WAYNE AND NAN KOCOUREK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE AND NAN KOCOUREK FOUNDATION (EIN 47-6807414)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-27
- IRS object ID
- 201801789349100015
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-27T15:27:12-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 476807414 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wayne and Nan Kocourek Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WAYNE C KOCOUREK | InCareOfNm |
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 8472153475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 WEST LAKE COOK ROAD Suite 460 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60089 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAN KOCOUREK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8472153475 | PhoneNum |
| Signature | 2018-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN LINGLE | PreparerPersonNm |
| PTIN | P01384006 | PTIN |
| Phone | 3123573950 | PhoneNum |
| 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 | $42,220,585 | 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 |
| Dividends Rev And Expnss | $686,538 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $684,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,550 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,041,283 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,550 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $702,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $700,116 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $337,717 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $337,717 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,248 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,248 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,893 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,893 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,254 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,076 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10,076 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $18,230 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $471,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $401,164 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,336,777 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,336,777 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,808,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,737,941 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,106,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $633,862 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $752,259 | CashBOYAmt |
| Cash EOY | $853,117 | CashEOYAmt |
| Cash EOYFMV | $853,117 | CashEOYFMVAmt |
| Corporate Bonds BOY | $44,495,010 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $41,282,104 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $41,367,468 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $45,247,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,135,221 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,220,585 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $45,247,269 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,135,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,247,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,135,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,247,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,135,221 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,247,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,106,292 | ExcessRevenueOverExpensesAmt |
| Subtotal | $42,140,977 | SubtotalAmt |
| Other Decreases | $5,756 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,135,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| NORTHERN TRUST 8741 - SEE ATTACHED | $593,702 | $598,324 | -$4,622 | -$4,622 |
| NORTHERN TRUST 8741 - SEE ATTACHED | $15,447,581 | $15,427,409 | $20,172 | $20,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,550 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,353,711 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,395,108 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.152887 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $136,288 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Total Distribution | 0.152887 | TotalDistributionRt |
| Average Distribution | 0.076444 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,484,094 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,324,098 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,339 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,330,437 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,737,941 | 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 | $6,339 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,339 | SubtotalAmt |
| Tax Based On Investment Income | $6,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,977 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,977 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,638 | OverpaymentAmt |
| Applied To ES Tax | $7,638 | AppliedToESTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE C KOCOUREK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472153475 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W LAKE COOK RD STE 460 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60089 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WAYNE KOCOUREK | ||||||||
| 4 MID OAKS LANE | BARRINGTON HILLS | IL | 60010 | TRUSTEE | 15.0 | $187,717 | $0 | $0 |
| NAN KOCOUREK | ||||||||
| 4 MID OAKS LANE | BARRINGTON HILLS | IL | 60010 | CEO | 20.0 | $150,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE KOCOUREK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MID OAKS LANE | AddressLine1Txt |
| City | BARRINGTON HILLS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | 0 | ServiceTypeTxt |
| Compensation | $187,717 | CompensationAmt |
| 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 | $43,385,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $761,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,146,288 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,146,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $662,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,484,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,174,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,174,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,339 | TotalTaxAmt |
| Distributable Before Adj | $2,167,866 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,167,866 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,167,866 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,737,941 | 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 | $3,737,941 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,339 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,731,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,167,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,581,188 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,581,188 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,737,941 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,167,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,570,075 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,151,263 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,151,263 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,581,188 | ExcessFromYear1Amt |
