BETA

WILLIAM F OCONNOR FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WILLIAM F OCONNOR FOUNDATION (EIN 36-3593445)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-12-22
IRS object ID
202133569349100608
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-12-22T17:35:58-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363793926PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RYAN AND JURASKA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON SUITE 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363593445EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM F O'CONNOR FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O RYAN AND JURASKA LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone3129220062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON NO 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL HENNESSYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3129220062PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastHENNESSYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER LILEKPreparerPersonNm
PTINP01275656PTIN
Phone3129220062PhoneNum
Preparation2021-12-22PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,795,902FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,225DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,225DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,225TotalRevAndExpnssAmt
Total Net Invst Incm$3,225TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$140,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$70,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$70,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$718LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$35,945AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,655TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$1,176OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,442OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,125OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$189,936TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$71,125TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$70,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$779,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$779,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$968,936TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$71,125TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$849,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$965,711ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,274,829SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,236,219SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,236,219SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$120,000LandBldgEquipCostOrOtherBssAmt
Land BOY$120,000LandBOYAmt
Land EOY$120,000LandEOYAmt
Land EOYFMV$120,000LandEOYFMVAmt
Other Assets BOY$6,366,784OtherAssetsBOYAmt
Other Assets EOY$6,439,683OtherAssetsEOYAmt
Other Assets EOYFMV$6,439,683OtherAssetsEOYFMVAmt
Total Assets BOY$15,761,613TotalAssetsBOYAmt
Total Assets EOY$14,795,902TotalAssetsEOYAmt
Total Assets EOYFMV$14,795,902TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$15,761,613NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$14,795,902NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$15,761,613TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,795,902TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,761,613TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,795,902TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,761,613TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$965,711ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,795,902SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,795,902TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,110EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,110TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,110OverpaymentAmt
Applied To ES Tax$2,110AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROL HENNESSYIndividualWithBooksNm
Phone3129220062PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13490 TASSELFLOWER COURTAddressLine1Txt
CityBONITA SPINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34134ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL HENNESSY
3490 TASSELFLOWER COURTBONITA SPRINGSFL34134PRESIDENT7.00$40,000$0$0
JOANNE UNKOVSKOY
17387 OAK CREST PARKWAYSPRING LAKEMI49456DIRECTOR5.00$40,000$0$0
MARY JO MCGUIRE
1 EAST SCHILLERCHICAGOIL60610DIRECTOR5.00$20,000$0$0
MARY JANE O'CONNOR
1500 LAKE SHORE DRIVECHICAGOIL60610TREASURER5.00$40,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,956,159AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,559,683FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,515,842TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,515,842AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$232,738CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,283,104NetVlNoncharitableAssetsAmt
Minimum Investment Return$764,155MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$764,155MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$764,155DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$764,155DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$764,155DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$849,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$849,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$849,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$764,155DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$849,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$764,155AppliedToCurrentYearAmt
Remaining Distri From Corpus$84,845RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$84,845TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$84,845ExcessDistriCyovToNextYrAmt
Excess From Current Year$84,845ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonC HENNESSY CO RYAN JURASKARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON SUITE 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3129220062RecipientPhoneNum
Form And Info And MaterialsBUSINESS LETTER REQUEST WITH COPY OF TAX RETURN AND FINANCIAL STATEMENTS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsBOARD DISCRETIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE GRAND HAVEN AREA COMMUNITY FOUNDATION
1 S HARBOR DRGRAND HAVENMI49417NONEPUBLIC CHARITYGENERAL$50,000
LEUKEMIA & LYMPHOMA SOCIETY
954 W WASHINGTON BLVD 305CHICAGOIL60607NONEPUBLIC CHARITYGENERAL$3,000
WTTW CHANNEL 11
5400 N SAINT LOUIS AVECHICAGOIL60625NONEPUBLIC CHARITYGENERAL$110,000
SAFE HAVEN PET RESCUE
1001 1/2 1ST AVEROCHESTERMN55904NONEPUBLIC CHARITYGENERAL$1,000
BEAR NECESSITIES PEDIATRIC CANCER FOUNDATION
55 W WACKER DR 1000CHICAGOIL60601NONEPUBLIC CHARITYGENERAL$3,000
MERCY HOME FOR BOYS AND GIRLS
1140 W JACKSON BLVDCHICAGOIL60607NONEPUBLIC CHARITYGENERAL$5,000
OUR LADY OF MERCY PARISH
4432 N TROY STCHICAGOIL60625NONEPUBLIC CHARITYGENERAL$5,000
CYSTIC FIBROSIS FOUNDATION
150 MICHIGAN AVE STE 1550CHICAGOIL60601NONEPUBLIC CHARITYGENERAL$3,000
CRISTO REY JESUIT HIGH SCHOOL
1852 W 22ND PLCHICAGOIL60608NONEPUBLIC CHARITYGENERAL$4,000
CATHOLIC CHARITIES
721 N LASALLE DRCHICAGOIL60654NONEPUBLIC CHARITYGENERAL$2,500
ST ANGELA SCHOOL
1332 N MASSASOIT AVECHICAGOIL60651NONEPUBLIC CHARITYGENERAL$1,500
LITTLE SISTERS OF THE POOR
2325 N LAKEWOOD AVECHICAGOIL60614NONEPUBLIC CHARITYGENERAL$5,000
MISERICORDIA FAMILY ASSOCIATION
6300 N RIDGE AVECHICAGOIL60660NONEPUBLIC CHARITYGENERAL$5,000
BIG SHOULDERS FUND
212 W VAN BUREN ST STE 900CHICAGOIL60607NONEPUBLIC CHARITYGENERAL$5,000
CATHOLIC CHURCH EXTENSION SOCIETY OF USA
150 SOUTH WACKER DRIVE STE 2000CHICAGOIL60606NONEPUBLIC CHARITYGENERAL$1,000
MISSION OF OUR LADY OF MERCY-MERCY HOME FOR BOYS AND GIRLS
1140 W JACKSON BLVDCHICAGOIL60607NONEPUBLIC CHARITYGENERAL$10,000
BOYS HOPE GIRLS HOPE OF ILLINOIS
1100 LARAMIE AVEWILMETTEIL60091NONEPUBLIC CHARITYGENERAL$1,500
CHICAGO HISTORICAL SOCIETY-WOMEN'S BOARD
1601 N CLARK STCHICAGOIL60614NONEPUBLIC CHARITYGENERAL$5,000
PALETTE & CHISEL ACADEMY OF FINE ARTS
1012 N DEARBORN STCHICAGOIL60610NONEPUBLIC CHARITYGENERAL$250
THE JOFFREY BALLET OF CHICAGO
10 E RANDOLPH STCHICAGOIL60601NONEPUBLIC CHARITYGENERAL$1,500
LOYOLA ACADEMY
1100 LARAMIE AVEWILMETTEIL60091NONEPUBLIC CHARITYGENERAL$7,500
NORTH SHORE ART LEAGUE
620 LINCOLN AVEWINNETKAIL60093NONEPUBLIC CHARITYGENERAL$250
SAINT MARY'S COLLEGE
SAINT MARYS COLLEGENOTRE DAMEIN46556NONEPUBLIC CHARITYGENERAL$12,000
HAZELDEN BETTY FORD
867 N DEARBORN STCHICAGOIL60610NONEPUBLIC CHARITYGENERAL$7,500
THE BRIDGE FUND
271 MADISON AVE STE 907NEW YORKNY10016NONEPUBLIC CHARITYGENERAL$3,000
DUNEBROOK INC
7451 W JOHNSON RDMICHIGAN CITYIN46360NONEPUBLIC CHARITYGENERAL$5,000
ST COLETTA'S OF ILLINOIS FOUNDATION
18350 CROSSING DRTINLEY PARKIL60487NONEPUBLIC CHARITYGENERAL$15,000
BONITA SPRINGS ASSISTANCE OFFICE
25300 BERNWOOD DR 6BONITA SPRINGSFL34135NONEPUBLIC CHARITYGENERAL$1,500
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55905NONEPUBLIC CHARITYGENERAL$500,000
IMMACULATE CONCEPTION CHURCH
7211 W TALCOTT AVECHICAGOIL60631NONEPUBLIC CHARITYGENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$779,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MAYO CLINICBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 FIRST ST SWAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55905ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERALGrantOrContributionPurposeTxt
Amt$1,500,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,500,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,225ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,225ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,225TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND AUDIT FEESCategoryTxt
Amt$35,945Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$718LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN PALM HILLS CORP$154,855$6,285,929$6,285,929
INVESTMENT IN SHAMROCK INVESTMENT PARTNERSHIP$6,211,929$153,754$153,754

