ANCONA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANCONA FAMILY FOUNDATION (EIN 46-1606217)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349103647
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T17:29:03-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943313644 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chu and Waters LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 595 Market Street Suite 2350 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 461606217 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ancona Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANCO | BusinessNameControlTxt |
| Phone | 8475646287 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 North Green Bay Road | AddressLine1Txt |
| City | Lake Forest | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edgar Ancona | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony T Liang | PreparerPersonNm |
| PTIN | P00845266 | PTIN |
| Phone | 4157819900 | PhoneNum |
| 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 | $880,606 | 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 | $110,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $20,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,588 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,588 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,445 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $992 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $18 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $132,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,035 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,582 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $3,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,851 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $330 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,854 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,582 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $190,474 | CashBOYAmt |
| Cash EOY | $149,052 | CashEOYAmt |
| Cash EOYFMV | $149,052 | CashEOYFMVAmt |
| Corporate Stock BOY | $273,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $390,049 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $575,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $95,423 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $96,088 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $91,385 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $61,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,061 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $620,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $696,348 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $880,606 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $620,493 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $696,348 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $620,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $696,348 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $620,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $696,348 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $620,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,872 | ExcessRevenueOverExpensesAmt |
| Subtotal | $696,365 | SubtotalAmt |
| Other Decreases | $17 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $696,348 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Capital Gain Distributions | P | 2024-01-01 | 2024-12-31 | $992 | $992 | $992 | |
| 3.56 shares MFB Northern Funds Ultra Short Fixed Inc | P | 2024-10-31 | 2024-10-31 | $37 | $37 | ||
| 3871.44 shares MFB Northern Funds Ultra Short Fixed Inc | P | 2023-01-01 | 2024-10-31 | $39,915 | $453 | $453 | $39,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,445 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $992 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $248 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $248 | SubtotalAmt |
| Tax Based On Investment Income | $248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,343 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,343 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,095 | OverpaymentAmt |
| Applied To ES Tax | $4,095 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edgar Ancona | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472958154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 North Green Bay Road | AddressLine1Txt |
| City | Lake Forrest | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Edgar Ancona | ||||||
| 199 N Green Bay Road | Lake Forrest | IL | 60045 | Director | 1.00 | $0 |
| Nora Ancona | ||||||
| 199 N Green Bay Road | Lake Forrest | IL | 60045 | Director | 1.00 | $0 |
| John Ancona | ||||||
| 11 Frontier Rd | Cos Cob | CT | 06807 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $641,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $774,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $774,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $762,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $248 | TotalTaxAmt |
| Distributable Before Adj | $37,894 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,894 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,894 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,894 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,196 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,261 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,148 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,435 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,278 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,894 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,106 | RemainingDistriFromCorpusAmt |
