KEVIN WALSH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KEVIN WALSH FAMILY FOUNDATION (EIN 35-7196069)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2020-12-16
- IRS object ID
- 202013519349100106
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-16T15:28:15-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364027344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOWELL GROUP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N NORTH CT STE 450 | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600673607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357196069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN WALSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEVI | BusinessNameControlTxt |
| Phone | 6309834554 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 IMPERIAL CIRCLE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN WALSH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6309834554 | PhoneNum |
| Signature | 2020-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA C BLAIR | PreparerPersonNm |
| PTIN | P00024115 | PTIN |
| Phone | 8479340300 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.249.225.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-16 | IPDt |
| IP Tm | 15:28:15 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9572635042CE7CA12A1F38089CA6FE4D8905E272 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 19CEBD503D55CB365CA567429CB4D3226365912D | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,850,168 | 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 | $737,070 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,158 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $800,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,083,476 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $800,376 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,561,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $824,534 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,833 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,833 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $23,217 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,217 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $869 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $869 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,224 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,974 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $183,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,974 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,377,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $789,560 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,221 | CashBOYAmt |
| Cash EOY | $41,984 | CashEOYAmt |
| Cash EOYFMV | $41,984 | CashEOYFMVAmt |
| Corporate Stock BOY | $672,221 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,005,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,808,184 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $679,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,047,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,850,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $679,442 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,047,029 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $679,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,047,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $679,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,047,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $679,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,377,906 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,057,348 | SubtotalAmt |
| Other Decreases | $10,319 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,047,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED WM BLAIR | P | $96,384 | $62,813 | $33,571 | $33,571 |
| SEE ATTACHED WM BLAIR | P | $987,092 | $220,287 | $766,805 | $766,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $800,376 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $33,571 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,779 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,127,549 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052130 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $627,839 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.015928 | DistributionYr2Rt |
| Total Distribution | 0.068058 | TotalDistributionRt |
| Average Distribution | 0.034029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,739,357 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,218 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,896 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,114 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $146,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,896 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,896 | SubtotalAmt |
| Tax Based On Investment Income | $7,896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,896 | TaxDueAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEVIN WALSH | IndividualWithBooksNm |
| Phone | 6309834554 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 IMPERIAL CIRCLE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| 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 | KEVIN WALSH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 IMPERIAL CIRCLE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.25 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,749,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,781,073 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,781,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,739,357 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,896 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,896 | TotalTaxAmt |
| Distributable Before Adj | $129,072 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $129,072 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $129,072 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $146,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,896 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $138,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,072 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,876 | UndistributedIncomePYAmt |
| Qualifying Distributions | $146,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,876 | AppliedToYear1Amt |
| Applied To Current Year | $129,072 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,552 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,552 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,552 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,552 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEVIN F WALSH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEVIN WALSH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 IMPERIAL CIRCLE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6302482601 | RecipientPhoneNum |
| Recipient Email Address | NA | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST IGNATIUS COLLEGE PREP | |||||||
| 1076 ROOSEVELT RD | CHICAGO | IL | 60608 | NONE | PUBLIC CHAR | UNRESTRICTED | $27,000 |
| MISERICORDIA | |||||||
| 6300 NORTH RIDGE TD | CHICAGO | IL | 60660 | NONE | PUBLIC CHAR | UNRESTRICTED | $15,750 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | PUBLIC CHAR | UNRESTRICTED | $37,500 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | NONE | PUBL CHAR | UNRESTIRICTED | $1,750 |
| TEXAS 4000 FOR CANCER | |||||||
| 1111 W 24TH ST STE 200 | AUSTIN | TX | 78705 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,217 |
| LOAVES & FISHES | |||||||
| 1871 HIGH GROVE LN | NAPERVILLE | IL | 60540 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| LORAS COLLEGE | |||||||
| 1450 ALTA VISTA ST | DUBUQUE | IA | 52001 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,500 |
| SAMARITANS | |||||||
| 41 WEST ST 4TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,500 |
| GIANT STEPS OF ILLINOIS | |||||||
| 2500 CABOT DR | LISLE | IL | 60532 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,033 |
| ACADEMY OF OUR LADY | |||||||
| 5501 WESTBANK EXPY | MARRERO | LA | 70772 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 |
| MARQUETTE UNIVERISTY | |||||||
| P O BOX 1881 | MILWAUKEE | WI | 53201 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,500 |
| OLD ST PATRICKS CHURCH | |||||||
| 711 W MONROE ST | CHICAGO | IL | 60661 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 |
| GLEANERS COMMUNITY FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | NONE | PUBLIC CHAR | UNRESTRICTED | $7,500 |
| AMERICAN FD FOR SUICIDE | |||||||
| 199 WATER ST FL 11 | NEW YORK | NY | 10038 | NONE | PUBLIC CHAR | UNRESTRICTED | $7,500 |
| FIRST TEE GREATER DETROIT | |||||||
| 3011 W GRAND BLVD STE 218 | DETROIT | MI | 48202 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,750 |
| VISION TO LEARN | |||||||
| 12100 WILSHIRE BLVD STE 1 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,750 |
| LEADER DOGS FOR THE BLIND | |||||||
| 1039 S ROCHESTER RD | ROCHESTER | MI | 48307 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,750 |
| MIDWEST SHELTER FOR THE HOMELESS | |||||||
| 433 S CARLTON AVE | WHEATON | IL | 60187 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| DONORS CHOOSE | |||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| ALZHEIMERS ASSOC | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| CRADLES TO CRAYONS | |||||||
| 4141 W GEORGE ST | CHICAGO | IL | 60641 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| CAWC | |||||||
| 1116 N KEDZIE AVE FL 5 | CHICAGO | IL | 60651 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| BERNIES BOOK BANK | |||||||
| 917 N SHORE DR | LAKE BLUFF | IL | 60044 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| SHALE HARBOR CSO | |||||||
| 731 WOODCREST LN | LEMONT | IL | 60439 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,500 |
| PAWSITIVE THERAPY TROUPE | |||||||
| 1312 BLANCHARD ST | DOWNERS GROVE | IL | 60516 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 |
| CENTER ON HALSTED | |||||||
| 3656 N HALSTED | CHICAGO | IL | 60613 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 |
| MY BLOCK MY HOOD MY CHICAGO | |||||||
| 47 W POLK ST STE 100 | CHICAGO | IL | 60605 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 |
| ACERO SCHOOLS | |||||||
| 209 W JACKSON BLVD STE 50 | CHICAGO | IL | 60606 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 |
| HUCKLEBERRY HOUSE | |||||||
| 1421 HAMLET ST | COLUMBUS | OH | 43201 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 |
| ALZHEIMERS RESEARCH FDN | |||||||
| 620 SEA ISLAND RD STE 288 | ST SIMONS ISLAND | GA | 31522 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 |
| ST JULIANA CHURCH | |||||||
| 7200 OSCEOLA AVE | CHICAGO | IL | 60631 | NONE | PUBLIC CHAR | UNRESTRIICTED | $500 |
| SISTERS OF ST FRANCIS | |||||||
| 1001 14TH ST NW | ROCHESTER | MN | 55901 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 |
| JDRF ILLINOIS | |||||||
| 1 N LASALLE ST STE 1200 | CHICAGO | IL | 60602 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 |
| CHILDRENS MINNESOTA FDN | |||||||
| 5901 LINCOLN DR | EDINA | MN | 55439 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,500 |
| ARCHDIOCESE OF CHICAGO | |||||||
| 835 N RUSH ST | CHICAGO | IL | 60611 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,158 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $800,376 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $824,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $824,534 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KEVIN WALSH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 IMPERIAL CIRCLE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $737,070 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 600 SH CHIPOLTE | $497,334 | 2019-12-24 |
| 1 | 600 SH CHIPOLTE | $540,222 | 2020-02-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $10,833 | Amt |
| Net Investment Income | $10,833 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,005,045 | EOYBookValueAmt |
| EOYFMV | $3,808,184 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT | $9,319 |
| IRELAND GIFT | $1,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| WIRE FEES | $55 | $55 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WM BLAIR ADVISOR FEES | CategoryTxt |
| Amt | $23,217 | Amt |
| Net Investment Income | $23,217 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $2,224 | Amt |
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