BETA

R H PICKERING FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
R H PICKERING FAMILY FOUNDATION (EIN 20-8442734)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349103672
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T14:14:54-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN751226156PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCMAHON VINSON HUBBARD & ARMSTRONG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17822 ORLANDO AVEAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP794231942ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208442734EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PICKERING FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPICKBusinessNameControlTxt
Phone8067473411PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14901 LAKERIDGE DRAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79424ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENEA PICKERING STONEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8067876772PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADRIANA ARGULLINPreparerPersonNm
PTINP01611495PTIN
Phone8067950470PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,231,574FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,047ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$398,674DividendsRevAndExpnssAmt
Dividends Net Invst Incm$398,674DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$55,830NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,350,001GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$55,830CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,500OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,500OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$471,051TotalRevAndExpnssAmt
Total Net Invst Incm$459,004TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$68,749CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,874CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$61,875CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$5,324PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$532PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$4,792PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$254LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$254LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,310AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,155AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,155AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$42,930OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$42,930OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,829TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,829TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,440TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,440TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,919OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,919OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$131,755TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56,320TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$75,435TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$490,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$490,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$621,755TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56,320TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$565,435TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$150,704ExcessRevenueOverExpensesAmt
Net Investment Income$402,684NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,965CashBOYAmt
Cash EOY$1,153CashEOYAmt
Cash EOYFMV$1,151CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,193,461SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,011,189SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,011,189SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,575,633CorporateStockBOYAmt
Corporate Stock EOY$8,088,389CorporateStockEOYAmt
Corporate Stock EOYFMV$9,892,385CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,170,378CorporateBondsBOYAmt
Corporate Bonds EOY$3,170,378CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,271,685CorporateBondsEOYFMVAmt
Other Investments BOY$66,585OtherInvestmentsBOYAmt
Other Investments EOY$60,147OtherInvestmentsEOYAmt
Other Investments EOYFMV$55,164OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,010,022TotalAssetsBOYAmt
Total Assets EOY$12,331,256TotalAssetsEOYAmt
Total Assets EOYFMV$14,231,574TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$12,010,022CapitalStockBOYAmt
Capital Stock EOY$12,331,256CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$12,010,022TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,331,256TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,010,022TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,331,256TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,010,022TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$150,704ExcessRevenueOverExpensesAmt
Other Increases$471,938OtherIncreasesAmt
Subtotal$12,331,256SubtotalAmt
Tot Net Ast Or Fund Balances EOY$12,331,256TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
MFC ISHARES TR RUSSEL 2000 INDEX FDP2024-12-31$497,052$519,894-$22,842-$22,842
MFC VANGGUARD TOTAL WORLD STOCK ETFP2024-12-31$683,451$709,770-$26,319-$26,3192024-12-02
PRINICPAL FINANCIAL GROUP INCP2024-07-26$8,210$8,210$8,2102021-04-08
PROSPERITY BANKSHARES INC COMD2024-07-26$538,478$452,524$85,954$85,9542023-05-18
MFO DFA INTL SMALL CO PORTFOLIO FUNDP2024-12-02$52,658$55,291-$2,633-$2,633
MFB NORTHN MID CAP INDEX FD FDP2024-12-02$115,296$92,283$23,013$23,013
MFB NORTHERN MUTLI MANAGER GLOVAL LIP2024-12-02$64,461$71,649-$7,188-$7,188
MFB NORTHERN FDS CLOBAL REAL ESTATEP2024-12-02$63,858$66,585-$2,727-$2,727
MFB NORTHN FUNDS EMERGING MKTS EQTYP2024-12-02$164,752$180,441-$15,689-$15,689
MFB NORTHN FDS SMALL CAP INDEX FDP2024-12-02$64,061$54,436$9,625$9,625
MFC SELECT SECTOR SPDR TR SHS BEN I-P2024-12-02$63,263$61,234$2,029$2,0292022-01-05
