WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION (EIN 47-2272274)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-27
- IRS object ID
- 202121179349102707
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-27T15:48:59-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453701122 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOKAS & ASSOCIATES CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE STE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601484998 | 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 | 472272274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM AND EVELYN FUCHS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6308738500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE SUITE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK LEVY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6304248902 | PhoneNum |
| Signature | 2021-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | LEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A SPOKAS CPA | PreparerPersonNm |
| PTIN | P00179205 | PTIN |
| Phone | 6308738508 | PhoneNum |
| Preparation | 2021-04-25 | PreparationDt |
| 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 | $2,518,124 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$60,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,565,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,180 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$23,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,621 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,284 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,284 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,831 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,831 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $481 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $481 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $22,973 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,569 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,738 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$216,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,282 | CashBOYAmt |
| Cash EOY | $19,775 | CashEOYAmt |
| Cash EOYFMV | $19,775 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,709,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,498,349 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,498,349 | CorporateStockEOYFMVAmt |
| Land BOY | $769,919 | LandBOYAmt |
| Total Assets BOY | $2,517,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,518,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,518,124 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,517,369 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,518,124 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,517,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,518,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,517,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,518,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,517,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$216,910 | ExcessRevenueOverExpensesAmt |
| Other Increases | $217,665 | OtherIncreasesAmt |
| Subtotal | $2,518,124 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,518,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,180 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $331 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $331 | SubtotalAmt |
| Tax Based On Investment Income | $331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $520 | TotalPaymentsAndCreditsAmt |
| Overpayment | $189 | OverpaymentAmt |
| Applied To ES Tax | $189 | 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 |
| 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 | Yes (true) | 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 | NA | WebsiteAddressTxt |
| Individual With Books | MARK LEVY | IndividualWithBooksNm |
| Phone | 6308738500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HJIGHLAND AVE | AddressLine1Txt |
| Address Line2 | SUITE 106 | AddressLine2Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | 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 | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK LEVY | |||||||||
| 1900 S HJIGHLAND AVE | SUITE 106 | LOMBARD | IL | 60148 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JOHN KUHLMAN JR | |||||||||
| 2 MID AMERICA PLAZA | SUITE 500 | OAK BROOK | IL | 60181 | VP & TREASUR | 000.00 | $0 | $0 | $0 |
| CHARLES P HAMMERSMITH JR | |||||||||
| 400 W FIRST STREET | ELMHURST | IL | 60126 | SECRETARY | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MEDICAL RESEARCH ONE ORGANIZATION | Description1Txt |
