W F FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
W F FOUNDATION (EIN 36-4189166)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-19
IRS object ID
201930789349100213
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)
Return2019-03-19T18:55:08-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 N WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364189166EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WF FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O BRIAN WHITEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWFFOBusinessNameControlTxt
Phone3128408595PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 EAST SCOTT NO 6AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN V WHITEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3128408595PhoneNum
Signature2019-02-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN SCHEIBEPreparerPersonNm
PTINP00965239PTIN
Phone3122982000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.46.110IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-20IPDt
IP Tm11:11:52IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdF5FD7A3E6B06CA0206A3A98B236E48422716337EAtSubmissionFilingDeviceId
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$2,223,938FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$61,287DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,287DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,037NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$221,131GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,037CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,324TotalRevAndExpnssAmt
Total Net Invst Incm$68,324TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$17,256CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$17,256CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,047TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,343TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,256TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,793TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,256TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,531ExcessRevenueOverExpensesAmt
Net Investment Income$51,068NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$388,827CashBOYAmt
Cash EOY$151,989CashEOYAmt
Cash EOYFMV$151,989CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$248,369USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$248,711USGovtObligationsEOYFMVAmt
Corporate Stock BOY$464,582CorporateStockBOYAmt
Corporate Stock EOY$464,582CorporateStockEOYAmt
Corporate Stock EOYFMV$1,037,904CorporateStockEOYFMVAmt
Corporate Bonds BOY$697,398CorporateBondsBOYAmt
Corporate Bonds EOY$697,398CorporateBondsEOYAmt
Corporate Bonds EOYFMV$785,334CorporateBondsEOYFMVAmt
Total Assets BOY$1,550,807TotalAssetsBOYAmt
Total Assets EOY$1,562,338TotalAssetsEOYAmt
Total Assets EOYFMV$2,223,938TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,550,807RetainedEarningBOYAmt
Retained Earning EOY$1,562,338RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,550,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,562,338TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,550,807TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,562,338TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,550,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,531ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,562,338SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,562,338TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 SHS MONSANTO CO2018-01-092018-02-23$121,682$119,390$2,292$2,292
800 SHS NXP SEMICONDUCTORS2018-01-092018-03-06$99,449$94,704$4,745$4,745
FieldValueIRS element (for citing)
Capital Gain Net Income$7,037CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$67,017AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,091,430NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.032044DistributionYr1Rt
Adjusted Qlfy Distri Yr2$93,082AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,005,659NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046410DistributionYr2Rt
Adjusted Qlfy Distri Yr3$99,212AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,979,432NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050121DistributionYr3Rt
Adjusted Qlfy Distri Yr4$100,162AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,036,301NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049188DistributionYr4Rt
Adjusted Qlfy Distri Yr5$110,362AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,972,994NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055936DistributionYr5Rt
Total Distribution0.233699TotalDistributionRt
Average Distribution0.046740AverageDistributionRt
Net Vl Noncharitable Assets$2,262,970NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$105,771AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$511NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$106,282AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,021InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,021SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,021TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$979OverpaymentAmt
Applied To ES Tax$979AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOAN WHITEIndividualWithBooksNm
Phone8475014707PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1NO 6 REGENT WOODAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60093ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOAN V WHITE
NO 6 REGENT WOODNORTHFIELDIL60093PRESIDENT0.00$0$0$0
BLAIR W WHITE
14 HAWTHORNE AVELARKSPURCA94399SECRETARY0.00$0$0$0
BRIAN J WHITE
12 EAST SCOTT APT 6CHICAGOIL60610TREASURER5.00$17,256$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,137,025AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$160,406AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,297,431TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,297,431AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,262,970NetVlNoncharitableAssetsAmt
Minimum Investment Return$113,149MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$113,149MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,021TaxBasedOnInvestmentIncomeAmt
Total Tax$1,021TotalTaxAmt
Distributable Before Adj$112,128DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$112,128DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$112,128DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$37,450QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$37,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,128DistributableAsAdjustedAmt
Undistributed Income PY$35,357UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$37,450QualifyingDistributionsAmt
Applied To Year1$35,357AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,093AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$110,035UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FEDERATION OF POLICE
6350 HORIZON DRTITUSVILLEFL32780NONEPCTO FURTHER THE MISSION OF THE DONEE$150
AMERICAN HEART ASSOCIATION
208 S LASALLE STCHICAGOIL60604NONEPCTO FURTHER THE MISSION OF THE DONEE$75
AMERICAN LUNG ASSOCIATION
55 W WACKER DRIVECHICAGOIL60601NONEPCTO FURTHER THE MISSION OF THE DONEE$150
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006NONEPCTO FURTHER THE MISSION OF THE DONEE$1,000
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO
225 E CHICAGO AVECHICAGOIL60611NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVECHICAGOIL60604NONEPCTO FURTHER THE MISSION OF THE DONEE$10,000
EASTER SEALS
1939 WEST 13TH STREET SUITE 300CHICAGOIL60608NONEPCTO FURTHER THE MISSION OF THE DONEE$75
EVANS SCHOLARSHIP FOUNDATION
ONE BRIAR ROADGOLFIL60029NONEPCTO FURTHER THE MISSION OF THE DONEE$500
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STCHICAGOIL60614NONEPCTO FURTHER THE MISSION OF THE DONEE$10,000
LOST TREE CHAPEL
11149 TURTLE BEACH ROADNORTH PALM BEACHFL33408NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
SKOKIE CC EDUCATIONAL FOUNDATION
1500 MCDANIEL AVEEVANSTONIL60201NONEPCTO FURTHER THE MISSION OF THE DONEE$500
THE SPRINGBOARD FOUNDATION
737 N MICHIGAN AVENUE SUITE 2000CHICAGOIL60611NONEPCTO FURTHER THE MISSION OF THE DONEE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,450TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,287ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,037ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$68,324ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,324TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWABBondNm
EOY Book Value$697,398EOYBookValueAmt
EOYFMV$785,334EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$464,582EOYBookValueAmt
EOYFMV$1,037,904EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$248,369USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$248,711USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IL SECRETARY OF STATE$10$0$0
IL CHARITABLE BUREAU FUND$30$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS TAX PAYMENTCategoryTxt
Amt$2,047Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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