BETA

JAMES B TAFEL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JAMES B TAFEL FOUNDATION (EIN 36-3475140)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-02-12
IRS object ID
202600439349100325
Schema version
2024v5.5
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)
Return2026-02-12T12:48:43-06:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11450 AMERICAN LANE SUITE 1400AddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363475140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES B TAFEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone8474620322PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 895AddressLine1Txt
CityCARYCityNm
State AbbreviationILStateAbbreviationCd
ZIP60013ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIDA M TAFELPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8474620322PhoneNum
Signature2026-02-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW WEISMILLERPreparerPersonNm
PTINP01781347PTIN
Phone8475177070PhoneNum
Preparation2026-02-04PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,482,571FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28,593InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28,593InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$40,512DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,512DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$69,105TotalRevAndExpnssAmt
Total Net Invst Incm$69,105TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$875AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$875AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,528TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,348TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$875TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$875TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$230,475ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$230,475ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$235,823TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$875TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$231,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$166,718ExcessRevenueOverExpensesAmt
Net Investment Income$68,230NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,894CashBOYAmt
Cash EOY$36,272CashEOYAmt
Cash EOYFMV$36,272CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,161,243SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$978,467SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$978,467SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,574CorporateStockBOYAmt
Corporate Stock EOY$1,574CorporateStockEOYAmt
Corporate Stock EOYFMV$3,464,272CorporateStockEOYFMVAmt
Other Assets BOY$880OtherAssetsBOYAmt
Other Assets EOY$3,560OtherAssetsEOYAmt
Other Assets EOYFMV$3,560OtherAssetsEOYFMVAmt
Total Assets BOY$1,186,591TotalAssetsBOYAmt
Total Assets EOY$1,019,873TotalAssetsEOYAmt
Total Assets EOYFMV$4,482,571TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,186,591RetainedEarningBOYAmt
Retained Earning EOY$1,019,873RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,186,591TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,019,873TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,186,591TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,019,873TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,186,591TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$166,718ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,019,873SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,019,873TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$948InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$948SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$948TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,560TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,612OverpaymentAmt
Applied To ES Tax$2,612AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksIDA M TAFELIndividualWithBooksNm
Phone8474620322PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 895AddressLine1Txt
CityCARYCityNm
State AbbreviationILStateAbbreviationCd
ZIP60013ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
IDA MAY TAFEL
PO BOX 895CARYIL60013TRUSTEE0.00$0$0$0
JULIE K TAFEL-KLAUS
PO BOX 895CARYIL60013TRUSTEE0.00$0$0$0
JAMES B TAFEL JR
PO BOX 895CARYIL60013TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,634,962AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$924,312AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,559,274TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,559,274AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$68,389CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,490,885NetVlNoncharitableAssetsAmt
Minimum Investment Return$224,544MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$224,544MinimumInvestmentReturnAmt
Tax Based On Investment Income$948TaxBasedOnInvestmentIncomeAmt
Total Tax$948TotalTaxAmt
