PUCCI FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PUCCI FAMILY FOUNDATION (EIN 36-3092220)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-04
- IRS object ID
- 202111249349100411
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-04T08:29:56-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S Meyers Road Suite 500 | AddressLine1Txt |
| City | Oakbrook Terrace | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601815209 | 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 | 363092220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pucci Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LAURA DAVIS | InCareOfNm |
| Business Name Control | PUCC | BusinessNameControlTxt |
| Phone | 8479989000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8177 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606808177 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWN DAVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8479989000 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAWN | PersonFirstNm |
| Person Last | DAVIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bernadette D Zita | PreparerPersonNm |
| PTIN | P00089845 | PTIN |
| Phone | 6302829500 | PhoneNum |
| Preparation | 2021-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $64,206,288 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,482 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $585,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $585,176 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $15,750 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $15,750 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $15,750 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $175,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,823,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $167,939 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $887 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $887 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $780,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $769,752 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $329,475 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $82,369 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $316,074 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,092 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,773 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $60,629 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,900 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,900 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,608 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $32,412 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,298 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,298 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,531 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $324,465 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $882,151 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $132,323 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $703,151 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $368 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $368 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $450,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,428 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $447,073 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,348,504 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $390,799 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,661,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $319,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $319,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,667,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $390,799 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,981,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,886,926 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $378,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $867,043 | CashBOYAmt |
| Cash EOY | $609,297 | CashEOYAmt |
| Cash EOYFMV | $609,297 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,694,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,366,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,366,853 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $104,399 | AcctRcvblAmt |
| Acct Rcvbl BOY | $136,666 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $104,399 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $104,399 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $18,976 | PledgesRcvblBOYAmt |
| Prepaid Expenses BOY | $18,722 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,199 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,199 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,117,952 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,127,378 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,127,378 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,650,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,770,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,770,725 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,688,058 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,989,555 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,989,555 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $39,944,896 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,724,831 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $36,652,930 | LandBOYAmt |
| Land EOY | $38,220,065 | LandEOYAmt |
| Land EOYFMV | $38,220,065 | LandEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,817 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,817 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $64,844,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,206,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,206,288 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $287,199 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $198,401 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $58,657 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $287,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $257,058 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $64,538,714 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,949,230 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $18,976 | DonorRstrNetAssetsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,557,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,949,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,844,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,206,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,557,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,886,926 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,326,978 | OtherIncreasesAmt |
| Subtotal | $63,997,742 | SubtotalAmt |
| Other Decreases | $48,512 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,949,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,724,006 | $1,729,032 | -$5,026 | -$5,026 |
| PUBLICLY TRADED SECURITIES | $4,099,922 | $3,926,957 | $172,965 | $172,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $167,939 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,267 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,267 | SubtotalAmt |
| Tax Based On Investment Income | $5,267 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,071 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $13,071 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,804 | OverpaymentAmt |
| Applied To ES Tax | $7,804 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479989000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8177 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606808177 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| J R DAVIS | ||||||||
| PO Box 8177 | Chicago | IL | 606808177 | CO-CHAIR/TREASURER/SECRETARY | 30.0 | $20,000 | $0 | $0 |
| DAWN DAVIS | ||||||||
| PO Box 8177 | Chicago | IL | 606808177 | PRESIDENT & DIRECTOR | 30.0 | $20,000 | $0 | $0 |
| CARYL PUCCI RETTALIATA | ||||||||
| PO Box 8177 | Chicago | IL | 606808177 | CHAIRMAN & DIRECTOR | 1.0 | $0 | $0 | $0 |
| A ROBERT ABBOUD | ||||||||
| PO Box 8177 | Chicago | IL | 606808177 | DIRECTOR | 5.0 | $20,000 | $0 | $0 |
| LESTER MCKEEVER JR | ||||||||
| PO Box 8177 | Chicago | IL | 606808177 | DIRECTOR | 5.0 | $20,000 | $0 | $0 |
| J R DAVIS III | ||||||||
| PO Box 8177 | Chicago | IL | 606808177 | DIRECTOR | 5.0 | $20,000 | $0 | $0 |
| RICHARD DAVIS | ||||||||
| PO Box 8177 | Chicago | IL | 606808177 | DIRECTOR | 5.0 | $20,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA DAVIS | ||||||||
| PO BOX 8177 | CHICAGO | IL | 606808177 | ADMINISTRATOR | 40.0 | $150,000 | $0 | $0 |
| JANET SUMMERFELT | ||||||||
| PO BOX 8177 | CHICAGO | IL | 606808177 | ADMINISTRATOR | 40.0 | $117,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S Meyers Road Suite 500 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601815209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Audit & Taxes | ServiceTypeTxt |
| Compensation | $54,020 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SOCIETY MAINTAINS A REPOSITORY TO PRESERVE AND MAINTAIN WORKS OF ART, ANTIQUITIES, & OTHER SIGNIFICANT COLLECTIBLES. CURRENT YEAR COLLECTION PURCHASES (EXPENSED) | Description1Txt |
| Expenses1 | $2,296 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,218,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,005,807 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,223,940 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,223,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $378,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,845,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,242,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,242,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,267 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,267 | TotalTaxAmt |
