GEORGY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEORGY FAMILY FOUNDATION (EIN 46-4238546)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-12
- IRS object ID
- 202043179349101679
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T12:44:30-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364387304 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER VERCHOTA INC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 N IL ROUTE 31 STE 104 | AddressLine1Txt |
| City | CRYSTAL LAKE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464238546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 8154593579 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2720 FEDERAL COURT | AddressLine1Txt |
| City | CRYSTAL LAKE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600121051 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN GEORGY | PersonNm |
| Person Title | VP, SECRETARY | PersonTitleTxt |
| Phone | 8154593579 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY R MILLER CPAABV | PreparerPersonNm |
| PTIN | P00286059 | PTIN |
| Phone | 8154778000 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.165.50.245 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 12:44:30 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C8C7054F90D576DD1F5D4DFCAC09FD3050BFB444 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 867C759C3223716BC028514444CB6C5600082452 | 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 | $700,005 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $90 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $90 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $90 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,155 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,155 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,666 | GrossSalesPriceAmt |
| Total Rev And Expnss | $23,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,245 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,245 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,130 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,461 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,461 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $495 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,606 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,245 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,245 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,405 | CashBOYAmt |
| Cash EOY | $31,470 | CashEOYAmt |
| Cash EOYFMV | $31,470 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,299 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $689,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $615,236 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $615,236 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $752,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $700,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $700,005 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $752,778 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $700,005 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $752,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $700,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $752,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $700,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $752,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,773 | ExcessRevenueOverExpensesAmt |
| Subtotal | $700,005 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $700,005 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,650 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $58,824 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $17,604 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $31,006 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $51,393 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets | $715,495 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $162 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $162 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,106 | 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 | $162 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $162 | SubtotalAmt |
| Tax Based On Investment Income | $162 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $162 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MARILYN GEORGY | IndividualWithBooksNm |
| Phone | 8154593579 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2720 FEDERAL COURT | AddressLine1Txt |
| City | CRYSTAL LAKE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60012 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAUL GEORGY | ||||||||
| 2720 FEDERAL COURT | CRYSTAL LAKE | IL | 600121051 | PRESIDENT, D | 000.00 | $0 | $0 | $0 |
| MARILYN GEORGY | ||||||||
| 2720 FEDERAL COURT | CRYSTAL LAKE | IL | 600121051 | VP, SECRETAR | 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 | THIS CHARITY PROVIDES PROGRAMS FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES, BEHAVIORAL HEALTH SERVICES AND HOMELESS SHELTER NEEDS TO THE MCHENRY COUNTY COMMUNITY. | Description1Txt |
| Expenses1 | $58,000 | Expenses1Amt |
| Description2 | CRYSTAL LAKE FOOD PANTRY DONATION TOWARDS THEIR KITCHEN PROJECT. | Description2Txt |
| Expenses2 | $6,000 | 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 | $683,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $726,391 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $726,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $715,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,775 | 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 | $75,106 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,106 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $162 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $74,944 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $75,106 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $71,500 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $3,606 | RemainingDistriFromCorpusAmt |
| Total Corpus | $75,106 | 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 | $16,245 | CurrentYearAmt |
| Total | $16,245 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,808 | CurrentYearAmt |
| Total | $13,808 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $75,106 | CurrentYearAmt |
| Year1 | $7,000 | Year1Amt |
| Year2 | $59,000 | Year2Amt |
| Year3 | $17,710 | Year3Amt |
| Total | $158,816 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $75,106 | CurrentYearAmt |
| Year1 | $7,000 | Year1Amt |
| Year2 | $59,000 | Year2Amt |
| Year3 | $17,710 | Year3Amt |
| Total | $158,816 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,850 | CurrentYearAmt |
| Total | $23,850 | 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 | MARILYN GEORGY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2720 FEDERAL COURT | AddressLine1Txt |
| City | CRYSTAL LAKE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8154593579 | RecipientPhoneNum |
| Recipient Email Address | MGEORGY17@YAHOO.COM | RecipientEmailAddressTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PIONEER CENTER FOR HUMAN SERVICES | |||||||
| 4031 DAYTON STREET | MCHENRY | IL | 60050 | NONE | 501(C)3 | HOMELESS SHELTER NEEDS | $58,000 |
| SAFE FAMILIES | |||||||
| 4300 W IRVING PARK ROAD | CHICAGO | IL | 60641 | NONE | 501 (C)(3) | COMMUNITY OUTREACH | $2,000 |
| CRYSTAL LAKE FOOD PANTRY | |||||||
| 42 EAST STREET | CRYSTAL LAKE | IL | 60014 | NONE | 501(C)3 | KITCHEN PROJECT | $6,000 |
| GOOD SAMARITAN | |||||||
| 76 W CRYSTAL LAKE AVENUE | CRYSTAL LAKE | IL | 60014 | NONE | 501(C)3 | OPERATIONS | $1,500 |
| STAND TOGETHER FOUNDATION | |||||||
| 1320 N COURTHOURSE ROAD | ARLINGTON | VA | 22201 | NONE | 501(C)3 | OPERATIONS | $1,000 |
| TLS VETERANS | |||||||
| 5330 W ELM STREET | MCHENRY | IL | 60050 | NONE | 501(C)3 | HOUSING | $1,000 |
| FIRST WAY LIFE CENTER | |||||||
| 3714 W FAIRVIEW AVENUE | JOHNSBURG | IL | 60051 | NONE | 501(C)3 | OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,532 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,245 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,532 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,713 | 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) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,130 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| AMERICAN BALANCED CL F2 AMBFX | PURCHASE | 2020-01 | $14,974 | $13,537 | $1,437 |
| AMERICAN EXPRESS CO AXP | PURCHASE | 2020-01 | $6,187 | $6,290 | -$103 |
| AMERICAN INTL GROUP INC NEW AIG | PURCHASE | 2020-01 | $10,171 | $11,945 | -$1,774 |
| AT&T INC. T | PURCHASE | 2020-01 | $36,989 | $32,912 | $4,077 |
| BERKSHIRE HATHAWAY INC BRK/B | PURCHASE | 2020-01 | $4,506 | $3,320 | $1,186 |
| EXXON MOBIL CORP XOM | PURCHASE | 2020-01 | $6,951 | $7,768 | -$817 |
| T ROWE PRICE GROWTH STOCK | PURCHASE | 2020-01 | $10,000 | $8,544 | $1,456 |
| VANGUARD LIFESTRTGY MODERATE GRW | PURCHASE | 2020-01 | $9,974 | $8,386 | $1,588 |
| INVESCO OPPENHEIMER STEELPATH MLPOX | PURCHASE | $30,676 | $37,068 | -$6,392 | |
| DFA INTL CORE EQUITY CL DFIEX | PURCHASE | $15,911 | $16,317 | -$406 | |
| DFA INTL SMALL CAP DISVX | PURCHASE | $17,846 | $20,212 | -$2,366 | |
| OAKMARK INTL INVESTOR CL | PURCHASE | $7,481 | $7,899 | -$418 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $615,236 | BookValueAmt |
| EOYFMV | $615,236 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SECRETARY OF STATE | $10 | $10 |
| FILING FEES | $15 | $15 |
| BANK CHARGE/CHECKS | $120 | $120 |
| IRS | $350 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $3,461 | Amt |
| Disbursements Charitable Prps | $3,461 | DisbursementsCharitablePrpsAmt |