MACDOUGAL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MACDOUGAL FAMILY FOUNDATION (EIN 36-4145290)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-15
- IRS object ID
- 202532279349100523
- Schema version
- 2024v5.0
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T14:20:44-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461787913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH MAJIC CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 566 W LAKE ST SUITE 101LL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606611410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364145290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MACDOUGAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACD | BusinessNameControlTxt |
| Phone | 3128220365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N LAKE SHORE DRIVE SUITE 3611 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MACDOUGAL | PersonNm |
| Person Title | VP-TREASURER | PersonTitleTxt |
| Phone | 3125138020 | PhoneNum |
| Signature | 2025-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH MAJIC | PreparerPersonNm |
| PTIN | P00089615 | PTIN |
| Phone | 3122349500 | PhoneNum |
| Preparation | 2025-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,668,772 | 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 | $11,345 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,345 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $549,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $713,623 | GrossSalesPriceAmt |
| Total Rev And Expnss | $606,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,090 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $506 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $192 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $192 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,935 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,935 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $286,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $284,127 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $319,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,316 | CashBOYAmt |
| Cash EOY | $63,207 | CashEOYAmt |
| Cash EOYFMV | $63,207 | CashEOYFMVAmt |
| US Government Obligations EOY | $504,375 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $492,656 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,241,053 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,120,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,108,314 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $4,595 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,595 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,373,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,692,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,668,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,373,369 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,692,980 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,373,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,692,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,373,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,692,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,373,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $319,611 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,692,980 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,692,980 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $755 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $755 | SubtotalAmt |
| Tax Based On Investment Income | $755 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $510 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $510 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $259 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| 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 | false | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | GARY E MACDOUGAL | IndividualWithBooksNm |
| Phone | 3128220365 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N LAKE SHORE DRIVE APT 3611 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY E MACDOUGAL | ||||||||
| 505 N LAKE SHORE DRIVE APT 3611 | CHICAGO | IL | 60611 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| GARY MACDOUGAL JR | ||||||||
| 268 LAUREL AVENUE | HIGHLAND PARK | IL | 60035 | VP-SECRETARY | 000.00 | $0 | $0 | $0 |
| MICHAEL MACDOUGAL | ||||||||
| 951 OAK KNOLL DRIVE | LAKE FOREST | IL | 60045 | VP-TREASURER | 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 |
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 | $3,218,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $509,635 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,805,005 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,805,005 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,747,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,397 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $755 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $755 | TotalTaxAmt |