| Excess From Current Year | $1,570,075 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CHOSEN AND DEARLY LOVED FOUNDATION | |||||||
| 1400 WEWATTA STREET SUITE 900 | DENVER | CO | 80202 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $250,000 |
| ASSISTANT DOGS OF HAWAII | |||||||
| 675 KEALALOA AVE | MAKAWAO | HI | 96768 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $57,100 |
| V-FOUNDATION | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $1,090,529 |
| BARRINGTON WHITE HOUSE | |||||||
| 145 WEST MAIN STREET | BARRINGTON | IL | 60010 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $25,000 |
| NATIONAL COUNCIL ON YOUTH LEADERSHIP | |||||||
| PO BOX 216 | WEST IBERTY | IA | 52776 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $25,000 |
| FAIRFIELD ARTS & CONVENTION CENTER | |||||||
| 200 NORTH MAIN STREET | FAIRFIELD | IA | 52556 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $110,000 |
| BOYS & GIRLS CLUB OF CEDAR RAPIDS | |||||||
| 420 6TH STREET SE SUITE 240 | CEDAR RAPIDS | IA | 52401 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $200,000 |
| TANAGER PLACE | |||||||
| 1030 5TH AVENUE SE | CEDAR RAPIDS | IA | 52403 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $200,000 |
| WAYPOINT SERVICES | |||||||
| 318 5TH STREET SE | CEDAR RAPIDS | IA | 52401 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $100,000 |
| GLOBAL LEADERSHIP CONNECTION | |||||||
| 135 NORTH 76TH STREET | MILWAUKEE | WI | 53213 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $25,000 |
| HOLIDAY HOME CAMP | |||||||
| 571 OUTING STREET | WILLIAMS BAY | WI | 53191 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $20,000 |
| BARRINGTON CHILDREN'S CHARITIES | |||||||
| 145 WEST MAIN STREET 204 | BARRINGTON | IL | 60010 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $100,000 |
| GOOD SHEPHERD HOSPITAL | |||||||
| 450 IL-22 | BARRINGTON | IL | 60010 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $8,748 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 6 BRINKER ROAD | BARRINGTON | IL | 60010 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $10,000 |
| SARACOMA FOUNDATION | |||||||
| 9899 MAIN STREET SUITE 204 | DAMASCUS | MD | 20872 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $2,500 |
| LES TURNER ALS WALK FOR LIFE | |||||||
| 5550 W TOUHY AVENUE SUITE 302 | SKOKIE | IL | 600773254 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $2,500 |
| ST LUKES CHILD PROTECTION | |||||||
| 1095 N CENTER POINT ROAD | HIAWATHA | IA | 52233 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $100,000 |
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 3075 HIGHLAND PKWY 600 | DOWNERS GROVE | IL | 60515 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $100,540 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $10,000 |
| HOLT-SUNNY RIDGE | |||||||
| 270 REMINGTON BLVD SUITE D | BOLINGBROOK | IL | 60440 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $265,088 |
| BARRINGTON AREA COMMUNITY FOUNDATION | |||||||
| 18 E DUNDEE ROAD 300 | BARRINGTON | IL | 60010 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $115,400 |
| NAPLES CHILDREN AND EDUCATION FOUNDATION | |||||||
| 4305 EXCHANGE AVENUE | NAPLES | FL | 34104 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $291,032 |
| NAPLES BOTANICAL GARDENS | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $5,000 |
| NAPA VALLEY COMMUNITY DISASTER FUND | |||||||
| 3299 CLAREMONT WAY SUITE 2 | NAPA | CA | 94558 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $25,000 |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $1,000 |
| MAUI ARTS AND CULTURAL CENTER | |||||||
| 1 CAMERON WAY | KAHULUI | HI | 96732 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $4,000 |
| VALLEY OF THE KING SANCTUARY | |||||||
| W7593 TOWN HALL ROAD | SHARON | WI | 53585 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $5,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $25,000 |
| JOURNEYCARE | |||||||
| 405 LAKE ZURICH ROAD | BARRINGTON | IL | 60010 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $75,000 |
| CRADLES TO CRAYONS | |||||||
| 4141 W GEORGE STREET | CHICAGO | IL | 60641 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $5,000 |
| ONE HOPE UNITED | |||||||
| 333 S WABASH AVENUE SUITE 2750 | CHICAGO | IL | 60604 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $15,000 |
| BRIAN TERRY FOUNDATION | |||||||
| 2575 E CAMELBACK ROAD 1100 | PHOENIX | AZ | 85016 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $15,000 |
| PROJECT HERO | |||||||
| 23679 CALABASAS ROAD SUITE 420 | CALABASAS | CA | 91302 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $10,000 |
| GEORGE WILLIAMS COLLEGE OF AURORA UNIVERSITY | |||||||
| 350 CONSTANCE BLVD | WILLIAMS BAY | WI | 53191 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $23,340 |
| FAIRFIELD EVERGREEN CEMETERY ASSOCIATION | |||||||
| 510 E STONE | FAIRFIELD | IA | 52556 | NONE | PC | TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,336,777 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $684,566 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,972 | RelatedOrExemptFunctionIncmAmt |
| 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 | $15,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $700,116 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,972 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $702,088 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,893 | Amt |
| Disbursements Charitable Prps | $13,893 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | WAYNE KOCOUREK | ContractorPersonNm |
| Explanation | SERVICES RELATED TO FORMATION, GOVERNANCE, INVESTMENT STRATEGY AND CHARITABLE STRATEGY | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sec 171 Election | IdentifierTxt |
| Form And Line Reference | Section 171 | FormAndLineReferenceDesc |
| Medium Explanation | The taxpayer elects under IRC Section 171 to amortize Bond Purchase Premium. This election applies to the current tax year and all future years. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST 8741 | BondNm |
| EOY Book Value | $41,282,104 | EOYBookValueAmt |
| EOYFMV | $41,367,468 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,248 | LegalFeesAmt |
| Disbursements Charitable Prps | $21,248 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $5,756 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL SERVICES | $1,254 | $1,254 |
| OTHER EXPENSES | $16,976 | $16,976 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ASSET MGMT FEES TAXABLE | $66,254 | $66,254 |
| ASSET MGMT FEES TAX EXEMPT | $185 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAXES - FEDERAL EXCISE TAX | $4,000 | |
| TAXES - PAYROLL TAXES | $10,061 | $10,061 |
| TAXES - IL FILING | $15 | $15 |
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