PELINO CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PELINO CHARITABLE FOUNDATION (EIN 36-7158061)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-03-18
- IRS object ID
- 202140779349100514
- Schema version
- 2019v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-18T17:19:51-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | 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 | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367158061 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PELINO CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PELI | BusinessNameControlTxt |
| Phone | 6309428050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 913 WINSLOW CIRCLE | AddressLine1Txt |
| City | GLEN ELLYN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60137 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA J MALECZKA | PersonNm |
| Person Title | TUSTEE | PersonTitleTxt |
| Phone | 6309428050 | PhoneNum |
| Signature | 2021-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN SCANLAN CPA | PreparerPersonNm |
| PTIN | P00161555 | PTIN |
| Phone | 6305668400 | PhoneNum |
| Preparation | 2021-02-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,467,753 | 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 | $36,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,609 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,076 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $485,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,076 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $985 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $101,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,685 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,237 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $406 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $941 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $941 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $299,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $299,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $306,141 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$211,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $491 | CashBOYAmt |
| Cash EOY | $460 | CashEOYAmt |
| Cash EOYFMV | $460 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,841 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $681,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $579,071 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $908,032 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $608,465 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $523,296 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $546,140 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,560 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,280 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,280 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,312,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,115,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,467,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,312,315 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,115,948 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,312,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,115,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,312,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,115,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,312,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$211,367 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,000 | OtherIncreasesAmt |
| Subtotal | $1,115,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,115,948 | 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 |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | $459,787 | $421,543 | $38,244 | $38,244 | |
| CAPITAL GAINS DIVIDENDS | $25,832 | $25,832 | $25,832 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,076 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $298,946 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,765,430 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.169333 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $246,451 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,978,756 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.124548 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $175,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,989,448 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087964 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $122,961 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,917,992 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064109 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $122,587 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,034,472 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060255 | DistributionYr5Rt |
