CLAYCO FOUNDATION THE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CLAYCO FOUNDATION THE (EIN 47-1330583)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349103803
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T13:17:51+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5810 TENNYSON PARKWAY Suite 450 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750244112 | 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 | 471330583 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clayco Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAY | BusinessNameControlTxt |
| Phone | 3145526187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East Wacker Drive | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Renee Henningfeld | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori McLaughlin | PreparerPersonNm |
| PTIN | P01231707 | PTIN |
| Phone | 2147775200 | PhoneNum |
| Preparation | 2025-11-14 | 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 | $1,036,578 | 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 | $976,421 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $401 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $401 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $860,221 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,837,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $401 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,268 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,691 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $110 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,722 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,413 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,890,706 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,890,706 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,910,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,910,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,094,280 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,012,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,012,794 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,784 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,784 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,107,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,036,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,036,578 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,107,736 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,036,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,107,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,107,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,036,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,107,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,609 | OtherIncreasesAmt |
| Subtotal | $1,036,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4 | SubtotalAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JUSTIN J LIENEMANN | IndividualWithBooksNm |
| Phone | 3145526187 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN J MCKENNA | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | V.P./TRUSTEE | 0.20 | $0 | $0 | $0 |
| ROBERT G CLARK | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | Executive Chairman / TRUSTEE | 0.20 | $0 | $0 | $0 |
| STEVEN R SIECKHAUS | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | V.P./TRUSTEE | 0.20 | $0 | $0 | $0 |
| ANTHONY J JOHNSON | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| ANTHONY S MEZINES | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| JEFFERY D CANNEDY | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| OTTO NICHOLS III | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| PATRICK T MORIARITY | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| RICHARD D MOECKEL | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| RYAN M MCGUIRE | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| THOMAS D SIECKHAUS | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| RUSSEL L BURNS | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | CEO / TRUSTEE | 0.20 | $0 | $0 | $0 |
| SHAWN H CLARK | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | PRESIDENT / TRUSTEE | 0.20 | $0 | $0 | $0 |
| JAMES M HAVEL | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | V.P. | 0.20 | $0 | $0 | $0 |
| JUSTIN J LIENEMANN | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | CFO | 0.20 | $0 | $0 | $0 |
| Bret Litton | ||||||||
| 35 East Wacker Drive | Chicago | IL | 60601 | Secretary (Beginning 5/1/24) | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 | $17,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $869,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $887,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $887,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $873,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,693 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,693 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4 | TotalTaxAmt |
| Distributable Before Adj | $43,689 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,689 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,689 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,910,119 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,910,119 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,947,811 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,688,227 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,454,654 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,493,869 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,213,388 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,797,949 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,910,119 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,689 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,866,430 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,664,379 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,947,811 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,716,568 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,688,227 | ExcessFromYear4Amt |
| Excess From Year3 | $2,454,654 | ExcessFromYear3Amt |
| Excess From Year2 | $2,493,869 | ExcessFromYear2Amt |
| Excess From Year1 | $2,213,388 | ExcessFromYear1Amt |
