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WAYNE AND NAN KOCOUREK FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WAYNE AND NAN KOCOUREK FOUNDATION (EIN 47-6807414)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-25
IRS object ID
201922069349100707
Schema version
2018v3.1
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)
Return2019-07-25T15:31:47-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Andersen Tax LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line171 South Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476807414EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wayne and Nan Kocourek FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WAYNE C KOCOUREKInCareOfNm
Business Name ControlWAYNBusinessNameControlTxt
Phone8472153475PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1750 WEST LAKE COOK ROAD Suite 460AddressLine1Txt
CityBUFFALO GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60089ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNAN KOCOUREKPersonNm
Person TitleCEOPersonTitleTxt
Phone8472153475PhoneNum
Signature2019-06-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKatherine McCuePreparerPersonNm
PTINP01807357PTIN
Phone3123573950PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address204.145.95.170IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id15886920192065000003FederalOriginalSubmissionId
Federal Original Submission Id2019-07-25FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5B8370BF8E18404CD7E231C028A86DDD086154B0AtSubmissionCreationDeviceId
At Submission Filing Device Id6F7174FCB7D8EFDE23F82AEBCA97B6B89E01D92EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,616,447FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$818,499DividendsRevAndExpnssAmt
Dividends Net Invst Incm$818,499DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,251NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,679,911GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,251CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$835,750TotalRevAndExpnssAmt
Total Net Invst Incm$835,750TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$214,095CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$214,095CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$22,795LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$22,795LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,923AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$11,923AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$62,075OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$62,075OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$22,151TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$10,151TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,916OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$11,916OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$344,955TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$62,075TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$270,880TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,057,943ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,057,943ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,402,898TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$62,075TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,328,823TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,567,148ExcessRevenueOverExpensesAmt
Net Investment Income$773,675NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$853,117CashBOYAmt
Cash EOY$345,529CashEOYAmt
Cash EOYFMV$345,529CashEOYFMVAmt
Corporate Bonds BOY$41,282,104CorporateBondsBOYAmt
Corporate Bonds EOY$39,217,276CorporateBondsEOYAmt
Corporate Bonds EOYFMV$39,270,918CorporateBondsEOYFMVAmt
Total Assets BOY$42,135,221TotalAssetsBOYAmt
Total Assets EOY$39,562,805TotalAssetsEOYAmt
Total Assets EOYFMV$39,616,447TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$42,135,221RetainedEarningBOYAmt
Retained Earning EOY$39,562,805RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$42,135,221TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$39,562,805TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$42,135,221TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,562,805TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$42,135,221TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,567,148ExcessRevenueOverExpensesAmt
Subtotal$39,568,073SubtotalAmt
Other Decreases$5,268OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$39,562,805TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUST 8741 - SEE ATTACHED$2,503,829$2,501,327$2,502$2,502
NORTHERN TRUST 8741 - SEE ATTACHED$21,176,082$21,161,333$14,749$14,749
FieldValueIRS element (for citing)
Capital Gain Net Income$17,251CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,731,602AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$43,484,094NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.085815DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,353,711AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,395,108NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.152887DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$136,288NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Total Distribution0.238702TotalDistributionRt
Average Distribution0.079567AverageDistributionRt
Net Vl Noncharitable Assets$41,225,228NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,280,168AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,737NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,287,905AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,328,823QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,737InvestmentIncomeExciseTaxAmt
Subtotal$7,737SubtotalAmt
Tax Based On Investment Income$7,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,638EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$17,638TotalPaymentsAndCreditsAmt
Overpayment$9,901OverpaymentAmt
Applied To ES Tax$9,901AppliedToESTaxAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WAYNE C KOCOUREKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8472153475PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1750 W LAKE COOK RD STE 460AddressLine1Txt
CityBUFFALO GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60089ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WAYNE KOCOUREK
4 MID OAKS LANEBARRINGTON HILLSIL60010TRUSTEE10.0$64,095$0$0
NAN KOCOUREK
4 MID OAKS LANEBARRINGTON HILLSIL60010CEO20.0$150,000$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WAYNE KOCOUREKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 MID OAKS LANEAddressLine1Txt
CityBARRINGTON HILLSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60010ZIPCd
FieldValueIRS element (for citing)
Service Type0ServiceTypeTxt
Compensation$64,095CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$41,242,547AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$610,476AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,853,023TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$41,853,023AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$627,795CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,225,228NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,061,261MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,061,261MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,737TaxBasedOnInvestmentIncomeAmt
