HAROLD M AND ADELINE S MORRISON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD M AND ADELINE S MORRISON FAMILY FOUNDATION (EIN 36-7090069)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349101548
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T11:11:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367090069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD M & ADELINE S MORRISON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 3124944513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 E WASHINGTON STREET 430 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD MORRISON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3124944513 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,191,661 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $76,251 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76,251 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $583,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $583,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,908,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,879,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,908,350 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,125,861 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,125,861 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,714,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,693,854 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $271,950 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,675 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $268,275 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,754 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,754 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,784 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,568 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,784 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,784 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $131,614 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131,614 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $78 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,496 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,009 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $43,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $43,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,915 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,915 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $132,929 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,504 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $773,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $277,011 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $414,732 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,196,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,196,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,969,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $277,011 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,610,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,745,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,416,843 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,519,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,587,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,587,066 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,904 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,337 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,337 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $19,054,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,451,195 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,851,137 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,913,979 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,166,039 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,730,121 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,490,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,227,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,191,661 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,354 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,923 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $4,082 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,083 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,436 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,006 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,094,507 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,839,663 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,372,968 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,372,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,467,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,212,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,490,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,227,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,467,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,745,156 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,212,631 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,212,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #7411 | P | $633,171 | $475,817 | $157,354 | $157,354 |
| CHARLES SCHWAB #7411 | P | $533,245 | $534,950 | -$1,705 | -$1,705 |
| CHARLES SCHWAB #4287 | P | $287,832 | $243,754 | $44,078 | $44,078 |
| CHARLES SCHWAB #4287 | P | $712,606 | $599,702 | $112,904 | $112,904 |
| CHARLES SCHWAB #4450 | P | $252,000 | $252,000 | $0 | $0 |
| CHARLES SCHWAB #0577 | P | $1,464,547 | $1,455,061 | $9,486 | $9,486 |
| CHARLES SCHWAB #0577 | P | $3,795,256 | $3,363,707 | $431,549 | $431,549 |
| CAPITAL GAINS FROM K-1S | P | $8 | $8 | $8 | |
| CAPITAL GAINS FROM K-1S | P | $15,250 | $15,250 | $15,250 | |
| MERRILL LYNCH #6397 | P | $1,176,045 | $1,176,045 | $1,176,045 | |
| INVESTMENT IN COASTAL REAL ESTATE | P | $7,075 | -$7,075 | -$7,075 | |
| INVESTMENT IN ACRE RE II | P | $39,501 | -$39,501 | -$39,501 | |
| INVESTMENT IN FIC INC CARLYLE MEZZ | P | $7,395 | $7,395 | $7,395 | |
| INVESTMENT IN GRATUTUDE RAILROAD | P | $2,562 | $2,562 | $2,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,908,350 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75,294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75,294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,393 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $136,393 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $61,099 | OverpaymentAmt |
| Applied To ES Tax | $61,099 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | FIC CO DAVE GERVASE | IndividualWithBooksNm |
| Phone | 3124944513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 E WASHINGTON ST SUITE 400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| ADELINE S MORRISON | ||||||||
| 50 E WASHINGTON ST SUITE 430 | CHICAGO | IL | 60602 | SECRETARY | 1.00 | $0 | $0 | $0 |
| HELEN MORRISON | ||||||||
| 50 E WASHINGTON ST SUITE 430 | CHICAGO | IL | 60602 | CHAIR | 1.50 | $0 | $0 | $0 |
| LOIS MORRISON | ||||||||
| 50 E WASHINGTON ST SUITE 430 | CHICAGO | IL | 60602 | DIRECTOR OF OPERATIONS | 40.00 | $73,500 | $0 | $0 |
| CHARLES BRINLEY | ||||||||
| 50 E WASHINGTON ST SUITE 430 | CHICAGO | IL | 60602 | TREASURER | 1.00 | $0 | $0 | $0 |
| BRUCE BOYD | ||||||||
| 50 E WASHINGTON ST SUITE 430 | CHICAGO | IL | 60602 | EXEC. DIRECTOR | 40.00 | $183,750 | $0 | $0 |
| MARGOT BRINLEY | ||||||||
| 50 E WASHINGTON ST SUITE 430 | CHICAGO | IL | 60602 | VICE CHAIR | 1.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCIAL INVESTMENTS CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 E WASHINGTON STREET STE 430 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING FEES | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $4,141,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,401,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,750,357 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,292,790 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,292,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $529,392 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,763,398 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,738,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,738,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,294 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,181 | IncomeTaxAmt |
