WONDERFUL LIFE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WONDERFUL LIFE FOUNDATION (EIN 54-1995591)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202523039349100407
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T07:07:59-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541995591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WONDERFUL LIFE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOND | BusinessNameControlTxt |
| Phone | 5614695600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DRIVE 1500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M JUDE REYES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5614695600 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE FARRELL | PreparerPersonNm |
| PTIN | P01699174 | PTIN |
| Phone | 3124861000 | PhoneNum |
| Preparation | 2025-10-27 | 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 | $32,976,158 | 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 | $22,467,718 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28,981 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,981 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $632,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $631,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $970,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,369,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,054,683 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,100,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,714,968 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,566 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,283 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $157,707 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $157,707 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $124,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,438 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $291,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,729,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,729,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,020,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,729,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$919,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,490,540 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,313,004 | CashBOYAmt |
| Cash EOY | $5,471,060 | CashEOYAmt |
| Cash EOYFMV | $5,471,060 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,199,960 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,119,660 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,505,098 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $24,512,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,590,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,976,158 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,512,964 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,590,720 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,512,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,590,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,512,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,590,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,512,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$919,815 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,624 | OtherIncreasesAmt |
| Subtotal | $23,595,773 | SubtotalAmt |
| Other Decreases | $5,053 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,590,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $0 | $0 | ||
| PUBLICLY TRADED SECURITIES | P | $33,610 | $33,610 | $970,035 | $936,425 |
| PUBLICLY TRADED SECURITIES | P | $12,021,073 | $12,021,073 | $22,399,908 | $10,378,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,054,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $173,619 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $173,619 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $173,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $216,764 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $221,764 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $48,145 | OverpaymentAmt |
| Applied To ES Tax | $48,145 | 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 | FL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | M JUDE REYES | IndividualWithBooksNm |
