W F FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
W F FOUNDATION (EIN 36-4189166)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-11
IRS object ID
202011639349100221
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-11T15:09:49-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 N WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364189166EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WF FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O BRIAN WHITEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWFFOBusinessNameControlTxt
Phone3128408595PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 EAST SCOTT NO 6AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN V WHITEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3128408595PhoneNum
Signature2020-06-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN SCHEIBEPreparerPersonNm
PTINP00965239PTIN
Phone3122982000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,698,471FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$69,031DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,031DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$269,848NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$359,694GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$269,848CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$338,879TotalRevAndExpnssAmt
Total Net Invst Incm$338,879TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$19,431CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$19,431CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,925AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,963AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,881TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,394TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,480ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,480ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$106,361TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,394TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$82,480TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$232,518ExcessRevenueOverExpensesAmt
Net Investment Income$317,485NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$151,989CashBOYAmt
Cash EOY$202,722CashEOYAmt
Cash EOYFMV$202,722CashEOYFMVAmt
US Government Obligations BOY$248,369USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$464,582CorporateStockBOYAmt
Corporate Stock EOY$374,736CorporateStockEOYAmt
Corporate Stock EOYFMV$1,116,279CorporateStockEOYFMVAmt
Corporate Bonds BOY$697,398CorporateBondsBOYAmt
Corporate Bonds EOY$697,398CorporateBondsEOYAmt
Corporate Bonds EOYFMV$859,477CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$520,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$519,993OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,562,338TotalAssetsBOYAmt
Total Assets EOY$1,794,856TotalAssetsEOYAmt
Total Assets EOYFMV$2,698,471TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,562,338RetainedEarningBOYAmt
Retained Earning EOY$1,794,856RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,562,338TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,794,856TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,562,338TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,794,856TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,562,338TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$232,518ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,794,856SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,794,856TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 SHS VISA INC2013-07-312019-07-10$179,911$44,920$134,991$134,991
1000 SHS VISA INC2013-07-312019-07-10$179,783$44,926$134,857$134,857
FieldValueIRS element (for citing)
Capital Gain Net Income$269,848CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,450AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,262,970NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.016549DistributionYr1Rt
Adjusted Qlfy Distri Yr2$67,017AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,091,430NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.032044DistributionYr2Rt
Adjusted Qlfy Distri Yr3$93,082AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,005,659NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046410DistributionYr3Rt
Adjusted Qlfy Distri Yr4$99,212AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,979,432NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050121DistributionYr4Rt
Adjusted Qlfy Distri Yr5$100,162AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,036,301NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049188DistributionYr5Rt
Total Distribution0.194312TotalDistributionRt
Average Distribution0.038862AverageDistributionRt
Net Vl Noncharitable Assets$2,482,525NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$96,476AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,175NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$99,651AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$82,480QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,350InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,350SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,350TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,479EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,479TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$4,871TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOAN WHITEIndividualWithBooksNm
Phone8475014707PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12500 INDIGO LANE UNIT 270MAddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOAN V WHITE
2500 INDIGO LANE UNIT 270MGLENVIEWIL60062PRESIDENT0.00$0$0$0
BLAIR W WHITE
14 HAWTHORNE AVELARKSPURCA94399SECRETARY0.00$0$0$0
BRIAN J WHITE
12 EAST SCOTT APT 6CHICAGOIL60610TREASURER5.00$19,431$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,409,957AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$110,373AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,520,330TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,520,330AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,805CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,482,525NetVlNoncharitableAssetsAmt
Minimum Investment Return$124,126MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$124,126MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,350TaxBasedOnInvestmentIncomeAmt
Total Tax$6,350TotalTaxAmt
Distributable Before Adj$117,776DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$117,776DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$117,776DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,480ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$82,480QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$82,480AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$117,776DistributableAsAdjustedAmt
Undistributed Income PY$110,035UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$82,480QualifyingDistributionsAmt
Applied To Year1$82,480AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$27,555Taxable2Amt
Undistributed Income CY$117,776UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
626 LANDMARK FOUNDATION
626 NORTH MICHIGAN AVENUECHICAGOIL60611NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
AMERICAN HEART ASSOCIATION
208 S LASALLE STCHICAGOIL60604NONEPCTO FURTHER THE MISSION OF THE DONEE$80
AMERICAN LUNG ASSOCIATION
55 W WACKER DRIVECHICAGOIL60601NONEPCTO FURTHER THE MISSION OF THE DONEE$150
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO
225 E CHICAGO AVECHICAGOIL60611NONEPCTO FURTHER THE MISSION OF THE DONEE$20,000
BOYS TOWN
14100 CRAWFORD STBOYS TOWNNE68010NONEPCTO FURTHER THE MISSION OF THE DONEE$50
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVECHICAGOIL60604NONEPCTO FURTHER THE MISSION OF THE DONEE$25,000
EASTER SEALS
1939 WEST 13TH STREET SUITE 300CHICAGOIL60608NONEPCTO FURTHER THE MISSION OF THE DONEE$75
EVANS SCHOLARSHIP FOUNDATION
ONE BRIAR ROADGOLFIL60029NONEPCTO FURTHER THE MISSION OF THE DONEE$500
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STCHICAGOIL60614NONEPCTO FURTHER THE MISSION OF THE DONEE$10,000
LOST TREE CHAPEL
11149 TURTLE BEACH ROADNORTH PALM BEACHFL33408NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
MD ANDERSON CENTER
THE UNIVERSITY OF TEXAS MD ANDERSONHOUSTONTX77030NONEPCTO FURTHER THE MISSION OF THE DONEE$1,000MEDICAL CENTER 1515 HOLCOMBE BLVD
NORTHWESTERN UNIVERSITY
OFFICE OF ALUMNI RELATIONSEVANSTONIL60208NONEPCTO FURTHER THE MISSION OF THE DONEE$1,000DEVELOPMENT 2020 RIDGE AVE
PARALYZED VETERANS OF AMERICA
801 EIGHTEENTH STREET NWWASHINGTONDC20006NONEPCTO FURTHER THE MISSION OF THE DONEE$75
SKOKIE CC EDUCATIONAL FOUNDATION
1500 MCDANIEL AVEEVANSTONIL60201NONEPCTO FURTHER THE MISSION OF THE DONEE$500
THE CATHOLIC CHARITIES
721 N LASALLE STCHICAGOIL60654NONEPCTO FURTHER THE MISSION OF THE DONEE$1,000
THE SALVATION ARMY
615 SLATERS LANE PO BOX 269ALEXANDRIAVA22313NONEPCTO FURTHER THE MISSION OF THE DONEE$2,000
THE SPRINGBOARD FOUNDATION
737 N MICHIGAN AVENUE SUITE 2000CHICAGOIL60611NONEPCTO FURTHER THE MISSION OF THE DONEE$10,000
UNITED SERVICE ORGANIZATIONS
PO BOX 96322WASHINGTONDC20090NONEPCTO FURTHER THE MISSION OF THE DONEE$1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPCTO FURTHER THE MISSION OF THE DONEE$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,480TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,031ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$269,848ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$338,879ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$338,879TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPWC ACCOUNTING FEESCategoryTxt
Amt$3,925Amt
Net Investment Income$1,963NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWABBondNm
EOY Book Value$697,398EOYBookValueAmt
EOYFMV$859,477EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$374,736EOYBookValueAmt
EOYFMV$1,116,279EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$520,000BookValueAmt
EOYFMV$519,993EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IL SECRETARY OF STATE$10$0$0
IL CHARITABLE BUREAU FUND$15$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS TAX PAYMENTCategoryTxt
Amt$500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.