Total Tax$7,737TotalTaxAmt
Distributable Before Adj$2,053,524DistributableBeforeAdjAmt
Distributable Before Ded$2,053,524DistributableBeforeDedAmt
Distributable As Adjusted$2,053,524DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,328,823ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,328,823QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,737PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,321,086AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,053,524DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,581,188ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,570,075ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,151,263TotalExcessDistributionCyovAmt
Qualifying Distributions$3,328,823QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$2,053,524AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,275,299RemainingDistriFromCorpusAmt
Total Corpus$4,426,562TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,426,562ExcessDistriCyovToNextYrAmt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$1,581,188ExcessFromYear2Amt
Excess From Year1$1,570,075ExcessFromYear1Amt
Excess From Current Year$1,275,299ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE CHOSEN AND DEARLY LOVED FOUNDATION
1400 WEWATTA STREET SUITE 900DENVERCO80202NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$250,000
ASSISTANT DOGS OF HAWAII
675 KEALALOA AVEMAKAWAOHI96768NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$50,500
V-FOUNDATION
14600 WESTON PARKWAYCARYNC27513NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$1,112,575
BARRINGTON WHITE HOUSE
145 WEST MAIN STREETBARRINGTONIL60010NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$25,000
NATIONAL COUNCIL ON YOUTH LEADERSHIP
PO BOX 216WEST IBERTYIA52776NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$25,000
BOYS & GIRLS CLUB OF CEDAR RAPIDS
420 6TH STREET SE SUITE 240CEDAR RAPIDSIA52401NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$200,000
TANAGER PLACE
1030 5TH AVENUE SECEDAR RAPIDSIA52403NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$200,000
WAYPOINT SERVICES
318 5TH STREET SECEDAR RAPIDSIA52401NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$100,000
HOLIDAY HOME CAMP
571 OUTING STREETWILLIAMS BAYWI53191NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$25,000
BARRINGTON CHILDREN'S CHARITIES
145 WEST MAIN STREET 204BARRINGTONIL60010NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$100,000
GOOD SHEPHERD HOSPITAL
450 IL-22BARRINGTONIL60010NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$8,500
FIRST PRESBYTERIAN CHURCH
6 BRINKER ROADBARRINGTONIL60010NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$1,000
SARACOMA FOUNDATION
9899 MAIN STREET SUITE 204DAMASCUSMD20872NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$5,000
ST LUKES CHILD PROTECTION
1095 N CENTER POINT ROADHIAWATHAIA52233NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$100,000
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800WASHINGTONDC20024NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$10,000
HOLT-SUNNY RIDGE
270 REMINGTON BLVD SUITE DBOLINGBROOKIL60440NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$272,288
BARRINGTON AREA COMMUNITY FOUNDATION
18 E DUNDEE ROAD 300BARRINGTONIL60010NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$100,000
NAPLES CHILDREN AND EDUCATION FOUNDATION
4305 EXCHANGE AVENUENAPLESFL34104NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$100,000
MAUI ARTS AND CULTURAL CENTER
1 CAMERON WAYKAHULUIHI96732NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$5,000
PAWS CHICAGO
1997 N CLYBOURN AVENUECHICAGOIL60614NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$25,000
JOURNEYCARE
405 LAKE ZURICH ROADBARRINGTONIL60010NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$109,500
PROJECT HERO
23679 CALABASAS ROAD SUITE 420CALABASASCA91302NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$10,000
GEORGE WILLIAMS COLLEGE OF AURORA UNIVERSITY
350 CONSTANCE BLVDWILLIAMS BAYWI53191NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$23,580
MAUI MEMORIAL MEDICAL CENTER
221 MAHALANI STREETWAILUKUHI96793NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$52,000
MAUI FOOD BANK
760 KOLU STREETWAILUKUHI96793NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$1,000
WILLIAM GUY FORBECK RESEARCH FOUNDATION
398 CABALLO STREETCARBONDALECO81623NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$10,000
LGGA FOUNDATION
1355 Peachtree St NEAtlantaGA30309NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$5,0006th Floor
MARCH OF DIMES
1550 CRYSTAL DRIVE SUITE 1300ARLINGTONVA22202NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$25,000
GLOBAL COUNCIL ON YOUTH LEADERSHIP
1500 W KENNEDY ROADLAKE FORESTIL60045NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$25,000
UNIVERSITY OF IOWA DANCE MARATHON
157 IOWA MEMORIAL UNIONIOWA CITYIA52242NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$5,000
FIRST LUTHERAN CHURCH
3500 W FULLERTON AVENUECHICAGOIL60647NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$1,000
CATO INSTITUTE
1000 MASSACHUSETTS AVENUE NWWASHINGTONDC20001NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$10,000
HUMANE SOCIETY NAPLES
370 AIRPORT-PULLING ROADNAPLESFL34104NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$1,000
BIG SKY BRAVERY
5 W MENDENHALL STREET SUITE 202BOZEMANMT59715NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$25,000
ATLANTA MISSION
2353 BOLTON ROAD NWATLANTAGA30318NONEPCTO SUPPORT OPERATIONAL AND PROGRAM EXPENSES.$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,057,943TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$818,499ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,251ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$835,750ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$835,750TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,923Amt
Disbursements Charitable Prps$11,923DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

FieldValueIRS element (for citing)
Contractor PersonWAYNE KOCOUREKContractorPersonNm
ExplanationSERVICES RELATED TO FORMATION, GOVERNANCE, INVESTMENT STRATEGY AND CHARITABLE STRATEGYExplanationTxt

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSec 171 ElectionIdentifierTxt
Form And Line ReferenceSection 171FormAndLineReferenceDesc
Medium ExplanationThe taxpayer elects under IRC Section 171 to amortize Bond Purchase Premium. This election applies to the current tax year and all future years.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNORTHERN TRUST 8741BondNm
EOY Book Value$39,217,276EOYBookValueAmt
EOYFMV$39,270,918EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$22,795LegalFeesAmt
Disbursements Charitable Prps$22,795DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS)Desc
Amt$5,268Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL SERVICES$2,010$2,010
OTHER EXPENSES$9,906$9,906

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MGMT FEES TAXABLECategoryTxt
Amt$62,075Amt
Net Investment Income$62,075NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES - FEDERAL EXCISE TAX$12,000
TAXES - PAYROLL TAXES$10,136$10,136
TAXES - IL FILING$15$15

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