| Total Distribution | 0.506209 | TotalDistributionRt |
| Average Distribution | 0.101242 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,568,578 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $158,806 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $950 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $159,756 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $306,141 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $950 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $950 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $330 | OverpaymentAmt |
| Applied To ES Tax | $330 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | WWW.PELINOFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN M SCANLAN | IndividualWithBooksNm |
| Phone | 6305668400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 W DIEHL RD 400 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARJORIE B PELINO | ||||||||
| 10600 GREAT EGRET DRIVE | ORLAND PARK | IL | 60467 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROL L POWERS | ||||||||
| 675 FAIRWAY LANE | FRANKFORT | IL | 60423 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATRICIA J MALECZKA | ||||||||
| 913 WINSLOW CIRCLE | GLEN ELLYN | IL | 60137 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANN L PELINO | ||||||||
| 28 FILLMORE DRIVE | MORRISTOWN | NJ | 07960 | TRUSTEE | 1.00 | $0 | $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 | $1,476,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,362 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,592,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,592,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,568,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $950 | TotalTaxAmt |
| Distributable Before Adj | $77,479 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,479 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,479 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $306,141 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $306,141 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $950 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $305,191 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,479 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,907 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,402 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $150,611 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $213,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $447,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $306,141 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,479 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,662 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $660,762 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $660,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,907 | ExcessFromYear4Amt |
| Excess From Year3 | $76,402 | ExcessFromYear3Amt |
| Excess From Year2 | $150,611 | ExcessFromYear2Amt |
| Excess From Year1 | $213,180 | ExcessFromYear1Amt |
| Excess From Current Year | $213,662 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARJORIE B PELINO | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA J MALECZKA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 913 WINSLOW CIRCLE | AddressLine1Txt |
| City | GLEN ELLYN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6309428050 | RecipientPhoneNum |