Distributable Before Adj$223,596DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$223,596DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$223,596DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$231,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$231,350QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$223,596DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$26,100ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$105,725ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$57,147ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,847ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$200,819TotalExcessDistributionCyovAmt
Qualifying Distributions$231,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$223,596AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,754RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$208,573TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$26,100ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$182,473ExcessDistriCyovToNextYrAmt
Excess From Year4$105,725ExcessFromYear4Amt
Excess From Year3$57,147ExcessFromYear3Amt
Excess From Year2$11,847ExcessFromYear2Amt
Excess From Current Year$7,754ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonIDA MAY TAFELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 895AddressLine1Txt
CityCARYCityNm
State AbbreviationILStateAbbreviationCd
ZIP60013ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8474620322RecipientPhoneNum
Form And Info And MaterialsTHE REQUEST SHOULD BE IN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHIS ORGANIZATION ONLY MAKES CONTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN IRC SECTION 170(C).RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
25200 TELEGRAPH ROAD SUITE 100SOUTHFIELDMI48033PCMEDICAL$5,000
AMERSON MUSIC MINISTRIES
PO BOX 77160CORONACA92877PCRELIGIOUS$10,000
ANIMAL HOUSE SHELTER
13005 ERNESTI ROADHUNTLEYIL60142PCCHARITABLE$500
BETHESDA HOSPITAL FOUNDATION
2815 S SEACREST BLVDBOYNTON BEACHFL33435PCMEDICAL$25,000
BOYNTON BEACH FIRE DEPARTMENT
2080 HIGH RIDGE ROADBOYNTON BEACHFL33426PCCHARITABLE$5,000
BUCKNER INTERNATIONAL
700 NORTH PEARL STREET SUITE 1200DALLASTX75201PCCHARITABLE$500
BURNHAM MINISTRY
2082 NW 19TH WAYBOCA RATONFL33431PCRELIGIOUS$5,000
CARY FIRE DEPARTMENT
400 N CARY-ALGONQUIN ROADCARYIL60013PCCHARITABLE$7,500
CARY FOOD PANTRY
8901 CARY-ALGONQUIN ROADCARYIL60013PCCHARITABLE$500
CC OF FLORIDA SCHOLARSHIP FOUNDATION
25 COUNTRY ROADVILLAGE OF GOLFFL33436PFEDUCATIONAL$1,000
CRC RECOVERY FOUNDATION
455 NE 5TH AVENUE SUITE D349DELRAY BEACHFL33483PFCHARITABLE$500
CUREBOUND INC
9605 SCANTON ROAD SUITE 120SAN DIEGOCA92121PCCHARITABLE$55,000
GLOBAL COMMUNITIES
5151 MURPHY CANYON ROAD SUITE 1100BETHESDAMD20814PCCHARITABLE$30,000
GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION
821 CORPORATE DRIVELEXINGTONKY40503PFCHARITABLE$500
HABITAT FOR HUMANITY
903 N FRONT STREETMCHENRYIL60050PCCHARITABLE$500
IMPACT 100 PALM BEACH COUNTY
261 NW 13TH STREETBOCA RATONFL33432PCCHARITABLE$2,150
KENTUCKY RACE TRACK CHAPLAINCY OF AMERICA
PO BOX 189PEWEE VALLEYKY40056PCCHARITABLE$1,000
MISSION TO THE WORLD
PO BOX 744165ATLANTAGA30374PCRELIGIOUS$5,000
MOODY BIBLE INSTITUTE
820 N LASALLE BLVDCHICAGOIL60610PCRELIGIOUS$500
MOODY RADIO SOUTH FLORIDA
1511 W BOYNTON BEACH BLVDBOYNTON BEACHFL33436PCRELIGIOUS$2,000
NATIONAL GLAUCOMA RESEARCH
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871PCMEDICAL$200
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472PCHUMANITARIAN$1,000
PIONEER CENTER FOR HUMAN SERVICES
4031 WEST DAYTON STREETMCHENRYIL60050PCCHARITABLE$3,000
PRISON FELLOWSHIP
PO BOX 1550MERRIFIELDVA22116PCCHARITABLE$500
RANCHO SANTA FE WOMEN'S FUND
PO BOX 7135RANCHO SANTA FECA92067PCCHARITABLE$5,000
SALVATION ARMY
2100 PALM BEACH LAKES BLVDWEST PALM BEACHFL33409PCHUMANITARIAN$750
SEACREST PRSBYTRN CHURCH
2703 N SEACREST BLVDDELRAY BEACHFL33444PCRELIGIOUS$975
SOUP KITCHEN
PO BOX 741155BOYNTON BEACHFL33474PCCHARITABLE$500
SPARK VENTURES
208 S LASALLE STREET SUITE 1670CHICAGOIL60604PCCHARITABLE$35,000
SPECIAL OLYMPICS
1915 DON WICKHAM DRIVECLERMONTFL34711PCCHARITABLE$200
STUDENTS FOR LIFE OF AMERICA
PO BOX 7667FREDERICKSBURGVA22404PCCHARITABLE$200
TENNESSEE GOLF FOUNDATION
400 FRANKLIN ROADFRANKLINTN37069PCCHARITABLE$25,000
THE MIAMI PROJECT
PO BOX 248073CORAL GABLESFL33124PCCHARITABLE$500
TURNING POINT
PO BOX 723WOODSTOCKIL60098PCCHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$230,475TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,593ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,512ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$69,105ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$69,105TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRSM US LLPCategoryTxt
Amt$1,750Amt
Net Investment Income$875NetInvestmentIncomeAmt
Disbursements Charitable Prps$875DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SOUTHWEST AIRLINES - 7,425 SHS$1,040$236,932
DELL TECHNOLOGIES INC - (CLASS C) 2,599 SHS$534$368,460
MOODYS - 6,000 SHS$0$2,858,880

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAX DEPOSITDesc
BOY Book Value$880BOYBookValueAmt
EOY Book Value$3,560EOYBookValueAmt
EOYFMV$3,560EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IL FILING FEE$15$0$0
POSTAGE$54$0$0
INTEREST EXPENSE$1$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$3,528Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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