PEPPER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PEPPER FAMILY FOUNDATION (EIN 36-3540747)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-25
- IRS object ID
- 201801459349100405
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-25T08:53:22-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364049282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASQUESI SHEPPARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363540747 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEPPER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O RICHARD S PEPPER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEPP | BusinessNameControlTxt |
| Phone | 3122664703 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 643 NORTH ORLEANS | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606543608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M O'LEARY | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3122664703 | PhoneNum |
| Signature | 2018-05-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK ZIVKOVIC | PreparerPersonNm |
| PTIN | P00008829 | PTIN |
| Phone | 8472345000 | PhoneNum |
| Preparation | 2018-05-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,523,528 | 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 | $2,204,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $197,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,107,267 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,718 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,563,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $359,141 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,138 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,138 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,827 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $823,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $823,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $928,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $848,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,635,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $279,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,450,761 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,781,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,780,986 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,385,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,689,253 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,742,542 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,835,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,471,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,523,528 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,861,987 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,861,987 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,973,993 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,609,252 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,835,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,471,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,835,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,471,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,835,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,635,259 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,471,239 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,471,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY #221 PUBLICLY TRADED SECURITY | P | $5,274 | $4,411 | $863 | $863 |
| MORGAN STANLEY #221 PUBLICLY TRADED SECURITY | P | $76,792 | $60,151 | $16,641 | $16,641 |
| POWERSHARES DB COMMODITY | P | $36,284 | $36,554 | -$270 | -$270 |
| POWERSHARES DB COMMODITY | P | $5 | $5 | $5 | |
| POWERSHARES DB COMMODITY | P | $357 | -$357 | -$357 | |
| MORGAN STANLEY #689 PUBLICLY TRADED SECURITY | P | $198,057 | $180,933 | $17,124 | $17,124 |
| MORGAN STANLEY #689 PUBLICLY TRADED SECURITY | P | $391,808 | $350,812 | $40,996 | $40,996 |
| GABELLI EQUITY SER FDS INC | P | $154,962 | $82,451 | $72,511 | $72,511 |
| MCKESSON CORP | P | $3,740 | $2,125 | $1,615 | $1,615 |
| MCKESSON CORP | P | $2,077 | $1,110 | $967 | $967 |
| MCKESSON CORP | P | $8,030 | $4,645 | $3,385 | $3,385 |
| OREGON SCH BRDS ASSNTAXABLE PENSION BDS | P | $100,000 | $100,000 | $0 | $0 |
| PITNEY BOWES INC GLBL MTN 5.75000% | P | $100,000 | $100,000 | $0 | $0 |
| CHICAGO IL TRANSIT AUTHORITY REV BDS | P | $25,000 | $25,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $5,238 | $5,238 | $5,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,718 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $648,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,395,835 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.101394 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $626,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,538,334 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095743 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $264,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,475,700 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040845 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,774,655 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,115,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.633510 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $550,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,969,606 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061332 | DistributionYr5Rt |
| Total Distribution | 0.932824 | TotalDistributionRt |
| Average Distribution | 0.186565 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,342,762 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,556,467 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,790 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,559,257 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $848,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $60 | OverpaymentAmt |
| Applied To ES Tax | $60 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD S PEPPER | IndividualWithBooksNm |
| Phone | 3122664703 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 643 NORTH ORLEANS | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD S PEPPER | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | DIRECTOR,PRESIDENT,TREAS. | 4.00 | $10,000 | $0 | $0 |