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$2,250$0$0
DUES AND SUBSCRIPTIONS$1,515$0$0
COMPUTER EXPENSES$3,234$0$0
OTHER OPERATING EXPENSES$2,443$1,125$0

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationTHE TAXPAYER PREVIOUSLY FILED FORM 990-PF TIMELY BY PAPER. THE TAXPAYER HAD PREFERRED PAPER FILING OVER ELECTRONIC FILING. THE TAXPAYER RECEIVED ITS ORIGINALLY FILED PAPER RETURN BACK WITH NOTICE 0422897269, LTR 2697C ON DECEMBER 17, 2021. THE NOTICE INFORMED THE TAXPAYER TO AVOID PENALTIES, THE IRS MUST RECEIVE THE COMPLETE AND ACCURATE RETURN WITHIN 10 DAYS. THE TAXPAYER WAS ALSO ADVISED TO INCLUDE THIS INFORMATION IN A REASONABLE CAUSE STATEMENT. THE TAXPAYER IS FILING THIS RETURN ELECTRONICALLY ON DECEMBER 22, 2021. THE TAXPAYER IS REQUESTING NO PENALTY DUE TO REASONABLE CAUSE AS THIS WAS THE FIRST OCCURRENCE SINCE A CHANGE IN LEGISLATION, AND SINCE THE TAXPAYER IS RESPONDING WITHIN THE 10 DAYS PER THE INSTRUCTIONS ON THE NOTICE. THE TAXPAYER HAS TAKEN STEPS TO ENSURE ALL FUTURE TAX RETURNS WILL BE FILED TIMELY AND ELECTRONICALLY IN THE FUTURE.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA PROPERTY TAXCategoryTxt
Amt$2,655Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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