| Total Tax | $77,475 | TotalTaxAmt |
| Distributable Before Adj | $1,660,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,660,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,660,695 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,610,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,610,732 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,660,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $93,212 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,499 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,307 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $463,061 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,477 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $746,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,610,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,610,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $49,963 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $49,963 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $696,593 | 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 | $43,249 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $653,344 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,499 | ExcessFromYear4Amt |
| Excess From Year3 | $66,307 | ExcessFromYear3Amt |
| Excess From Year2 | $463,061 | ExcessFromYear2Amt |
| Excess From Year1 | $96,477 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOIS MORRISON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AAUW | ||||||||
| 2500 N NORTHERN AVE | WAUKEGAN | IL | 60087 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ACHILLES INTERNATIONAL | ||||||||
| 315 WEST 39TH ST SUITE 205 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $500 | |
| ADVANCE ILLINOIS | ||||||||
| 303 E WACKER DRIVE 19TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ALEXANDER CHILDREN'S FOUNDATION | ||||||||
| 6220 THERMAL ROAD | CHARLOTTE | NC | 28211 | NONE | PC | ALEXANDER YOUTH NETWORK | $1,000 | |
| AMERICA SCORES NEW YORK | ||||||||
| 520 8TH AVE SUITE 201C | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| ANNE K TAYLOR FUND | ||||||||
| 2724 ARVIN ROAD | BILLINGS | MT | 59102 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| ARISE CHICAGO | ||||||||
| 1700 W HUBBARD 2E | CHICAGO | IL | 60622 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BILLION OYSTER PROJECT | ||||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| BOYS & GIRLS CLUB OF LAKE COUNTY | ||||||||
| 730 S MARTIN LUTHER KING AVE | WAUKEGAN | IL | 60085 | NONE | PC | SUPPORT OF CAMP PROGRAMS | $5,000 | |
| BRUSHWOOD CENTER OF RYERSON WOODS | ||||||||
| 21850 N RIVERWOODS ROAD | DEERFIELD | IL | 60015 | NONE | PC | GENERAL SUPPORT | $47,500 | |
| BRUSHWOOD CENTER OF RYERSON WOODS | ||||||||
| 21850 N RIVERWOODS ROAD | DEERFIELD | IL | 60015 | NONE | PC | IN HONOR OF MAXINE M. HUNTER | $10,000 | |
| CAMP FOR ALL KIDS | ||||||||
| 818 E 63RD STREET 193 | CHICAGO | IL | 60637 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CAMPING WITH CRADLE | ||||||||
| PO BOX 481431 | CHARLOTTE | NC | 28269 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| CATAWBA RIVERKEEPER | ||||||||
| 102 MAIN ST SUITE 100 | MCADENVILL | NC | 28101 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | WINDY CITY HARVEST IN HONOR OF LOIS STEANS | $25,000 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| CHICAGO VOYAGERS | ||||||||
| 534 PRATT AVE N | SCHAUMBURG | IL | 60193 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| CHILDREN & NATURE NETWORK | ||||||||
| 1611 COUNTY RD B WEST SUITE 315 | ROSEVILLE | MN | 55133 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CLEANAIRE NC | ||||||||
| PO BOX 5311 | CHARLOTTE | NC | 28299 | NONE | PC | HISTORIC WEST END GREEN DISTRICT | $10,000 | |
| COLLEGE OF LAKE COUNTY FOUNDATION | ||||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 60030 | NONE | PC | GREEN YOUTH FARM | $13,000 | |
| COLLEGE OF LAKE COUNTY FOUNDATION | ||||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 60030 | NONE | PC | URBAN FARM | $225,000 | |
| COMMUNITY 365 | ||||||||
| PO BOX 365 | WINTHROP HARBOR | IL | 60096 | NONE | PC | LC JOY SUMMIT | $1,000 | |