| ROXELYN M PEPPER | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | DIRECTOR, V.P. | 4.00 | $10,000 | $0 | $0 |
| THOMAS M O'LEARY | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | EXECUTIVE VP & SECRETARY | 4.00 | $10,000 | $0 | $0 |
| LYNDA BOLLMAN | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | DIRECTOR | 4.00 | $10,000 | $0 | $0 |
| JSTANLEY PEPPER | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | DIRECTOR | 4.00 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,049,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,419,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,469,809 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,469,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,047 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,342,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $417,138 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $417,138 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,580 | TotalTaxAmt |
| Distributable Before Adj | $411,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $411,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $411,558 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $848,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $848,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $848,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $411,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,400 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,328,591 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $305,367 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $332,268 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,073,626 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $848,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $411,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $436,942 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,510,568 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $107,400 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,403,168 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,328,591 | ExcessFromYear4Amt |
| Excess From Year2 | $305,367 | ExcessFromYear2Amt |
| Excess From Year1 | $332,268 | ExcessFromYear1Amt |
| Excess From Current Year | $436,942 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD S PEPPER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGC EDUCATION & RESEARCH FOUNDATION | |||||||
| 2300 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $100,000 |
| THE ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $10,000 |
| BARRINGTON AREA COUNCIL ON AGING | |||||||
| 6000 GARLANDS LANE 100 | BARRINGTON | IL | 60010 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $6,000 |
| BIG SHOULDERS FUND | |||||||
| 309 W WASHINGTON SUITE 550 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $10,000 |
| CATHEDRAL COUNSELING CENTER | |||||||
| 50 E WASHINGTON SUITE 301 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $50,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $7,500 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $2,500 |
| HARPER COLLEGE | |||||||
| 1200 W ALGONQUIN ROAD | PALATINE | IL | 60067 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $100,000 |
| HOMAN SQUARE COMMUNITY FOUNDATION | |||||||
| 3517 W ARLINGTON ST | CHICAGO | IL | 60624 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $5,000 |
| JOURNEYCARE FOUNDATION | |||||||
| 405 LAKE ZURICH ROAD | BARRINGTON | IL | 60010 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $30,000 |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $50,000 |
| MARYVILLE ACADEMY CENTER FOR CHILDREN | |||||||
| 6650 W IRVING PARK RD | CHICAGO | IL | 60634 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $25,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 57TH AND LAKE SHORE DRIVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $10,000 |
| NORTHWESTERN UNIVERSITY ATHLETIC DEPT | |||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $35,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2145 SHERIDAN ROAD | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $250,000 |
| NORTHWESTERN UNIVERSITY - WALTER P MURPHY | |||||||
| 2145 SHERIDAN ROAD | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $5,000 |
| NORTHWESTERN SCHOOL OF COMMUNICATION | |||||||
| 70 ARTS CIR DR | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $10,000 |
| NORTH CENTRAL COLLEGE | |||||||
| 30 N BRAINARD ST | NAPERVILLE | IL | 60540 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $50,000 |
| OPENLANDS | |||||||
| 25 E WASHINGTON ST SUITE 1650 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $5,000 |
| ST LEONARD'S HOUSE | |||||||
| 2100 W WARREN BLVD | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $5,000 |
| CHICAGO HISTORICAL SOCIETY | |||||||
| 1601 N CLARK ST | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $2,500 |
| LAWRENCE HALL YOUTH SERVICES | |||||||
| 4833 N FRANCISCO AVE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $5,000 |
| BISHOP ANDERSON HOUSE | |||||||
| 707 S WOOD ST 101 | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $823,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,142 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $158,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $359,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $359,141 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RICHARD S PEPPER | ||||||
| 1 | 78 DUNDEE ROAD | BARRINGTON | IL | 60010 | $2,151,000 | Yes (X) |
| THE PEPPER COMPANIES | ||||||
| 2 | 78 DUNDEE ROAD | CHICAGO | IL | 60610 | $53,750 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $3,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,689,253 | BookValueAmt |
| EOYFMV | $6,742,542 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FEES | Desc |
| Revenue And Expenses Per Books | $67 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK & INVESTMENT FEES | $50,090 | $50,090 | $0 |
| FROM K-1 | $48 | $48 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| RICHARD S PEPPER | |||
| 643 NORTH ORLEANS | CHICAGO | IL | 60610 |
| PEPPER CONSTRUCTION COMPANY | |||
| 643 NORTH ORLEANS | CHICAGO | IL | 60610 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,827 | Amt |
| Net Investment Income | $1,827 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments