CERES FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CERES FOUNDATION (EIN 36-3735653)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-30
- IRS object ID
- 202142429349100219
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-30T13:17:48-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 634 FRONT AVE NW STE 400 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49504 | 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 | 363735653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CERE | BusinessNameControlTxt |
| Phone | 8479091141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 266 WAGNER ROAD | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600933249 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL RJ HALES | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8479091141 | PhoneNum |
| Signature | 2021-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | RJ HALES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 6167748221 | PhoneNum |
| Preparation | 2021-08-30 | 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 | $11,109,471 | 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 | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $826,489 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,966 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $407,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $407,545 | 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 | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,551 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,749 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,466 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,017 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,774 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $489,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,017 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $430,274 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $348,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $74,640 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,078 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,078 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,215,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,100,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,001,393 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,290,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,208,477 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,109,471 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,290,223 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,208,477 | 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 | $3,290,223 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,208,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,290,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,208,477 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,290,223 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,208,477 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,208,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $826,489 | GrossSalesPriceAmt |
| Cost Or Other Basis | $555,523 | CostOrOtherBasisAmt |
| Gain Or Loss | $270,966 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $270,966 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,923 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,923 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,078 | OverpaymentAmt |
| Applied To ES Tax | $3,078 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL RJ HALES | IndividualWithBooksNm |
