NATIONAL RECREATION FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL RECREATION FOUNDATION INC (EIN 13-6172514)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-09
- IRS object ID
- 201821909349100402
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-09T08:14:07-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | 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 | 136172514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL RECREATION FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SOPHIA B TWICHELL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2248806550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 NORTH WESTERN AVENUE NO 221 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600451820 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOPHIA B TWICHELL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2248806547 | PhoneNum |
| Signature | 2018-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS C GREEN CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $46,641,449 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $274,638 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $144,591 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $705,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $761,313 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,678,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,108,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,687,696 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,347 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,679,119 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,593,600 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $177,703 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,331 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172,569 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,802 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $504 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,298 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,658 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,329 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,208 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $177,692 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $144,067 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,625 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $264,390 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,562 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,928 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,535 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,535 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $67,389 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $21,095 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $21,095 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,231 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,890 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $786,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $300,148 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,401,124 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,370,542 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,187,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,670,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,491,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,399,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,793,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $287,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $287,394 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,393 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,393 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,393 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $22,038 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,683 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,683 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,993,424 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,749,917 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,749,917 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,636,960 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,267,838 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,009,209 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,009,209 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,132,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,385,883 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,385,883 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $127,332 | OtherAssetsBOYAmt |
| Other Assets EOY | $195,970 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $195,970 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,972,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,641,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,641,449 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,306 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $84,059 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,182,498 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,213,080 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $97,616 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $254,050 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,314,420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,551,189 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $40,658,563 | UnrestrictedBOYAmt |
| Unrestricted EOY | $45,090,260 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,658,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,090,260 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,972,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,641,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,658,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,491,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,939,856 | OtherIncreasesAmt |
| Subtotal | $45,090,260 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,090,260 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - HAWTHORN #2403 | 2016-01-01 | 2017-12-31 | $2,196,405 | $2,222,878 | -$26,473 | -$26,473 | |
| PUBLICLY TRADED SECURITIES - HAWTHORN #5189 | 2016-01-01 | 2017-12-31 | $1,279,563 | $671,873 | $607,690 | $607,690 | |
