL | 60067 | PC | UNRESTRICTED | $1,000 |
| LITTLE SISTERS OF THE POOR | ||||||
| 80 W NORTHWEST HWY | PALATINE | IL | 600673580 | PC | UNRESTRICTED | $500 |
| LYONS FOUNDATION OF AMERICA | ||||||
| 5435 N GARLAND AVE SUITE 140-106 | GARLAND | TX | 75040 | PC | UNRESTRICTED | $1,000 |
| MEALS ON WHEELS - NORTHERN ILLINOIS | ||||||
| 7222 W CERMAK RD SUITE 302 | NORTH RIVERSIDE | IL | 60546 | PC | UNRESTRICTED | $500 |
| MERCY CORPS | ||||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | PC | UNRESTRICTED | $1,000 |
| MERCY HOME FOR BOYS AND GIRLS | ||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | PC | UNRESTRICTED | $2,000 |
| MERCY SHIPS | ||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 757711930 | PC | UNRESTRICTED | $1,000 |
| MISERICORDIA - CANDY DAYS | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | UNRESTRICTED | $1,000 |
| MISERICORDIA - FEST | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | UNRESTRICTED | $5,000 |
| MISERICORDIA FAMILY ASSOCIATION | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | UNRESTRICTED | $1,000 |
| MISERICORDIA FAMILY ASSOCIATION | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | UNRESTRICTED | $1,000 |
| MISERICORDIA FAMILY ASSOCIATION | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | UNRESTRICTED | $1,000 |
| MISERICORDIA HOME | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | UNRESTRICTED | $42,000 |
| MISERICORDIA HOME | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | UNRESTRICTED | $250 |
| MISERICORDIA HOME - DENTAL CLINIC | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | UNRESTRICTED | $1,000 |
| MISERICORIDIA HOME - SHANNON | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | PC | UNRESTRICTED | $2,000 |
| MISSION OF OUR LADY OF THE ANGELS | ||||||
| 3808 W IOWA ST | CHICAGO | IL | 60651 | PC | UNRESTRICTED | $1,000 |
| MISSION OF OUR LADY OF THE ANGELS | ||||||
| 3808 W IOWA ST | CHICAGO | IL | 60651 | PC | UNRESTRICTED | $500 |
| MONSIGNOR CLARKE SCHOOL | ||||||
| 5074 TOWER HILL RD | WAKEFIELD | RI | 20879 | PC | UNRESTRICTED | $8,000 |
| MPN RESEARCH FOUNDATION | ||||||
| 180 N MICHIGAN AVE SUITE 1870 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $3,000 |
| MUNDELEIN SEMINARY | ||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 600601174 | PC | UNRESTRICTED | $1,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| 161 N CLARK ST SUITE 3550 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $1,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| 161 N CLARK ST SUITE 3550 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $2,000 |
| NAMI | ||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | PC | UNRESTRICTED | $4,000 |
| NIGHT MINISTRY | ||||||
| 4711 N RAVENSWOOD | CHICAGO | IL | 60640 | PC | UNRESTRICTED | $1,000 |
| NORTHERN ILLINOIS FOOD BANK | ||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | PC | UNRESTRICTED | $2,000 |
| NORTHWEST COMMUNITY HOSPITAL FOUNDATION | ||||||
| 3040 W SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | PC | UNRESTRICTED | $2,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||
| 541 N FAIBANKS COURT SUITE 800 | CHICAGO | IL | 60611 | PC | UNRESTRICTED | $5,000 |
