FITZGERALD FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FITZGERALD FAMILY FOUNDATION INC (EIN 83-2849271)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-22
- IRS object ID
- 202522659349100217
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-22T14:54:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331756852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & CO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCOCOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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) |
|---|---|---|
| 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 | ROBERT FITZGERALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2242444464 | PhoneNum |
| Signature | 2025-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRI NIETZEL | PreparerPersonNm |
| PTIN | P00639228 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2025-09-22 | 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 | $3,334,872 | 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 | $644,131 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $88,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,453,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,000 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $821,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,274 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,976 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,896 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,712 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,797 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $872 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,645 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,687 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,988 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,688 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $818,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $818,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $867,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,988 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $822,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | -$3 | CashEOYAmt |
| Cash EOYFMV | -$3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $256,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,814 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,058 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,271 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,058 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,058 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,468 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,543 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,543 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,405,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,494,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,209,460 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,666,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,620,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,334,872 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,666,036 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,620,079 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,666,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,620,079 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,666,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,620,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,666,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,957 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,620,079 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,620,079 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE COMPUTER INC COMMON STOCK | P | 2023-08-15 | 2024-02-29 | $5,422 | $5,343 | $79 | $79 |
| AT&T INC | P | 2024-04-16 | $17,417 | $16,752 | $665 | $665 | |
| DEERE & COMPANY COMMON STOCK | P | 2023-08-24 | 2024-08-19 | $1,868 | $1,957 | -$89 | -$89 |
| DELTA AIR LINES INC | P | 2023-08-24 | 2024-08-19 | $405 | $423 | -$18 | -$18 |
| DODGE & COX EMR MRK STCK | P | 2024-03-01 | 2024-09-10 | $145,327 | $140,000 | $5,327 | $5,327 |
| HARTFORD TTL RTRN BND-F | P | 2024-09-10 | 2024-10-31 | $77,002 | $80,000 | -$2,998 | -$2,998 |
| ISHARES 10-20 YEAR TREASURY | P | 2023-08-15 | 2024-05-10 | $307,992 | $318,336 | -$10,344 | -$10,344 |
| NEXTERA ENERGY INC | P | 2023-08-24 | 2024-02-29 | $827 | $1,022 | -$195 | -$195 |
| NVIDIA CORP COMMON STOCK | P | 2023-08-24 | 2024-02-29 | $7,948 | $4,897 | $3,051 | $3,051 |
| ALPHABET INC-CL A | P | 2022-01-11 | 2024-02-29 | $2,769 | $2,753 | $16 | $16 |
| AT&T INC | P | 2024-04-16 | $15,169 | $18,443 | -$3,274 | -$3,274 | |
| CHAMPLAIN MID CAP FUND-INST | P | 2024-09-10 | $100,000 | $104,469 | -$4,469 | -$4,469 | |
| CHAMPLAIN MID CAP FUND-INST | P | 2024-11-13 | $228,151 | $174,756 | $53,395 | $53,395 | |
| CONSTELLATION BRANDS INC CLASS A COMMON STOCK | P | 2023-06-01 | 2024-08-19 | $10,924 | $10,911 | $13 | $13 |
| DEERE & COMPANY COMMON STOCK | P | 2023-06-01 | 2024-08-19 | $14,941 | $14,176 | $765 | $765 |
| DELTA AIR LINES INC | P | 2024-08-19 | $16,196 | $14,245 | $1,951 | $1,951 | |
| ISHARES CORE MSCI EMERGING | P | 2024-02-29 | $119,214 | $123,844 | -$4,630 | -$4,630 | |
| NEXTERA ENERGY INC | P | 2024-02-29 | $8,547 | $9,108 | -$561 | -$561 | |
| PFIZER INC COMMON STOCK | P | 2024-11-13 | $12,455 | $24,919 | -$12,464 | -$12,464 | |
| PROLOGIS INC COM REIT | P | 2024-11-13 | $16,165 | $20,056 | -$3,891 | -$3,891 | |
| SIMON PPTY GROUP INC NEW COMMON STOCK | P | 2024-11-13 | $18,957 | $11,332 | $7,625 | $7,625 | |
| SPDR BLOOMBERG CONVERTIBLE S | P | 2022-12-08 | 2024-05-10 | $83,170 | $77,043 | $6,127 | $6,127 |
| TAPESTRY INC | P | 2024-09-10 | $21,220 | $20,224 | $996 | $996 | |
| VANGUARD SMALL-CAP ETF | P | 2022-11-15 | 2024-11-13 | $221,567 | $169,989 | $51,578 | $51,578 |
| CAPITAL GAINS DIVIDENDS | P | $345 | $345 | $345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,000 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,200 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,200 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,200 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,543 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,793 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,593 | OverpaymentAmt |
