OBRYAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OBRYAN FOUNDATION (EIN 36-6199176)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201931359349101463
- 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
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T10:11:29-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366199176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Bryan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % O'Bryan Foundation | InCareOfNm |
| Business Name Control | OBRY | BusinessNameControlTxt |
| Phone | 8478946353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 N Carlyle Court | AddressLine1Txt |
| City | Arlington Heights | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN M BRUCKS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8478946353 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191355000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,125,266 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,338 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,349,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,184 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $83 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $199,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $284,432 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,735 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,735 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $28,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,068 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,194 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $24,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $24,135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $480,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $480,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $539,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $505,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$339,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $256,364 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $662,495 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,192 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,746,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,998,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,054,074 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,409,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,069,512 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,125,266 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,409,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,069,512 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,409,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,069,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,409,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,069,512 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,409,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$339,813 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,069,512 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,069,512 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,349,558 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,183,374 | CostOrOtherBasisAmt |
| Gain Or Loss | $166,184 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $166,184 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,184 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $320,679 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,819,377 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $198,172 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,569,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055512 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $234,480 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,874,301 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060522 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $241,751 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,074,607 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059331 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,231 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $320,674 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0818 | DistributionYr5Rt |
| Total Distribution | 0.341126 | TotalDistributionRt |
| Average Distribution | 0.068225 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,663,305 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $249,929 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,564 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $252,493 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $505,870 | 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 | $2,564 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,564 | SubtotalAmt |
| Tax Based On Investment Income | $2,564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $564 | TaxDueAmt |
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 |
| 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 | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Bryan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8478946353 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 N Carlyle Court | AddressLine1Txt |
| City | Arlington Heigts | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Michael L O'Bryan | ||||||||
| 1130 N Carlyle Court | Arlington Heights | IL | 60004 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Patrick J O'Bryan | ||||||||
| 1130 N Carlyle Court | Arlington Heights | IL | 60004 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Kathleen O'Bryan Brucks | ||||||||
| 1130 N Carlyle Court | Arlington Heights | IL | 60004 | Dir, Treas, VP*, Pres | 1.0 | $0 | $0 | $0 |
| Susan O'Bryan Croft | ||||||||
| 1130 N Carlyle Court | Arlington Heights | IL | 60004 | Sec, Dir | 1.0 | $0 | $0 | $0 |
| Joan O'Bryan Herriott | ||||||||
| 1130 N Carlyle Court | Arlington Heights | IL | 60004 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,598,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,568 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,719,091 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,719,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,786 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,663,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,564 | TotalTaxAmt |
| Distributable Before Adj | $180,601 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $180,601 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $180,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $505,870 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $505,870 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,564 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $503,306 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,601 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $11,866 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,660 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,099 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,771 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $137,298 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $259,694 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $505,870 | QualifyingDistributionsAmt |
| Applied To Current Year | $180,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $325,269 | RemainingDistriFromCorpusAmt |
| Total Corpus | $584,963 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,866 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $573,097 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,660 | ExcessFromYear4Amt |
| Excess From Year3 | $45,099 | ExcessFromYear3Amt |
| Excess From Year2 | $20,771 | ExcessFromYear2Amt |
| Excess From Year1 | $137,298 | ExcessFromYear1Amt |
| Excess From Current Year | $325,269 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDERSON ANIMAL SHELTER | |||||||
| 1000 S LA FOX ST | SOUTH ELGIN | IL | 60177 | N/A | PC | General & Unrestricted | $30,000 |
| BIBLE STUDY FELLOWSHIP | |||||||
| 19001 HUEBNER RD | SAN ANTONIO | TX | 78258 | N/A | PC | Women's Bible Study | $1,000 |
| CHERISH LIFE IRELAND INC | |||||||
| 845 3RD AVE 6TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $60,000 |
| CHRIST COMMUNITY CHURCH | |||||||
| 37W100 BOLCUM RD | SAINT CHARLES | IL | 60175 | N/A | PC | General & Unrestricted | $10,000 |
| EAST TROY FOOD PANTRY INC | |||||||
| PO BOX 233 | EAST TROY | WI | 53120 | N/A | PC | General & Unrestricted | $24,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | N/A | PC | General & Unrestricted | $12,000 |
| FIRST BAPTIST CHURCH OF GENEVA | |||||||
| 2300 S ST | GENEVA | IL | 60134 | N/A | PC | Women's Bible Study | $1,000 |
| GENTLEMEN OF THE ROUNDTABLE | |||||||
| PO BOX 270773 | KANSAS CITY | MO | 64127 | N/A | PC | General & Unrestricted | $80,000 |
| GOLDEN RETREIVER RESCUE OF SW FL | |||||||
| PO BOX 368186 | BONITA SPGS | FL | 34136 | N/A | PC | General & Unrestricted | $19,000 |
| GUARDIAN AD LITEM FOUNDATION 20TH JUDICIAL CIRCUIT | |||||||
| 1700 MONROE ST | FORT MYERS | FL | 33901 | N/A | PC | Beds for Kids Program | $19,000 |
| IMMACULATE HEART MEDIA INC | |||||||
| PO BOX 10707 | GREEN BAY | WI | 54307 | N/A | PC | General & Unrestricted | $5,000 |
| JOHN PAUL II MEDICAL RESEARCH INSTITUTE | |||||||
| 540 E JEFFERSON ST | IOWA CITY | IA | 52245 | N/A | PC | General & Unrestricted | $20,000 |
| LAZARUS HOUSE | |||||||
| 214 WALNUT ST | ST CHARLES | IL | 60174 | N/A | PC | General & Unrestricted | $26,000 |
| MISSIONARY SERVANTS OF THE MOST HOLY TRINITY | |||||||
| 9001 NEW HAMPSHIRE AVE | SILVER SPRING | MD | 20903 | N/A | PC | General & Unrestricted | $10,000 |
| MUKWONAGO FOOD PANTRY | |||||||
| 325 EAGLE LAKE AVE | MUKWONAGO | WI | 53149 | N/A | PC | General & Unrestricted | $29,000 |
| OVARIAN CANCER SYMPTOM AWARENESS ORGANIZATION | |||||||
| 3225 W MAIN ST | ST CHARLES | IL | 60175 | N/A | PC | General & Unrestricted | $20,000 |
| SAINT FRANCIS OF ASSISI PARISH OF TODD COUNTY KY | |||||||
| 7600 RUSSELLVILLE RD | GUTHRIE | KY | 42234 | N/A | PC | General & Unrestricted | $20,000 |
| SAINT STEPHEN CATHOLIC CHURCH | |||||||
| 1698 CANTON RD | CADIZ | KY | 42211 | N/A | PC | General & Unrestricted | $10,000 |
| SAVE THE STORKS | |||||||
| 4050 LEE VANCE VW | COLORADO SPGS | CO | 80918 | N/A | PC | General & Unrestricted | $20,000 |
| SOCIETY OF THE SACRED HEART UNITED STATES-CANADA P | |||||||
| 4120 FOREST PARK AVE | SAINT LOUIS | MO | 63108 | N/A | PC | For care of elderly sisters | $19,000 |
| SOPHIA INSTITUTE PRESS | |||||||
| PO BOX 5284 | MANCHESTER | NH | 03108 | N/A | PC | General & Unrestricted | $40,000 |
| UNITED WAY OF LEE COUNTY INC | |||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 33908 | N/A | PC | ReadingPals Program | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $480,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,338 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $199,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,319 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Patrick J O'Bryan |
| *Removed from foundation in 2018 |
| Kathleen O'Bryan Brucks |
| *Removed from position in 2018 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL FUND INS | $84,623 | $77,145 |
| BLACKSTONE ALTERNATIVE MULTI S | $66,299 | $64,118 |
| BROWN ADVISORY WMC JAPAN ALPHA | $28,166 | $18,605 |
| CRM LONG SHORT OPPORTUNITIES F | $35,376 | $31,855 |
| DIAMOND HILL LONG SHORT FUND C | $24,646 | $21,812 |
| DODGE & COX FUNDS INTERNATIONA | $68,590 | $60,226 |
| EQUINOX IPM SYSTEMATIC MACRO F | $37,000 | $35,956 |
| FIDELITY 500 INDEX FUND | $97,236 | $93,419 |
| ISHARES CORE MSCI EAFE ETF | $176,224 | $154,660 |
| ISHARES MSCI-JAPAN | $38,932 | $30,921 |
| ISHARES TRUST MSCI EAFE INDEX | $256,075 | $249,169 |
| JPMORGAN BETABUILDERS CANADA E | $70,853 | $60,554 |
| JPMORGAN CORE BD FUND ULTRA | $134,001 | $133,063 |
| JPMORGAN GLOBAL RESEARCH ENHAN | $222,111 | $223,523 |
| JPMORGAN TAX AWARE DISCIPLINED | $49,120 | $47,226 |
| LORD ABBETT INVT TRUST | $65,882 | $65,882 |
| PIMCO INVESTMENT GRADE CORP BD | $67,526 | $66,190 |
| PRIMECAP ODYSSEY STOCK FUND | $20,937 | $29,527 |
| SIX CIRCLES INTERNATIONAL UNCO | $71,768 | $63,520 |
| SIX CIRCLES ULTRA SHORT DURATI | $35,884 | $35,737 |
| SIX CIRCLES US UNCONSTRAINED E | $136,996 | $122,903 |
| SPDR S&P 500 ETF TRUST | $910,987 | $1,092,401 |
| T ROWE PRICE OVERSEAS | $82,220 | $75,553 |
| THE HARTFORD CAPITAL APPRECIAT | $54,778 | $38,852 |
| VANGUARD ST BOND ETF | $30,727 | $30,878 |
| VANGUARD TOT INTL BOND IX ADMI | $131,363 | $130,379 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,735 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,735 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $24,084 | $24,084 |
| State or Local Filing Fees | $51 | $51 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $83 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $83 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $28,068 | Amt |
| Net Investment Income | $28,068 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $2,000 |
| 990-PF Excise Tax for 2017 | $3,194 |
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