| PUBLICLY TRADED SECURITIES - HAWTHORN #6836 | 2016-01-01 | 2017-12-31 | $10,408,571 | $8,526,182 | $1,882,389 | $1,882,389 | |
| CREDOS FLOATING RATE FUND | 2017-01-01 | 2017-12-31 | $4,448 | $4,448 | $4,448 | ||
| CREDOS FLOATING RATE FUND | 2016-01-01 | 2017-12-31 | $4,918 | $4,918 | $4,918 | ||
| CAPITAL GAINS DIVIDENDS | $214,724 | $214,724 | $214,724 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,687,696 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,368,147 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,368,520 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034752 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,416,196 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,304,344 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058497 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,497,641 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,033,439 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059420 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,242,785 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $40,817,436 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054947 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,076,835 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $35,235,195 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058942 | DistributionYr5Rt |
| Total Distribution | 0.266558 | TotalDistributionRt |
| Average Distribution | 0.053312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,117,078 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,298,658 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,996 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,332,654 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,670,690 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,088 | OverpaymentAmt |
| Applied To ES Tax | $4,088 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NATIONALRECREATIONFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOPHIA B TWICHELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2248806547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 NORTH WESTERN AVENUE SUITE 221 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (26 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH B ANDERSON JR | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LYNNE M O BRICKNER | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID HAVEMEYER CARLETON | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT W CRAWFORD JR | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN L CROMPTON | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ENDICOTT P DAVISON JR | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES R DONNELLEY | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT JAUNICH II | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELSIE MCCABE THOMPSON | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TONY A MOBLEY | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| J JAMES PEARCE JR | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NICHOLAS G PENNIMAN IV | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHRYN A PORTER | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | PAST PRESIDENT | 1.00 | $0 | $0 | $0 |
| TIMOTHY L RICHARDSON | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDRA RUSH | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JON J SEAL | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALFRED A VALENZUELA | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN D SCOTT | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT A STUART JR | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN W MCCARTER JR | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | FIRST VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EDITH R PEREZ | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | SECOND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| R THAYER TUTT JR | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TREASURER | 1.00 | $0 | $0 | $0 |
| FRANCIS P PANDOLFI | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | PAST PRESIDENT (RESIGNED MAY '17) | 1.00 | $0 | $0 | $0 |
| PEGGY BURNET | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSEPHINE TEMPLETON | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SOPHIA B TWICHELL | ||||||||
| 736 NORTH WESTERN AVENUE SUITE 221 | LAKE FOREST | IL | 60045 | EXECUTIVE DIRECTOR | 40.00 | $177,703 | $16,802 | $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 | $42,706,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,067,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,773,683 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,773,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $656,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,117,078 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,155,854 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,155,854 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,992 | TotalTaxAmt |
| Distributable Before Adj | $2,087,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,087,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,087,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,670,690 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,670,690 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,670,690 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,087,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $121,818 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $248,328 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $405,634 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $383,575 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,159,355 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,670,690 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,670,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $417,172 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $417,172 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $742,183 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $742,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $358,608 | ExcessFromYear3Amt |
| Excess From Year2 | $383,575 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTWELL | ||||||||
| 100 W OXFORD ST SUITE E-1200 | PHILADELPHIA | PA | 19122 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $50,000 | |
| AUDUBON TEXAS | ||||||||
