WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION (EIN 47-2272274)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202041349349101039
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T15:09:00-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453701122 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOKAS & ASSOCIATES CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE STE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601484998 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472272274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM AND EVELYN FUCHS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6308738500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE SUITE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK LEVY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6304248902 | PhoneNum |
| Signature | 2020-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A SPOKAS CPA | PreparerPersonNm |
| PTIN | P00179205 | PTIN |
| Phone | 6308738508 | PhoneNum |
| Preparation | 2020-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-13 | IPDt |
| IP Tm | 15:09:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1AF3C33E068449F31F79581828F5FE3880F7053F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4E943F5D1190B222687D2BB669E51387170B2339 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,517,368 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $26 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $39,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,778 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $39,778 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,316 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $222,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,776 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,580 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $39,804 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,534 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,534 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,168 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,168 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $279 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $279 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,952 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35,952 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,933 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,580 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,804 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,027 | CashBOYAmt |
| Cash EOY | $38,282 | CashEOYAmt |
| Cash EOYFMV | $38,281 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,566,267 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,709,168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,709,168 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $769,919 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $769,919 | LandBOYAmt |
| Land EOY | $769,919 | LandEOYAmt |
| Land EOYFMV | $769,919 | LandEOYFMVAmt |
| Total Assets BOY | $2,369,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,517,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,517,368 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,369,213 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,517,369 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,369,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,517,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,369,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,517,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,369,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,813 | ExcessRevenueOverExpensesAmt |
| Other Increases | $231,969 | OtherIncreasesAmt |
| Subtotal | $2,517,369 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,517,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,776 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,466 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,000,645 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032223 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,191 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $59,454 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $25,000 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 0.032223 | TotalDistributionRt |
| Average Distribution | 0.032223 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,466,713 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $79,485 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $496 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,981 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $138,933 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $496 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $496 | SubtotalAmt |
| Tax Based On Investment Income | $496 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $64 | OverpaymentAmt |
| Applied To ES Tax | $64 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | MARK LEVY | IndividualWithBooksNm |
| Phone | 6308738500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HJIGHLAND AVE | AddressLine1Txt |
| Address Line2 | SUITE 106 | AddressLine2Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK LEVY | |||||||||
| 1900 S HJIGHLAND AVE | SUITE 106 | LOMBARD | IL | 60148 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JOHN KUHLMAN JR | |||||||||
| 2 MID AMERICA PLAZA | SUITE 500 | OAK BROOK | IL | 60181 | VP & TREASUR | 000.00 | $0 | $0 | $0 |
| CHARLES P HAMMERSMITH JR | |||||||||
| 400 W FIRST STREET | ELMHURST | IL | 60126 | SECRETARY | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MEDICAL RESEARCH THREE ORGANIZATIONS | Description1Txt |
| Expenses1 | $55,000 | Expenses1Amt |