| Phone | 5614695600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DR STE 1500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| M JUDE REYES | ||||||||
| 777 S FLAGLER DR STE 1500 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LORI W REYES | ||||||||
| 777 S FLAGLER DR STE 1500 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 1.00 | $0 | $0 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,249,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,359,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,608,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,608,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $519,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,089,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,704,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,704,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $173,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $173,619 | TotalTaxAmt |
| Distributable Before Adj | $1,530,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,530,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,530,874 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,729,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,729,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,530,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,917,811 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,494,678 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,608,390 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,968,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,356,143 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,345,095 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,729,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,530,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,198,126 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $91,543,221 | 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 | $9,917,811 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $81,625,410 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,494,678 | ExcessFromYear4Amt |
| Excess From Year3 | $11,608,390 | ExcessFromYear3Amt |
| Excess From Year2 | $15,968,073 | ExcessFromYear2Amt |
| Excess From Year1 | $20,356,143 | ExcessFromYear1Amt |
| Excess From Current Year | $23,198,126 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | M JUDE REYES | ContributingManagerNm |
| Contributing Manager | LORI W REYES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACCELERATE INSTITUTE | |||||
| 833 W JACKSON BLVD SUITE 800 | CHICAGO | IL | 60607 | GENERAL SUPPORT | $50,000 |
| ACCESS LIVING | |||||
| 115 W CHICAGO AVE | CHICAGO | IL | 60654 | GENERAL SUPPORT | $50,000 |
| ANDERSON RANCH ARTS CENTER | |||||
| 5263 OWL CREEK RD | SNOWMASS VILLAGE | CO | 81615 | GENERAL SUPPORT | $25,000 |
| BIG SHOULDERS FUND | |||||
| 212 W VAN BUREN ST 900 | CHICAGO | IL | 60607 | PAYMENT 2 OF 5 | $180,000 |
| BOYS AND GIRLS CLUB OF MARTIN COUNTY | |||||
| 11500 SE LARES AVE PO BOX 910 | HOBE SOUND | FL | 33475 | GENERAL SUPPORT | $100,000 |
| BRIDGING BIONICS FOUNDATION | |||||
| PO BOX 3766 | BASALT | CO | 81621 | GENERAL SUPPORT | $100,000 |
| CATHOLIC EXTENSION | |||||
| 150 S WACKER DR 2000 | CHICAGO | IL | 60606 | GENERAL SUPPORT - PAYMENT 4 OF 5 | $100,000 |
| CATHOLIC EXTENSION | |||||
| 150 S WACKER DR 2000 | CHICAGO | IL | 60606 | ENDOWMENT TO SUPPORT DEVELOPMENT | $3,000,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||
| 593 PARK AVENUE | NEW YORK | NY | 10065 | GENERAL SUPPORT | $1,000,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||
| 593 PARK AVENUE | NEW YORK | NY | 10065 | GENERAL SUPPORT - PAYMENT 5 OF 5 | $1,160,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||
| 593 PARK AVENUE | NEW YORK | NY | 10065 | RESOUND PROJECT - PAYMENT 3 OF 5 | $1,000,000 |
| CLEARBROOK - SHINING STAR BALL | |||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | SHINING STAR BALL | $50,000 |
| GATEWAY FOR CANCER RESEARCH | |||||
| 20 N MARTINGALE RD SUITE 180 | SCHAUMBURG | IL | 60173 | GENERAL SUPPORT | $25,000 |
| JAZZ AT ASPEN SNOWMASS | |||||
| 110 E HALLAM ST 104 | ASPEN | CO | 81611 | CAPITAL AND ENDOWMENT CAMPAIGN - PAYMENT 3 OF 5 | $200,000 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||
| 35 E WACKER DR STE 2200 | CHICAGO | IL | 60601 | GENERAL SUPPORT | $100,000 |
| KIPP MIAMI | |||||