| Phone | 8474461141 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 266 WAGNER ROAD | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| FLORENCE H TESTA | ||||||||
| 266 WAGNER ROAD | NORTHFIELD | IL | 60093 | PRESIDENT | 0.02 | $0 | $0 | $0 |
| DANIEL RJ HALES | ||||||||
| 266 WAGNER ROAD | NORTHFIELD | IL | 60093 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARK PATTERSON | ||||||||
| 266 WAGNER ROAD | NORTHFIELD | IL | 60093 | SECRETARY | 0.02 | $0 | $0 | $0 |
| MARION H CHARDOUL | ||||||||
| 266 WAGNER ROAD | NORTHFIELD | IL | 60093 | TREASURER | 0.02 | $0 | $0 | $0 |
| DANIEL B HALES | ||||||||
| 266 WAGNER ROAD | NORTHFIELD | IL | 60093 | ASSISTANT SECRETARY | 0.02 | $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 | $9,367,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,559,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,559,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,394 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,416,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $470,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $470,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,845 | TotalTaxAmt |
| Distributable Before Adj | $465,967 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $465,967 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $465,967 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $430,274 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $430,274 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $430,274 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $465,967 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $421,222 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $430,274 | QualifyingDistributionsAmt |
| Applied To Year1 | $421,222 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,052 | 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 | $456,915 | 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 (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AAGPBL-PA REUNION SUPPORT FUND | |||||||
| 17365 WESTBROOK DR | LIVONIA | MI | 48152 | PC | REUNION SUPPORT FUND | $2,500 | |
| ACTON INSTITUTE | |||||||
| 98 E FULTON ST | GRAND RAPIDS | MI | 49503 | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN CONSERVATIVE | |||||||
| 910 17TH STREET NW 312 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $500 | |
| AMERICAN TRANSPARENCY | |||||||
| 200 S FRONTAGE RD 106 | BURR RIDGE | IL | 60527 | PC | GENERAL SUPPORT | $2,000 | |
| ANGELIC ORGANICS LEARNING CENTER | |||||||
| 1547 ROCKTON RD | CALEDONIA | IL | 61011 | PC | GENERAL SUPPORT | $3,000 | |
| ATL FOUNDATION | |||||||
| PO BOX 17852 | GOLDEN | CO | 80402 | PC | GENERAL SUPPORT | $10,000 | |
| BEACON OF HOPE | |||||||
| 1201 CROMWELL COURT | ALPHARETTA | GA | 30022 | PC | GENERAL SUPPORT | $500 | |
| BIBLICA | |||||||
| 1201 CROMWELL COURT | ALPHARETTA | GA | 30022 | PC | GENERAL SUPPORT | $500 | |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 200361480 | PC | GENERAL SUPPORT | $10,000 | |
| CHARLEVOIX ALANO CLUB | |||||||
| 106 MASON ST | CHARLEVOIX | MI | 49720 | PC | GENERAL SUPPORT | $500 | |
| CHARLEVOIX COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 218 | CHARLEVOIX | MI | 49720 | PC | CHARLEVOIX PUBLIC LIBRARY CHILDREN'S PROGRAMS | $2,500 | |
| CHARLEVOIX COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 218 | CHARLEVOIX | MI | 49720 | PC | BELVA SCHOLARSHIP FUND | $3,000 | |
| CHICAGO 502 ARMED FORCES COUNCIL OF CHICAGO | |||||||
