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AGUILAR ROSS FOUNDATION LTD: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AGUILAR ROSS FOUNDATION LTD (EIN 39-1914688)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-09-10
IRS object ID
202542549349100209
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-10T10:10:28-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264013461PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Paul J Schilling CPA SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11744 Blackhawk TrailAddressLine1Txt
CityWaukeshaCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53186ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391914688EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AGUILAR ROSS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% FRANCISCO AGUILARInCareOfNm
Business Name ControlAGUIBusinessNameControlTxt
Phone4144210374PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15381 SOUTH 48TH STREETAddressLine1Txt
CityGREENFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANCISCO AGUILARPersonNm
Person TitlePRESSECPersonTitleTxt
Phone4142320375PhoneNum
Signature2025-09-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL J SCHILLING CPAPreparerPersonNm
PTINP00037094PTIN
Phone2623709615PhoneNum
Preparation2025-09-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$760,407FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,158ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,761DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,761DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72,049NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$292,670GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72,049CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$13,632NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$95,968TotalRevAndExpnssAmt
Total Net Invst Incm$80,810TotalNetInvstIncmAmt
Total Adj Net Incm$13,632TotalAdjNetIncmAmt
Taxes Rev And Expnss$566TaxesRevAndExpnssAmt
Taxes Net Invst Incm$566TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$13,698OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,835OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$14,264TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,401TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,264TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,401TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,704ExcessRevenueOverExpensesAmt
Net Investment Income$68,409NetInvestmentIncomeAmt
Adjusted Net Income$13,632AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,383CashBOYAmt
Cash EOY$34,475CashEOYAmt
Cash EOYFMV$34,475CashEOYFMVAmt
Corporate Stock BOY$437,058CorporateStockBOYAmt
Corporate Stock EOY$444,670CorporateStockEOYAmt
Corporate Stock EOYFMV$725,932CorporateStockEOYFMVAmt
Total Assets BOY$462,441TotalAssetsBOYAmt
Total Assets EOY$479,145TotalAssetsEOYAmt
Total Assets EOYFMV$760,407TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$462,441NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$479,145NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$462,441TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$479,145TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$462,441TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$479,145TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$462,441TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,704ExcessRevenueOverExpensesAmt
Subtotal$479,145SubtotalAmt
Tot Net Ast Or Fund Balances EOY$479,145TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
See AttachedP2024-06-302024-06-30$102,486$88,854$13,632$13,632
See AttachedP2024-06-302024-06-30$190,184$131,767$58,417$58,417
FieldValueIRS element (for citing)
Capital Gain Net Income$72,049CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$13,632NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$951InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$951SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$951TaxBasedOnInvestmentIncomeAmt
Tax Due$951TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksFRANCISCO AGUILARIndividualWithBooksNm
Phone4142320375PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15381 S 48TH STAddressLine1Txt
CityGreenfieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANCISCO AGUILAR
5381 S 48TH STGreenfieldWI53220PRESSEC1.00$0$0$0
ELIZABETH ROSS
5381 S 48TH STMilwaukeeWI53220VP TREASURER0.00$0$0$0
MARK SHILLER
10700 West Research Drive Ste 165MilwaukeeWI53226ASST SEC0.00$0$0$0
JOHN EGAN
1924 N 71ST STREETMilwaukeeWI53213DIRECTOR0.00$0$0$0
FRANCISCO AGUILAR Jr
227 South Monroe StreetHinsdaleIL60521DIRECTOR0.00$0$0$0
MAI PHO
227 South Monroe StreetHinsdaleIL60521DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$684,501AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,355AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$706,856TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$706,856AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,603CashDeemedCharitableAmt
Net Vl Noncharitable Assets$696,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,813MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,813MinimumInvestmentReturnAmt
Tax Based On Investment Income$951TaxBasedOnInvestmentIncomeAmt
Total Tax$951TotalTaxAmt
Distributable Before Adj$33,862DistributableBeforeAdjAmt
Distributable Before Ded$33,862DistributableBeforeDedAmt
Distributable As Adjusted$33,862DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,000ExpensesAndContributionsAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,862DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$14,131ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$11,322ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,596ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,049TotalExcessDistributionCyovAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt
Applied To Current Year$33,862AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,138RemainingDistriFromCorpusAmt
Total Corpus$61,187TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$14,131ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$47,056ExcessDistriCyovToNextYrAmt
Excess From Year2$11,322ExcessFromYear2Amt
Excess From Year1$4,596ExcessFromYear1Amt
Excess From Current Year$31,138ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFRANCISCO G AGUILARContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
San Luis Medical Clinic
Vallejo 640San LuisSan LuisMXNonePCSupport of the San Luis Medical Clinic in Mexico$40,000
American Red Cross
NonePCAid for California Wildfires$25,000PO Box 37839BooneIA50037
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt
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$8,761ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$72,049ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$80,810ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$80,810TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANCISCO G AGUILARBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15381 SOUTH 48TH STREETAddressLine1Txt
CityGREENFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,158TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property68 Shares Apple StockNoncashPropertyDesc
Fair Market Value$15,158FairMarketValueAmt
Received2024-11-06ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMarketable SecuritiesStockNm
EOY Book Value$444,670EOYBookValueAmt
EOYFMV$725,932EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Fees$11,835$11,835$0$0
Accounting Fees$1,470$0$0$0
Bank Service Charges$393$0$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Francisco G AguilarBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15381 South 48th StreetAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Income TaxCategoryTxt
Amt$566Amt
Net Investment Income$566NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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