| CONSERVING CAROLINA | ||||||||
| 847 CASE STREET | HENDERSONVILLE | NC | 28792 | NONE | PC | HURRICANE HELENE RESPONSE | $2,500 | |
| COOL LEARNING EXPERIENCE | ||||||||
| 401 N GENESEE | WAUKEGAN | IL | 60079 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| DEPAUL UNIVERSITY - IRWIN STEANS CENTER | ||||||||
| 2233 N KENMORE | CHICAGO | IL | 60614 | NONE | PC | SUPPORT ENVIRONMENTAL INTERNSHIPS | $9,000 | |
| ELAWA FARM FOUNDATION | ||||||||
| 1401 MIDDLEFORK DR | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | ||||||||
| 475 RIVERSIDE DR ROOM 960 | NEW YORK | NY | 10115 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| ENVIRONMENTAL LAW & POLICY CENTER | ||||||||
| 35 E WACKER DRIVE SUITE 1600 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FAITH IN PLACE | ||||||||
| 5416 SOUTH CORNELL AVENUE 4TH FLOOR | CHICAGO | IL | 60615 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FARMWORKER & LANDSCAPER ADVOCACY PROJECT | ||||||||
| 100 N LASALLE ST SUITE 2500 | CHICAGO | IL | 60602 | NONE | PC | FOR WORK IN LAKE COUNTY | $4,000 | |
| FRIENDS OF NACHUSA GRASSLANDS | ||||||||
| 8772 S LOWDEN ROAD | FRANKLIN GROVE | IL | 61031 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GARDENEERS | ||||||||
| 3414 WEST ROOSEVELT RD 2 | CHICAGO | IL | 60624 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| GOVERNORS ISLAND FOUNDATION | ||||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| GREENHOUSE SCHOLARS | ||||||||
| 1820 FOLSOM STREET | BOULDER | CO | 80302 | NONE | PC | SUPPORT SCHOLARS IN CHARLOTTE, NC | $1,500 | |
| GROWNYC | ||||||||
| PO BOX 2377 | NEW YORK | NY | 10272 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| HEART OF THE CITY | ||||||||
| PO BOX 356 | WAUKEGAN | IL | 60079 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HISTORY CENTER LAKE FOREST LAKE BLUFF | ||||||||
| 509 E DEERPATH ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| IL ENVIRONMENTAL COUNCIL EDUCATION FUND | ||||||||
| 520 E CAPITOL | SPRINGFIELD | IL | 62701 | NONE | UNKNOWN | GENERAL SUPPORT | $6,000 | |
| IL ENVIRONMENTAL COUNCIL EDUCATION FUND | ||||||||
| 520 E CAPITOL | SPRINGFIELD | IL | 62701 | NONE | UNKNOWN | CLEAN POWER LAKE COUNTY | $5,000 | |
| JOSSELYN | ||||||||
| 1135 SKOKIE BLVD | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| JUSTICE OUTSIDE | ||||||||
| 436 14TH ST SUITE 1209 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LAKE COUNTY COMMUNITY FOUNDATION | ||||||||
| 1200 UNIVERSITY CENTER DRIVE SUITE | GRAYSLAKE | IL | 60030 | NONE | PC | CAMPAIGN FOR A THRIVING LAKE COUNTY | $37,500 | 333 |
| LAKE COUNTY COMMUNITY FOUNDATION | ||||||||
| 1200 UNIVERSITY CENTER DRIVE SUITE | GRAYSLAKE | IL | 60030 | NONE | PC | GENERAL SUPPORT | $8,500 | 333 |
| LAKE FOREST COLLEGE | ||||||||
| 555 N SHERIDAN ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| LAKE FOREST FDN FOR HISTORIC PRESERVATION | ||||||||
| 400 EAST ILLINOIS ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LAKE FOREST OPEN LANDS | ||||||||
| 350 N WAUKEGAN ROAD | LAKE FOREST | IL | 60045 | NONE | PC | CONSERVATION LEADERSHIP & ENGAGEMENT | $15,000 | |
| LAKE JAMES ENVIRONMENTAL ASSOCIATION | ||||||||
| PO BOX 430 | NEBO | NC | 28761 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| LEGACY GLOBAL PROGRAMS | ||||||||
| 4435 E HOLMES AVE SUITE 200 | MESA | AZ | 85206 | NONE | PC | FBO SUPPLY CHAIN FOUNDATION | $1,500 | |
| LEGACY REENTRY FOUNDATION NFP | ||||||||
| 418-420 W CLAYTON ST | WAUKEGAN | IL | 60085 | NONE | PC | GENERAL SUPPORT | $16,500 | |
| LIBERTY PRAIRIE | ||||||||
| 550 HARRIS ROAD | GRAYSLAKE | IL | 60030 | NONE | PC | LIVING LABORATORY SUPPORT | $25,000 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DR SUITE 860 | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| METROSQUASH | ||||||||
| 6100 S COTTAGE GROVE AVE | CHICAGO | IL | 60637 | NONE | PC | TO HONOR JANAE MEYER | $5,000 | |
| MOTE MARINE LABORATORY | ||||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | NONE | PC | SEA TURTLE CONSERVATION | $5,000 | |
| MUDDY SNEAKERS | ||||||||
| PO BOX 146 | BREVARD | NC | 28712 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NORTH CAROLINA WILDLIFE FEDERATION | ||||||||