| C/O PUBLIC AFFAIRS ULC 65 W JACKSON | CHICAGO | IL | 60604 | PC | GENERAL SUPPORT | $500 | |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | PC | MARION HALES LAGOON | $2,000 | |
| CHICAGO HOPE ACADEMY | |||||||
| 2189 W BOWLER ST | CHICAGO | IL | 60612 | PC | GENERAL SUPPORT | $3,500 | |
| CHICAGO PUBLIC MEDIA | |||||||
| NAVY PIER 848 EAST GRAND AVE | CHICAGO | IL | 60611 | PC | SUPPORT WBEZ | $3,000 | |
| CIRQUE LODGE FOUNDATION | |||||||
| 777 NO PALISADES DR | OREM | UT | 84097 | PC | GENERAL SUPPORT | $1,000 | |
| CLEARWATER CAMP FOUNDATION | |||||||
| PO BOX 152 | MINOCQUA | WI | 54548 | PC | CAMPERSHIPS | $1,000 | |
| CLEARWATER CAMP FOUNDATION | |||||||
| PO BOX 152 | MINOCQUA | WI | 54548 | PC | GENERAL SUPPORT | $4,000 | |
| COLORADO PUBLIC RADIO | |||||||
| BRIDGES BROADCAST CENTER 7409 S | CENTENNIAL | CO | 80112 | PC | KRCC STUDIO UPGRADES | $5,000 | ALTON CT |
| COMMUNITY FOUNDATION OF GREATER FT WAYNE | |||||||
| 555 E WAYNE ST | FT WAYNE | IN | 46802 | PC | GENERAL SUPPORT | $1,000 | |
| CRAIG HOSPITAL FOUNDATION | |||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 801132811 | PC | NRN PROGRAM SCHOLARSHIPS | $7,000 | |
| CUREPSP UNLOCKING THE SECRETS OF BRAIN DISEASE | |||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | PC | FOR TRIAL RESEARCH IN HONOR OF JOHN MACDOUGALL | $5,000 | |
| DANIEL MURPHY SCHOLARSHIP FOUNDATION | |||||||
| 309 W WASHINGTON 700 | CHICAGO | IL | 60606 | PC | GENERAL SUPPORT | $28,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | PC | GENERAL SUPPORT | $5,500 | |
| ERIKA'S LIGHTHOUSE | |||||||
| 897 1/2 GREEN BAY RD | WINNETKA | IL | 60093 | PC | GENERAL SUPPORT | $50 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | |||||||
| 510 WALNUT ST 1250 | PHILADELPHIA | PA | 19106 | PC | GENERAL SUPPORT | $8,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | |||||||
| 1819 PEACHTREE RD NE SUITE 300 | ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $3,000 | |
| FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | PC | GENERAL SUPPORT | $6,000 | |
| FITZGERALD GRIFFIN FOUNDATION | |||||||
| 344 MAPLE AVE WEST 281 | VIENNA | VA | 22180 | PC | GENERAL SUPPORT | $1,000 | |
| FOOD ALLERGY RESEARCH & EDUCATION | |||||||
| 7901 JONES BRANCH DRIVE STE 240 | MCLEAN | VA | 22102 | PC | GENERAL SUPPORT | $1,650 | |
| FOUNDATION ON JUDAISM AND CHRISTIAN ORIGINS | |||||||
| 500 E SECOND STREET | ROME | GA | 30161 | PC | GENERAL SUPPORT | $2,500 | |
| GRAND CANYON RIVER GUIDES INC | |||||||
| PO BOX 1934 | FLAGSTAFF | AZ | 86002 | PC | GENERAL SUPPORT | $4,000 | |
| HABITAT FOR HUMANITY - ROCKBRIDGE AREA | |||||||
| 30 EAST PRESTON ST | LEXINGTON | VA | 24450 | PC | GENERAL SUPPORT | $7,000 | |
| HERO KIDS BOOK PROJECT | |||||||
| 1786 CASSELBERRY COURT | FLEMING ISLAND | FL | 32003 | PC | GENERAL SUPPORT | $6,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | PC | GENERAL SUPPORT | $10,000 | |
| HOPE FOR THE WARRIORS | |||||||
| 8003 FORBES PL STE 201 | SPRINGFIELD | VA | 22151 | PC | GENERAL SUPPORT | $3,000 | |
| HOPE HOUSE OF COLORADO | |||||||
| 6475 BENTON ST BLDG A | ARVADA | CO | 80003 | PC | THERAPY AND GED WORK | $10,000 | |
| HOWARD CENTER | |||||||
| 934 N MAIN ST | ROCKFORD | IL | 61103 | PC | GENERAL SUPPORT | $500 | |
| IGNITE | |||||||
| 180 NO MICHIGAN AVE 1900 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $1,000 | |
| ILLINOIS POLICY INSTITUTE | |||||||
| 190 SO LA SALLE ST 1630 | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $500 | |
| IMAGINATIVE CONSERVATIVE | |||||||
| 9600 LONG POINT RD 300 | HOUSTON | TX | 77055 | PC | GENERAL SUPPORT | $1,000 | |
| INSIDE OUT YOUTH SERVICES | |||||||
| 223 N WAHSATCH AVE STE 101 | COLORADO SPRINGS | CO | 80903 | PC | GENERAL SUPPORT | $4,000 | |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD 900 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $5,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | PC | GENERAL SUPPORT | $10,000 | |
| JOURNEYCARE FOUNDATION | |||||||
| 2050 CLAIRE COURT | GLENVIEW | IL | 60025 | PC | GENERAL SUPPORT | $4,000 | |
| KENILWORTH UNION CHURCH | |||||||
| 211 KENILWORTH AVENUE | KENILWORTH | IL | 60043 | PC | FOR BENEVOLENCE AGENCIES | $2,000 | |
| LEADERSHIP INSTITUTE | |||||||
| STEVEN PJ WOOD BLDG 1101 N HIGHLAND | ARLINGTON | VA | 22201 | PC | GENERAL SUPPORT | $10,000 | ST |
| LINCOLN LEGAL FOUNDATION | |||||||
| 6171 N SHERIDAN ROAD 312 | CHICAGO | IL | 60660 | PC | GENERAL SUPPORT | $500 | |
| LITTLE TRAVERSE CONSERVANCY | |||||||
| 3264 POWELL ROAD | HARBOR SPRINGS | MI | 49740 | PC | GENERAL SUPPORT | $2,900 | |
| MAKE A WISH CHICAGO CHAPTER | |||||||
| 640 NORTH LASALLE DR STE 280 | CHICAGO | IL | 60654 | PC | GENERAL SUPPORT | $1,000 | |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | EL PASO COUNTY, CO AREA FUND DRIVE | $1,500 | |
| MOVING PICTURE INSTITUTE | |||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $8,000 | |
| MUNSON HEALTHCARE FOUNDATIONS | |||||||
| 1150 MEDICAL CAMPUS DR | TRAVERSE CITY | MI | 49684 | PC | CENTRAL FETAL MONITORING SYSTEM | $25,000 | |
| NATIONAL CHARITY LEAGUE - WHITTIER CHAPTER | |||||||
| PO BOX 4325 | WHITTIER | CA | 90607 | PC | WISH UPON A STAR | $2,500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY - PACIFIC SOUTH COAST CHAPTER | |||||||
| 12121 SCRIPPS SUMMIT DR STE 190 | SAN DIEGO | CA | 92131 | PC | BIKE 20 INSIDE OUT | $5,000 | |
| NATURE CONSERVANCY - ILLINOIS CHAPTER | |||||||
| 400 N MICHIGAN AVE SUITE S1100 | CHICAGO | IL | 60611 | PC | FOR WORK IN ILLINOIS | $2,000 | |
| NETWORK OF ENLIGHTENED WOMEN | |||||||
| 1360 EAST CAPITOL ST NE | WASHINGTON | DC | 20003 | PC | GENERAL SUPPORT | $500 | |
| NEW TRIER TOWNSHIP ANGEL FUND | |||||||
| 739 ELM ST | WINNETKA | IL | 60093 | PC | TOWNSHIP FOOD PANTRY | $3,000 | |
| NORTH SHORE SENIOR CENTER | |||||||
| 161 NORTHFIELD ROAD | NORTHFIELD | IL | 60093 | PC | GENERAL SUPPORT | $1,000 | |
| ONE HUNDRED CLUB OF COOK COUNTY | |||||||
| 875 N MICHIGAN 1351 | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $500 | |
| OPEN BOOKS LTD | |||||||
| 651 W LAKE ST | CHICAGO | IL | 60661 | PC | GENERAL SUPPORT | $1,000 | |
| ORCHARD VILLAGE | |||||||
| 7660 GROSS POINT ROAD | SKOKIE | IL | 60077 | PC | GENERAL SUPPORT | $10,000 | |
| PHILADELPHIA SOCIETY | |||||||
| 11620 RUTAN CIRCLE | JEROME | MI | 49249 | PC | STAN EVANS FUND | $4,000 | |
| PHILADELPHIA SOCIETY | |||||||
| 11620 RUTAN CIRCLE | JEROME | MI | 49249 | PC | GENERAL SUPPORT | $8,000 | |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVE 6TH FLOOR | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $4,000 | |
| RANDOLPH COLLEGE | |||||||
| 2500 RIVERMONT AVENUE | LYNCHBURG | VA | 24503 | PC | GENERAL SUPPORT | $4,000 | |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | GENERAL SUPPORT | $4,000 | |
| ROCKY MOUNTAIN PUBLIC BROADCASTING NETWORK | |||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | PC | GENERAL SUPPORT | $5,000 | |
| RUSSELL KIRK CENTER | |||||||
| PO BOX 4 | MECOSTA | MI | 49332 | PC | GENERAL SUPPORT | $1,000 | |
| SILVER KEY SENIOR SERVICES | |||||||
| 1625 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | PC | TRI-LAKES MEALS ON WHEELS | $2,000 | |
| SIMON FOUNDATION | |||||||
