BETA

PELINO CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PELINO CHARITABLE FOUNDATION (EIN 36-7158061)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-09-15
IRS object ID
202532589349100793
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-15T21:18:41-05:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11415 W DIEHL RD SUITE 400AddressLine1Txt
CityNAPERVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP605632349ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367158061EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PELINO CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPELIBusinessNameControlTxt
Phone6309428050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1913 WINSLOW CIRCLEAddressLine1Txt
CityGLEN ELLYNCityNm
State AbbreviationILStateAbbreviationCd
ZIP60137ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA J MALECZKAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6309428050PhoneNum
Signature2025-09-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL WOLF CPAPreparerPersonNm
PTINP00177102PTIN
Phone6305668400PhoneNum
Preparation2025-09-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,588,479FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,001,097ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$26,222DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,222DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$732,222NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,185,341GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$732,222CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$778OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$778OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,760,319TotalRevAndExpnssAmt
Total Net Invst Incm$759,222TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,127OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,127OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,205TaxesRevAndExpnssAmt
Taxes Net Invst Incm$327TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$636OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$636OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,468TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,090TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$161,468TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,090TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,598,851ExcessRevenueOverExpensesAmt
Net Investment Income$756,132NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$474CashBOYAmt
Sav And Temp Cash Invst BOY$8,798SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$173,947SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$173,947SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$292,798CorporateStockBOYAmt
Corporate Stock EOY$920,303CorporateStockEOYAmt
Corporate Stock EOYFMV$1,032,336CorporateStockEOYFMVAmt
Corporate Bonds BOY$245,863CorporateBondsBOYAmt
Corporate Bonds EOY$387,257CorporateBondsEOYAmt
Corporate Bonds EOYFMV$381,298CorporateBondsEOYFMVAmt
Other Assets BOY$1,776OtherAssetsBOYAmt
Other Assets EOY$898OtherAssetsEOYAmt
Other Assets EOYFMV$898OtherAssetsEOYFMVAmt
Total Assets BOY$549,709TotalAssetsBOYAmt
Total Assets EOY$1,482,405TotalAssetsEOYAmt
Total Assets EOYFMV$1,588,479TotalAssetsEOYFMVAmt
Other Liabilities BOY$15,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$15,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$534,709CapitalStockBOYAmt
Capital Stock EOY$1,482,405CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$534,709TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,482,405TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$549,709TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,482,405TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$534,709TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,598,851ExcessRevenueOverExpensesAmt
Other Increases$15,000OtherIncreasesAmt
Subtotal$2,148,560SubtotalAmt
Other Decreases$666,155OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,482,405TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - STATE STREETP$1,025,360$453,119$572,241$572,241
PUBLICLY TRADED SECURITIES - STATE STREETP$154,009$154,009$154,009
CAPITAL GAINS DIVIDENDSP$5,972$5,972$5,972
FieldValueIRS element (for citing)
Capital Gain Net Income$732,222CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,510InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,510SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,510TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$898EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$11,700ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,598TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,088OverpaymentAmt
Applied To ES Tax$2,088AppliedToESTaxAmt
Refund$0RefundAmt

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 AddressWWW.PELINOFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksMIKE WOLFIndividualWithBooksNm
Phone6305668400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11415 W DIEHL RD 400AddressLine1Txt
CityNAPERVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60563ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARJORIE B PELINO
10600 GREAT EGRET DRIVEORLAND PARKIL60467TRUSTEE1.00$0$0$0
CAROL L POWERS
675 FAIRWAY LANEFRANKFORTIL60423TRUSTEE1.00$0$0$0
PATRICIA J MALECZKA
913 WINSLOW CIRCLEGLEN ELLYNIL60137TRUSTEE1.00$0$0$0
ANN L PELINO
28 FILLMORE DRIVEMORRISTOWNNJ07960TRUSTEE1.00$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