VANGUARD FTSE DEVELEPED MARKETS ETFP2024-12-02$711,086$732,702-$21,616-$21,6162022-01-05
MFB NORTHN MULTI-MANAGEER INTEL EQTYP2024-12-31$274,423$297,362-$22,939-$22,939
FieldValueIRS element (for citing)
Capital Gain Net Income$55,830CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$49,161NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,597InvestmentIncomeExciseTaxAmt
Subtotal$5,597SubtotalAmt
Tax Based On Investment Income$5,597TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,665EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,665TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$51EsPenaltyAmt
Overpayment$17OverpaymentAmt
Applied To ES Tax$17AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRITLYN RYANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8067473411PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14901 LAKERIDGE DRAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79424ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JENEA PICKERING STONE
8600 COLINA TERRACEBENBROOKTX76126PRESIDENT12.00$39,583$0$0
JORDAN KACI PICKERING
4150 S ELATI STENGLEWOODCO801104557SECRETARY /5.00$14,583$0$0
BRITLYN RYAN
616 N 9TH STREETWOLFFORTHTX79382VICE PRESIDE5.00$14,583$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,738,527AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,252,660AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$59,786FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,050,973TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$14,050,973AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$210,765CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,840,208NetVlNoncharitableAssetsAmt
Minimum Investment Return$692,010MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$692,010MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,597TaxBasedOnInvestmentIncomeAmt
Total Tax$5,597TotalTaxAmt
Distributable Before Adj$686,413DistributableBeforeAdjAmt
Distributable Before Ded$686,413DistributableBeforeDedAmt
Distributable As Adjusted$686,413DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$565,435ExpensesAndContributionsAmt
Qualifying Distributions$565,435QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$686,413DistributableAsAdjustedAmt
Undistributed Income PY$257,889UndistributedIncomePYAmt
Qualifying Distributions$565,435QualifyingDistributionsAmt
Applied To Year1$257,889AppliedToYear1Amt
Applied To Current Year$307,546AppliedToCurrentYearAmt
Undistributed Income CY$378,867UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
RED RAIDER FACILITIES FOUNDATION
PO BOX 41081LUBBOCKTX79409NONEPUBLICEDUCATION/ATHLETICS$200,000
TEXAS TECH FOUNDATION
PO BOX 41081LUBBOCKTX79409NONEPUBLICHEALTHCARE/MEDICAL ADVENCEMENT$70,000
BOYS AND GIRLS CLUB
PO BOX 94163LUBBOCKTX79493NONEPUBLICCOMMUNITY SUPPORT$15,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129NONEPUBLICGENERAL SUPPORT$10,000
FIRST UNITED METHODIST LUBBOCK
1411 BROADWAY STREETLUBBOCKTX79401NONEPUBLICCOMMUNITY SUPPORT$10,000
FLCCC ALLIANCE
2001 L ST NW SUITE 500WASHINGTONDC20036NONEPUBLICHEALTHCARE/MEDICAL ADVANCEMENT$10,000
FRENSHIP FOUNDATION
501 7TH STWOLFFORTHTX79430NONEPUBLICEDUCATION$10,000
HIGH POINT VILLAGE
6223 COUNTY ROAD 6300LUBBOCKTX79416NONEPUBLICEDUCATION$20,000
LUBBOCK-COOPER EDUCATIONAL FOUNDATI
PO BOX 53246LUBBOCKTX79453NONEPUBLICEDUCATION$10,000
LUBBOCK IMPACT
2707 34TH STLUBBOCKTX79410NONEPUBLICCOMMUNITY SUPPORT$10,000
LUBBOCK MEALS ON WHEELS
2304 34TH STLUBBOCKTX79411NONEPUBLICCOMMUNITY SUPPORT$15,000
FOR OTHERS
204 THIRD AVE NFRANKLINTN37064NONEPUBLICCOMMUNITY SUPPORT$15,000
RIVERTREE ACADEMY
5439 BONNELL AVEFORT WORTHTX76107NONEPUBLICEDUCATION$10,000
RONALD MCDONALD HOUSE
3413 10TH STLUBBOCKTX79415NONEPUBLICCOMMUNITY SUPPORT$10,000
SOUTH PLAINS FOOD BANK
5605 MLK JR BLVDLUBBOCKTX79404NONEPUBLICCOMMUNITY SUPPORT$20,000
TEXAS GIRLS AND BOYS RANCH
PO BOX 5665LUBBOCKTX79408NONEPUBLICCOMMUNITY SUPPORT$10,000
TEXAS SCOTTISH RITE HOSPITAL
2222 WELBORN STDALLASTX75219NONEPUBLICHEALTHCARE/MEDICAL ADVANCEMENT$10,000
WEST TEXAS HOME BUILDERS ASSOCIATIO
7205 KEWANEE AVELUBBOCKTX79424NONEPUBLICVETERAN/FIRST RESPONDER SUPPORT$25,000
YOU GOTTA BELIEVE FOUNDATION
3704 CRESTHAVEN TERRACEFORT WORTHTX76107NONEPUBLICCOMMUNITY SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$490,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$398,674ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$55,830ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME18$3,525
OTHER INCOME18$975

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$459,004ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$459,004TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPICKERINIG FAMILY TRUST CContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,227TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$6,310Amt
Net Investment Income$3,155NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,155DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE / GOVERNMENT$1,398,531$1,482,664
OTHER BONDS$1,771,847$1,789,021

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY$7,891,328$9,665,462
COMMODITIES$197,061$226,923
REAL ESTATE FUNDS

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREAL ESTATE FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$60,147BookValueAmt
EOYFMV$55,164EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$254LegalFeesAmt
Disbursements Charitable Prps$254DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE$3,705$3,705
IT/ADVERTISING$214$214

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER INCOME$3,525$3,525
OTHER INCOME$975$975

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX COST ADJUSTMENTDesc
Amt$471,938Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT FEES$1,405$1,405
ADVISORY FEES$41,525$41,525

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$2,829Amt
Net Investment Income$2,829NetInvestmentIncomeAmt

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