BETA

KEVIN AND MARY GRACE BURKE FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KEVIN AND MARY GRACE BURKE FAMILY FOUNDATION (EIN 35-7041704)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-20
IRS object ID
201931409349100408
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)
Return2019-05-20T09:24:56-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364379428PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE MOSAIC FINANCIAL GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1303 EAST WACKER DRIVE SUITE 1675AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357041704EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEVIN AND MARY GRACE BURKEBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKEVIBusinessNameControlTxt
Phone7082671301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14900 S VERNON AVENUEAddressLine1Txt
CityMCCOOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60525ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN R BURKEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7086882000PhoneNum
Signature2019-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY J DEBRUYNEPreparerPersonNm
PTINP01219260PTIN
Phone3122555490PhoneNum
Preparation2019-05-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.142.17.106IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-17IPDt
IP Tm13:26:06IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id94E19433C45A47EBDCEB2DF87B22F9245DC2606CAtSubmissionFilingDeviceId
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$544,222FMVAssetsEOYAmt
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$11,847DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,847DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$715NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$194,148GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$715CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,562TotalRevAndExpnssAmt
Total Net Invst Incm$12,562TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,905OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,905OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$196TaxesRevAndExpnssAmt
Taxes Net Invst Incm$196TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,916TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,101TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$91,866TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,101TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$82,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$79,304ExcessRevenueOverExpensesAmt
Net Investment Income$6,461NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,957SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY-$32,376SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV-$32,376SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$491,604CorporateStockBOYAmt
Corporate Stock EOY$449,628CorporateStockEOYAmt
Corporate Stock EOYFMV$576,598CorporateStockEOYFMVAmt
Total Assets BOY$493,561TotalAssetsBOYAmt
Total Assets EOY$417,252TotalAssetsEOYAmt
Total Assets EOYFMV$544,222TotalAssetsEOYFMVAmt
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$493,561RetainedEarningBOYAmt
Retained Earning EOY$417,252RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$493,561TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$417,252TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$493,561TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$417,252TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$493,561TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$79,304ExcessRevenueOverExpensesAmt
Other Increases$2,995OtherIncreasesAmt
Subtotal$417,252SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$417,252TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ARTISAN DEVELOPING WORLD - INSP2017-07-112018-10-12$3,099$3,489-$390-$390
ARTISAN DEVELOPING WORLD - INSP2017-07-112018-12-13$9,509$10,281-$772-$772
CHAMPLAIN MID CAP FUND - INSP2016-07-182018-05-31$2,023$1,603$420$420
COLUMBIA EMERGING MARKETS COP2015-12-092018-12-13$19,394$20,391-$997-$997
COLUMBIA EMERGING MARKETS COP2015-12-092018-12-14$48,307$51,172-$2,865-$2,865
COMCAST CORP-CL AP2012-01-062018-01-03$8,112$10,182-$2,070-$2,070
DISCOVER FINL SVCSP2012-05-312018-06-21$7,326$5,378$1,948$1,948
ISHARES MSCI EMERGING MKT ETFP2017-11-292018-12-13$10,351$11,971-$1,620-$1,620
PPG INDUSTRIES INC COMMON STOCKP2012-06-222018-05-22$13,060$23,165-$10,105-$10,105
XTRACKERS MSCI EAFE HEDGED EQUP2016-12-062018-07-03$60,777$52,999$7,778$7,778
NORTHROP GRUMMAN CORP COMMON STOCKP2009-01-212018-03-05$8,478$2,802$5,676$5,676
CAPITAL GAINS DIVIDENDSP$3,712$3,712$3,712
FieldValueIRS element (for citing)
Capital Gain Net Income$715CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$107,834AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$744,362NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.144868DistributionYr1Rt
Adjusted Qlfy Distri Yr2$166,220AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$853,915NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.194656DistributionYr2Rt
Adjusted Qlfy Distri Yr3$133,661AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$992,861NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.134622DistributionYr3Rt
Adjusted Qlfy Distri Yr4$144,095AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,056,545NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.136383DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$83,899NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.610529TotalDistributionRt
Average Distribution0.122106AverageDistributionRt
Net Vl Noncharitable Assets$680,827NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$83,133AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$65NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$83,198AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$82,950QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$129InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$129SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$129TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,860EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,860TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,731OverpaymentAmt
Applied To ES Tax$1,731AppliedToESTaxAmt
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 BooksKEVIN R BURKEIndividualWithBooksNm
Phone7086882000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14900 S VERNON AVENUEAddressLine1Txt
CityMCCOOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60525ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEVIN R BURKE
4900 S VERNON AVENUEMCCOOKIL60525TRUSTEE0.00$0$0$0
MARY GRACE BURKE
4900 S VERNON AVENUEMCCOOKIL60525TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$684,148AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,047AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$691,195TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$691,195AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,368CashDeemedCharitableAmt
Net Vl Noncharitable Assets$680,827NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,041MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,041MinimumInvestmentReturnAmt
Tax Based On Investment Income$129TaxBasedOnInvestmentIncomeAmt
Total Tax$129TotalTaxAmt
Distributable Before Adj$33,912DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,912DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,912DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$82,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$82,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,912DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$91,575ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$85,196ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$124,484ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$70,748ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$372,003TotalExcessDistributionCyovAmt
Qualifying Distributions$82,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,912AppliedToCurrentYearAmt
Remaining Distri From Corpus$49,038RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$421,041TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$421,041ExcessDistriCyovToNextYrAmt
Excess From Year4$91,575ExcessFromYear4Amt
Excess From Year3$85,196ExcessFromYear3Amt
Excess From Year2$124,484ExcessFromYear2Amt
Excess From Year1$70,748ExcessFromYear1Amt
Excess From Current Year$49,038ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKEVIN R BURKEContributingManagerNm
Contributing ManagerMARY GRACE BURKEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON COLLEGE
140 COMMONWEALTH AVECHESTNUT HILLMA02467CONTRIBUTION$1,250
CHICAGO JESUIT ACADEMY
5058 WEST JACKSON BOULEVARDCHICAGOIL60644CONTRIBUTION$17,500
DARTMOUTH COLLEGE
207 PARKHURST HALLHANOVERNH03755CONTRIBUTION$1,250
FREEDOM GOLF ASSOCIATION
504 BURR RIDGE CLUBBURR RIDGEIL60527CONTRIBUTION$6,000
MARQUETTE UNIVERSITY HIGH SCHOOL
3401 W WISCONSIN AVEMILWAUKEEWI53208CONTRIBUTION$500
SACRED HEART SCHOOLS
3177 LEXINGTON ROADLOUISVILLEKY40206CONTRIBUTION$1,000
SPRING HILL COLLEGE
400 DAUPHIN STREETMOBILEAL36608CONTRIBUTION$5,000
ST PATRICKS CHURCH
301 N SPRUCE STREETTELLURIDECO81435CONTRIBUTION$500
TELLURIDE FILM FESTIVAL
800 JONES STREETBERKELEYCA94710CONTRIBUTION$7,450
TELLURIDE FOUNDATION
220 E COLORADO AVENUE SUITE 106TELLURIDECO81435CONTRIBUTION$30,000
TO TEACH WHO CHRIST IS
835 N RUSH STCHICAGOIL60611CONTRIBUTION$7,500
ST CLETUS CATHOLIC CHURCH
600 55TH STLA GRANGEIL60525CONTRIBUTION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,950TotalGrantOrContriPdDurYrAmt
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$11,847ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$715ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,562ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,562TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBMO PRIVATE BANK BROKERAGE ACCOUNTStockNm
EOY Book Value$449,628EOYBookValueAmt
EOYFMV$576,598EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescSECURITIES VALUATION ADJUSTMENTDesc
Amt$2,995Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$5,905Amt
Net Investment Income$5,905NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationLATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$196Amt
Net Investment Income$196NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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