BROOKS MCCORMICK JR TR FOR ANIMAL RIGHTS LAW AND POLICY: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BROOKS MCCORMICK JR TR FOR ANIMAL RIGHTS LAW AND POLICY (EIN 47-7124844)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-29
- IRS object ID
- 202123029349100902
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-29T08:08:30-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 W DIEHL RD SUITE 400 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605632349 | 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 | 477124844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS MCCORMICK JR TRUST FOR ANIMAL | BusinessNameLine1Txt |
| Business Name Line2 | RIGHTS LAW AND POLICY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 6305452200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 BUTTERFIELD ROAD NO 1000 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605155673 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADVISORY COMMITTEE MEMBER | PersonNm |
| Person Title | ADVISORY COMMITTEE MEMBER | PersonTitleTxt |
| Phone | 6305452200 | PhoneNum |
| Signature | 2021-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ADVISORY | PersonFirstNm |
| Person Last | COMMITTEE MEMBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES B BOUTELLE CPA | PreparerPersonNm |
| PTIN | P01794129 | PTIN |
| Phone | 6305668400 | PhoneNum |
| Preparation | 2021-10-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $73,972,883 | 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 |
| Dividends Rev And Expnss | $1,194,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,320,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,081,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,982,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,967,996 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $580,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $537,413 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,856,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,825,597 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $145,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $259,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200,635 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $59,359 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,005 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,339 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $478,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $262,974 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,369,320 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,369,320 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,847,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $262,974 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,573,694 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,009,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,562,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,952,977 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,295,976 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,349,380 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $12,427,731 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,144,327 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,939,004 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $35,128,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,705,553 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,487,772 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $457,686 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,458,268 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,288,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,196,727 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $60,425,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,434,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,972,883 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $60,425,095 | RetainedEarningBOYAmt |
| Retained Earning EOY | $62,434,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,425,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,434,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,425,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,434,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,425,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,009,483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $62,434,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,434,578 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $31,567,652 | $28,014,126 | $3,553,526 | $3,553,526 | |
| CAPITAL GAINS DIVIDENDS | $414,470 | $414,470 | $414,470 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,967,996 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,320 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77,320 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77,320 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $122,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,080 | EsPenaltyAmt |
| Overpayment | $44,000 | OverpaymentAmt |
| Applied To ES Tax | $44,000 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Individual With Books | TRUST COMPANY OF ILLINOIS | IndividualWithBooksNm |
| Phone | 6305452200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 BUTTERFIELD ROAD SUITE 1000 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY W OSKO | ||||||||
| TCI 1901 BUTTERFIELD ROAD | DOWNERS GROVE | IL | 60515 | ADVISORY COMMITTEE MEMBER | 20.00 | $100,000 | $0 | $0 |
| TIMOTHY S MIDURA | ||||||||
| HUCK BOUMA 1755 S NAPERVILLE ROAD | WHEATON | IL | 60189 | ADVISORY COMMITTEE MEMBER | 20.00 | $100,000 | $0 | $0 |
| 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 | $60,548,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,906,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,454,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,454,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,026,823 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,428,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,371,401 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,371,401 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,320 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,738 | IncomeTaxAmt |
| Total Tax | $86,058 | TotalTaxAmt |
| Distributable Before Adj | $3,285,343 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,285,343 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,285,343 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,573,694 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,573,694 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,573,694 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,285,343 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,223,676 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,573,694 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,223,676 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,350,018 | 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 | $935,325 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICANS FOR OXFORD INC | |||||||||||
| 500 5TH AVE 32ND FL | NEW YORK | NY | 10110 | PC | FOR CHARITABLE PURPOSES | $80,000 | |||||
| ANIMAL LEGAL DEFENSE FUND | |||||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | PC | FOR CHARITABLE PURPOSES | $308,000 | |||||
| BROOKS INSTITUTE FOR ANIMAL RIGHTS LAW AND POLICY INC | |||||||||||
| 1755 S NAPERVILLE RD STE 101 | NAPERVILLE | IL | 60189 | POF | ANNUAL GRANT OF OPERATING FUNDS TO RELATED EXEMPT PRIVATE OPERATING FOUNDATION. | $1,400,000 | |||||
| CHARITIES AID FOUNDATION OF AMERICA | |||||||||||
| 225 REINEKERS LN | ALEXANDRIA | VA | 22314 | PC | FOR CHARITABLE PURPOSES | $77,500 | |||||
| CREATUREKIND | |||||||||||
| 4470 CORONA ST | EUGENE | OR | 97404 | PC | FOR CHARITABLE PURPOSES | $93,000 | |||||
| EARTH ISLAND INSTITUTE INC | |||||||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | PC | FOR CHARITABLE PURPOSES | $25,000 | |||||
| GRADUATE THEOLOGICAL FOUNDATION | |||||||||||
| 116 E SHERIDAN AVE STE 207 | OKLAHOMA CITY | OK | 73104 | PC | FOR CHARITABLE PURPOSES | $62,000 | |||||
| HARVARD LAW SCHOOL - ANIMAL LAW & POLICY PROGRAM | |||||||||||
| 1515 MASSACHUSETTS AVENUE AUSTIN | CAMBRIDGE | MA | 02138 | PC | FOR CHARITABLE PURPOSES | $50,000 | HALL MZ 217 | ||||
| ILLINOIS BAR ASSOCIATION | |||||||||||
| 424 S SECOND STREET | SPRINGFIELD | IL | 62701 | NC- EXPENDITURE RESP | FOR CHARITABLE PURPOSES | $14,220 | |||||
| MICHIGAN STATE UNIVERSITY | |||||||||||
| 220 TROWBRIDGE RD | EAST LANSING | MI | 48824 | PC | FOR CHARITABLE PURPOSES | $25,000 | |||||
| NEW YORK UNIVERSITY | |||||||||||
| 27 WEST 4TH STREET | NEW YORK | NY | 10012 | PC | FOR CHARITABLE PURPOSES | $50,000 | |||||
| NORTHWESTERN SCHOOL OF LAW OF LEWIS & CLARK COLLEGE | |||||||||||
| 10015 SW TERWILLIGER BLVD | PORTLAND | OR | 79219 | PC | FOR CHARITABLE PURPOSES | $350,000 | |||||
| OUR HEN HOUSE | |||||||||||
| 77 PARK TERRACE EAST D19 | NEW YORK | NY | 10034 | PC | FOR CHARITABLE PURPOSES | $35,000 | |||||
| OUTREACH COMMUNITY MINISTRIES | |||||||||||
| 373 S SCHMALE RD | CAROL STREAM | IL | 60188 | PC | FOR CHARITABLE PURPOSES | $500,000 | |||||
| SMART MUSEUM OF ART | |||||||||||
| 5550 S GREEN AVENUE | CHICAGO | IL | 60637 | PC | FOR CHARITABLE PURPOSES | $3,600 | |||||
| UCLA FOUNDATION | |||||||||||
| 10889 WILSHIRE BOULEVARD STE 1100 | LOS ANGELES | CA | 90024 | PC | FOR CHARITABLE PURPOSES | $65,000 | |||||
| UNIVERSITY OF DENVER | |||||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | PC | FOR CHARITABLE PURPOSES | $100,000 | |||||
| UNIVERSITY OF MASSACHUSETTS | |||||||||||
| 1 CAMPUS CENTER WAY | AMHERST | MA | 01003 | PC | FOR CHARITABLE PURPOSES | $20,000 | |||||
| UNIVERSITY OF VICTORIA | |||||||||||
| PC | FOR CHARITABLE PURPOSES | $50,000 | 3800 FINNERTY ROAD | VICTORIA | BRITISH COLUMBIA | CA | |||||
| WESLEYAN UNIVERSITY | |||||||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | PC | FOR CHARITABLE PURPOSES | $6,000 | |||||
| YALE UNIVERSITY LAW SCHOOL - ETHICS AND ANIMAL PROGRAM | |||||||||||
| 127 WALL ST | NEW HAVEN | CT | 06511 | PC | FOR CHARITABLE PURPOSES | $55,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,369,320 | 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 | $1,194,936 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $580,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,081,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,856,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,856,817 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $14,220 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS BAR ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | GRANT FOR THE PURPOSE OF PRESENTING ANIMAL LAW CONTINUING LEGAL EDUCATION CONFERENCES TO ILLINOIS ANIMAL LAW PRACTITIONERS IN NORTHERN AND SOUTHERN ILLINOIS. THE ILLINOIS STATE BAR ASSOCIATION (ISBA) IS A TRADE ASSOCIATION FOR ATTORNEYS UNDER IRC SEC. 501(C)(6). | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS STATE BAR ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 S SECOND ST | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-08-31 | GrantDt |
| Grant | $14,220 | GrantAmt |
| Purpose Of Grant | GRANT FOR THE PURPOSE OF PRESENTING ANIMAL LAW CONTINUING LEGAL EDUCATION CONFERENCES TO ILLINOIS ANIMAL LAW PRACTITIONERS IN NORTHERN AND SOUTHERN ILLINOIS. THE ILLINOIS STATE BAR ASSOCIATION (ISBA) IS A TRADE ASSOCIATION FOR ATTORNEYS UNDER IRC SEC. 501(C)(6). | PurposeOfGrantTxt |
| Expended By Grantee | $14,220 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 123120 | DatesOfReportsByGranteeTxt |
| Verification | 2020-08-31 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $3,857,120 | $7,131,656 |
| MUTUAL FUNDS | $32,844,544 | $38,664,180 |
| EXCHANGE TRADED PRODUCTS | $2,003,889 | $2,691,936 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $13,144,327 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $13,939,004 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,288,722 | BookValueAmt |
| EOYFMV | $2,196,727 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS ANNUAL REPORT | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $580,020 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $537,413 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $580,020 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $9,200 | $0 | $9,200 |
| INVESTMENT MANAGEMENT FEES | $250,794 | $200,635 | $50,159 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $16,477 | $0 | $0 |
| FOREIGN TAX PAID | $1,528 | $7,339 | $0 |
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