| 2201 MAIN STREET SUITE 600 | DALLAS | TX | 75201 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| BALTIMORE HERITAGE INC | ||||||||
| 11 1/2 W CHASE ST | BALTIMORE | MD | 21201 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $10,000 | |
| BLOOMINGTON PARKS FOUNDATION | ||||||||
| PO BOX 3351 | BLOOMINGTON | IN | 47402 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $10,000 | |
| BOYS & GIRLS CLUBS OF GREATER CINCINNATI | ||||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $100,000 | |
| BOYS & GIRLS CLUBS OF SOUTHEASTERN MICHIGAN | ||||||||
| 26777 HALSTED ROAD SUITE 100 | FARMINGTON HILLS | MI | 483313560 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $10,000 | |
| BOYS & GIRLS CLUBS OF THE PENNINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| CAMP JOY | ||||||||
| PO BOX 157 | CLARKSVILLE | OH | 45113 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| CHESAPEAKE CENTER FOR YOUTH DEVELOPMENT | ||||||||
| 301 E PATAPSCO AVENUE | BALTIMORE | MD | 21225 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| COACHING CORPS | ||||||||
| 310 EIGHTH STREET SUITE 300 | OAKLAND | CA | 94607 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $33,000 | |
| COLORADO OUTWARD BOUND SCHOOL | ||||||||
| 5161 SHERIDAN BLVD | DENVER | CO | 80212 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $20,000 | |
| CRANBROOK EDUCATIONAL COMMUNITY HORIZONS-UPWARD BOUND | ||||||||
| 39221 WOODLAND AVE | BLOOMFIELD HILLS | MI | 48303 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $99,700 | |
| ELEVATE NEW ENGLAND | ||||||||
| 403 ANDOVER STREET | LOWELL | MA | 01852 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| FAMILY CRISIS SERVICES | ||||||||
| 100 HUMPHREYS RD | CAPE ELIZABETH | ME | 04107 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| FIRST BAPTIST CHURCH WAUKEGAN | ||||||||
| 401 NORTH GENESEE STREET | WAUKEGAN | IL | 60079 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| FOLGER SHAKESPEARE LIBRARY | ||||||||
| 201 EAST CAPITOL STREET | WASHINGTON | DC | 20003 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| FOREFRONT | ||||||||
| 208 SOUTH LASALLE STREET SUITE 1540 | CHICAGO | IL | 60604 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $3,044 | |
| HAVEN FOR HOPE OF BEXAR COUNTY | ||||||||
| ONE HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| JUBILEE CONSORTIUM | ||||||||
| 6125 CARLOS AVENUE | LOS ANGELES | CA | 99028 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| LATINO THEATER COMPANY | ||||||||
| 514 S SPRING STREET | LOS ANGELES | CA | 90013 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $100,000 | |
| LAUREUS SPORT FOR GOOD FOUNDATION | ||||||||
| 645 FIFTH AVENUE FIFTH FLOOR | NEW YORK | NY | 10022 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $100,000 | |
| MANNIE JACKSON CENTER FOR THE HUMANITIES FOUNDATION | ||||||||
| 1210 NORTH MAIN STREET | EDWARDSVILLE | IL | 62025 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| MERCY NEIGHBORHOOD MINISTRIES OF PHILADELPHIA INC | ||||||||
| 1939 W VENANGO STREET | PHILADELPHIA | PA | 19140 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| NEW ENGLAND SCIENCE & SAILING FOUNDATION | ||||||||
| 72 WATER ST | STONINGTON | CT | 06378 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $25,000 | |
| NYC OUTWARD BOUND SCHOOLS | ||||||||
| 29-46 NORTHERN BLVD | NEW YORK | NY | 11101 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $100,000 | |
| ORCHARDS CHILDREN'S SERVICES | ||||||||
| 24901 NORTHWESTERN HIGHWAY SUITE | SOUTHFIELD | MI | 48075 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | 500 |
| SEA RESEARCH FOUNDATION | ||||||||
| 55 COOGAN BOULEVARD | MYSTIC | CT | 06355 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| SERIOUSFUN CHILDREN'S NETWORK | ||||||||
| 228 SAUGATUCK AVENUE | WESTPORT | CT | 06880 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| SOCCER IN THE STREETS | ||||||||
| 130 BOULEVARD NE SUITE 4 | ATLANTA | GA | 30312 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $10,000 | |
| SOUTH EASTERN MICHIGAN INDIANS INC | ||||||||
| 26641 LAWRENCE STREET | CENTER LINE | MI | 48015 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $10,000 | |
| THE NIGHT MINISTRY | ||||||||
| 4711 N RAVENSWOOD | CHICAGO | IL | 60640 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| THE SUSAN L CURTIS CHARITABLE FOUNDATION | ||||||||
| 1321 WASHINGTON AVE SUITE 104 | PORTLAND | ME | 04103 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 120 SOUTH LASALLE STREET 20TH FLOOR | CHICAGO | IL | 60603 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $100,000 | |
| UNITED STATES TENNIS ASSOCIATION FOUNDATION | ||||||||
| 70 W RED OAK LANE | WHITE PLAINS | NY | 10604 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $20,000 | |
| VOLUNTEERS FOR OUTDOOR COLORADO | ||||||||
| 600 SOUTH MARION PARKWAY | DENVER | CO | 80209 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $10,000 | |
| WEST END NEIGHBORHOOD ASSOCIATION | ||||||||
| PO BOX 7898 | PORTLAND | ME | 04112 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $19,798 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,370,542 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUDUBON TEXAS | |||||||
| 2201 MAIN STREET SUITE 600 | DALLAS | TX | 75201 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $100,000 |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $15,000 |
| BOYS & GIRLS CLUBS OF BLOOMINGTON | |||||||
| 803 N MONROE ST | BLOOMINGTON | IN | 47402 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| BROOKLYN CHARTER SCHOOL | |||||||
| 3RD FLOOR 545 WILLOUGHBY AVE | BROOKLYN | NY | 11206 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| CHICAGO PARKS GOLF ALLIANCE | |||||||
| 7059 S SOUTH SHORE DRIVE | CHICAGO | IL | 60649 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| COACHING CORPS | |||||||
| 310 EIGHTH STREET SUITE 300 | OAKLAND | CA | 94607 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $33,000 |
| COBSCOOKS COMMUNITY LEARNING CENTER | |||||||
| 10 COMMISSARY POINT ROAD | LUBEC | ME | 04652 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| COLORADO YOUTH OUTDOORS | |||||||
| 4927 COUNTY RD 36 | FORT COLLINS | CO | 80528 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $10,000 |
| DETROIT POLICE ATHLETIC LEAGUE | |||||||
| 111 W WILLIS ST | DETROIT | MI | 48201 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| ELEVATE NEW ENGLAND | |||||||
