2021-05-04T08:29:56-05:00 2020-12-31 BKD LLP 1901 S Meyers Road Suite 500 Oakbrook Terrace IL 601815209 990PF 2020-01-01 363092220 Pucci Family Foundation % LAURA DAVIS PUCC 8479989000 PO Box 8177 Chicago IL 606808177 DAWN DAVIS PRESIDENT 8479989000 2021-05-15 true DAWN DAVIS 999009999 Bernadette D Zita P00089845 6302829500 2021-05-15 3 2020 2022-09-23 18:48:47Z X 64206288 X 3482 X 585176 585176 15750 15750 15750 175693 5823927 167939 887 887 780988 769752 120000 30000 90000 329475 82369 316074 59092 14773 60629 11900 0 0 11900 54020 21608 0 32412 108298 108298 8531 324465 882151 132323 703151 368 368 450204 1428 447073 2348504 390799 0 1661607 319410 319410 2667914 390799 0 1981017 -1886926 378953 867043 609297 609297 3694532 3366853 3366853 104399 136666 104399 104399 18976 18722 10199 10199 2117952 1127378 1127378 8650009 9770725 9770725 12688058 10989555 10989555 39944896 1724831 36652930 38220065 38220065 1 7817 7817 64844889 64206288 64206288 287199 198401 0 58657 287199 257058 X 64538714 63949230 18976 64557690 63949230 64844889 64206288 64557690 -1886926 1326978 63997742 48512 63949230 PUBLICLY TRADED SECURITIES 1724006 1729032 -5026 -5026 PUBLICLY TRADED SECURITIES 4099922 3926957 172965 172965 167939 5267 5267 5267 13071 0 13071 7804 7804 false false false false false false false true true IL true false false false false true N/A LAURA DAVIS 8479989000 PO BOX 8177 CHICAGO IL 606808177 false true false false true false false false false false false false false false false false true false false true false false false false J R DAVIS PO Box 8177 Chicago IL 606808177 CO-CHAIR/TREASURER/SECRETARY 30.0 20000 0 0 DAWN DAVIS PO Box 8177 Chicago IL 606808177 PRESIDENT & DIRECTOR 30.0 20000 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 20000 0 0 LESTER MCKEEVER JR PO Box 8177 Chicago IL 606808177 DIRECTOR 5.0 20000 0 0 J R DAVIS III PO Box 8177 Chicago IL 606808177 DIRECTOR 5.0 20000 0 0 RICHARD DAVIS PO Box 8177 Chicago IL 606808177 DIRECTOR 5.0 20000 0 0 LAURA DAVIS PO BOX 8177 CHICAGO IL 606808177 ADMINISTRATOR 40.0 150000 0 0 JANET SUMMERFELT PO BOX 8177 CHICAGO IL 606808177 ADMINISTRATOR 40.0 117000 0 0 BKD LLP 1901 S Meyers Road Suite 500 OAKBROOK TERRACE IL 601815209 Audit & Taxes 54020 THE SOCIETY MAINTAINS A REPOSITORY TO PRESERVE AND MAINTAIN WORKS OF ART, ANTIQUITIES, & OTHER SIGNIFICANT COLLECTIBLES. CURRENT YEAR COLLECTION PURCHASES (EXPENSED) 2296 22218133 3005807 0 25223940 0 25223940 378359 24845581 1242279 1242279 5267 5267 1237012 1237012 1237012 1981017 0 0 0 0 1981017 0 1981017 1237012 0 2018 2017 2016 0 1909194 4470168 4127520 551570 828668 11887120 1981017 0 1237012 744005 12631125 0 0 0 0 1909194 10721931 4470168 4127520 551570 828668 744005 NONE NONE X Chicago Crime Commission PO Box 8021 Chicago IL 606808021 none PC GENERAL SUPPORT 175000 Chicago Zoological Society (Brookfield Zoo) 3300 Golf Road Brookfield IL 60513 none PC GENERAL SUPPORT 50000 Fox River Valley Hunt Association 6267 Thoren Road Elizabeth IL 61028 NONE NC GENERAL SUPPORT 50000 Carthage College 2001 Alford Park Drive Kenosha WI 53140 NONE PC GENERAL SUPPORT 40910 Equine Land Conservervation Resources 4037 Iron Works Parkway Lexington KY 40511 NONE PC GENERAL SUPPORT 2500 Museum of Science and Industry 5700 Lake Shore Drive Chicago IL 60637 NONE PC GENERAL SUPPORT 1000 319410 14 585176 16 15750 18 175693 OTHER INCOME 01 887 777506 777506 true false false false false false false false false 1a(1) 50000 FOX RIVER VALLEY CASH false ACCOUNTING FEES 54020 21608 32412 Fox River Valley Hunt 6267 E Thoren Road Elizabeth IL 61028 50000 Educational clinics were held teaching horsemanship of riding and care of aniamls 50000 NO April 12, 2021 2021-04-11 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. ABBOT LABORATORIES 216858 216858 ABBVIE INC 2.9% 104608 104608 ABBVIE INC 3.2% 104698 104698 ABBVIE INC SR UNSECURED 226244 226244 AMAZON.COM INC 2.5% 51926 51926 AMAZON.COM INC 3.3% 102305 102305 APPLE INC 2.4% 157344 157344 APPLE INC 2.85% 50407 50407 APPLE INC 2.85% 210026 210026 AUTOZONE INC 3.7% 160626 160626 BANK OF AMERICA CORP 5.7% 105686 105686 BANK OF AMERICA CORP 2.625% 201398 201398 BANK OF NEW YORK MELLON 314262 314262 BERKSHIRE HATHAWAY 3% 207628 207628 BERKSHIRE HATHAWAY 3% 105497 105497 BERKSHIRE HATHAWAY 2.2% 200434 200434 BRISTOL MYERS SQUIBB 216856 216856 CVS HEALTH CORP 2.75% 207914 207914 CVS HEALTH CORP 3.7% 213964 213964 CHEVRON CORPORATION 2.355% 51778 51778 CHEVRON CORPORATION 3.191% 212712 212712 COCA-COLA COMPANY 52526 52526 JOHN DEERE CAPITAL 54883 54883 ELECTRONIC ARTS INC SR UNSECUR 100226 100226 EXELON CORP SR UNSECURED 49192 49192 EXXON MOBIL CORPORATION 204480 204480 GENERAL MILLS INC 3.15% 50964 50964 GENERAL MILLS INC 2.6% 259375 259375 GOLDMAN SACHS GROUP INC 5.75% 184975 184975 GOLDMAN SACHS GROUP INC 3.625% 217664 217664 HONEYWELL INTERNATIONAL INC 205310 205310 INTEL GROUP 3.3% 153330 153330 INTEL GROUP 2.7% 104730 104730 INTEL GROUP 3.1% 209214 209214 INTERNATIONAL EXCHANGE GROUP 53215 53215 JP MORGAN CHASE 3.25% 210342 210342 JP MORGAN CHASE 3.2% 52930 52930 JP MORGAN CHASE 2.7% 105135 105135 KIMBERLY-CLARK CORPORATION 100534 100534 KROGER CO 203888 203888 LAM RESEARCH CORP SR UNSECURED 227000 227000 LOCKHEED MARTIN CORP 112311 112311 MASTERCARD INC 152169 152169 MCDONALDS CORPORATION 2.625% 51206 51206 MCDONALDS CORPORATION 3.35% 213056 213056 MARCK & CO INC 200134 200134 