| Distributable Before Adj | $186,642 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $186,642 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $186,642 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $284,127 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $284,127 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,642 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,368 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $125,268 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,388 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,366 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $130,587 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $475,977 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $284,127 | QualifyingDistributionsAmt |
| Applied To Current Year | $186,642 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,485 | RemainingDistriFromCorpusAmt |
| Total Corpus | $573,462 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,368 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $568,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $125,268 | ExcessFromYear4Amt |
| Excess From Year3 | $150,388 | ExcessFromYear3Amt |
| Excess From Year2 | $64,366 | ExcessFromYear2Amt |
| Excess From Year1 | $130,587 | ExcessFromYear1Amt |
| Excess From Current Year | $97,485 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A SONG FOR YOU | ||||||||||||
| 346 E 59TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $35,000 | |||||
| ALLIES FOR COMMUNITY BUSINESS INC | ||||||||||||
| 135 N KEDZIE AVE | CHICAGO | IL | 60612 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| AMERICAN ENTERPRISE INSTITUTE | ||||||||||||
| 1150 SEVENTEENTH STREET | WASHINGTON | DC | 20036 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,500 | |||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| 79TH CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $275 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 2200 W HARRISON | CHICAGO | IL | 60612 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 | |||||
| ANIMAL EDUCATION AND RESCUE | ||||||||||||
| PO BOX 7343 | LIBERTYVILLE | IL | 60048 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 | |||||
| ART INSTITUTE CHICAGO | ||||||||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60661 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $310 | |||||
| BARRY A MURPHY FUND | ||||||||||||
| PO BOS 1733 | SAN ANSELMO | CA | 94979 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $25,000 | |||||
| BE THE DIFFERENCE | ||||||||||||
| PO BOX 540954 | DALLAS | TX | 75354 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,500 | |||||
| BETTER GOVERNMENT ASSOCIATION | ||||||||||||
| 223 W JACKSON | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 | |||||
| CENTER FOR AMERICAN PROGRESS INSTIT | ||||||||||||
| 1333 H STREET NW SUITE 10 | WASHINGTON | DC | 20005 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 | |||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| CHICAGO SHAKESPEARE CO | ||||||||||||
| 800 E GRAND AVE | CHICAGO | IL | 60611 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| CHICAGO SYMPHONY ORCHESTRA | ||||||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 | |||||
| CHURCH OF THE ASCENSION - CHICAGO | ||||||||||||
| 1133 N LASALLE BLVD | CHICAGO | IL | 60610 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 | |||||
| CITADEL THEATER | ||||||||||||
| 300 S WAUKEGAN | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| CLAIRMONT INST | ||||||||||||
| 1317 W FOOTHILL BLVD | UPLAND | CA | 91786 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 | |||||
| COUNCIL ON FOREIGN RELATIONS | ||||||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,800 | |||||
| ENCOUNTER BOOKS | ||||||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 | |||||
| FIRE | ||||||||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| FIRST PRESBYTERIAN CHURCH OF LAKE F | ||||||||||||
| 700 N SHERIDAN ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| FORWARD MOMENTUM CHICAGO | ||||||||||||
| 1520 S STATE G-01 | CHICAGO | IL | 60605 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| FOUNDER NEIGHBORHOOD ENTREPRENEURSH | ||||||||||||
| 500 N WESTERN AVE 201 | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| FRICK MUSEUM | ||||||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| FRIENDS OF LAKE FOREST PARKS & REC | ||||||||||||
| 400 HASTINGS ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| GEORGE MASON FOUNDATION | ||||||||||||
| 4400 UNIVERSITY DR MSN | FAIRFAX | VA | 22030 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| GRAND PARK COMMUNITY FOUNDATION | ||||||||||||
| 3435 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $250 | |||||
| GUIDING LIGHT MISSION | ||||||||||||
| 255 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $60,000 | |||||
| HEARTSIDE BUSINESS ASSOCIATION | ||||||||||||
| 2430 BIRCHCREST DR | GRAND RAPIDS | MI | 49506 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| HILLSDALE COLLEGE | ||||||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| HUDSON INSTITUTE | ||||||||||||
| 1015 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $4,000 | |||||
| IL POLICY INSTITUTE | ||||||||||||
| 190 S LASALLE ST | CHICAGO | IL | 60603 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| INDEPENDENT WOMEN'S FORUM | ||||||||||||
| 4 WEEMS LANE 312 | WINCHESTER | VA | 22601 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| INSTITUTE FOR JUSTICE | ||||||||||||
| 901 N GLEBE ROAD 900 | ARLINGTON | VA | 22203 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| LAKE FOREST OPEN LAND | ||||||||||||
| 350 N WAUKEGAN ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $3,900 | |||||
| LANDMARK WEST NY | ||||||||||||
| 45 WEST 67TH STREET 1 | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 | |||||
| LINCOLN PARK ZOO | ||||||||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 | |||||
| LYRIC OPERA CHICAGO | ||||||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 | |||||
| MACDOUGALL OF DUNOLLIE | ||||||||||||
| NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | DUNOLLIE MUSEUM | OBAN | OBAN | UK | FOREIGN | ||||
| MAKE A WISH | ||||||||||||
| 200 W MONROE ST 1801 | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| MANHATTAN INSTITUTE | ||||||||||||
| 52 VANDERBILT AVE 201 | NEW YORK | NY | 10017 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| MUSEUM OF SCIENCE & INDUSTRY | ||||||||||||
| 5700 S LAKE SHORE DRIVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| NEW ALTERNATIVES FOR CHILDREN | ||||||||||||
| 37 W 26TH ST 6 | NEW YORK | NY | 10010 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| NEW YORK CITY BALLET | ||||||||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| NEW YORK CITY PHILHARMONIC ORCHESTR | ||||||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $750 | |||||
| NEXT GENERATION BULGARIA FUND | ||||||||||||
| 64 SUMMIT AVE | BRONXVILLE | NY | 10708 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $45,000 | |||||
| OPART PARK MUSIC FEST | ||||||||||||
| 710 TAYLOR ST | JOLIET | IL | 60435 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $150 | |||||
| PROJECT HOOD HELPING OTHERS | ||||||||||||
| 6620 S MARTIN LUTHER KING | CHICAGO | IL | 60637 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $3,000 | |||||
| REGISTRY OF INTERPRETERS FOR THE DE | ||||||||||||
| PO BOX 17581 | ARLINGTON | VA | 22216 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,500 | |||||
| RONALD REAGAN PRESIDENT FOUNDATION | ||||||||||||
| 40 PRESIDENTIAL DR | SIMI VALLEY | CA | 93065 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $100 | |||||
| SCHOOL OF AMERICAN BALLET | ||||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| SHARON K HARVEY MEMORIAL FOUNDATIO | ||||||||||||
| PO BOX 2031 | BALTIMORE | MD | 21203 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| SHEDD AQUARIAN | ||||||||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $450 | |||||
| SOAR | ||||||||||||
| 244 EAST PEARSON ST 102 | CHICAGO | IL | 60611 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $200 | |||||
| ST THOMAS CHURCH | ||||||||||||
| 1 W 53RD ST | NEW YORK | NY | 10019 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| STATE POLICY NETWORK | ||||||||||||
| 1655 N FT MYER DR | ARLINGTON | VA | 22209 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| THE ALEX FUND | ||||||||||||
| 63 BENEDICT AVE | TARRYTOWN | NY | 10591 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| THE HISTORY CENTER | ||||||||||||
| 225 GREENWOOD ST | EVANSTON | IL | 60201 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $7,000 | |||||
| THE METROPOLITAN OPERA | ||||||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,500 | |||||
| TOM GOLD DANCE CO | ||||||||||||
| 51 WEST 81ST STREEET | NEW YORK | NY | 10024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 | |||||
| URBANGLASS | ||||||||||||
| 647 FULTON STREET | BROOKLYN | NY | 11217 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $3,000 | |||||
| USC SCHOOL OF DRAMATIC ARTS | ||||||||||||
| 1029 CHILDS WAY | LOS ANGELES | CA | 90089 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| VNS HEALTH | ||||||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,250 | |||||
| WIREPOINTS | ||||||||||||
| 820 LAKE AVE | WILMETTE | IL | 60091 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,935 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,345 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,745 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $549,402 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $606,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $606,492 | 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) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $2,200 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 9000 SPDR S&P 500 ETF - SPY | 2005-06 | PURCHASE | 2024-07 | $4,964 | $1,086 | $3,878 |
| 1029000 SPDR S&P 500 ETF - SPY | 2006-02 | PURCHASE | 2024-07 | $567,555 | $130,217 | $437,338 |
| 634 SCHWAB S&P 500 INDEX - SWPPX | 2000-10 | PURCHASE | 2024-03 | $50,000 | $13,936 | $36,064 |
| 150 SPDR S&P 500 ETF IV - SPY | 2006-02 | PURCHASE | 2024-12 | $91,104 | $18,982 | $72,122 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB S&P 500 | $252,094 | $822,334 |
| SPDR TRUST | $418,932 | $1,260,722 |
| VANGAURD 500 INDEX FUND | $449,777 | $1,025,258 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $504,375 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $492,656 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED INCOME | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,595 | BookValueAmt |
| EOYFMV | $4,595 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| IL FILING FEE | $43 | $43 | |
| SERVICE FEES | $25 | $25 | |
| MEMBERSHIP | $149 | $149 | |
| MISC FEE | $23 | $23 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $506 | Amt |
| Net Investment Income | $506 | NetInvestmentIncomeAmt |