| Expenses1 | $50,000 | Expenses1Amt |
| Description2 | EDUCATION TWO ORGANIZATIONS | Description2Txt |
| Expenses2 | $40,000 | Expenses2Amt |
| Description3 | FEED THE POOR SIX ORGANIZATIONS | Description3Txt |
| Expenses3 | $35,000 | Expenses3Amt |
| Description4 | ANIMAL WELFARE ONE ORGANIZATION | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,961,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,992,509 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,992,509 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,962,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,738 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $178,738 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $178,738 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $178,738 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $178,738 | RemainingDistriFromCorpusAmt |
| Total Corpus | $178,738 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $39,804 | Year1Amt |
| Year2 | $44,091 | Year2Amt |
| Total | $83,895 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $33,833 | Year1Amt |
| Year2 | $37,477 | Year2Amt |
| Total | $71,310 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $178,738 | CurrentYearAmt |
| Year1 | $138,933 | Year1Amt |
| Year2 | $65,000 | Year2Amt |
| Year3 | $65,000 | Year3Amt |
| Total | $447,671 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $178,738 | CurrentYearAmt |
| Year1 | $138,933 | Year1Amt |
| Year2 | $65,000 | Year2Amt |
| Year3 | $65,000 | Year3Amt |
| Total | $447,671 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,518,124 | CurrentYearAmt |
| Year1 | $2,517,369 | Year1Amt |
| Year2 | $2,369,214 | Year2Amt |
| Year3 | $720,655 | Year3Amt |
| Total | $8,125,362 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,518,124 | CurrentYearAmt |
| Year1 | $2,517,369 | Year1Amt |
| Year2 | $2,369,214 | Year2Amt |
| Year3 | $720,655 | Year3Amt |
| Total | $8,125,362 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK LEVY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE STE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6308735000 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHILD'S VOICE SCHOOL | |||||||||
| 180 HANSEN COURT | WOOD DALE | IL | 60191 | NONE | 501(C)3 | GENERAL | $20,000 | ||
| UNIVERSITY OF CHICAGO CANCER | |||||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | CANCER RESEARCH | $50,000 | RESEARCH FOUNDATION | MC 1140 |
| NAMI DUPAGE COUNTY | |||||||||
| 115 N COUNTY FARM ROAD | WHEATON | IL | 60187 | NONE | 501(C)3 | GENERAL | $20,000 | ||
| GREATER CHICAGO FOOD DEPOSITORY | |||||||||
| 4100 W ANNE LURIE PLACE | CHICAGO | IL | 60632 | NONE | 501(C)3 | GENERAL | $10,000 | ||
| WEST SUBURBAN HUMANE SOCIETY | |||||||||
| 1901 W OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | 501(C)3 | GENERAK | $5,000 | ||
| SOUTH ELGIN FOOD PANTRY | |||||||||
| 400 W SPRINGS RD | SOUTH ELGIN | IL | 60177 | NONE | 501(C)3 | GENERAL | $5,000 | ||
| HANOVER TOWNSHIP FOUNDATION | |||||||||
| 7431 ASTOR AVENUE | HANOVER PARK | IL | 60133 | NONE | 501(C)3 | GENERAL | $5,000 | ||
| ELMHURST YORKFIELD FOOD PANTRY | |||||||||
| 1083 S YORK ROAD | ELMHURST | IL | 60126 | NONE | 501(C)3 | GENERAL | $5,000 | ||
| COUNTRYSIDE FOOD PANTRY | |||||||||
| PO BOX 654 | ELBURN | IL | 60119 | NONE | 501(C)3 | GEBERAL | $5,000 | ||
| ZION LUTHERAN CHURCH | |||||||||
| 330 GRISWALD SY | ELGIN | IL | 60123 | NONE | 501(C)3 | GEBERAL | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,436 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$60,782 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$23,341 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$23,341 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | 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 |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,284 | Amt |
| Disbursements Charitable Prps | $5,284 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (46 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| MICHIGAN REAL ESTATE | 2018-02 | PURCHASE | 2020-07 | $760,000 | $769,919 | $54,772 | -$64,691 |
| DFA SHORT DURATION REAL RETURN PORT | 2018-07 | PURCHASE | 2020-03 | $8,558 | $8,752 | -$194 | |
