BETA

MATTHEW SIX TEN FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MATTHEW SIX TEN FOUNDATION (EIN 20-5826657)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-15
IRS object ID
202032899349100303
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)
Return2020-10-15T03:09:07-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LYNN C GENN CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12411 FOX GLOVE CTAddressLine1Txt
CityELGINCityNm
State AbbreviationILStateAbbreviationCd
ZIP601246564ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205826657EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Matthew Six Ten FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMATTBusinessNameControlTxt
Phone6308687117PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 W Roosevelt RdAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn Southard JrPersonNm
Person TitlePresidentPersonTitleTxt
Phone6308687117PhoneNum
Signature2020-07-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLynn C Genn CPAPreparerPersonNm
PTINP00579478PTIN
Phone2244024366PhoneNum
Preparation2020-10-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.53.243.54IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-15IPDt
IP Tm03:09:01IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDEEE817A54C374BB7D9431AF5518D90AC1391B04AtSubmissionCreationDeviceId
At Submission Filing Device IdDEEE817A54C374BB7D9431AF5518D90AC1391B04AtSubmissionFilingDeviceId
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$1,997,550FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$181,303ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,866DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$163,485CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$189,169TotalRevAndExpnssAmt
Total Net Invst Incm$163,485TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$284LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,036AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Interest Rev And Expnss$666InterestRevAndExpnssAmt
Interest Net Invst Incm$666InterestNetInvstIncmAmt
Taxes Rev And Expnss$79TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$1,231TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$326OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,622TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$666TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$227,848ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$227,224ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$232,470TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$666TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$227,224TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,301ExcessRevenueOverExpensesAmt
Net Investment Income$162,819NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$59,912CashBOYAmt
Cash EOY$48,939CashEOYAmt
Cash EOYFMV$48,939CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$386,374CorporateStockBOYAmt
Corporate Stock EOY$411,675CorporateStockEOYAmt
Corporate Stock EOYFMV$744,629CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,097,140OtherInvestmentsBOYAmt
Other Investments EOY$1,203,982OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,203,982OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,543,426TotalAssetsBOYAmt
Total Assets EOY$1,664,596TotalAssetsEOYAmt
Total Assets EOYFMV$1,997,550TotalAssetsEOYFMVAmt
Accounts Payable BOY$562AccountsPayableBOYAmt
Accounts Payable EOY$1,548AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$562TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,548TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,542,864RetainedEarningBOYAmt
Retained Earning EOY$1,663,048RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,542,864TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,663,048TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,543,426TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,664,596TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,542,864TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,301ExcessRevenueOverExpensesAmt
Other Increases$163,485OtherIncreasesAmt
Subtotal$1,663,048SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,663,048TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
Gross Sales Price$504,334GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$340,849CostOrOtherBasisAmt
Gain Or Loss$163,485GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$163,485GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$163,485CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$252,245AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,194,883NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.114924DistributionYr1Rt
Adjusted Qlfy Distri Yr2$204,759AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,334,908NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.087695DistributionYr2Rt
Adjusted Qlfy Distri Yr3$155,541AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,187,275NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.071112DistributionYr3Rt
Adjusted Qlfy Distri Yr4$201,388AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,897,232NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.069510DistributionYr4Rt
Adjusted Qlfy Distri Yr5$116,010AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,320,196NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050000DistributionYr5Rt
Total Distribution0.393241TotalDistributionRt