| Distributable Before Adj | $1,237,012 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,237,012 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,237,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,981,017 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,981,017 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,981,017 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,237,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,909,194 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,470,168 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,127,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $551,570 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $828,668 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,887,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,981,017 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,237,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $744,005 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,631,125 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,909,194 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,721,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,470,168 | ExcessFromYear4Amt |
| Excess From Year3 | $4,127,520 | ExcessFromYear3Amt |
| Excess From Year2 | $551,570 | ExcessFromYear2Amt |
| Excess From Year1 | $828,668 | ExcessFromYear1Amt |
| Excess From Current Year | $744,005 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Chicago Crime Commission | |||||||
| PO Box 8021 | Chicago | IL | 606808021 | none | PC | GENERAL SUPPORT | $175,000 |
| Chicago Zoological Society (Brookfield Zoo) | |||||||
| 3300 Golf Road | Brookfield | IL | 60513 | none | PC | GENERAL SUPPORT | $50,000 |
| Fox River Valley Hunt Association | |||||||
| 6267 Thoren Road | Elizabeth | IL | 61028 | NONE | NC | GENERAL SUPPORT | $50,000 |
| Carthage College | |||||||
| 2001 Alford Park Drive | Kenosha | WI | 53140 | NONE | PC | GENERAL SUPPORT | $40,910 |
| Equine Land Conservervation Resources | |||||||
| 4037 Iron Works Parkway | Lexington | KY | 40511 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Museum of Science and Industry | |||||||
| 5700 Lake Shore Drive | Chicago | IL | 60637 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $319,410 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $585,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $15,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $175,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $887 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $777,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $777,506 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $50,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX RIVER VALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | CASH | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $54,020 | Amt |
| Net Investment Income | $21,608 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,412 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fox River Valley Hunt | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6267 E Thoren Road | AddressLine1Txt |
| City | Elizabeth | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | Educational clinics were held teaching horsemanship of riding and care of aniamls | PurposeOfGrantTxt |
| Expended By Grantee | $50,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | April 12, 2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-04-11 | VerificationDt |
| Results Of Verification | Diversions: To the knowledge of the transferor, Pucci Family Foundation, no funds have been diverted to any activity other than the activity for which the transfer was originally made. Verification: Pucci Family Foundation has no reason to doubt the accuracy and reliability of the report from Fox River Valley Hunt Assoc., therefore, no independent verification report was made. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (75 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $216,858 | $216,858 |
| ABBVIE INC 2.9% | $104,608 | $104,608 |
| ABBVIE INC 3.2% | $104,698 | $104,698 |
| ABBVIE INC SR UNSECURED | $226,244 | $226,244 |
| AMAZON.COM INC 2.5% | $51,926 | $51,926 |
| AMAZON.COM INC 3.3% | $102,305 | $102,305 |
| APPLE INC 2.4% | $157,344 | $157,344 |
| APPLE INC 2.85% | $50,407 | $50,407 |
| APPLE INC 2.85% | $210,026 | $210,026 |
| AUTOZONE INC 3.7% | $160,626 | $160,626 |
| BANK OF AMERICA CORP 5.7% | $105,686 | $105,686 |
| BANK OF AMERICA CORP 2.625% | $201,398 | $201,398 |
| BANK OF NEW YORK MELLON | $314,262 | $314,262 |
| BERKSHIRE HATHAWAY 3% | $207,628 | $207,628 |
| BERKSHIRE HATHAWAY 3% | $105,497 | $105,497 |
| BERKSHIRE HATHAWAY 2.2% | $200,434 | $200,434 |
| BRISTOL MYERS SQUIBB | $216,856 | $216,856 |
| CVS HEALTH CORP 2.75% | $207,914 | $207,914 |
| CVS HEALTH CORP 3.7% | $213,964 | $213,964 |
| CHEVRON CORPORATION 2.355% | $51,778 | $51,778 |
| CHEVRON CORPORATION 3.191% | $212,712 | $212,712 |
| COCA-COLA COMPANY | $52,526 | $52,526 |
| JOHN DEERE CAPITAL | $54,883 | $54,883 |
| ELECTRONIC ARTS INC SR UNSECUR | $100,226 | $100,226 |
| EXELON CORP SR UNSECURED | $49,192 | $49,192 |
| EXXON MOBIL CORPORATION | $204,480 | $204,480 |
| GENERAL MILLS INC 3.15% | $50,964 | $50,964 |
| GENERAL MILLS INC 2.6% | $259,375 | $259,375 |
| GOLDMAN SACHS GROUP INC 5.75% | $184,975 | $184,975 |