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$851,127AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$73,170AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,593FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$925,890TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$925,890AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,888CashDeemedCharitableAmt
Net Vl Noncharitable Assets$912,002NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,600MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,600MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,510TaxBasedOnInvestmentIncomeAmt
Total Tax$10,510TotalTaxAmt
Distributable Before Adj$35,090DistributableBeforeAdjAmt
Recoveries Qualfied Distri$15,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,090DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,090DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$157,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,090DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$213,180ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$213,662ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$292,086ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$211,230ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$267,079ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,197,237TotalExcessDistributionCyovAmt
Qualifying Distributions$157,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,090AppliedToCurrentYearAmt
Remaining Distri From Corpus$107,410RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,304,647TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$213,180ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,091,467ExcessDistriCyovToNextYrAmt
Excess From Year4$213,662ExcessFromYear4Amt
Excess From Year3$292,086ExcessFromYear3Amt
Excess From Year2$211,230ExcessFromYear2Amt
Excess From Year1$267,079ExcessFromYear1Amt
Excess From Current Year$107,410ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARJORIE B PELINOContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPATRICIA J MALECZKARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1913 WINSLOW CIRCLEAddressLine1Txt
CityGLEN ELLYNCityNm
State AbbreviationILStateAbbreviationCd
ZIP60137ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6309428050RecipientPhoneNum
Recipient Email AddressPATTYMALECZKA@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsA LETTER OF INTEREST, INCLUDING A DESCRIPTION OF THE APPLICANT ORGANIZATION'S CHARITABLE PURPOSE, THE INTENDED CHARITABLE USE OF THE GRANT, AND PROOF OF CHARITABLE EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). SEE OUR WEBSITE AT WWW.PELINOFOUNDATION.ORG FOR FURTHER DETAILS, PROCEDURES AND A FORMAT FOR PREPARING A LETTER OF INTEREST.FormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMIT LETTERS OF INTEREST BETWEEN OCTOBER 1 AND DECEMBER 31.SubmissionDeadlinesTxt
Restrictions On AwardsAPPLICATIONS WILL BE CONSIDERED ONCE PER CALENDAR YEAR. AN ORGANIZATION CANNOT RECEIVE FUNDING FOR MORE THAN THREE CONSECUTIVE YEARS. IF A PROPOSAL IS DECLINED, APPLICANTS MUST WAIT AT LEAST ONE YEAR BEFORE REAPPLYING. MOST GRANTS RANGE IN AMOUNT FROM $5,000 TO $40,000. AN ELIGIBLE ORGANIZATION SHOULD BE LOCATED IN OR DIRECTLY SERVING THE GREATER CHICAGO AREA AND FOCUS ON IMPROVING THE LIVES OF CHILDREN AND THOSE IN DISADVANTAGED SITUATIONS THROUGH EDUCATION, HEALTH AND SOCIAL SERVICE RELATED PROGRAMS. WE DO NOT FUND REQUESTS THAT BENEFIT: POLITICAL LOBBYING OR LEGISLATIVE ACTIVITIES; REQUESTS FROM INDIVIDUALS; MEDICAL AND SCIENTIFIC RESEARCH; FILMS, PROGRAM ADVERTISING, CONFERENCES, SEMINARS, BENEFITS AND FUNDRAISING COSTS; START-UP ORGANIZATIONS, EMERGENCY FUNDS AND DEFICIT FINANCING; ENDOWMENT FUNDS AND CONDUIT ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUVENILE PROTECTIVE ASSOCIATES
1707 N HALSTEDCHICAGOIL60614PUBLIC CHARITYFUNDING WILL EXPAND THE CONNECT TO KIDS PROGRAM$100,000
MERIT SCHOOL
38 SOUTH PEORIA STREETCHICAGOIL60607PUBLIC CHARITYORGANIZATIONAL SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,222ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$778ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$732,222ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$759,222ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$759,222TotalIncomeProducingActyAmt

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 PersonMARJORIE PELINOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110600 GREAT EGRET DRIVEAddressLine1Txt
CityORLAND PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60467ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,001,097TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITITESNoncashPropertyDesc
Fair Market Value$828,530FairMarketValueAmt
Received2024-08-09ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATION FEESCategoryTxt
Amt$7,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD CORE PLUS BOND FUND-IS$162,037$163,636
HARBOR DIV INT ALL CAP-RET$52,387$54,428
DODGE AND COX INCOME FUND$172,833$163,234

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN EUROPACIFIC GROWTH FUND-F3$42,892$54,909
T ROWE PRICE CAPITAL APPRECIATION FUND$96,621$134,898
MFS INTERNATIONAL VALUE-I$54,538$56,500
VANGUARD SMALL CAP INDEX FUND$29,251$48,100
WILLIAM BLAIR S/C VALUE$36,018$45,545
LAZARD GL LIST INFRASTR INST$121,967$130,023
BLCKRCK SYST MULTI-STR-INST$125,473$128,535
VANGUARD EMERGING MARKETS STOCK INDEX$39,186$42,095
VANGUARD 500 INDEX ADMIRAL$255,507$273,678
AQR DIVERSIFIED ARBITRAGE FUND I$118,850$118,053

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAX DEPOSITDesc
BOY Book Value$1,776BOYBookValueAmt
EOY Book Value$898EOYBookValueAmt
EOYFMV$898EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENT ON DONATED SECURITIES,Desc
Amt$666,155Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSEDesc
Revenue And Expenses Per Books$636RevenueAndExpensesPerBooksAmt
Net Investment Income$636NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
STATE STREET BANK & TRUST CO. - NONDIVIDEND DISTRIBUTION$0$0$0
US BANK$778$778$778

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRECOVERY OF PRIOR YEAR CONTRIBUTIONDesc
Amt$15,000Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescIMPREST ACCOUNTDesc
BOY Book Value$15,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT AGENCY & CUSTODY FEES$2,127$2,127$0
INVESTMENT ADVISORY FEES$0$0$0
PERFORMANCE MEASUREMENT FEES$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN INCOME TAXES$327$327$0
FEDERAL EXCISE TAX ON INVESTMENT INCOME$878$0$0

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