| 403 ANDOVER STREET | LOWELL | MA | 01852 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $85,080 |
| ELEVATE PHOENIX | |||||||
| 3750 W INDIAN SCHOOL ROAD | PHOENIX | AZ | 85019 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| EMMANUEL COMMUNITY CENTER | |||||||
| 3250 W MARKET STREET STE 204 | AKRON | OH | 44333 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| FIRST BAPTIST CHURCH WAUKEGAN | |||||||
| 401 NORTH GENESEE STREET | WAUKEGAN | IL | 60079 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $15,000 |
| FOREST PRESERVE FOUNDATION | |||||||
| 69 WEST WASHINGTON SUITE 2040 | CHICAGO | IL | 60602 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $10,000 |
| GEORGIA FIRST ROBOTICS | |||||||
| 4225 UNIVERSITY AVE | COLUMBUS | GA | 31907 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| HAVEN FOR HOPE OF BEXAR COUNTY | |||||||
| ONE HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| HEART OF THE CITY | |||||||
| 218 N GENESSEE ST | WAUKEGAN | IL | 60085 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $15,000 |
| JACKIE JOYNER KERSEE FOUNDATION | |||||||
| 101 JACKIE JOYNER KERSEE CIR | EAST ST LOUIS | IL | 62204 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $10,000 |
| JUBILEE CONSORTIUM | |||||||
| 6125 CARLOS AVENUE | LOS ANGELES | CA | 99028 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| LATINO THEATER COMPANY | |||||||
| 514 S SPRING STREET | LOS ANGELES | CA | 90013 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $100,000 |
| MANNIE JACKSON CENTER FOR THE HUMANITIES FOUNDATION | |||||||
| 1210 NORTH MAIN STREET | EDWARDSVILLE | IL | 62025 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $100,000 |
| MERCY NEIGHBORHOOD MINISTRIES OF PHILADELPHIA INC | |||||||
| 1939 W VENANGO STREET | PHILADELPHIA | PA | 19140 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| PHILADELPHIA YOUTH ORCHESTRA | |||||||
| 240 S 20TH ST 4 | PHILADELPHIA | PA | 19103 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| RIPPLEFFECT INC | |||||||
| PO BOX 441 | PORTLAND | ME | 04112 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $50,000 |
| RIVER LA | |||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| SERIOUSFUN CHILDREN'S NETWORK | |||||||
| 228 SAUGATUCK AVENUE | WESTPORT | CT | 06880 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| SOUTH EASTERN MICHIGAN INDIANS INC | |||||||
| 26641 LAWRENCE STREET | CENTER LINE | MI | 48015 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $15,000 |
| THE BRIDGE TEEN CENTER | |||||||
| 15555 S 71ST COURT | ORLAND PARK | IL | 60462 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $5,000 |
| THE NATURE OF CONSERVANCY OF ILLINOIS | |||||||
| 8 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $15,000 |
| THE SUSAN L CURTIS CHARITABLE FOUNDATION | |||||||
| 1321 WASHINGTON AVE SUITE 104 | PORTLAND | ME | 04103 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 120 SOUTH LASALLE STREET 20TH FLOOR | CHICAGO | IL | 60603 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $85,000 |
| VOYAGER YOUTH PROGRAM | |||||||
| 280 N CORA ST | RIDGWAY | CO | 81432 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $20,000 |
| WEST END NEIGHBORHOOD ASSOCIATION | |||||||
| PO BOX 7898 | PORTLAND | ME | 04112 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $20,000 |
| WOLF RIDGE ENVIRONMENTAL LEARNING CENTER | |||||||
| 6282 CRANBERRY RD | FINLAND | MN | 55603 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| YOUTH OUTSIDE | |||||||
| 436 14TH ST | OAKLAND | CA | 94612 | NONE | PC | TO FUND PROGRAMS DIRECTLY APPLIED TO AT-RISK YOUTH AND HEALTHY LIFESTYLES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,213,080 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,638 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $705,804 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,678,330 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED & CURRENT FEDERAL EXCISE TAX | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,669,119 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,669,119 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE TEMPLETON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PEMBROKE ROAD | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $30,658 | Amt |
| Net Investment Income | $15,329 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,208 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $1,009,209 | EOYBookValueAmt |
| EOYFMV | $1,009,209 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,320,164 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,320,164 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,429,753 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,429,753 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER PUBLICLY TRADED SECURITIES - ALTERNATIVE INVESTMENTS | FMV | $8,460,046 | $8,460,046 |
| OTHER SECURITIES - MUTUAL FUNDS | FMV | $16,050,213 | $16,050,213 |
| EXCHANGE TRADED FUNDS | FMV | $15,875,624 | $15,875,624 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $127,332 | BOYBookValueAmt |
| EOY Book Value | $195,970 | EOYBookValueAmt |
| EOYFMV | $195,970 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,152 | $0 | $1,152 |
| ADMINISTRATIVE/OFFICE EXPENSE | $1,718 | $0 | $1,718 |
| WEBSITE EXPENSE | $1,020 | $0 | $1,020 |
| GRADUATE STUDENT INTERN | $10,000 | $0 | $10,000 |
| PORTFOLIO DEDUCTIONS - CREDOS FLOATING RATE FUND K-1 | $0 | $7,231 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED & CURRENT FEDERAL EXCISE TAX | Desc |
| Revenue And Expenses Per Books | $10,347 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $10,347 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS - FAIR MARKET VALUE | Desc |
| Amt | $2,939,856 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $97,616 | BOYBookValueAmt |
| EOY Book Value | $254,050 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT/BANK FEES | $141,408 | $141,408 | $0 |
| OTHER PROFESSIONAL FEES | $35,303 | $2,659 | $32,644 |
| PAYROLL PROCESSING FEES | $981 | $0 | $981 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE CHARITABLE REGISTRATION FEE | $750 | $0 | $750 |
| FOREIGN TAXES | $21,248 | $21,248 | $0 |
| PAYROLL TAXES | $10,476 | $314 | $10,178 |
| TAXES PAID | $231,916 | $0 | $0 |
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