| GOLDMAN SACHS GROUP INC 3.625% | $217,664 | $217,664 |
| HONEYWELL INTERNATIONAL INC | $205,310 | $205,310 |
| INTEL GROUP 3.3% | $153,330 | $153,330 |
| INTEL GROUP 2.7% | $104,730 | $104,730 |
| INTEL GROUP 3.1% | $209,214 | $209,214 |
| INTERNATIONAL EXCHANGE GROUP | $53,215 | $53,215 |
| JP MORGAN CHASE 3.25% | $210,342 | $210,342 |
| JP MORGAN CHASE 3.2% | $52,930 | $52,930 |
| JP MORGAN CHASE 2.7% | $105,135 | $105,135 |
| KIMBERLY-CLARK CORPORATION | $100,534 | $100,534 |
| KROGER CO | $203,888 | $203,888 |
| LAM RESEARCH CORP SR UNSECURED | $227,000 | $227,000 |
| LOCKHEED MARTIN CORP | $112,311 | $112,311 |
| MASTERCARD INC | $152,169 | $152,169 |
| MCDONALDS CORPORATION 2.625% | $51,206 | $51,206 |
| MCDONALDS CORPORATION 3.35% | $213,056 | $213,056 |
| MARCK & CO INC | $200,134 | $200,134 |
| MICROSOFT CORPORATION 2.65% | $104,157 | $104,157 |
| MICROSOFT CORPORATION 2.4% | $51,020 | $51,020 |
| MORGAN STANLEY 2.5% | $201,240 | $201,240 |
| MORGAN STANLEY 5.75% | $200,596 | $200,596 |
| NORTHERN TRUST CORPORATION | $152,954 | $152,954 |
| NORTHERN TRUST CORPORATION | $51,668 | $51,668 |
| ORACLE CORP 2.5% | $207,886 | $207,886 |
| ORACLE CORP SR UNSECURED NOTE | $85,856 | $85,856 |
| ORACLE CORP 2.4% | $315,450 | $315,450 |
| PEPSICO INC 3% | $50,920 | $50,920 |
| PEPSICO INC 1.7% | $100,960 | $100,960 |
| PFIZER INC | $266,422 | $266,422 |
| RAYTHEON TECHNOLOGIES | $61,083 | $61,083 |
| REINSURANCE GROUP OF AMERICA | $76,390 | $76,390 |
| SHELL INTERNATIONAL | $51,741 | $51,741 |
| STARBUCKS CORP 2.7% | $103,185 | $103,185 |
| STARBUCKS CORP 3.1% | $211,270 | $211,270 |
| STATE STREET CORP | $53,167 | $53,167 |
| SYSCO CORPORATION | $206,122 | $206,122 |
| TOYOTA MOTOR CREDIT CORP | $51,070 | $51,070 |
| US BANCORP 3% | $206,124 | $206,124 |
| US BANCORP 2.95% | $259,790 | $259,790 |
| UNITED HEALTH GROUP | $181,339 | $181,339 |
| VERISK ANALYTICS INC | $203,420 | $203,420 |
| WALGREENS BOOTS ALLIANCE | $229,680 | $229,680 |
| WELLS FARGO & CO SR UNSECURED | $125,422 | $125,422 |
| WELLS FARGO & CO | $50,505 | $50,505 |
| WELLS FARGO 4.6% | $126,320 | $126,320 |
| WELLS FARGO 3.5% | $51,838 | $51,838 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $225,659 | $225,659 |
| ABBVIE INC | $82,506 | $82,506 |
| ALPHABET INC CA CLASS A | $350,528 | $350,528 |
| AMAZON.COM INC | $325,693 | $325,693 |
| APPLE INC | $490,953 | $490,953 |
| BECTON DICKINSON CO | $250,220 | $250,220 |
| BERKSHIRE HATHAWAY | $168,338 | $168,338 |
| BRISTOL MYERS SQUIBB | $62,030 | $62,030 |
| BRISTOL MYERS SQUIBB CONTINGEN | $690 | $690 |
| CATERPILLAR INC | $364,040 | $364,040 |
| CHEVRON CORPORATION | $190,857 | $190,857 |
| CISCO SYSTEMS INC | $134,250 | $134,250 |
| FEDEX CORPORATION | $259,620 | $259,620 |
| HONEYWELL INTERNATIONAL INC | $425,400 | $425,400 |
| ILLINOIS TOOL WORKS INC | $61,776 | $61,776 |
| INTEL CORP | $199,280 | $199,280 |
| I SHARES TRUST PREFERRED | $38,510 | $38,510 |
| JOHNSON & JOHNSON | $314,760 | $314,760 |
| LOCKHEED MARTIN CORP | $237,127 | $237,127 |
| MASTERCARD INC | $356,940 | $356,940 |
| MCDONALDS CORP | $214,580 | $214,580 |
| MERCK & CO INC | $245,400 | $245,400 |
| MICROSOFT CORP | $333,630 | $333,630 |
| MONDELEZ INTERNATIONAL | $111,852 | $111,852 |
| NORFOLK SOUTHERN CORP | $285,845 | $285,845 |
| ORACLE CORP | $208,949 | $208,949 |
| PEPSICO INC | $222,450 | $222,450 |
| PROCTER AND GAMBLE | $278,280 | $278,280 |
| STANDARD & POORS | $2,617,160 | $2,617,160 |
| SCHLUMBERGER LTD | $87,320 | $87,320 |
| STARBUCKS CORPORATION | $213,960 | $213,960 |
| TEXAS INSTRUMENT INC COM | $246,195 | $246,195 |
| VERIZON COMMUNICATIONS | $58,750 | $58,750 |
| VISA INC COM | $107,177 | $107,177 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,127,378 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,127,378 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,900 | LegalFeesAmt |
| Disbursements Charitable Prps | $11,900 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLLECTIONS | $1 | $1 | $1 |
| REFUNDABLE EXCISE FUNDS | $0 | $7,816 | $7,816 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATED RENT (EXPENSED PER BOOK) | $22,458 |
| PY RECONCILIATION | $26,054 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $7,243 | $724 | $6,519 |
| REPAIRS & MAINTENANCE | $223,337 | $212,972 | |
| COLLECTION PURCHASES | $2,296 | $2,296 | |
| PROMOTIONAL & PUBLIC RELATIONS | $34,000 | $34,000 | |
| POSTAGE | $40,467 | $40,467 | |
| DUES & SUBSCRIPTIONS | $1,994 | $1,994 | |
| INSURANCE | $10,193 | $18,855 | |
| DATA PROCESSING | $4,957 | $496 | $4,461 |
| MISCELLANEOUS | $2,082 | $208 | $1,874 |
| AG FILING FEES | $15 | $15 | |
| FARMING SERVICES | $123,620 | $123,620 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $887 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $887 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,326,978 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $58,657 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $108,298 | Amt |
| Net Investment Income | $108,298 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $8,531 | Amt |