| Description2 | EDUCATION TWO ORGANIZATIONS | Description2Txt |
| Expenses2 | $25,000 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,701,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,489 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $769,919 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,504,277 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,504,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,466,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,933 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $138,933 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $496 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $138,437 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $138,933 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $138,933 | RemainingDistriFromCorpusAmt |
| Total Corpus | $138,933 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $39,804 | CurrentYearAmt |
| Year1 | $44,091 | Year1Amt |
| Total | $83,895 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $33,833 | CurrentYearAmt |
| Year1 | $37,477 | Year1Amt |
| Total | $71,310 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $138,933 | CurrentYearAmt |
| Year1 | $65,000 | Year1Amt |
| Year2 | $65,000 | Year2Amt |
| Year3 | $60,000 | Year3Amt |
| Total | $328,933 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $138,933 | CurrentYearAmt |
| Year1 | $65,000 | Year1Amt |
| Year2 | $65,000 | Year2Amt |
| Year3 | $60,000 | Year3Amt |
| Total | $328,933 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,517,369 | CurrentYearAmt |
| Year1 | $2,369,214 | Year1Amt |
| Year2 | $720,655 | Year2Amt |
| Year3 | $678,381 | Year3Amt |
| Total | $6,285,619 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,517,369 | CurrentYearAmt |
| Year1 | $2,369,214 | Year1Amt |
| Year2 | $720,655 | Year2Amt |
| Year3 | $678,381 | Year3Amt |
| Total | $6,285,619 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK LEVY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900S HIGHLAND AVE STE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6308735000 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHILD'S VOICE SCHOOL | |||||||||
| 180 HANSEN COURT | WOOD DALE | IL | 60191 | NONE | 501(C)3 | GENERAL | $15,000 | ||
| ELMHURST HOSPITAL FOUNDATION | |||||||||
| 155 E BRUSH HILL ROAD | ELMHURST | IL | 60126 | NONE | 501(C)3 | MEDICAL RESEARCH | $25,000 | ||
| UNIVERSITY OF CHICAGO CANCER | |||||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | CANCER RESEARCH | $20,000 | RESEARCH FOUNDATION | MC 1140 |
| NAMI DUPAGE COUNTY | |||||||||
| 115 N COUNTY FARM ROAD | WHEATON | IL | 60187 | NONE | 501(C)3 | GENERAL | $10,000 | ||
| CARLOS G BIANCIOTTON RESTOBLASTOMA | |||||||||
| PO BOX 832 | PHILADELPHIA | PA | 19105 | NONE | 501(C)3 | CANCER RESEARCH | $10,000 | RESEARCH FUND | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,778 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,316 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,120 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,120 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,534 | Amt |
| Disbursements Charitable Prps | $3,534 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (18 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| DFA GLBL CORE PLUS FIXED INCM INST | 2018-01 | PURCHASE | 2019-08 | $24,664 | $23,579 | $1,085 |
| DFA GLBL CORE PLUS FIXED INCM INST | 2018-01 | PURCHASE | 2019-05 | $3,178 | $3,175 | $3 |
| DFA INTL CORE EQTY PORT INSTL | 2018-07 | PURCHASE | 2019-11 | $7,022 | $7,372 | -$350 |
| DFA INTL HIGH PROFITABILITY PORT INS | 2017-12 | PURCHASE | 2019-11 | $6,869 | $6,831 | $38 |
| DFA INTL REAL ESTATE SECURITIES PORT | 2015-03 | PURCHASE | 2019-11 | $117 | $116 | $1 |
| DFA INTL REAL ESTATE SECURITIES PORT | 2015-04 | PURCHASE | 2019-11 | $1,308 | $1,296 | $12 |
| DFA INTL REAL ESTATE SECURITIES PORT | 2015-06 | PURCHASE | 2019-11 | $922 | $881 | $41 |
| DFA INTL REAL ESTATE SECURITIES PORT | 2015-07 | PURCHASE | 2019-11 | $3,560 | $3,400 | $160 |
| DFA REAL ESTATE SECURITIES PORT INST | 2018-09 | PURCHASE | 2019-11 | $7,229 | $6,343 | $886 |
| DFA SHORT DURATION REAL RETURN PORT | 2017-11 | PURCHASE | 2019-11 | $1,773 | $1,762 | $11 |
| DFA SHORT DURATION REAL RETURN PORT | 2018-09 | PURCHASE | 2019-11 | $1,024 | $1,011 | $13 |
| DFA SHORT DURATION REAL RETURN PORT | 2018-07 | PURCHASE | 2019-12 | $15,855 | $15,903 | -$48 |
| DFA SHORT DURATION REAL RETURN PORT | 2018-08 | PURCHASE | 2019-12 | $32,558 | $32,788 | -$230 |
| DFA SHORT DURATION REAL RETURN PORT | 2018-09 | PURCHASE | 2019-12 | $32,670 | $32,901 | -$231 |
| DFA US CORE EQTY 2 PORT INSTL | 2018-09 | PURCHASE | 2019-11 | $33,970 | $33,664 | $306 |
| DFA US HIGH RELATIVE PROFITABILITY P | 2018-09 | PURCHASE | 2019-11 | $6,074 | $5,674 | $400 |
| VANGUARD LONG TERM TRSY INDEX ADM | 2018-07 | PURCHASE | 2019-08 | $9,971 | $8,524 | $1,447 |
| VANGUARD LONG TERM TRSY INDEX ADM | 2017-03 | PURCHASE | 2019-05 | $24,180 | $22,184 | $1,996 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $1,709,168 | EOYBookValueAmt |
| EOYFMV | $1,709,168 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 13724 MINNICH RD SAWYER MI | CategoryOrItemTxt |
| Cost Or Other Basis | $769,919 | CostOrOtherBasisAmt |
| Book Value | $769,919 | BookValueAmt |
| EOYFMV | $769,919 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $199 | $199 |
| PROPERTY MAINTENANCE | $35,152 | $35,152 |
| E & O INSURANCE | $601 | $601 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| Amt | $231,969 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADVISORY FEES | $14,168 | $14,168 |
| DIRECTORS FEES | $5,000 | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $25 | $25 |
| INCOME TAXES | $254 | $254 |
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