PALM BEACH COMMUNITY CHEST UNITED WAY CHARITABLE TRUST 34222298: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PALM BEACH COMMUNITY CHEST UNITED WAY CHARITABLE TRUST 34222298 (EIN 65-6372446)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-09-10
- IRS object ID
- 202512539349100116
- Schema version
- 2024v5.2
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-10T16:01:43-05:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656372446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALM BEACH COMMUNITY CHESTUNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 3126306000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTHERN TRUST COMPANY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3126306000 | PhoneNum |
| Signature | 2025-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-07-28 | 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 | $1,556,415 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $51,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $376,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $36,428 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,434 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,335 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,334 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,001 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $585 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,204 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,204 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,265 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,871 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $541,867 | CorporateStockBOYAmt |
| Corporate Stock EOY | $641,216 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $937,936 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $748,866 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $579,669 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $558,209 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $29,972 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,922 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $31,399 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,338,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,280,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,556,415 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,338,582 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,280,678 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,338,582 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,280,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,338,582 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,280,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,338,582 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $72 | OtherIncreasesAmt |
| Subtotal | $1,281,843 | SubtotalAmt |
| Other Decreases | $1,165 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,280,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 63. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2017-03-16 | 2024-09-12 | $1,302 | $1,176 | $126 | $126 | |
| 176. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2017-03-16 | 2024-11-14 | $3,472 | $3,284 | $188 | $188 | |
| 29. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2024-03-14 | 2025-04-17 | $598 | $568 | $30 | $30 | |
| 778. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2023-04-14 | 2024-05-09 | $33,146 | $31,299 | $1,847 | $1,847 | |
| 1. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2023-08-10 | 2025-03-13 | $38 | $41 | -$3 | -$3 | |
| 13.00105 MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX F | 2023-08-10 | 2025-04-17 | $486 | $538 | -$52 | -$52 | |
| .99895 MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2023-08-10 | 2025-04-17 | $37 | $41 | -$4 | -$4 | |
| 2. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBOXX | 2022-03-10 | 2025-03-13 | $48 | $53 | -$5 | -$5 | |
| 432. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBO | 2022-03-12 | 2025-04-08 | $10,440 | $11,331 | -$891 | -$891 | |
| 84. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBOX | 2022-02-25 | 2025-04-17 | $2,028 | $2,185 | -$157 | -$157 | |
| 262. MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX | 2022-06-09 | 2025-04-08 | $14,126 | $14,311 | -$185 | -$185 | |
| 9. MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX | 2022-06-09 | 2025-04-17 | $526 | $492 | $34 | $34 | |
| 18. MFC ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF | 2023-04-14 | 2024-09-12 | $671 | $636 | $35 | $35 | |
| 202. MFC ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF | 2023-04-14 | 2025-01-16 | $7,496 | $7,137 | $359 | $359 | |
| 399. MFC ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF | 2023-04-14 | 2025-03-13 | $14,618 | $14,098 | $520 | $520 | |
| 229. MFC ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF | 2023-09-14 | 2025-04-08 | $8,058 | $8,076 | -$18 | -$18 | |
| 22. MFC ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF | 2023-09-14 | 2025-04-17 | $795 | $776 | $19 | $19 | |
| 10. MFB NORTHN MID CAP INDEX FD FD | 2015-12-17 | 2024-09-12 | $216 | $157 | $59 | $59 | |
| 34. MFB NORTHN MID CAP INDEX FD FD | 2024-03-14 | 2025-04-18 | $622 | $716 | -$94 | -$94 | |
| 858. MFB NORTHN INTL EQTY INDEX FD | 2023-01-12 | 2024-09-12 | $13,042 | $10,803 | $2,239 | $2,239 | |
| 1361. MFB NORTHN INTL EQTY INDEX FD | 2022-12-08 | 2024-11-14 | $19,721 | $15,977 | $3,744 | $3,744 | |
| 230. MFB NORTHN INTL EQTY INDEX FD | 2024-03-14 | 2025-04-18 | $3,402 | $3,330 | $72 | $72 | |
| 4527. MFB NORTHERN FUNDS BD INDEX FD | 2021-02-18 | 2024-05-09 | $40,834 | $50,310 | -$9,476 | -$9,476 | |
| 2506. MFB NORTHERN FUNDS BD INDEX FD | 2021-12-16 | 2024-09-12 | $23,757 | $26,967 | -$3,210 | -$3,210 | |
| 1301. MFB NORTHERN FUNDS BD INDEX FD | 2013-10-23 | 2024-11-14 | $11,865 | $13,791 | -$1,926 | -$1,926 | |
| 5568. MFB NORTHERN FUNDS BD INDEX FD | 2013-10-23 | 2025-01-16 | $50,335 | $59,021 | -$8,686 | -$8,686 | |
| 1245. MFB NORTHERN FUNDS BD INDEX FD | 2016-03-21 | 2025-02-13 | $11,317 | $13,185 | -$1,868 | -$1,868 | |