MICROSOFT CORPORATION 2.65% 104157 104157 MICROSOFT CORPORATION 2.4% 51020 51020 MORGAN STANLEY 2.5% 201240 201240 MORGAN STANLEY 5.75% 200596 200596 NORTHERN TRUST CORPORATION 152954 152954 NORTHERN TRUST CORPORATION 51668 51668 ORACLE CORP 2.5% 207886 207886 ORACLE CORP SR UNSECURED NOTE 85856 85856 ORACLE CORP 2.4% 315450 315450 PEPSICO INC 3% 50920 50920 PEPSICO INC 1.7% 100960 100960 PFIZER INC 266422 266422 RAYTHEON TECHNOLOGIES 61083 61083 REINSURANCE GROUP OF AMERICA 76390 76390 SHELL INTERNATIONAL 51741 51741 STARBUCKS CORP 2.7% 103185 103185 STARBUCKS CORP 3.1% 211270 211270 STATE STREET CORP 53167 53167 SYSCO CORPORATION 206122 206122 TOYOTA MOTOR CREDIT CORP 51070 51070 US BANCORP 3% 206124 206124 US BANCORP 2.95% 259790 259790 UNITED HEALTH GROUP 181339 181339 VERISK ANALYTICS INC 203420 203420 WALGREENS BOOTS ALLIANCE 229680 229680 WELLS FARGO & CO SR UNSECURED 125422 125422 WELLS FARGO & CO 50505 50505 WELLS FARGO 4.6% 126320 126320 WELLS FARGO 3.5% 51838 51838 ABBOT LABORATORIES 225659 225659 ABBVIE INC 82506 82506 ALPHABET INC CA CLASS A 350528 350528 AMAZON.COM INC 325693 325693 APPLE INC 490953 490953 BECTON DICKINSON CO 250220 250220 BERKSHIRE HATHAWAY 168338 168338 BRISTOL MYERS SQUIBB 62030 62030 BRISTOL MYERS SQUIBB CONTINGEN 690 690 CATERPILLAR INC 364040 364040 CHEVRON CORPORATION 190857 190857 CISCO SYSTEMS INC 134250 134250 FEDEX CORPORATION 259620 259620 HONEYWELL INTERNATIONAL INC 425400 425400 ILLINOIS TOOL WORKS INC 61776 61776 INTEL CORP 199280 199280 I SHARES TRUST PREFERRED 38510 38510 JOHNSON & JOHNSON 314760 314760 LOCKHEED MARTIN CORP 237127 237127 MASTERCARD INC 356940 356940 MCDONALDS CORP 214580 214580 MERCK & CO INC 245400 245400 MICROSOFT CORP 333630 333630 MONDELEZ INTERNATIONAL 111852 111852 NORFOLK SOUTHERN CORP 285845 285845 ORACLE CORP 208949 208949 PEPSICO INC 222450 222450 PROCTER AND GAMBLE 278280 278280 STANDARD & POORS 2617160 2617160 SCHLUMBERGER LTD 87320 87320 STARBUCKS CORPORATION 213960 213960 TEXAS INSTRUMENT INC COM 246195 246195 VERIZON COMMUNICATIONS 58750 58750 VISA INC COM 107177 107177 1127378 1127378 LEGAL FEES 11900 11900 COLLECTIONS 1 1 1 REFUNDABLE EXCISE FUNDS 0 7816 7816 DONATED RENT (EXPENSED PER BOOK) 22458 PY RECONCILIATION 26054 OFFICE SUPPLIES 7243 724 6519 REPAIRS & MAINTENANCE 223337 212972 COLLECTION PURCHASES 2296 2296 PROMOTIONAL & PUBLIC RELATIONS 34000 34000 POSTAGE 40467 40467 DUES & SUBSCRIPTIONS 1994 1994 INSURANCE 10193 18855 DATA PROCESSING 4957 496 4461 MISCELLANEOUS 2082 208 1874 AG FILING FEES 15 15 FARMING SERVICES 123620 123620 Miscellaneous Income 887 887 UNREALIZED GAINS 1326978 DEFERRED TAX LIABILITY 0 58657 INVESTMENT MANAGEMENT FEES 108298 108298 EXCISE TAXES 8531