| 1346 SAINT JULIEN STREET | CHARLOTTE | NC | 28205 | NONE | GROUP | GENERAL SUPPORT | $29,000 | |
| NORTH CHICAGO COMMUNITY PARTNERS | ||||||||
| 855 SKOKIE HIGHWAY SUITE D | LAKE BLUFF | IL | 60044 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| NORTHWESTERN LAKE FOREST HOSPITAL | ||||||||
| 541 NORTH FAIRBANKS COURT SUITE 800 | CHICAGO | IL | 60611 | NONE | UNKNOWN | GENERAL SUPPORT | $1,500 | |
| OPENLANDS | ||||||||
| 25 E WASHINGTON ST SUITE 1650 | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $53,500 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC | ||||||||
| 100 SOUTH BOYLAN AVENUE | RALEIGH | NC | 27603 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| POTOMAC CONSERVANCY | ||||||||
| 962 WAYNE AVE SUITE 540 | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL SUPPORT | $12,500 | |
| PRESERVATION FNDN OF LC FOREST PRESERVES | ||||||||
| 1899 WEST WINCHESTER ROAD | LIBERTYVILLE | IL | 60048 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| RAGDALE FOUNDATION | ||||||||
| 1260 N GREEN BAY ROAD | LAKE FOREST | IL | 60045 | NONE | PC | "NEXT" CAMPAIGN | $37,500 | |
| RAGDALE FOUNDATION | ||||||||
| 1260 N GREEN BAY ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| RARE | ||||||||
| 1310 N COURTHOUSE ROAD SUITE 110 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $12,500 | |
| RAVINIA FESTIVAL | ||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | RSMI GIFT TO HONOR LOIS STEANS & MAXINE HUNTER | $110,000 | |
| RAVINIA FESTIVAL | ||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | RAVINIA'S SMI SINGER & OUTREACH | $25,000 | |
| READING POWER INC | ||||||||
| 736 N WESTERN AVE SUITE 226 | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| RETI CENTER | ||||||||
| 93 DIKEMAN ST | BROOKLYN | NY | 11231 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| ROBERTI COMMUNITY HOUSE | ||||||||
| PO BOX 65 | LAKE FOREST | IL | 60045 | NONE | POF | GENERAL SUPPORT | $2,500 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | SAN FRANCISCO | CA | 94612 | NONE | PC | OUTDOOR ALLIANCE FOR KIDS GENERAL OPERATIONAL SUPPORT | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SUSANNA FARMS FOUNDATION | ||||||||
| 24153 W TOWNLINE RD | LAKE VILLA | IL | 60046 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| THE FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| THE NATURE CONSERVANCY IN ILLINOIS | ||||||||
| 400 N MICHIGAN AVE SUITE S1100 | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | NONE | GROUP | GENERAL SUPPORT | $7,500 | |
| THE WAY OF THE RAIN | ||||||||
| 903 W ALAMEDA ST SUITE 906 | SANTA FE | NM | 87501 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| TOGETHER FOR NATURE | ||||||||
| 35430 N EVERETT AVE | INGLESIDE | IL | 60041 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| TREESCHARLOTTE | ||||||||
| PO BOX 32367 | CHARLOTTE | NC | 28232 | NONE | PC | COMMUNITY ENGAGEMENT WORK | $7,000 | |
| UNIVERSITY OF CHICAGOSSA FUND | ||||||||
| 969 E 60TH STREET | CHICAGO | IL | 60637 | NONE | PC | CROWN FAMILY SCHOOOL FUND | $1,500 | |
| WAYFINDERS | ||||||||
| 725 PROVIDENCE ROAD SUITE 212 | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL SUPPORT | $29,000 | |
| WILD EARTH ALLIES | ||||||||
| 2 WISCONSIN CIRCLE SUITE 900 | CHEVY CHASE | MD | 20815 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WINDWARD FUND | ||||||||
| 1828 L STREET NORTHWEST SUITE 300-C | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| YALE SCHOOL OF THE ENVIRONMENT | ||||||||
| 195 PROSPECT ST | NEW HAVEN | CT | 06511 | NONE | GROUP | YALE CENTER FOR ENVIRONMENTAL JUSTICE | $5,000 | |
| YELLOWSTONE FOREVER | ||||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| YOUTH CONSERVATION CORPS | ||||||||
| 1020 W GREENWOOD AVE | WAUKEGAN | IL | 60087 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,196,000 | 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 | $76,251 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $583,392 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,125,861 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,908,744 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,694,248 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,694,248 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | DONATE INCOME TO CHARITIES |