| Applied To ES Tax | $1,593 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.FITZGERALDFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | KAREN M FITZGERALD | IndividualWithBooksNm |
| Phone | 2242444464 | 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 | 60010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 | ||||||||
| 16603 FIRENZE WAY | NAPLES | FL | 34110 | PRESIDENT | 12.00 | $0 | $0 | $0 |
| ROBERT FITZGERALD | ||||||||
| 16603 FIRENZE WAY | NAPLES | FL | 34110 | VP, TREASURER | 0.38 | $0 | $0 | $0 |
| KEVIN MCCULLUM | ||||||||
| 3270 US HIGHWAY 20 W | WEST GALENA | IL | 61040 | SECRETARY | 15.00 | $0 | $0 | $0 |
| KURT MCCULLUM | ||||||||
| 3201 W MITCHELL RD | HANOVER | IL | 61041 | BOARD MEMBER | 0.48 | $0 | $0 | $0 |
| KEN MCCULLUM | ||||||||
| 2478 W LONGHOLLOW ROAD | ELIZABETH | IL | 61028 | BOARD MEMBER | 0.19 | $0 | $0 | $0 |
| MICHELE WEIRUP | ||||||||
| 15 BEACON TRAIL | GALENA | IL | 61036 | BOARD MEMBER | 0.77 | $0 | $0 | $0 |
| CHAD WEIRUP | ||||||||
| 15 BEACON TRAIL | GALENA | IL | 61036 | BOARD MEMBER | 3.00 | $0 | $0 | $0 |
| CHARLIE FITZGERALD | ||||||||
| 16603 FIRENZE WAY | NAPLES | FL | 34110 | BOARD MEMBER | 0.48 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,012,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,278,075 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,278,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,228,904 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,200 | TotalTaxAmt |
| Distributable Before Adj | $159,245 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,245 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,245 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $822,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $822,118 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $519,526 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $345,422 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $475,131 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $408,639 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $302,775 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,051,493 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $822,118 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,245 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $662,873 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,714,366 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $519,526 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,194,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $345,422 | ExcessFromYear4Amt |
| Excess From Year3 | $475,131 | ExcessFromYear3Amt |
| Excess From Year2 | $408,639 | ExcessFromYear2Amt |
| Excess From Year1 | $302,775 | ExcessFromYear1Amt |
| Excess From Current Year | $662,873 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAREN FITZGERALD | ContributingManagerNm |
| Contributing Manager | ROBERT FITZGERALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RIVERVIEW CENTER | ||||||
| 11358 INDUSTRIAL PARK DRIVE SUITE 2 | GALENA | IL | 61036 | PC | GENERAL FUND | $10,500 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 W HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $15,000 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 W HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $25,000 |
| SAFE HAVEN HUMANE SOCIETY | ||||||
| 1471 US-20 WEST | ELIZABETH | IL | 61028 | PC | GENERAL FUND | $2,500 |
| ASCENSION ILLINOIS FOUNDATION | ||||||
| 1000 REMINGTON BLVD SUITE 100 | BOLINGBROOK | IL | 60440 | PC | GENERAL FUND | $400,000 |
| ASCENSION ILLINOIS FOUNDATION | ||||||
| 1000 REMINGTON BLVD SUITE 100 | BOLINGBROOK | IL | 60440 | PC | GENERAL FUND | $150,000 |
| ROYAL FAMILY KIDS COOK & LAKE COUNTIES INC | ||||||
| 27W121 REDBUD LN | WINFIELD | IL | 60190 | PC | GENERAL FUND | $50,000 |
| RIVERVIEW CENTER | ||||||
| 11358 INDUSTRIAL PARK DRIVE SUITE 2 | GALENA | IL | 61036 | PC | GENERAL FUND | $60,000 |
| HONOR FLIGHT CHICAGO | ||||||
| 9701 W HIGGINS RD STE 310 | ROSEMONT | IL | 60018 | PC | GENERAL FUND | $1,000 |
| SAFE HAVEN HUMANE SOCIETY | ||||||
| 1471 US-20 WEST | ELIZABETH | IL | 61028 | PC | GENERAL FUND | $5,000 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 W HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $25,000 |
| HOPE FOUNDATION | ||||||
| 323 N BENCH ST | GALENA | IL | 61036 | PC | GENERAL FUND | $1,500 |
| YOUTH HAVEN | ||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | PC | GENERAL FUND | $5,000 |
| YOUTH HAVEN | ||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | PC | GENERAL FUND | $20,000 |
| SAFE HAVEN HUMANE SOCIETY | ||||||
| 1471 US-20 WEST | ELIZABETH | IL | 61028 | PC | GENERAL FUND | $930 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 W HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $22,000 |
| YOUTH HAVEN | ||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | PC | GENERAL FUND | $20,000 |
| ROYAL FAMILY KIDS COOK & LAKE COUNTIES INC | ||||||
| 27W121 REDBUD LN | WINFIELD | IL | 60190 | PC | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $818,430 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,274 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $177,274 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,274 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | ROBERT AND KAREN FITZGERALD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16603 FIRENZE WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $622,769 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,195 | Amt |
| Net Investment Income | $220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,976 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BMO #7959 SECURITIES | StockNm |
| EOY Book Value | $2,494,667 | EOYBookValueAmt |
| EOYFMV | $3,209,460 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLF OUTING EXPENSES | $18,449 | $0 | $0 |
| MISCELLANEOUS FEES | $238 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE & BANK FEES | CategoryTxt |
| Amt | $19,608 | Amt |
| Net Investment Income | $17,896 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,712 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $872 | $872 | $0 |
| TAX EXPENSE | $925 | $0 | $0 |
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