| Recipient Email Address | PATTYMALECZKA@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | A LETTER OF INTEREST, INCLUDING A DESCRIPTION OF THE APPLICANT ORGANIZATION'S CHARITABLE PURPOSE, THE INTENDED CHARITABLE USE OF THE GRANT, AND PROOF OF CHARITABLE EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). SEE OUR WEBSITE AT WWW.PELINOFOUNDATION.ORG FOR FURTHER DETAILS, PROCEDURES AND A FORMAT FOR PREPARING A LETTER OF INTEREST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMIT LETTERS OF INTEREST BETWEEN OCTOBER 1 AND DECEMBER 31. | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICATIONS WILL BE CONSIDERED ONCE PER CALENDAR YEAR. AN ORGANIZATION CANNOT RECEIVE FUNDING FOR MORE THAN THREE CONSECUTIVE YEARS. IF A PROPOSAL IS DECLINED, APPLICANTS MUST WAIT AT LEAST ONE YEAR BEFORE REAPPLYING. MOST GRANTS RANGE IN AMOUNT FROM $5,000 TO $40,000. AN ELIGIBLE ORGANIZATION SHOULD BE LOCATED IN OR DIRECTLY SERVING THE GREATER CHICAGO AREA AND FOCUS ON IMPROVING THE LIVES OF CHILDREN AND THOSE IN DISADVANTAGED SITUATIONS THROUGH EDUCATION, HEALTH AND SOCIAL SERVICE RELATED PROGRAMS. WE DO NOT FUND REQUESTS THAT BENEFIT: POLITICAL LOBBYING OR LEGISLATIVE ACTIVITIES; REQUESTS FROM INDIVIDUALS; MEDICAL AND SCIENTIFIC RESEARCH; FILMS, PROGRAM ADVERTISING, CONFERENCES, SEMINARS, BENEFITS AND FUNDRAISING COSTS; START-UP ORGANIZATIONS, EMERGENCY FUNDS AND DEFICIT FINANCING; ENDOWMENT FUNDS AND CONDUIT ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALAIN LOCKE CHARTER SCHOOL | ||||||
| 833 W JACKSON BLVD STE 800 | CHICAGO | IL | 60607 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE PRE-K PROGRAM | $25,000 |
| CENTER FOR ENRICHED LIVING | ||||||
| 280 SAUNDERS ROAD | RIVERWOODS | IL | 60015 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE AFTER SCHOOL SATELLITE PROGRAMMING FOR YOUTH AND TEENS WITHINTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | $5,000 |
| CHICAGO CHILDRENS ADVOCACY CENTER | ||||||
| 1240 S DAMEN AVE | CHICAGO | IL | 60608 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE FAMILY HOPE CENTERS MENTAL HEALTH SERVICES | $10,000 |
| JOURNEYCARE FOUNDATION | ||||||
| 2050 CLAIRE COURT | GLENVIEW | IL | 60025 | PUBLIC CHARITY | FUNDING WILL SUPPORT ALL ABOUT KIDS PEDIATRIC HOSPICE AND PALLIATIVE CARE PROGRAM | $15,000 |
| PEOPLES RESOURCE CENTER | ||||||
| 201 S NAPERVILLE ROAD | WHEATON | IL | 60187 | PUBLIC CHARITY | FUNDING WILL SUPPORT THEIR EMERGENCY SERVICES PROGRAM | $7,500 |
| TURNING POINT | ||||||
| PO BOX 723 | WOODSTOCK | IL | 60098 | PUBLIC CHARITY | FUNDING WILL SUPPORT THEIR CHILDRENS PROGRAMMING FOR COUNSELING AND MENTAL HEALTHTHERAPY | $10,000 |
| BLUE SKY BAKERY | ||||||
| 3720 N LINCOLN AVENUE | CHICAGO | IL | 60613 | PUBLIC CHARITY | FUNDING WILL SUPPORT GENERAL OPERATING SUPPORT TO CONTINUE THEIR TRANSITIONAL JOBSPROGRAM FOR AT-RISK ADOLESCENTS. | $10,000 |
| SNOW CITY ARTS FOUNDATION | ||||||
| 1653 W CONGRESS PARKWAY KIDSTON 103 | CHICAGO | IL | 60612 | PUBLIC CHARITY | FUNDING WILL SUPPORT GENERAL OPERATING COSTS TOWARD PROGRAMMING AT CHILDRENSHOSPITAL | $10,000 |
| TEEN PARENT CONNECTION | ||||||
| 475 TAFT AVE | GLEN ELLYN | IL | 60137 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE HOME VISITING SERVICES FOR PREGNANT AND PARENTING ADOLESCENTSIN FY2021 | $10,000 |
| TUTORING CHICAGO | ||||||
| 2145 N HALSTED | CHICAGO | IL | 60614 | PUBLIC CHARITY | FUNDING WILL SUPPORT GENERAL OPERATING COSTS FOR DIGITAL PLATFORMS TO CONNECT STUDENTSTO TUTORS. | $10,000 |
| HUMANITARIAN SERVICE PROJECT | ||||||
| 465 RANDY ROAD | CAROL STREAM | IL | 60188 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE CHILDRENS PROJECT | $5,000 |
| CITY YEAR CHICAGO | ||||||
| 36 S WABASH AVE SUITE 300 | CHICAGO | IL | 60603 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE WHOLESCHOOL, WHOLE CHILD PROGRAM | $10,000 |
| URBAN INITIATIVES | ||||||
| 650 W LAKE STREET SUITE 340 | CHICAGO | IL | 60661 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE TECHNOLOGY COSTS THAT HAVE BEEN INCURRED DUE TO UTILIZINGZOOM, GOOGLE CLASSROOM AND PROVIDING COMPUTERS TO STAFF MEMBERS AND STUDENTS ATHOME. | $10,000 |
| COMMUNITY HEALTH | ||||||
| 2611 W CHICAGO AVE | CHICAGO | IL | 60622 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE WELL WOMENS HEALTH INITIATIVE | $15,000 |
| GOLDEN APPLE | ||||||
| 8 S MICHIGAN AVE 700 | CHICAGO | IL | 60603 | PUBLIC CHARITY | FUNDING WILL HELP EXPAND THE PREK EDUCATION WORK | $20,000 |
| 826CHI | ||||||
| 1276 N MILWAUKEE AVE | CHICAGO | IL | 60622 | PUBLIC CHARITY | FUNDING WILL SUPPORT VIRTUAL INNOVATIONS OF THEIR AFTER SCHOOL PROGRAM | $10,000 |
| READING IN MOTION | ||||||
| 65 E WACKER PLACE SUITE 305 | CHICAGO | IL | 60601 | PUBLIC CHARITY | FUNDING WILL SUPPORT THEIR 100% VISUAL PILOT PROGRAM READING TOGETHER, ANYWHERE! | $12,000 |
| LS CASA NORTE | ||||||
| 3533 W NORTH AVE | CHICAGO | IL | 60647 | PUBLIC CHARITY | FUNDING WILL BE USED TO PROVIDE ACADEMIC CASE MANAGEMENT AND SUPPORTIVE SERVICESFOR PEOPLE CONFRONTING HOMELESSNESS WHO ARE ATTENDING COLLEGE. | $15,000 |
| CHRISTOPHER HOUSE | ||||||
| 1611 W DIVISION SUITE 207 | CHICAGO | IL | 60622 | PUBLIC CHARITY | FUNDING WILL SUPPORT THEIR INFANT AND PRESCHOOL | $10,000 |
| NORTHLIGHT THEATRE | ||||||
| 9501 SKOKIE BLVD | SKOKIE | IL | 60077 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE SPEAK UP THEATRE FOR SOCIAL CHANGE PROGRAM | $5,000 |
| READING POWER | ||||||
| 736 N WESTERN AVE SUITE 226 | LAKE FOREST | IL | 60045 | PUBLIC CHARITY | FUNDING WILL SUPPORT THEIR KINDERGARTEN LITERACY TUTORING PROGRAM | $10,000 |
| LYTE | ||||||
| 2333 N KILDARE AVE | CHICAGO | IL | 60639 | PUBLIC CHARITY | FUNDING WILL GO TOWARD GENERAL OPERATIONAL FUNDS TO SUPPORT HOLISTIC SERVICES FORCHICAGO YOUNG PEOPLE IMPACTED BY POVERTY AND HOMELESSNESS. | $15,000 |
| THE HARBOUR | ||||||
| 1440 RENAISSANCE DRIVE SUITE 240 | PARK RIDGE | IL | 60068 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE SAFE HARBOUR EMERGENCY SHELTER | $10,000 |
| JUVENILE PROTECTIVE ASSOCIATES | ||||||
| 1707 N HALSTED | CHICAGO | IL | 60614 | PUBLIC CHARITY | FUNDING WILL EXPAND THE CONNECT TO KIDS PROGRAM | $15,000 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE FOOD BANK | $5,000 |
| NORTHERN ILLINOIS FOOD BANK | ||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE FOOD BANK | $5,000 |
| URBAN GROWERS COLLECTIVE | ||||||
| 1200 W 35TH STREET 118 | CHICAGO | IL | 60609 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE FOOD BANK | $4,000 |
| CASA CATALINA FOOD PANTRY | ||||||
| 4537 S ASHLAND AVE | CHICAGO | IL | 60609 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE FOOD BANK | $1,000 |
| MAPLE MORGAN PARK FOOD PANTRY | ||||||
| 11030 S LONGWOOD DRIVE | CHICAGO | IL | 60643 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE FOOD BANK | $1,000 |
| MORNING STAR MISSION | ||||||
| 350 E WASHINGTON STREET | JOLIET | IL | 60433 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE FOOD BANK | $3,000 |
| TOGETHER WE COPE | ||||||
| 17010 OAK PARK AVE | TINLEY PARK | IL | 60477 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE FOOD BANK | $3,000 |
| SHARE FOOD SHARE LOVE | ||||||
| PO BOX 22 | BROOKFIELD | IL | 60513 | PUBLIC CHARITY | FUNDING WILL SUPPORT THE FOOD BANK | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $299,500 | 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 | $36,609 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,076 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,670 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | 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 |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD CORE PLUS BOND FUND-IS | $83,078 | $92,189 |
| RIVERNORTH/DUBLELINE STRATEGIC INC-I | $123,239 | $122,004 |
| VANGUARD SHORT TERM INVT GRADE-ADM | $90,105 | $92,734 |
| WESTERN ASSET CORE PLUS BOND PORT-I | $83,549 | $90,565 |
| HARBOR DIV INT ALL CAP-RET | $56,406 | $57,135 |
| DODGE AND COX INCOME FUND | $86,919 | $91,513 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ICM SMALL COMPANY PORTFOLIO | $21,911 | $29,974 |
| DFA ENHANCED US LRG CO PORTF | $106,963 | $154,102 |
| AMERICAN EUROPACIFIC GROWTH FUND-F3 | $33,480 | $65,540 |
| FPA CRESCENT FUND-I | $52,915 | $91,353 |
| T ROWE PRICE CAPITAL APPRECIATION FUND | $69,728 | $135,071 |
| MFS INTERNATIONAL VALUE-I | $26,281 | $61,783 |
| VANGUARD SMALL CAP INDEX FUND | $11,985 | $31,765 |
| LITMAN GREGORY MASTERS ALT STR FD-IS | $109,752 | $120,648 |
| HARDING LOEVNER INST EMERG MRKTS FD | $47,308 | $61,976 |
| HARTFORD CORE EQUITY | $98,748 | $155,820 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX DEPOSIT | Desc |
| BOY Book Value | $1,560 | BOYBookValueAmt |
| EOY Book Value | $1,280 | EOYBookValueAmt |
| EOYFMV | $1,280 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $15 | $0 | $15 |
| MISCELLANEOUS | $63 | $0 | $63 |
| WEBSITE EXPENSE | $863 | $0 | $863 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $985 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $985 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR CONTRIBUTION | Desc |
| Amt | $15,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT AGENCY & CUSTODY FEES | $1,434 | $1,434 | $0 |
| INVESTMENT ADVISORY FEES | $3,803 | $3,803 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAXES | $406 | $406 | $0 |
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $1,253 | $0 | $0 |
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