| 3000 NW 110TH STREET | MIAMI | FL | 33167 | GENERAL SUPPORT | $100,000 |
| MARGARET HACKETT FAMILY CENTER NFP | |||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | GENERAL SUPPORT - PAYMENT 5 OF 5 | $100,000 |
| MUSEUM OF CONTEMPORARY ART CHICAGO | |||||
| 4454 WOODWARD AVE | DETROIT | MI | 48201 | GENERAL SUPPORT | $25,000 |
| NORTHWESTERN KELLOGG SCHOOL OF MANAGEMENT | |||||
| 251 E HURON ST | CHICAGO | IL | 60611 | PAYMENT 1 OF 5 | $1,000,000 |
| NORTHWESTERN UNIVERSITY | |||||
| 251 E HURON ST | CHICAGO | IL | 60611 | HAVEY INSTITUTE FOR GLOBAL HEALTH | $200,000 |
| NORTON CHILDREN'S HOSPITAL FOUNDATION | |||||
| 231 E CHESTNUT ST | LOUISVILLE | KY | 40202 | GENERAL SUPPORT | $100,000 |
| OLD ELM SCHOLARSHIP FOUNDATION | |||||
| 800 OLD ELM RD | HIGHLAND PARK | IL | 60035 | 2024 ANNUAL APPEAL | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES INC | |||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | GENERAL SUPPORT - PAYMENT 5 OF 5 | $250,000 |
| SHIRLEY RYAN ABILITYLAB | |||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | ART IN MOTION | $200,000 |
| SHIRLEY RYAN ABILITYLAB | |||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | GENERAL SUPPORT | $250,000 |
| SHIRLEY RYAN ABILITYLAB | |||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | GENERAL SUPPORT | $40,000 |
| SHIRLEY RYAN ABILITYLAB | |||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | ACCELERATE ABILITY CAMPAIGN - PAYMENT 3 OF 5 | $4,000,000 |
| ST JANE FRANCES DE CHANTAL | |||||
| 28 WLIBERTY STREET | CINCINNATI | OH | 45202 | FOREVER DE CHANTAL GENERAL CAMPAIGN | $50,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICK CHURCH | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $1,000 |
| ST PATRICKS CATHEDRAL | |||||
| 700 W ADAMS ST | CHICAGO | IL | 60661 | GENERAL SUPPORT | $250,000 |
| THE EVANS SCHOLARS FOUNDATION | |||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | CAVES VALLEY EVANS SCHOLARS SCHOLARSHIP - PAYMENT 4 OF 10 | $100,000 |
| THE EVANS SCHOLARS FOUNDATION | |||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | KEISER SCHOLARSHIP PROGRAM - PAYMENT 2 OF 5 | $100,000 |
| UNITED CEREBRAL PALSY | |||||
| 7550 WEST 183RD STREET | TINLEY PARK | IL | 60477 | GENERAL SUPPORT | $15,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK | |||||
| UNIVERSITY OF MARYLAND | COLLEGE PARK | MD | 20742 | REYES ENDOWED CHAIRS IN ELECTRICAL AND COMPUTER ENGINEERING AND MECHANICAL ENGINEERING - PAYMENT 2 OF 5 | $200,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||
| UNIVERSITY OF NORTH CAROLINA | CHAPEL HILL | NC | 27514 | THE PHOEBE CAROLINA COVENANT SCHOLARSHIP FUND - PAYMENT 3 OF 5 | $400,000 |
| UNIVERSITY OF NOTRE DAME | |||||
| UNIVERSITY OF NOTRE DAME | NOTRE DAME | IN | 46556 | PAYMENT 1 OF 6 | $4,167,000 |
| WOFFORD COLLEGE | |||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 29303 | CAPITAL CAMPAIGN - PAYMENT 1 OF 5 | $2,000,000 |
| WOODLANDS ACADEMY OF THE SACRED HEART | |||||
| 760 E WESTLEIGH RD | LAKE FOREST | IL | 60045 | GENERAL SUPPORT | $1,000,000 |
| WOODLANDS ACADEMY OF THE SACRED HEART | |||||
| 760 E WESTLEIGH RD | LAKE FOREST | IL | 60045 | GENERAL SUPPORT | $1,000,000 |
| WOODLANDS ACADEMY OF THE SACRED HEART | |||||
| 760 E WESTLEIGH RD | LAKE FOREST | IL | 60045 | GENERAL SUPPORT | $1,000,000 |
| WOODLANDS ACADEMY OF THE SACRED HEART | |||||
| 760 E WESTLEIGH RD | LAKE FOREST | IL | 60045 | GENERAL SUPPORT | $1,000,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||
| 1789 MASSACHUSETTS AVENUE | NW WASHINGTON | DC | 20036 | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,729,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CATHOLIC EXTENSION | |||||
| 150 S WACKER DR 2000 | CHICAGO | IL | 60606 | GENERAL SUPPORT | $100,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||
| 1101 GOUGAR RD | NEW LENOX | IL | 60451 | RESOUND PROJECT | $2,000,000 |
| THE EVANS SCHOLARS FOUNDATION | |||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | CAVES VALLEY EVANS SCHOLARS SCHOLARSHIP | $600,000 |
| JAZZ AT ASPEN SNOWMASS | |||||
| 110 E HALLAM ST 104 | ASPEN | CO | 81611 | CAPITAL AND ENDOWMENT CAMPAIGN | $400,000 |
| MUSEUM OF CONTEMPORARY ART DETROIT | |||||
| 4454 WOODWARD AVE | DETROIT | MI | 48201 | JRT CHALLENGE GRANT | $675,000 |
| ST JANE FRANCES DE CHANTAL | |||||
| 28 WLIBERTY STREET | CINCINNATI | OH | 45202 | FOREVER DE CHANTAL GENERAL CAMPAIGN | $50,000 |