| NPCA | ||||||
| 777 6TH ST NW SUITE 700 | WASHINGTON | DC | 200013723 | PC | UNRESTRICTED | $1,000 |
| NSSEO | ||||||
| 799 W KENSINGTON RD | MOUNT PROSPECT | IL | 60056 | PC | UNRESTRICTED | $2,000 |
| OASIS FOR ORPHANS | ||||||
| PO BOX 1144 | WHEATON | IL | 60187 | PC | UNRESTRICTED | $1,500 |
| ORBIS | ||||||
| 520 8TH AVE 12TH FLOOR | NEW YORK | NY | 10018 | PC | UNRESTRICTED | $1,000 |
| PROJECT HOPE | ||||||
| 7500 OLD GEORGETOWN RD SUITE 600 | BETHESDA | MD | 20814 | PC | UNRESTRICTED | $2,000 |
| RELIANT MISSION | ||||||
| 11002 LAKE HART DR SUITE 100 | ORLANDO | FL | 32832 | PC | UNRESTRICTED | $1,000 |
| RELIANT MISSION | ||||||
| 11002 LAKE HART DR SUITE 100 | ORLANDO | FL | 32832 | PC | UNRESTRICTED | $500 |
| RESOURCES FOR COMMUNITY LIVING | ||||||
| 4300 LINCOLN AVE SUITE K | ROLLING MEADOWS | IL | 60008 | PC | UNRESTRICTED | $1,000 |
| RONALD MCDONALD HOUSE | ||||||
| 1301 W 22ND ST SUITE 905 | OAKBROOK | IL | 60523 | PC | UNRESTRICTED | $2,000 |
| RONALD MCDONALD HOUSE | ||||||
| 1301 W 22ND ST SUITE 905 | OAKBROOK | IL | 60523 | PC | UNRESTRICTED | $750 |
| RONALD MCDONALD HOUSE CHARITIES OF CHCAGO AND NORTHWEST INDIANA | ||||||
| 1301 W 22ND ST | OAKBROOK | IL | 60523 | PC | UNRESTRICTED | $1,000 |
| SALUTE INC | ||||||
| PO BOX 2663 | PALATINE | IL | 600782663 | PC | UNRESTRICTED | $2,000 |
| SALVATION ARMY | ||||||
| 5040 N PULASKI RD | CHICAGO | IL | 606302788 | PC | UNRESTRICTED | $1,000 |
| SALVATION ARMY | ||||||
| 5040 N PULASKI RD | CHICAGO | IL | 606302788 | PC | UNRESTRICTED | $1,000 |
| SARCOMA FOUNDATION OF AMERICA | ||||||
| PO BOX 98160 | WASHINGTON | DC | 200908160 | PC | UNRESTRICTED | $1,000 |
| SHELTER INC | ||||||
| 1616 ARLINGTON HEIGHTS RD | ARLINGTON HEIGHTS | IL | 60004 | PC | UNRESTRICTED | $2,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | ||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | PC | UNRESTRICTED | $1,000 |
| SISTERS OF NOTRE DAME DE NAMUR | ||||||
| 701 E COLUMBIA AVE | CINCINNATI | OH | 45215 | PC | UNRESTRICTED | $1,000 |
| SOLIDARITY BRIDGE | ||||||
| 1703 DARROW AVE 1 | EVANSTON | IL | 60201 | PC | UNRESTRICTED | $2,000 |
| SOS CHILDREN'S VILLAGES ILLINOIS | ||||||
| 216 W JACKSON BLVD SUITE 925 | CHICAGO | IL | 60606 | PC | UNRESTRICTED | $1,000 |
| ST BALDERICKS | ||||||
| 1333 S MAYFLOWER AVE SUITE 400 | MONROVIA | CA | 91016 | PC | UNRESTRICTED | $500 |
| ST JOSEPH'S HOME FOR THE ELDERLY | ||||||
| 80 W NORTHWEST HWY | PALATINE | IL | 60067 | PC | UNRESTRICTED | $1,000 |
| ST JUDE SHRINE | ||||||
| 512 W SARATOGA ST | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $500 |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED | $1,000 |
| ST RAYMOND BACKPACK MINISTRY | ||||||
| 301 S I-OKA | MOUNT PROSPECT | IL | 60056 | PC | UNRESTRICTED | $500 |
| ST RAYMOND CHURCH | ||||||
| 301 S I-OKA | MOUNT PROSPECT | IL | 60056 | PC | UNRESTRICTED | $500 |
| ST RAYMOND SCHOOL | ||||||
| 301 S I-OKA | MOUNT PROSPECT | IL | 60056 | PC | UNRESTRICTED | $500 |
| ST THERESA CHURCH | ||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | PC | UNRESTRICTED | $2,500 |
| ST THERESA CHURCH | ||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | PC | UNRESTRICTED | $5,000 |
| ST THERESA CHURCH | ||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | PC | UNRESTRICTED | $2,000 |
| ST THERESA CHURCH | ||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | PC | UNRESTRICTED | $100 |
| ST THERESA CHURCH | ||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | PC | UNRESTRICTED | $100 |
| ST THERESA SCHOOL | ||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | PC | UNRESTRICTED | $2,500 |
| ST VINCENT DEPAUL | ||||||
| 66 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 630433706 | PC | UNRESTRICTED | $2,000 |
| ST VINCENT DEPAUL ST GILBERT CONFERENCE | ||||||
| 301 E BELVIDERE RD | GRAYSLAKE | IL | 60030 | PC | UNRESTRICTED | $2,000 |
| TEAM JOSEPH | ||||||
| 3050 UNION LAKE RD SUITE 8F | COMMERCE TWP | MI | 48382 | PC | UNRESTRICTED | $2,000 |
| THE CRADLE | ||||||
| 2049 RIDGE AVE | EVANSTON | IL | 60201 | PC | UNRESTRICTED | $1,000 |
| THE NIGHT MINISTRY | ||||||
| 1735 NASHLAND AVE SUITE 2000 | CHICAGO | IL | 60622 | PC | UNRESTRICTED | $1,000 |
| THE WELL OF MERCY | ||||||
| 6339 N FAIRFIELD AVE | CHICAGO | IL | 60659 | PC | UNRESTRICTED | $1,000 |
| UNITED WAY OF LAKE COUNTY | ||||||
| 330 S GREEENLEAF ST | GURNEE | IL | 60031 | PC | UNRESTRICTED | $2,500 |
| UNIVERSITY OF CHICAGO MEDICAL - COVID | ||||||
| 5235 S HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | PC | UNRESTRICTED | $5,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 1305 W GREEN ST | URBANA | IL | 61801 | PC | UNRESTRICTED | $6,000 |
| UNIVERSITY OF ST MARY BY THE LAKE - MUNDELEIN SEMINARY | ||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | PC | UNRESTRICTED | $500 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||
| 3322 WEST END AVE | NASHVILLE | TN | 37203 | PC | UNRESTRICTED | $1,000 |
| WOUNDED WARRRIOR PROJECT | ||||||
| 4899 BELFORT RD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | UNRESTRICTED | $500 |
| WTTW | ||||||
| 5400 NORTH ST LOUIS AVE | CHICAGO | IL | 60625 | PC | UNRESTRICTED | $2,000 |
| TRUMAN LIBRARY INSTITUTE | ||||||
| PO BOX 1891 | MERRIFIELD | VA | 221168091 | PC | UNRESTRICTED | $1,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | PC | UNRESTRICTED | $2,000 |
| UNITED WAY OF LAKE COUNTY IL | ||||||
| 330 S GREEENLEAF ST | GURNEE | IL | 60031 | PC | UNRESTRICTED | $2,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4550 MONTGOMERY AVE SUITE 1100N | BETHESDA | MD | 20814 | PC | UNRESTRICTED | $1,000 |
| BARTH SYNDROME | ||||||
| 2005 PALMER AVE 1033 | LARCHMONT | NY | 10538 | PC | UNRESTRICTED | $500 |
| HOPE FOR THE WARRIORS | ||||||
| 8003 FORBES PLACE | SPRINGFIELD | VA | 22151 | PC | UNRESTRICTED | $750 |
| NATIONAL PARK FOUNDATION | ||||||
| 1500 K STREET SUITE 700 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED | $750 |
| OPERATION SMILE | ||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | PC | UNRESTRICTED | $2,000 |
| OXFAM AMERICA | ||||||
| 226 CAUSEWAY ST 5TH FLOOR | BOSTON | MA | 021142206 | PC | UNRESTRICTED | $2,000 |
| EPILEPSY FOUNDATION | ||||||
| 3540 CRAIN HWY SUITE 675 | BOWIE | MD | 20716 | PC | UNRESTRICTED | $2,000 |
| ARCHDIOCESE OF CHICAGO RFR RETIREMENT FUND | ||||||
| 835 N RUSH ST | CHICAGO | IL | 60611 | PC | UNRESTRICTED | $1,000 |
| STAR KIDS SCHOLARSHIP PROGRAM | ||||||
| PO BOX 6214 | MIDDLETOWN | RI | 02842 | PC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,089 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $380,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $429,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $429,457 | 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 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $35,667 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $55,960 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (47 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALCOA CORP | FMV | $8,573 | $7,676 |
| ALIBABA GROUP HOLDING LTD ADR | FMV | $210,776 | $366,550 |
| AMERICAN ELECTRIC POWER CO INC | FMV | $15,661 | $166,540 |
| APPLE INC | FMV | $73,229 | $530,760 |
| ARCONIC CORP | FMV | $2,454 | $7,450 |
| AT&T INC | FMV | $10,195 | $71,900 |
| BOEING CO | FMV | $64,311 | $96,327 |
| CARNIVAL CORP | AT COST | $22,750 | $43,320 |
| CHIPOTLE MEXICAN GRILL INC CLASS A | FMV | $115,047 | $346,678 |
| COMCAST CORP CLASS A | FMV | $2,060 | $32,488 |
| DUKE ENERGY CORP | FMV | $6,680 | $48,069 |
| EAGLE PHARMACEUTICALS INC | FMV | $61,542 | $46,570 |
| ENBRIDGE INC COM | FMV | $5,146 | $25,592 |
| EXELON CORP | FMV | $32,079 | $42,220 |
| FIRST SOLAR INC | FMV | $36,226 | $59,352 |
| FIRSTENERGY CORP | FMV | $7,026 | $30,610 |
| GENERAL ELECTRIC CO | FMV | $27,960 | $32,400 |
| GOGO INC | FMV | $45,361 | $28,890 |
| GOLDMAN SACHS GROUP INC | FMV | $183,539 | $224,154 |
| GRUPO TELEVISA SAB | FMV | $11,477 | $13,145 |
| HOWMET AEROSPACE INC | FMV | $18,724 | $28,540 |
| JABIL INC | FMV | $30,155 | $85,060 |
| JPMORGAN CHASE & CO | FMV | $11,847 | $50,320 |
| LUMBER LIQUIDATORS HOLDINGS INC | FMV | $52,208 | $92,220 |
| LYFT INC | FMV | $49,288 | $49,130 |
| MICRON TECHNOLOGY INC | FMV | $66,441 | $150,360 |
| MICROSOFT CORP | FMV | $67,525 | $556,050 |
| NATURA CO HOLDING ADR REP 2 ORD | FMV | $31,482 | $12,000 |
| NEXTERA ENERGY INC | FMV | $3,731 | $289,313 |
| NUTRIEN LTD | FMV | $47,839 | $23,117 |
| NVIDIA CORP | FMV | $137,494 | $522,200 |
| PELOTON INTERACTIVE INC | FMV | $76,101 | $424,816 |
| PERKINELMER INC | FMV | $26,627 | $143,500 |
| PHILIP MORRIS INTERNATIONAL INC | FMV | $56,400 | $62,093 |
| RIGNET INC | FMV | $18,885 | $2,945 |
| SALESFORCE.COM INC | FMV | $62,625 | $222,530 |
| SIRIUS XM HOLDINGS INC | FMV | $44,596 | $22,932 |
| SPDR S&P 500 ETF | FMV | $62,128 | $177,593 |
| TEVA PHARMACEUTICAL INDUSTRIES LTD ADR | FMV | $64,443 | $67,550 |
| TRANSOCEAN LTD | FMV | $125,149 | $18,480 |
| TWITTER INC | FMV | $25,838 | $81,225 |
| UBER TECHNOLOGIES INC | FMV | $31,580 | $76,500 |
| UNITED STATES OIL | FMV | $138,117 | $41,263 |
| VEEVA SYSTEMS INC | FMV | $24,906 | $272,250 |
| WAL MART STORES INC | FMV | $68,457 | $144,150 |
| WORKDAY INC | FMV | $61,472 | $167,727 |
| XCEL ENERGY INC | FMV | $10,740 | $133,340 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIPS BASIS ADJ | Desc |
| Amt | $4,648 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAX | $3,114 | $0 | $0 |
| FOREIGN TAX | $705 | $0 | $0 |
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