| 1219. MFB NORTHERN FUNDS BD INDEX FD | 2015-07-17 | 2025-03-13 | $11,215 | $12,909 | -$1,694 | -$1,694 | |
| 194. MFB NORTHERN FUNDS BD INDEX FD | 2015-07-17 | 2025-04-08 | $1,773 | $2,054 | -$281 | -$281 | |
| 534. MFB NORTHERN FUNDS BD INDEX FD | 2015-07-17 | 2025-04-18 | $4,875 | $5,655 | -$780 | -$780 | |
| 1725.95916 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2021-08-12 | 2025-04-08 | $14,999 | $19,582 | -$4,583 | -$4,583 | |
| 3.04084 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2019-12-12 | 2025-04-08 | $26 | $34 | -$8 | -$8 | |
| 57. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2022-02-25 | 2025-04-18 | $543 | $643 | -$100 | -$100 | |
| 3. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2023-01-12 | 2025-03-13 | $35 | $33 | $2 | $2 | |
| 146. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2024-03-14 | 2025-04-18 | $1,626 | $1,592 | $34 | $34 | |
| 112. MFB NORTHN HI YIELD FXD INC FD | 2022-02-25 | 2024-09-12 | $683 | $724 | -$41 | -$41 | |
| 1143. MFB NORTHN HI YIELD FXD INC FD | 2022-02-25 | 2025-01-16 | $6,938 | $7,384 | -$446 | -$446 | |
| 2529. MFB NORTHN HI YIELD FXD INC FD | 2022-02-25 | 2025-03-13 | $15,174 | $16,337 | -$1,163 | -$1,163 | |
| 1461. MFB NORTHN HI YIELD FXD INC FD | 2022-02-25 | 2025-04-08 | $8,488 | $9,216 | -$728 | -$728 | |
| 134. MFB NORTHN HI YIELD FXD INC FD | 2020-06-18 | 2025-04-18 | $791 | $844 | -$53 | -$53 | |
| 16. MFB NORTHN FDS SMALL CAP INDEX FD | 2019-01-17 | 2024-09-12 | $226 | $188 | $38 | $38 | |
| 319. MFB NORTHN FDS SMALL CAP INDEX FD | 2023-12-21 | 2025-01-16 | $4,517 | $3,902 | $615 | $615 | |
| 1. MFB NORTHN FDS SMALL CAP INDEX FD | 2019-01-17 | 2025-03-13 | $12 | $12 | |||
| 16.4 MFB NORTHN FDS SMALL CAP INDEX FD | 2019-01-17 | 2025-04-18 | $193 | $192 | $1 | $1 | |
| 31.6 MFB NORTHN FDS SMALL CAP INDEX FD | 2024-03-14 | 2025-04-18 | $373 | $423 | -$50 | -$50 | |
| 208. MFB NORTHERN FDS STK INDEX FD | 2023-08-10 | 2024-09-12 | $11,987 | $9,206 | $2,781 | $2,781 | |
| 5. MFB NORTHERN FDS STK INDEX FD | 2013-10-23 | 2024-11-14 | $306 | $109 | $197 | $197 | |
| 148. MFB NORTHERN FDS STK INDEX FD | 2023-12-07 | 2025-04-18 | $7,928 | $7,239 | $689 | $689 | |
| 16. MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | 2022-03-10 | 2024-09-12 | $380 | $453 | -$73 | -$73 | |
| 340. MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | 2022-03-10 | 2025-04-08 | $7,857 | $9,496 | -$1,639 | -$1,639 | |
| 58. MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | 2022-02-25 | 2025-04-17 | $1,337 | $1,605 | -$268 | -$268 | |
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,749 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $657 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $657 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $657 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,002 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,002 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $345 | OverpaymentAmt |
| Applied To ES Tax | $345 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | FL | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTHERN TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,335 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,586,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,586,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,586,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,562,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $657 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $657 | TotalTaxAmt |
| Distributable Before Adj | $77,455 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,455 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,455 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $88,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,455 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,799 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $10,081 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,799 | AppliedToYear1Amt |
| Applied To Prior Years | $10,081 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,590 | 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 | $70,865 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWN OF PALM BEACH UNITED WAY INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 COCOANUT ROW SUITE M201 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $80,204 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,204 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,432 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MFO DFA INTL SMALL | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,428 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year ending April 30, 2023, in the amount of $10,081. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHMENTS | ||
| C33939L506 MFC ISHARES TR BROA | $114,250 | $115,581 |
| C46435U853 MFB NORTHERN FUNDS | $43,713 | $45,384 |
| C665162533 MFB NORTHERN HIGH Y | $299,567 | $276,567 |
| C665162699 MFO VANGUARD INFLAT | $45,392 | $44,628 |
| C922031737 MFC FLEXSHARES TR T | $76,747 | $76,049 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHMENTS | ||
| C233203629 MFC FLEXSHARES TR M | $32,511 | $38,404 |
| C33939L407 MFC FLEXSHARES TRUS | $23,168 | $30,550 |
| C33939L795 MFB NORTHERN EQUITY | $30,433 | $32,086 |
| C665130100 MFB NORTHERN EQUITY | $27,934 | $31,567 |
| C665130209 MFB NORTHERN FUNDS | $170,636 | $213,266 |
| C665162582 MFB NORTHERN FUNDS | $89,382 | $97,182 |
| C665162723 MFB NORTHERN FUNDS | $24,159 | $26,774 |
| C665162772 MFO DFA INTL SMALL | $242,993 | $468,107 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEE ATTACHMENTS | $29,972 | $0 | $0 |
| C665162541 MFB NORTHERN FDS GL | $30,922 | $31,399 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $67 |
| WASH SALES ADJUSTMENT | $1,098 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MFO DFA INTL SMALL CO PORTFOLIO FUND | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED IN 2024 | $71 |
| ROUNDING ADJUSTMENT | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS | $600 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $361 | $361 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $224 | $224 | $0 |
Comments