Average Distribution0.078648AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,628NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,628AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$227,224QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,628InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,628SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,628TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,628TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJohn SouthardIndividualWithBooksNm
Phone6308687117PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11108 Lexington StreetAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP601873849ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
John Southard Jr
1108 Lexington AveWheatonIL60187President1.00$0$0$0
Julie Southard
1108 Lexington AveWheatonIL60187Secretary1.00$0$0$0
John Southard Sr
1108 Lexington AveWheatonIL60187Treasurer1.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,628TaxBasedOnInvestmentIncomeAmt
Total Tax$1,628TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$227,224ExpensesAndContributionsAmt
Qualifying Distributions$227,224QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,628PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$225,596AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$310,989ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$201,388ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$156,160ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$206,231ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$252,324ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,127,092TotalExcessDistributionCyovAmt
Qualifying Distributions$227,224QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$227,224RemainingDistriFromCorpusAmt
Total Corpus$1,354,316TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$310,989ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,043,327ExcessDistriCyovToNextYrAmt
Excess From Year4$201,388ExcessFromYear4Amt
Excess From Year3$156,160ExcessFromYear3Amt
Excess From Year2$206,231ExcessFromYear2Amt
Excess From Year1$252,324ExcessFromYear1Amt
Excess From Current Year$227,224ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A & M Partnership
411 E Business Center Dr 103Mt ProspectIL60056NoneGeneral$2,500
Bible Study Fellowship
19001 Huebner RoadSan AntonioTX78258NoneGeneral$1,500
Caring Network Illinois
1200 Roosevelt Rd 114Glen EllynIL60137NoneGeneral$5,000
Chapel Street Church
3435 Keslinger RdGenevaIL60134NoneGeneral$250
Children to Love Intl
PO Box 9575BakersfieldCA93389NoneGeneral$2,000
Christ's Evangelical Mission
PO Box 106 Dept BPewaukeeWI53072NoneGeneral$10,000
Christ Community Church
37W100 Bolcum RdSt CharlesIL60175NoneGeneral$200
Christian Health Service Corp
PO Box 132FruitvaleTX75127NoneGeneral$5,000
Clapham School
335 E Seminary AveWheatonIL60187NoneGeneral$5,000
Cosley Zoo
1356 N Gary AveWheatonIL60187NoneGeneral$500
Corssroads Global Village
1209 N Orange StWilmingtonDE19801NoneGeneral$1,000
Dupage PADS
705 W LibertyWheatonIL60187NoneGeneral$5,000
English Language Institute
1629 Blue Spruce DrFort CollinsCO80524NoneGeneral$10,000
Entrusted Ministries
PO Box 7667AlgonquinIL60102NoneGeneral$25,000
Harvest Bible Chapel
800 Rohlwing RoadRolling MeadowsIL60008NoneGeneral$50,000
Hope Community
5900 W Iowa StreetChicagoIL60651NoneGeneral$250
John Brown University
2000 W University StSiloam SpringsAR72761NoneGeneral$200
Kanakak Ministries
1353 Lakeshore DriveBransonMO65616NoneGeneral$1,200
Liberti Fishtown Church
2424 E york St Suite 122PhiladelphiaPA19125NoneGeneral$25,000
Life in Messiah
19550 Burnham AveLynwoodIL60411NoneGeneral$2,500
Ligonier Ministries
PO Box 863595OrlandoFL32886NoneGeneral$100
Luis Palau Association
PO Box 50PortlandOR97207NoneGeneral$25,000
Taylor University
236 W Reade AveUplandIN46989NoneMissions Trip$150
Naples Zoo Inc
1590 Goodlette-Frank RdNaplesFL34102NoneGeneral$198
National School Project
25W560 Geneva Rd 17Carol StreamIL60188NoneGeneral$5,000
Potters House
PO Box 106 Dept APewaukeeWI53072NoneGeneral$5,000
Redeemer City to City
57 W 57th Street 4th FloorNew YorkNY10019NoneGeneral$1,500
Reign Ministries
5401 W Broadway AveMinneapolisMN55428NoneGeneral$300
SIM
14830 Choate CircleCharlotteNC28273NoneGeneral$2,500
The Navigators
PO Box 6000Colorado SpringsCO93460NoneGeneral$5,000
Wheaton Academy
900 Prince Crossing RdWest ChicagoIL60185NoneGeneral$20,000
Wheaton College
501 College AveWheatonIL60187NoneGeneral$11,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$227,848TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,866ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,866ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,866TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonJulie Southard TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11108 Lexington StreetAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd
FieldValueIRS element (for citing)
Total Contributions$181,303TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Fidelity Brokerage Equities$233,886$566,840
Fidelity MMKT$177,789$177,789

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Dunham Holdings LP$400,000$400,000
Trinity Capital Fund$328,088$328,088
Promus Ventures$74,987$74,987
T2 Real Estate$400,907$400,907

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Office Expense$115
Fees$211

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCapital Loss on InvestmentsDesc
Amt$163,485Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal TaxesCategoryTxt
Amt$79Amt

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