BETA

WILLIAM F OCONNOR FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WILLIAM F OCONNOR FOUNDATION (EIN 36-3593445)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-07
IRS object ID
202533119349102053
Schema version
2024v5.2
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)
Return2025-11-07T13:22:24-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363593445EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM F O'CONNOR FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O RYAN & JURASKA LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone3129220062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL HENNESSYPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3129220062PhoneNum
Signature2025-11-07SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,876,779FMVAssetsEOYAmt
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$448,214DividendsRevAndExpnssAmt
Dividends Net Invst Incm$448,214DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$448,214TotalRevAndExpnssAmt
Total Net Invst Incm$448,214TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$120,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$365LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$75OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,436TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,992OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$158,868TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$260,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$260,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$418,868TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$260,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$29,346ExcessRevenueOverExpensesAmt
Net Investment Income$448,214NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,804,770SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,842,110SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,842,110SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$42,679OtherAssetsBOYAmt
Other Assets EOY$34,669OtherAssetsEOYAmt
Other Assets EOYFMV$34,669OtherAssetsEOYFMVAmt
Total Assets BOY$9,847,449TotalAssetsBOYAmt
Total Assets EOY$9,876,779TotalAssetsEOYAmt
Total Assets EOYFMV$9,876,779TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,847,449NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,876,779NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,847,449TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,876,779TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,847,449TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,876,779TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,847,449TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$29,346ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,876,795SubtotalAmt
Other Decreases$16OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,876,779TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,230InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,230SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,230TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$770OverpaymentAmt
Applied To ES Tax$770AppliedToESTaxAmt
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 BooksCAROL HENNESSYIndividualWithBooksNm
Phone3129220062PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13490 TASSELFLOWER COURTAddressLine1Txt
CityBONITA SPINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34134ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL HENNESSY
3490 TASSELFLOWER COURTBONITA SPRINGSFL34134PRESIDENT7.00$40,000$0$0
MARY JANE O'CONNOR
1500 LAKE SHORE DRIVECHICAGOIL60610ASSISTANT SECRETARY5.00$40,000$0$0
PHILIP C RYAN
2755 M119 58HARBOR SPRINGSMI49740SECRETARY5.00$40,000$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,823,440AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$38,674FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,862,114TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,862,114AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$147,932CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,714,182NetVlNoncharitableAssetsAmt
Minimum Investment Return$485,709MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$485,709MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,230TaxBasedOnInvestmentIncomeAmt
Total Tax$6,230TotalTaxAmt
Distributable Before Adj$479,479DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$479,479DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$479,479DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$260,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$260,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$479,479DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,237,013ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$1,237,013TotalExcessDistributionCyovAmt
Qualifying Distributions$260,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$260,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$219,479ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$219,479ExcessDistributionCyovAppCYAmt
Total Corpus$1,017,534TotalCorpusAmt
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$1,017,534ExcessDistriCyovToNextYrAmt
Excess From Year3$1,017,534ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCAROL HENNESSY THE WILLIAM F O'CONNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON SUITE 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3129220062RecipientPhoneNum
Form And Info And MaterialsBUSINESS LETTER REQUEST WITH COPY OF TAX RETURN AND FINANCIAL STATEMENTS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsBOARD DISCRETIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG SHOULDERS FUND
212 W VAN BUREN ST STE 900CHICAGOIL60607NONEPUBLIC CHARITYGENERAL$5,000
BOYS HOPE GIRLS HOPE OF ILLINOIS
1100 LARAMIE AVEWILMETTEIL60091NONEPUBLIC CHARITYGENERAL$1,500
BROTHER DAN'S FOOD PANTRY
415 STATE STPETOSKEYMI49770NONEPUBLIC CHARITYGENERAL$5,000
CATHOLIC CHARITIES
721 N LASALLE DRCHICAGOIL60654NONEPUBLIC CHARITYGENERAL$2,500
CATHOLIC CHURCH EXTENSION SOCIETY OF USA
150 SOUTH WACKER DRIVE STE 2000CHICAGOIL60606NONEPUBLIC CHARITYGENERAL$1,000
CHICAGO HISTORY MUSEUM
1601 N CLARK STREETCHICAGOIL60614NONEPUBLIC CHARITYGENERAL$5,000
CHICAGO JESUIT ACADEMY
5058 WEST JACKSONCHICAGOIL60644NONEPUBLIC CHARITYGENERAL$10,000
CLUB OF HEARTS INC
231 WEST WILLOW STCHICAGOIL60614NONEPUBLIC CHARITYGENERAL$10,000
CRISTO REY JESUIT HIGH SCHOOL
1852 W 22ND PLCHICAGOIL60608NONEPUBLIC CHARITYGENERAL$4,000
DESERT COMMUNITY FOUNDATION
75105 MERLE DR 300PALM DESERTCA92211NONEPUBLIC CHARITYGENERAL$500
HAZELDEN BETTY FORD
867 N DEARBORN STCHICAGOIL60610NONEPUBLIC CHARITYGENERAL$7,500
LITTLE SISTERS OF THE POOR
2325 N LAKEWOOD AVECHICAGOIL60614NONEPUBLIC CHARITYGENERAL$5,000
LOYOLA ACADEMY
1100 LARAMIE AVEWILMETTEIL60091NONEPUBLIC CHARITYGENERAL$7,000
MISERICORDIA FAMILY ASSOCIATION
6300 N RIDGE AVECHICAGOIL60660NONEPUBLIC CHARITYGENERAL$5,000
MISSION OF OUR LADY OF MERCY-MERCY HOME FOR BOYS AND GIRLS
1140 W JACKSON BLVDCHICAGOIL60607NONEPUBLIC CHARITYGENERAL$10,000
NORTH SHORE ART LEAGUE
620 LINCOLN AVEWINNETKAIL60093NONEPUBLIC CHARITYGENERAL$250
PALETTE & CHISEL ACADEMY OF FINE ARTS
1012 N DEARBORN STCHICAGOIL60610NONEPUBLIC CHARITYGENERAL$250
READING POWER INC
900 NORTH SHORE DRIVE SUITE 178LAKE BLUFFIL60044NONEPUBLIC CHARITYGENERAL$10,000
ST ANGELA SCHOOL
1332 N MASSASOIT AVECHICAGOIL60651NONEPUBLIC CHARITYGENERAL$1,500
ST COLETTA'S OF ILLINOIS FOUNDATION
18350 CROSSING DRTINLEY PARKIL60487NONEPUBLIC CHARITYGENERAL$15,000
THE BRIDGE FUND
271 MADISON AVE STE 907NEW YORKNY10016NONEPUBLIC CHARITYGENERAL$25,000
THE JOFFREY BALLET OF CHICAGO
10 E RANDOLPH STCHICAGOIL60601NONEPUBLIC CHARITYGENERAL$1,500
THE MANNA FOOD PROJECT
8791 MCBRIDE PARK COURTHARBOR SPRINGSMI49740NONEPUBLIC CHARITYGENERAL$5,000
WTTW CHANNEL 11
5400 N SAINT LOUIS AVECHICAGOIL60625NONEPUBLIC CHARITYGENERAL$110,000
OUR FALLEN HERO FOUNDATION
18710 S MARJORIE PKWYMOKENAIL60448NONEPUBLIC CHARITYGENERAL$1,000
OUR LADY OF THE LIGHT
19680 CYPRESS VIEW DRFORT MYERSFL33967NONEPUBLIC CHARITYGENERAL$1,500
ST PATRICK HIGH SCHOOL
5900 W BELMONT AVECHICAGOIL60634NONEPUBLIC CHARITYGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$260,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$448,214ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$448,214ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$448,214TotalIncomeProducingActyAmt

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 AND AUDIT FEESCategoryTxt
Amt$21,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$365LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN SHAMROCK INVESTMENT PARTNERSHIP$28,709$28,698$28,698
INVESMENT IN PALM HILLS CORP$13,970$5,971$5,971

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNALLOWED LOSSESDesc
Amt$16Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$2,250$0$0
DUES AND SUBSCRIPTIONS$1,829$0$0
COMPUTER EXPENSES$2,481$0$0
OTHER OPERATING EXPENSES$432$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$75Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$10,436Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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