| DFA SHORT DURATION REAL RETURN PORT | 2018-07 | PURCHASE | 2020-03 | $4,173 | $4,181 | -$8 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2015-03 | PURCHASE | 2020-08 | $2,134 | $2,089 | $45 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2015-06 | PURCHASE | 2020-08 | $1,542 | $1,516 | $26 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2015-07 | PURCHASE | 2020-08 | $18,146 | $17,783 | $363 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2015-07 | PURCHASE | 2020-08 | $15,342 | $15,004 | $338 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2015-09 | PURCHASE | 2020-08 | $12,130 | $11,802 | $328 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2015-10 | PURCHASE | 2020-08 | $11,235 | $10,999 | $236 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2016-01 | PURCHASE | 2020-08 | $3,432 | $3,312 | $120 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2016-06 | PURCHASE | 2020-08 | $2,707 | $2,677 | $30 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2018-01 | PURCHASE | 2020-08 | $3,243 | $3,198 | $45 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2018-07 | PURCHASE | 2020-08 | $3,037 | $3,012 | $25 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2020-06 | PURCHASE | 2020-08 | $8,582 | $8,428 | $154 | |
| DFA SHORT-DURATION REAL RETURN INSTL | 2020-07 | PURCHASE | 2020-08 | $11,524 | $11,397 | $127 | |
| DFA US TARGETED VALUE PORT INSTL | 2020-03 | PURCHASE | 2020-06 | $14,731 | $16,032 | -$1,301 | |
| DFA US TARGETED VALUE I | 2018-09 | PURCHASE | 2020-12 | $14,927 | $16,641 | -$1,714 | |
| DFA INTL CORE EQTY PORT INSTL | 2018-07 | PURCHASE | 2020-04 | $306 | $419 | -$113 | |
| DFA INTL CORE EQTY PORT INSTL | 2019-10 | PURCHASE | 2020-04 | $2,346 | $2,824 | -$478 | |
| DFA INTL CORE EQTY PORT INSTL | 2020-03 | PURCHASE | 2020-04 | $5,232 | $6,282 | -$1,050 | |
| DFA INTL CORE EQTY PORT INSTL | 2019-10 | PURCHASE | 2020-06 | $2,751 | $2,769 | -$18 | |
| DFA INTL CORE EQTY PORT INSTL | 2020-03 | PURCHASE | 2020-06 | $5,672 | $5,695 | -$23 | |
| DFA ONE-YEAR FIXED-INCOME I | 2020-07 | PURCHASE | 2020-08 | $232,832 | $232,832 | ||
| DFA ONE-YEAR FIXED-INCOME I | 2020-07 | PURCHASE | 2020-08 | $100,000 | $100,000 | ||
| DFA ONE-YEAR FIXED-INCOME I | 2020-07 | PURCHASE | 2020-09 | $132,609 | $132,609 | ||
| DFA INTL REAL ESTATE SECURITIES PORT | 2015-06 | PURCHASE | 2020-06 | $400 | $541 | -$141 | |
| DFA INTL REAL ESTATE SECURITIES PORT | 2015-07 | PURCHASE | 2020-06 | $1,845 | $2,481 | -$636 | |
| DFA INTL REAL ESTATE SECURITIES PORT | 2020-03 | PURCHASE | 2020-06 | $4,242 | $5,000 | -$758 | |
| DFA US CORE EQTY 2 PORT INSTL | 2019-12 | PURCHASE | 2020-03 | $4,554 | $6,860 | -$2,306 | |
| DFA US CORE EQTY 2 PORT INSTL | 2020-03 | PURCHASE | 2020-03 | $1,806 | $2,526 | -$720 | |
| DFA US CORE EQTY 2 PORT INSTL | 2018-09 | PURCHASE | 2020-06 | $4,842 | $5,135 | -$293 | |
| DFA US CORE EQTY 2 PORT INSTL | 2019-12 | PURCHASE | 2020-06 | $6,329 | $8,676 | -$2,347 | |
| DFA US CORE EQTY 2 PORT INSTL | 2020-03 | PURCHASE | 2020-06 | $5,940 | $5,978 | -$38 | |
| DFA US CORE EQTY 2 PORT INSTL | 2020-03 | PURCHASE | 2020-06 | $2,510 | $2,864 | -$354 | |
| DFA GLBL CORE PLUS FIXED INCM INST | 2018-01 | PURCHASE | 2020-03 | $30,383 | $28,745 | $1,638 | |
| DFA GLBL CORE PLUS FIXED INCM INST | 2019-12 | PURCHASE | 2020-03 | $37,948 | $38,546 | -$598 | |
| DFA INTL HIGH PROFITABILITY PORT INS | 2017-12 | PURCHASE | 2020-06 | $9,564 | $9,901 | -$337 | |
| DFA INTL SMALL CAP VALUE PORT INSTL | 2019-07 | PURCHASE | 2020-06 | $3,187 | $3,621 | -$434 | |
| DFA INTL SMALL CAP VALUE PORT INSTL | 2020-03 | PURCHASE | 2020-06 | $3,753 | $3,998 | -$245 | |
| DFA US HIGH RELATIVE PROFITABILITY P | 2018-09 | PURCHASE | 2020-04 | $1,233 | $1,264 | -$31 | |
| DFA US HIGH RELATIVE PROFITABILITY P | 2020-03 | PURCHASE | 2020-04 | $3,549 | $3,865 | -$316 | |
| DFA US HIGH RELATIVE PROFITABILITY P | 2018-09 | PURCHASE | 2020-06 | $4,625 | $4,244 | $381 | |
| VANGUARD LONG TERM TRSY INDEX ADM | 2018-08 | PURCHASE | 2020-03 | $30,361 | $23,955 | $6,406 | |
| VANGUARD LONG TERM TRSY INDEX ADM | 2018-07 | PURCHASE | 2020-03 | $12,095 | $9,417 | $2,678 | |
| VANGUARD LONG TERM TRSY INDEX ADM | 2018-08 | PURCHASE | 2020-03 | $11,025 | $8,663 | $2,362 | |
| VANGUARD LONG TERM TRSY INDEX ADM | 2018-07 | PURCHASE | 2020-04 | $7,055 | $5,175 | $1,880 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $2,498,349 | EOYBookValueAmt |
| EOYFMV | $2,498,349 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 13724 MINNICH RD SAWYER MI | CategoryOrItemTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| PROPERTY MAINTENANCE | $18,926 | $18,926 |
| E & O INSURANCE | $4,047 | $4,047 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| Amt | $217,665 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $14,831 | $14,831 | |
| DIRECTORS FEES | $20,000 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $25 | $25 |
| INCOME TAXES | $456 | $456 |
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