| Excess From Current Year | $1,866,430 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert Clark PRESIDENT and TRUSTEE | ContributingManagerNm |
| Contributing Manager | Stephen Sieckhaus VP and TRUSTEE | ContributingManagerNm |
| Contributing Manager | Kevin McKenna VP and TRUSTEE | ContributingManagerNm |
| Contributing Manager | Thomas Sieckhaus TRUSTEE | ContributingManagerNm |
| Contributing Manager | Anthony Johnson TRUSTEE | ContributingManagerNm |
| Contributing Manager | Patrick Moriarty TRUSTEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| University of Chicago | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | Discretion of Dean of the Division of Biological Sciences and the Pritzker School of Medicine | $200,000 |
| University of Chicago Harris School of Public Policy | |||||||
| 1307 E 60th St | Chicago | IL | 60637 | NONE | PC | Obama Foundation Scholars Program | $50,000 |
| University of Michigan | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PC | RVCL Research, Nourti Neamati, Ph.D. | $145,081 |
| The Pennsylvania State University | |||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | GOV | Clayco Diversity Scholarship in the Dept of Architectural Engineering | $100,000 |
| Ace Mentor Program of America | |||||||
| 1501 Cherry Street | Philadelphia | PA | 19102 | NONE | PC | Architecture, Construction & Engineering Mentorship | $75,000 |
| Washington University | |||||||
| 1 Brookings Dr | ST LOUIS | MO | 63130 | NONE | PC | RVCL Anti-body | $260,625 |
| Netherland America Foundation | |||||||
| 505 Eighth Avenue 12A05 | New York | NY | 10018 | NONE | PC | University of Leiden Medical Center, RVCL Research | $200,000 |
| University of Pennsylvania School of Medicine | |||||||
| 505 Eighth Avenue 12A05 | New York | NY | 10018 | NONE | PC | Ellen S Clark RVCL Research Fund | $137,500 |
| University of Pennsylvania School of Medicine | |||||||
| 505 Eighth Avenue 12A05 | New York | NY | 10018 | NONE | PC | Ellen S Clark RVCL Research Fund | $312,500 |
| University of Pennsylvania School of Medicine | |||||||
| 505 Eighth Avenue 12A05 | New York | NY | 10018 | NONE | PC | Ellen S Clark RVCL Research Fund | $110,000 |
| Greater Chicago Food Depository | |||||||
| 4100 W Ann Lurie Pl | CHICAGO | IL | 60632 | NONE | PC | Nourish Campaign | $125,000 |
| Next Level Empowerment Center | |||||||
| 295 Stevenson Rd | New Haven | CT | 06515 | NONE | PC | At Next Level Boys Academy and Empowerment Center, we help young men become strong leaders by providing mentorship and support in a positive, caring setting. | $25,000 |
| Tools Up Foundation Inc | |||||||
| 1500 E 71st Street | CHICAGO | IL | 60619 | NONE | PC | Tools Up Foundation (TUF) is 501c3 nonprofit organization focused on diversity, equity, inclusion, and workforce development, in the construction industry. | $25,000 |
| LIV Recovery Sober Living | |||||||
| 719 Stonewood Bend Dr | Lake Saint Louis | MO | 63367 | NONE | PC | We strive to provide safe, loving and life building recovery homes for those who suffer from substance use disorder and co-occurring mental health conditions seeking recovery to live productive and meaningful lives. | $25,000 |
| Beyond Care Resource Center | |||||||
| 6028 N 19th St | Philadelphia | PA | 19141 | NONE | PC | Beyond Care is a home care company in St Louis MO. | $25,000 |
| Servants for Hope | |||||||
| PO BOX 164022 | AUSTIN | TX | 787164022 | NONE | PC | Serving low-income families in marginalized communities by helping address and alleviate the daily challenges we face together. | $25,000 |
| TGi Movement | |||||||
| 6430 S CAMPBELL AVE | chicago | IL | 606291307 | NONE | PC | Our mission is to curate and cultivate Oasis-es throughout the city of Chicago to unite youth across neighborhood boundaries ultimately dismantling Dream Deserts. | $25,000 |
| Young Voices with Action Inc | |||||||
| PO Box 300051 | Saint Louis | MO | 63130 | NONE | PC | To be a premier youth-led organization that empowers andchallenges our peers to lead and take on leadership roles withintheir homes, communities, places of worship, schools and places of employment. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,890,706 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Special Fundraising Event Income | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $860,221 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $860,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $860,522 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Bob Clark | ||||||
| 1 | 8039 PARK DRIVE | ST LOUIS | MO | 63117 | $540,000 | Yes (X) |
| Steve Sieckhaus | ||||||
| 2 | 12703 WYNDBUSH COURT | DES PERES | MO | 63131 | $90,000 | Yes (X) |
| Kevin McKenna | ||||||
| 3 | 415 SOUTH PARK | LAGRANGE | IL | 60525 | $80,000 | Yes (X) |
| Tom Sieckhaus | ||||||
| 4 | 904 SUMMERSET PARC LANE | FENTON | MO | 63026 | $47,000 | Yes (X) |
| Anthony Johnson | ||||||
| 5 | 35 E WACKER DRIVE SUITE 1300 | CHICAGO | IL | 60601 | $75,000 | Yes (X) |
| Pat Moriarity | ||||||
| 6 | 35 E WACKER DRIVE SUITE 1300 | CHICAGO | IL | 60601 | $32,000 | Yes (X) |
| Rick Moeckel | ||||||
| 7 | 3041 FORREST BROOK CT | BARNHART | MO | 63012 | $21,500 | Yes (X) |
| Tony Mezines | ||||||
| 8 | 11 NORTH WALLING | CREVE COEUR | MO | 63141 | $21,500 | Yes (X) |
| Otto Nichols | ||||||
| 9 | 1300 MONMOUTH AVE | NAPERVILLE | IL | 60565 | $21,500 | Yes (X) |
| Ryan McGuire | ||||||
| 10 | 845 NORTH STATE STREET UNIT 3114 | CHICAGO | IL | 60610 | $21,500 | Yes (X) |
| Jeffrey Cannedy | ||||||
| 11 | 32 CLEAR MEADOWS CT | OFALLON | MO | 63366 | $25,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Securities | StockNm |
| EOY Book Value | $23,784 | EOYBookValueAmt |
| EOYFMV | $23,784 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $382 | $0 | $0 | $382 |
| BANK FEES | $219 | $110 | $0 | $109 |
| CRV Patient Bills | $5,231 | $0 | $0 | $5,231 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL FUNDRAISING EVENT INCOME | Desc |
| Revenue And Expenses Per Books | $860,221 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $2,609 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SOFTWARE LICENSING FEES | $13,691 | $0 | $0 | $13,691 |
| OTHER PROFESSIONAL FEES | $577 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $4 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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