| 3621 THAYER ST | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $500 | |
| ST MARY'S CHURCH | |||||||
| 1003 BRIDGE ST | CHARLEVOIX | MI | 49720 | PC | GENERAL SUPPORT | $9,500 | |
| ST MARY'S SCHOOL | |||||||
| 1003 BRIDGE ST | CHARLEVOIX | MI | 49720 | PC | GENERAL SUPPORT | $4,000 | |
| STEPPING STONES MONTESSORI | |||||||
| 1110 COLLEGE AVE NE | GRAND RAPIDS | MI | 49503 | PC | GENERAL SUPPORT | $45,000 | |
| THE BOULEVARD | |||||||
| 3456 WEST FRANKLIN BLVD | CHICAGO | IL | 60624 | PC | GENERAL SUPPORT | $5,000 | |
| THE FEDERALIST SOCIETY | |||||||
| 1776 I ST NW 300 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $10,000 | |
| THE JOSSELYN CENTER | |||||||
| 405 CENTRAL AVENUE | NORTHFIELD | IL | 60093 | PC | GENERAL SUPPORT | $1,000 | |
| THE PLACE | |||||||
| 423 E CUCHARRAS ST | COLORADO SPRINGS | CO | 80903 | PC | GENERAL SUPPORT | $4,000 | |
| THE WHITTIER PUBLIC LIBRARY FOUNDATION | |||||||
| 7344 WASHINGTON AVENUE | WHITTIER | CA | 90602 | PC | LIBRARY RENOVATION | $26,400 | |
| TRI-LAKES CARES | |||||||
| PO BOX 1301 | MONUMENT | CO | 80132 | PC | GENERAL SUPPORT | $6,500 | |
| TURNINGPOINT USA | |||||||
| 4940 E BEVERLY RD | PHOENIX | AZ | 85044 | PC | GENERAL SUPPORT | $1,000 | |
| TWO RIVERS HISTORICAL SOCIETY | |||||||
| 1622 JEFFERSON ST | TWO RIVERS | WI | 542413017 | PC | FOR HAMILTON WOOD TYPE & PRINT MUSEUM | $1,500 | |
| UNION LEAGUE BOYS AND GIRLS CLUBS | |||||||
| 65 W JACKSON BOULEVARD | CHICAGO | IL | 60604 | PC | GENERAL SUPPORT | $500 | |
| WTTW - CHANNEL 11 | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | PC | GENERAL SUPPORT | $4,000 | |
| WORLD CENTRAL KITCHEN INC | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | PC | GENERAL SUPPORT | $1,000 | |
| YELLOW DOG WATERSHED PRESERVE | |||||||
| PO BOX 5 | BIG BAY | MI | 49808 | PC | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270,966 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $407,545 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $407,545 | 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 | CategoryTxt |
| Amt | $5,300 | Amt |
| Net Investment Income | $3,551 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,749 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS INCORPORATED COM | $111,011 | $600,144 |
| ALPHABET INC CAP STK CL C | $190,059 | $437,970 |
| AMAZON.COM INC | $121,067 | $407,116 |
| APPLE INC COM | $92,642 | $1,592,280 |
| BOEING CO COM | $221,794 | $128,436 |
| CHUBB LIMITED COM | $111,762 | $323,232 |
| CIENA CORP | $193,299 | $237,825 |
| FACEBOOK INC-CLASS A | $157,880 | $273,160 |
| FEDEX CORP COM | $106,185 | $389,430 |
| GOLDMAN SACHS GROUP INC COM | $149,077 | $316,452 |
| INTEL CORP COM | $16,500 | $249,100 |
| JOHNSON & JOHNSON COM | $37,918 | $361,974 |
| LOWES COMPANIES INC COM | $133,976 | $385,224 |
| MASTERCARD INC CL A | $50,548 | $713,880 |
| MICROSOFT CORP | $65,539 | $1,000,890 |
| NETFLIX INC | $111,089 | $162,219 |
| PULTE GROUP INC COM | $130,961 | $301,840 |
| QUALCOMM INC | $225,653 | $380,850 |
| RAYTHEON TECHNOLOGIES CORP | $148,313 | $214,530 |
| STARBUCKS CORP COM | $14,782 | $641,880 |
| STRYKER CORPORATION COM | $131,767 | $612,600 |
| TRUIST FINL CORP COM | $158,932 | $310,347 |
| UNION PAC CORP COM | $115,367 | $458,084 |
| VERIZON COMMUNICATIONS | $158,332 | $176,250 |
| YUM BRANDS INC | $145,946 | $325,680 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL REPORT FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $55,466 | Amt |
| Net Investment Income | $55,466 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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