| SHIRLEY RYAN ABILITY LAB | |||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | ACCELERATE ABILITY CAMPAIGN | $8,000,000 |
| UNIVERSITY OF MARYLAND | |||||
| UNIVERSITY OF MARYLAND | COLLEGE PARK | MD | 20742 | REYES ENDOWED CHAIRS IN ELECTRICAL AND COMPUTER ENGINEERING AND MECHANICAL ENGINEERING | $600,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||
| UNIVERSITY OF NORTH CAROLINA | CHAPEL HILL | NC | 27514 | THE PHOEBE CAROLINA COVENANT SCHOLARSHIP FUND | $800,000 |
| THE EVANS SCHOLARS FOUNDATION | |||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | KEISER SCHOLARSHIP PROGRAM | $300,000 |
| NORTHWESTERN KELLOGG SCHOOL OF MANAGEMENT | |||||
| 251 E HURON ST | CHICAGO | IL | 60611 | GENERAL SUPPORT | $4,000,000 |
| CATHOLIC EXTENSION | |||||
| 150 S WACKER DR 2000 | CHICAGO | IL | 60606 | ENDOWMENT TO SUPPORT DEVELOPMENT | $12,000,000 |
| UNIVERSITY OF NOTRE DAME | |||||
| UNIVERSITY OF NOTRE DAME | NOTRE DAME | IN | 46556 | GENERAL SUPPORT | $20,833,000 |
| RONALD MCDONALD HOUSE CHARITIES INC | |||||
| 1301 22ND ST 905 | OAK BROOK | IL | 60523 | RMHC FAMILY IMPACT FUND | $5,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $55,358,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,981 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $632,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $970,752 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,632,615 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,632,615 | 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 Person | M JUDE LORI W REYES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DR STE 1500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,467,718 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (30 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,439 SHS SPOTIFY TECHNOLOGY SA (SPOT) | $761,407 | 2024-06-03 |
| 1 | 4,400 SHS ISHARES CORE S&P SMALL-CAP (IJR) | $482,482 | 2024-06-03 |
| 1 | 17,099 SHS NU HOLDINGS LTD (NU) | $201,854 | 2024-06-03 |
| 1 | 7,993 SHS TOAST INC (TOST) | $188,635 | 2024-06-03 |
| 1 | 561 SHS NETFLIX INC (NFLX) | $357,371 | 2024-06-03 |
| 1 | 390 SHS NETFLIX INC. (NFLX) | $171,879 | 2023-09-01 |
| 1 | 11,093 SHS ROBINHOOD MARKETS INC (HOOD) | $252,699 | 2024-07-01 |
| 1 | 6,535 SHS SPDR S&P 500 ETF TRUST (SPY) | $3,556,347 | 2024-07-01 |
| 1 | 2,991 SHS VANGUARD S&P 500 ETF (VOO) | $1,495,919 | 2024-07-01 |
| 1 | 1,312 SHS ADOBE INC (ADBE) | $728,777 | 2024-07-01 |
| 1 | 170 SHS ASML HOLDING (ASML) | $174,582 | 2024-07-01 |
| 1 | 333 SHS CHIPOTLE MEXICAN GRILL INC (CMG) | $20,481 | 2024-07-01 |
| 1 | 1,241 SHS ELI LILLY & CO (LLY) | $1,130,017 | 2024-07-01 |
| 1 | 2,671 SHS MICROSOFT CORP (MSFT) | $1,205,997 | 2024-07-01 |
| 1 | 1,588 SHS NETFLIX INC (NFLX) | $1,063,007 | 2024-07-01 |
| 1 | 2,957 SHS VISA INC (V) | $779,273 | 2024-07-01 |
| 1 | 2,689 SHS AERCAP HOLDINGS (AER) | $250,534 | 2024-07-01 |
| 1 | 4,073 SHS AMAZON.COM INC (AMZN) | $796,516 | 2024-07-01 |
| 1 | 1,054 SHS CAPITAL ONE FINANCIAL CORP (COF) | $147,692 | 2024-07-01 |
| 1 | 393 SHS ELEVANCE HEALTH INC (ELV) | $211,589 | 2024-07-01 |
| 1 | 1,453 SHS GOLDMAN SACHS GROUP INC (GS) | $666,949 | 2024-07-01 |
| 1 | 2,216 SHS META PLATFORMS INC (META) | $1,107,723 | 2024-07-01 |
| 1 | 2,496 SHS MORGAN STANLEY (MS) | $245,631 | 2024-07-01 |
| 1 | 1,068 SHS NETFLIX INC (NFLX) | $714,919 | 2024-07-01 |
| 1 | 1,201 SHS SAFRAN SA (SAFRY) | $65,334 | 2024-07-01 |
| 1 | 8,247 SHS WELLS FARGO & CO (WFC) | $495,562 | 2024-07-01 |
| 1 | 401 SHS WOODWARD INC (WWD) | $69,383 | 2024-07-01 |
| 1 | 3,933 SHS GE AEROSPACE (GE) | $624,265 | 2024-07-01 |
| 1 | 977 SHS GE VERNOVA INC (GEV) | $164,292 | 2024-07-01 |
| 1 | 401 SHS WOODWARD INC (WWD) | $69,383 | 2024-07-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $8,566 | Amt |
| Net Investment Income | $4,283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN #0007 | $4,438,933 | $5,401,126 |
| JP MORGAN #5007 | $6,510,851 | $11,311,951 |
| JP MORGAN #7003 | $7,169,876 | $10,792,021 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASE | Desc |
| Amt | $5,053 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $124,875 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE | Desc |
| Amt | $2,624 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $7,707 | $7,707 | $0 |
| NET INVESTMENT INCOME EXCISE TAX | $150,000 | $150,000 | $0 |
Comments