FITZGERALD FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FITZGERALD FAMILY FOUNDATION INC (EIN 83-2849271)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349103436
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:44:39-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMO Family Office LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 West Monroe Street 12 West | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832849271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fitzgerald Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KAREN M FITZGERALD | InCareOfNm |
| Business Name Control | FITZ | BusinessNameControlTxt |
| Phone | 2242444464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 Ridgeview Dr | AddressLine1Txt |
| City | Inverness | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN M FITZGERALD | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8477564485 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LATESIA SMOOT | PreparerPersonNm |
| PTIN | P00540440 | PTIN |
| Phone | 3124616144 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.181.202.24 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15642520203215000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BA70416DA2DDCF21CE226DDC66ED1381C2F7AF66 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BA70416DA2DDCF21CE226DDC66ED1381C2F7AF66 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,470,284 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,906,688 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,308 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,308 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,208 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,208 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,110,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,805 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $28,500 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,047,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,321 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $28,500 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,330 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,165 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,464 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $43,458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $28,500 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,958 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $28,500 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,123 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $587,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $587,205 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $644,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $28,500 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $608,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,403,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $286,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $286,086 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $2,116,966 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,184,198 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,403,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,470,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,403,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,403,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,403,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,403,052 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,403,052 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,403,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB 2184 | PropertyDesc |
| Gross Sales Price | $2,110,011 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,042,206 | CostOrOtherBasisAmt |
| Gain Or Loss | $67,805 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $67,805 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,805 | CapitalGainNetIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,094 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,094 | SubtotalAmt |
| Tax Based On Investment Income | $2,094 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $3,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $80 | EsPenaltyAmt |
| Overpayment | $926 | OverpaymentAmt |
| Applied To ES Tax | $926 | AppliedToESTaxAmt |
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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | KAREN M FITZGERALD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8477564485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 RIDGEVIEW DRIVE | AddressLine1Txt |
| City | Inverness | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60067 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Karen Fitzgerald | ||||||||
| 1031 Ridgeview Dr | Inverness | IL | 60010 | President | 10.0 | $0 | $0 | $0 |
| Robert Fitzgerald | ||||||||
| 1031 Ridgeview Dr | Inverness | IL | 60010 | VP, Treasurer | 1.0 | $0 | $0 | $0 |
| Kevin McCullum | ||||||||
| 3270 US Highway 20 W | Hanover | IL | 61041 | Secretary | 10.0 | $0 | $0 | $0 |
| 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 | $1,159,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $685,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,845,601 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,845,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,817,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,094 | TotalTaxAmt |
| Distributable Before Adj | $88,802 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,802 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,802 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $608,328 | 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 | $608,328 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $608,328 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,802 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $608,328 | QualifyingDistributionsAmt |
| Applied To Current Year | $88,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $519,526 | RemainingDistriFromCorpusAmt |
| Total Corpus | $519,526 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $519,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $519,526 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAREN FITZGERALD | ContributingManagerNm |
| Contributing Manager | BOB FITZGERALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Fellowship Housing | ||||||||
| 2200 W Higgins Rd | Suite 130 | Hoffman Estates | IL | 60169 | N/A | PC | General Fund | $50,000 |
| Alexian Bros Foundation | ||||||||
| 2601 Navistar Dr | Lisle | IL | 60532 | N/a | PC | General Fund | $376,705 | |
| Royal Family Kids | ||||||||
| 3000 W MacArthur Blvd | Ste 412 | Santa Ana | CA | 92704 | N/a | PC | General Fund | $55,000 |
| Willow Creek | ||||||||
| 67 Algonquin Rd | South Barrington | IL | 60010 | N/A | PC | General Fund | $66,000 | |
| Shelter Inc | ||||||||
| 1333 Willow Pass Rd | 206 | Concord | CA | 94520 | N/A | PC | General Fund | $27,500 |
| Galena Territory Foundation | ||||||||
| 2000 Territory Drive | Galena | IL | 61036 | N/A | PC | General Fund | $1,500 | |
| JourneyCare | ||||||||
| 2050 Claire Court | Glenview | IL | 60025 | N/A | PC | General Fund | $2,500 | |
| Festival of Children Foundation | ||||||||
| 3315 Fairview Road | Costa Mesa | CA | 92626 | N/a | PC | General Fund | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $587,205 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Exclusion | $2,906,688 | ExclusionAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,308 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,208 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,805 | 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 | GOLF OUTING INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $28,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,047,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,047,509 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Bob Fitzgerald | ||||||
| 1 | 1031 Ridgeview Drive | Inverness | IL | 60067 | $1,252,190 | Yes (X) |
| Fitzgerald Family LLC | ||||||
| 2 | 1031 Ridgeview Drive | Inverness | IL | 60067 | $125,000 | Yes (X) |
| Bear Foundation | ||||||
| 3 | 1501 Rohrwing Rd | Rolling Meadows | IL | 60008 | $7,600 | Yes (X) |
| Karen Fitzgerald | ||||||
| 4 | 1031 Ridgeview Drive | Inverness | IL | 60067 | $1,480,598 | Yes (X) |
| John Baumann | ||||||
| 5 | 2447 W Belmont Ave | Chicago | IL | 60618 | $10,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB SECURITIES | StockNm |
| EOY Book Value | $2,116,966 | EOYBookValueAmt |
| EOYFMV | $2,184,198 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLF OUTING EXPENSES | $37,905 | $28,500 | $9,405 |
| SUPPLIES | $4,100 | $4,100 | |
| GOLF OUTING PROCESSING FEES | $1,453 | $1,453 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Golf Outing Income | Desc |
| Revenue And Expenses Per Books | $28,500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $28,500 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $12,330 | Amt |
| Net Investment Income | $6,165 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,165 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Bob Fitzgerald | |||
| 1031 Ridgeview Drive | Inverness | IL | 60067 |
| Fitzgerald Family LLC | |||
| 1031 Ridgeview Drive | Inverness | IL | 60067 |
| Karen Fitzgerald | |||
| 1031 Ridgeview Drive | Inverness | IL | 60067 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,464 | Amt |
| Net Investment Income | $1,464 | NetInvestmentIncomeAmt |
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