| Total Corpus | $106,384 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,196 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $76,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,261 | ExcessFromYear4Amt |
| Excess From Year3 | $22,148 | ExcessFromYear3Amt |
| Excess From Year2 | $9,435 | ExcessFromYear2Amt |
| Excess From Year1 | $9,238 | ExcessFromYear1Amt |
| Excess From Current Year | $14,106 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Edgar Ancona | ContributingManagerNm |
| Contributing Manager | John Ancona | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Amherst Fund | |||||||||||
| PO Box 5000 | Amherst | MA | 01002 | NONE | PC | Grant to Public Charity | $5,200 | ||||
| Junior League of Chicago | |||||||||||
| 1447 N Astor Street | Chicago | IL | 60610 | NONE | PC | Grant to Public Charity | $715 | ||||
| Nantucket Atheneum | |||||||||||
| 1 India Street | Nantucket | MA | 02554 | NONE | PC | Grant to Public Charity | $1,200 | ||||
| Nantucket Historical Association | |||||||||||
| 13 Broad Street | Nantucket | MA | 02554 | NONE | PC | Grant to Public Charity | $750 | ||||
| Nantucket Preservation Trust | |||||||||||
| 55 Main Street | Nantucket | MA | 02554 | NONE | PC | Grant to Public Charity | $1,500 | ||||
| Univ of Chicago Booth School of Bus | |||||||||||
| 5807 South Woodlawn Avenue | Chicago | IL | 60637 | NONE | PC | Grant to Public University | $5,000 | ||||
| Northern Illinois Food Bank | |||||||||||
| 273 Dearborn Court | Geneva | IL | 60134 | NONE | PC | Grant to Public Charity | $1,000 | ||||
| Lake Forest Open Lands Assoc | |||||||||||
| 350 North Waukegan Road | Lake Forest | IL | 60045 | NONE | PC | Grant to Public Charity | $125 | ||||
| Rensselaer Polytechnic Institute | |||||||||||
| 110 8th Street | Troy | NY | 12180 | NONE | PC | Grant to Public Charity | $15,000 | ||||
| Greenwich Academy | |||||||||||
| 200 N Maple Avenue | Greenwich | CT | 06830 | NONE | PC | Grant to Educational Institution | $1,650 | ||||
| Maria Michell Associations | |||||||||||
| 4 Vestal Street | Nantucket | MA | 02554 | NONE | PC | General Operating Purposes. | $250 | ||||
| Nantucket Cottage Hospital | |||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | NONE | PC | General Operating Purposes. | $5,000 | ||||
| Massachusetts General Hospital | |||||||||||
| 55 Fruit Street | Boston | MA | 02114 | NONE | PC | To create research funds for advance Leukemia and BMT research and treatment. | $1,000 | ||||
| Leukemia and Lymphoma Society | |||||||||||
| 70 Walnut Street STE 301 | Wellsley | MA | 02481 | NONE | PC | Support of organization that supports patients. | $200 | ||||
| Northbrook Symphony Orchestra | |||||||||||
| 4020 899 Skokie Blvd Ste 12LL | Northbrook | IL | 60062 | NONE | PC | Grant to Public Charity | $100 | ||||
| Nantucket Book Festival | |||||||||||
| Nantucket Downtown Historic Distric | Nantucket | MA | 02554 | NONE | PC | Grant to Public Charity | $1,000 | ||||
| ST Francis Breadline | |||||||||||
| 144 West 32nd Street | New York | NY | 10001 | NONE | PC | Grant to Public Charity | $25 | ||||
| Society for the Relief of Women and | |||||||||||
| 230 W 41st St | New York | NY | 10036 | NONE | PC | Grant to Public Charity | $200 | ||||
| Egan Maritime | |||||||||||
| PO Box 2923 | Nantucket | MA | 02584 | NONE | PC | Grant to Public Charity | $215 | ||||
| York College Foundation | |||||||||||
| 94 - 20 Guy R Brewer Blvd | Jamaica | NY | 11451 | NONE | PC | Grant to Public University | $5,000 | ||||
| Alzheimer's Association | |||||||||||
| 225 N Michigan Ave FL 17 | Chicago | IL | 60601 | NONE | PC | General Operating Purposes. | $200 | ||||
| Lake Forest Police Foundation | |||||||||||
| 255 W Deerpath | Lake Forest | IL | 60045 | NONE | PC | Grant to Public Charity | $100 | ||||
| Chatham Historical Society | |||||||||||
| 6 Bevin Blvd | East Hampton | CT | 06424 | NONE | PC | Grant to Public Charity | $20 | ||||
| Best Friends Animal Society | |||||||||||
| 5001 Angel Canyon Rd | Kanab | UT | 84741 | NONE | PC | Grant to Public Charity | $500 | ||||
| London School of Economics | |||||||||||
| NONE | PC | Grant to Public Charity | $4,000 | Houghton St | London | UK | WC2A 2AE | ||||
| Infant Welfare Society | |||||||||||
| 3600 West Fullerton Avenue | Chicago | IL | 60647 | NONE | PC | Grant to Public Charity | $200 | ||||
| Nantucket Food Fuel Rental Assistan | |||||||||||
| 2 Madaket Rd | Nantucket | MA | 02554 | NONE | PC | Grant to Public Charity | $1,000 | ||||
| Nantucket Dreamland Foundation | |||||||||||
| 17 South Water Street | Nantucket | MA | 02554 | NONE | PC | Grant to Public Charity | $750 | ||||
| Aurora Public Library District Foun | |||||||||||
| 101 S River St | Aurora | IL | 60506 | NONE | PC | Grant to Public Charity | $100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,588 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,445 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $18 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,035 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,053 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investment Other (see Schedule Attached) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $61,159 | BookValueAmt |
| EOYFMV | $65,061 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Basis Adjustment | Desc |
| Amt | $17 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisor Fees | CategoryTxt |
| Amt | $3,851 | Amt |
| Net Investment Income | $3,851 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $330 | Amt |
| Net Investment Income | $330 | NetInvestmentIncomeAmt |
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