| 4 | DONATE INCOME TO CHARITIES |
| 7 | DONATE INCOME TO CHARITIES |
| 8 | DONATE INCOME TO CHARITIES |
| 10 | DONATE INCOME TO CHARITIES |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADELINE S MORRISION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 E WASHINGTON ST STE 430 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $11,568 | Amt |
| Net Investment Income | $5,784 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,784 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIFTH THIRD BANCORP | $1,477,619 | $2,016,840 |
| INTEROCEAN SCHWAB | $13,229,863 | $15,730,681 |
| JP MORGAN CHASE | $2,617 | $1,606,057 |
| SCHWAB | $2,333,488 | $2,386,222 |
| SCHWAB DAF | $2,313,162 | $2,776,117 |
| VALLEY NATIONAL BANCORP | $94,446 | $335,220 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ATLANTIC CREEK REAL ESTATE III | AT COST | $128,699 | $0 |
| BRAUVIN III | AT COST | $1,000,000 | $1,000,000 |
| CAMBIUM CARBON | AT COST | $150,000 | $150,000 |
| CIRCLE TOWERS SENIOR INVESTORS | AT COST | $972,601 | $750,000 |
| COPIA CREDIT IMPACT FUND I LLC | AT COST | $150,280 | $190,931 |
| IMPACT ENGINE PE FUND II | AT COST | $592,888 | $731,250 |
| KINZIE FUND II-A | AT COST | $124,987 | $137,394 |
| LAKESIDE WORKFORCE HOUSING II | AT COST | $174,902 | $377,708 |
| LARAMAR /HARTFORD JV FUND | AT COST | $440,210 | $542,075 |
| LARAMAR MFVF III | AT COST | $715,889 | $743,456 |
| LARAMAR MOB | AT COST | $599,871 | $685,331 |
| LARAMAR MOB II | AT COST | $118,792 | $130,303 |
| ROSE AFFORDABLE HOUSING PRES IV | AT COST | $348,018 | $483,513 |
| SAAS CAPITAL IV | AT COST | $916,614 | $895,024 |
| SAAS III | AT COST | $298,463 | $300,738 |
| VISTRIA FUND IV | AT COST | $588,569 | $612,398 |
| RAPID FIRE | AT COST | $914,576 | $1,000,000 |
| ARUZA | AT COST | $930,680 | $1,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,784 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGACY REENTRY FOUNDATION | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $20,000 | EOYBookValueAmt |
| EOYFMV | $20,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE EXPENSE | $600 | $0 | $600 |
| OTHER DEDUCTIONS - K-1'S | $132,929 | $132,929 | $0 |
| MEMBERSHIP FEES | $3,151 | $0 | $3,151 |
| SUPPLIES | $762 | $0 | $762 |
| MISCELLANEOUS FEES | $7,919 | $0 | $7,919 |
| GRANT MANAGEMENT FEES | $10,072 | $0 | $10,072 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| COASTAL REAL ESTATE | $2,753,979 | $2,753,979 | $2,753,979 |
| COPIA CREDIT IMPACT FUND I LLC | -$40,651 | -$40,651 | -$40,651 |
| FIC INC PARTNERSHIP | $151 | $151 | $151 |
| GRATITUDE RAILROAD VENTURES | -$280 | -$280 | -$280 |
| IMPACT ENGINE | -$4,459 | -$4,459 | -$4,459 |
| LAKESIDE II | -$22,341 | -$22,341 | -$22,341 |
| LARAMAR KODIAK | -$40,836 | -$40,836 | -$40,836 |
| LARAMAR MFV III | $98,922 | $98,922 | $98,922 |
| LARAMAR MOB | $6,139 | $6,139 | $6,139 |
| ROSE FUND IV | $88,471 | $88,471 | $88,471 |
| SAAS CAPITAL III | $101,598 | $101,598 | $101,598 |
| SAAS CAPITAL IV | $129,082 | $129,082 | $129,082 |
| VISTRIA FUND IV | $8 | $8 | $8 |
| CIRCLE TOWER SENIOR INVESTORS | $60,164 | $60,164 | $60,164 |
| LARAMAR MOB II | -$4,086 | -$4,086 | -$4,086 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| K-1 BASIS - FIC INCOME PARTNERSHIP | $4,082 | $114 |
| K-1 BASIS - KINZIE FUND II-A | $0 | $5,969 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $56,614 | $56,614 | $0 |
| FIC ACCOUNTING FEES | $75,000 | $75,000 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ADELINE S MORRISON | |||
| 50 E WASHINGTON STREET 430 | CHICAGO | IL | 60602 |
| MARGOT M BRINLEY | |||
| 50 E WASHINGTON STREET 430 | CHICAGO | IL | 60602 |
| HELEN MORRISON | |||
| 50 E WASHINGTON STREET 430 | CHICAGO | IL | 60602 |
| HAROLD M MORRISON | |||
| 50 E WASHINGTON STREET 430 | CHICAGO | IL | 60602 |
| LOIS L MORRISON | |||
| 50 E WASHINGTON STREET 430 | CHICAGO | IL | 60602 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX WITHHELD | CategoryTxt |
| Amt | $76,496 | Amt |
| Net Investment Income | $3,009 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments