BETA

JAMES P BANKS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JAMES P BANKS FOUNDATION (EIN 47-5582111)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-18
IRS object ID
202023239349100307
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-18T13:29:44-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363856676PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KUTCHINS ROBBINS & DIAMOND LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 PERIMETER DRIVE SUITE 760AddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475582111EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES P BANKS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone8472401040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118 GRAYSTONE CTAddressLine1Txt
CityN BARRINGTONCityNm
State AbbreviationILStateAbbreviationCd
ZIP60010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES P BANKSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8472401040PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN I KUTCHINSPreparerPersonNm
PTINP00116318PTIN
Phone8472401040PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.184.198.147IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm18:43:07IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id1F076AA67CE37BB4C615675B508F5B257363FF10AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,461,606FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$375,842ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$70,972InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$70,972InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$197,545NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,957,717GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$197,545CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$644,359TotalRevAndExpnssAmt
Total Net Invst Incm$268,517TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$75,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$19,848OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,969OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,738TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$611OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$105,197TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,969TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$320,197TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,969TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$215,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$324,162ExcessRevenueOverExpensesAmt
Net Investment Income$249,548NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$199,032SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$157,476SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$157,476SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,196AcctRcvblAmt
Acct Rcvbl BOY$3,967AcctRcvblBOYAmt
Acct Rcvbl EOY$3,196AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,196AcctRcvblEOYFMVAmt
Corporate Stock BOY$2,812,743CorporateStockBOYAmt
Corporate Stock EOY$3,029,400CorporateStockEOYAmt
Corporate Stock EOYFMV$3,044,330CorporateStockEOYFMVAmt
Corporate Bonds BOY$320,776CorporateBondsBOYAmt
Corporate Bonds EOY$247,997CorporateBondsEOYAmt
Corporate Bonds EOYFMV$256,604CorporateBondsEOYFMVAmt
Total Assets BOY$3,336,518TotalAssetsBOYAmt
Total Assets EOY$3,438,069TotalAssetsEOYAmt
Total Assets EOYFMV$3,461,606TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,336,518NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,438,069NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,336,518TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,438,069TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,336,518TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,438,069TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,336,518TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$324,162ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,660,680SubtotalAmt
Other Decreases$222,611OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,438,069TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICALLY TRADED SECURITIES$1,819,641$1,528,271$291,370$291,370
PUBLICALLY TRADED SECURITIES$1,138,076$1,231,901-$93,825-$93,825
FieldValueIRS element (for citing)
Capital Gain Net Income$197,545CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$93,825NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$161,352AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,320,365NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048595DistributionYr1Rt
Adjusted Qlfy Distri Yr2$58,138AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,241,673NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.017935DistributionYr2Rt
Adjusted Qlfy Distri Yr3$62,926AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,779,577NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.022639DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,306,177NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.089169TotalDistributionRt
Average Distribution0.022292AverageDistributionRt
Net Vl Noncharitable Assets$3,200,326NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$71,342AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,495NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$73,837AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$215,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,495InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,495SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,495TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,304EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,191ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,495TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKUTCHINS ROBBINS DIAMONDIndividualWithBooksNm
Phone8472401040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11101 PERIMETER DRIVEAddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES P BANKS
18 GRAYSTONE CTN BARRINGTONIL60010PRESIDENT1.00$0$0$0
MARTI JADD
18 GRAYSTONE CTN BARRINGTONIL60010SEC/PUB RELATION MGR40.00$75,000$0$0
JOSEPH O'BRIEN SR
18 GRAYSTONE CTN BARRINGTONIL60010TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE JAMES P BANKS FOUNDATION (THE "FOUNDATION") IS A NONPROFIT ORGANIZATION WHOSE PURPOSE IS TO MAKE GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS AS DETERMINED BY THE DIRECTORS AND THE FOUNDATION. THE FOUNDATION MAKES BROAD BASED DONATIONS TO BE USED IN CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, CULTURAL AND EDUCATIONAL PURPOSES.Description1Txt
Expenses1$215,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,096,903AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,159AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,249,062TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,249,062AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,736CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,200,326NetVlNoncharitableAssetsAmt
Minimum Investment Return$160,016MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$160,016MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,495TaxBasedOnInvestmentIncomeAmt
Total Tax$2,495TotalTaxAmt
Distributable Before Adj$157,521DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$157,521DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$157,521DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$215,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,495PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$212,505AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$157,521DistributableAsAdjustedAmt
Undistributed Income PY$159,874UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$215,000QualifyingDistributionsAmt
Applied To Year1$159,874AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,126AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$102,395UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES P BANKSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ELEPHANTS RHINOS AND PEOPLE
5847 NE 75TH STREET A-104SEATTLEWA98115NONE501C3SUPPORT$100,000
YOUNG AT HEART PET RESCUE
PO BOX 1293PALATINEIL60078NONE501C3SUPPORT$10,000
ONE TAIL AT A TIME
2020N CALIFORNIA SUITE 7 152CHICAGOIL60647NONE501C3SUPPORT$20,000
HEARTLAND ANIMAL SHELTER
2975 MILWAUKEE AVENORTHBROOKIL60062NONE501C3SUPPORT$35,000
REBECCA KUTCHINS FUND
1101 PERIMETER DRIVE SUITE 760SCHAUMBURGIL60173NONE501C3SUPPORT$25,000
SAVE A PET
PO BOX 266GRAYSLAKEIL60030NONE501C3SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$70,972ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$197,545ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$268,517ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$268,517TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES P BANKSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line118 GRAYSTONE CTAddressLine1Txt
CityN BARRINGTONCityNm
State AbbreviationILStateAbbreviationCd
ZIP60010ZIPCd
FieldValueIRS element (for citing)
Total Contributions$375,842TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTOCKSNoncashPropertyDesc
Fair Market Value$375,842FairMarketValueAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BIOGEN INC$20,276$22,927
CITIGROUP$26,234$27,459
CNA FINANCIAL$23,357$23,315
FORD MOTOR CREDIT$27,344$25,095
HSBC HOLDINGS$26,059$28,178
JP MORGAN CHASE$26,373$26,532
LINCOLN NATIONAL$20,935$21,181
REALTY INCOME$25,651$27,245
WALGREENS BOOT ALLIANCE$25,874$27,522
WELLS FARGO$25,894$27,150

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESCO ETF II MIDCAP$210,458$176,445
INVESCO INCORP MSCI PAC$115,585$99,519
ISHARES TR RUS 2000 VAL$181,738$142,584
ISHARES TR RUS 2000 GRW$132,252$138,189
ISHARES INCORP MSCI EMKT$102,022$98,151
ISHARES INCORP MSCI JAPAN$101,065$94,298
VANGUARD GROWTH EFT$362,144$469,253
VANGUARD VALUE EFT$338,298$323,668
SPDR GOLD SHARES$287,620$305,785
VANGUARD FTSE EUROPE ETF$110,180$99,402
WISDOMTREE EUROPE$90,819$84,144
FIRST TRUST SENIOR LOAN ETF$56,789$63,574
FIRST TRUST PREFERRED SECURITIES$58,907$63,807
INVESCO QQQ$79,969$94,583
ISHARES TIPS$89,990$91,389
ISHARES TR CORE$181,990$182,516
ISHARES TR MSCI CHINA$147,857$158,716
SPDR DOUBLELINE TOTAL RETURN$92,620$91,370
WISDOMTREE US LARGECAP$289,097$266,937

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJ FOR COST BASIS OF DONATED INVMTSDesc
Amt$222,611Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS$176$0$0$0
INFORMATION TECHNOLOGY$435$0$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT$18,969$18,969$0$0
PAYROLL PROCESSING$879$0$0$0
MARKETING$0$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXCategoryTxt
Amt$9,738Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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