PEPPER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PEPPER FAMILY FOUNDATION (EIN 36-3540747)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-25
- IRS object ID
- 202642379349100219
- Schema version
- 2025v4.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-25T13:46:57-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364049282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASQUESI SHEPPARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363540747 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEPPER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEPP | BusinessNameControlTxt |
| Phone | 3122664703 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 643 NORTH ORLEANS | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606543608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W FRANK APPLEBY JR | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3122664703 | PhoneNum |
| Signature | 2026-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS HOYNE | PreparerPersonNm |
| PTIN | P01626945 | PTIN |
| Phone | 8472345000 | PhoneNum |
| Preparation | 2026-08-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $44,010,840 | 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 | $1,310,038 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $141,819 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $141,819 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $736,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $736,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $182,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $182,539 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,008 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,008 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,376,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,066,894 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $402,395 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $97,680 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $304,715 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,358 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,358 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,480 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $234,159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $234,159 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,877 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,877 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,635 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $115 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $679,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $359,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $319,188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,746,768 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,746,768 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,425,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $359,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,065,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,048,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $707,063 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,561,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,648,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,648,539 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $26,444,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,309,018 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,362,301 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,006,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,957,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,010,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,861,987 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,861,987 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $31,144,425 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,095,570 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,006,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,957,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,006,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,957,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,006,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,048,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,957,557 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,957,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $18,770 | -$18,770 | -$18,770 | ||
| ANGELES PRIVATE MARKETS FUND 6 LP | $362 | $362 | $362 | ||
| CAPITAL GAINS DIVIDENDS | $200,947 | $200,947 | $200,947 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $182,539 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,828 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,828 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $127 | EsPenaltyAmt |
| Overpayment | $9,873 | OverpaymentAmt |
| Applied To ES Tax | $9,873 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | W FRANKLIN APPLEBY JR | IndividualWithBooksNm |
| Phone | 3122664703 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 643 NORTH ORLEANS | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| J STANLEY PEPPER | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | DIRECTOR | 4.00 | $10,000 | $0 | $0 |
| W FRANKLIN APPLEBY JR | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | SECRETARY & TREASURER | 4.00 | $258,380 | $0 | $0 |
| J RICHARD PEPPER | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | DIRECTOR, ASSISTANT TREASURER | 4.00 | $10,000 | $0 | $0 |
| J SCOT PEPPER | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | DIRECTOR, VICE PRESIDENT | 4.00 | $10,000 | $0 | $0 |
| LISA PEPPER | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | DIRECTOR, PRESIDENT | 4.00 | $10,000 | $0 | $0 |
| JAIME PEPPER BLAND | ||||||||
| 643 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | DIRECTOR OF PHILANTHROPIC RELATIONS | 40.00 | $104,015 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,374,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,618,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,992,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,992,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $659,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,332,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,166,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,166,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,828 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,052 | IncomeTaxAmt |
| Total Tax | $10,880 | TotalTaxAmt |
| Distributable Before Adj | $2,155,763 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,155,763 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,155,763 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,065,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,065,956 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,155,763 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $196,407 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $549,595 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,589,774 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,335,776 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,065,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,155,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,910,193 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,245,969 | 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 | $196,407 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,049,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $549,595 | ExcessFromYear2Amt |
| Excess From Year1 | $1,589,774 | ExcessFromYear1Amt |
| Excess From Current Year | $1,910,193 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADLER PLANETARIUM | |||||||
| 1300 S DUSABLE LK SHR DR | CHICAGO | IL | 60605 | NONE | PC | OPERATING FUNDS | $146,250 |
| ARKANSAS MUSEUM OF FINE ARTS | |||||||
| 501 E 9TH STREET | LITTLE ROCK | AR | 72202 | NONE | PC | OPERATING FUNDS | $100,000 |
| BARRINGTON WHITE HOUSE | |||||||
| 145 W MAIN ST | BARRINGTON | IL | 60010 | NONE | PC | OPERATING FUNDS | $55,000 |
| BARRINGTON YOUTH AND FAMILY SERVICES | |||||||
| 118 APPLEBEE ST | BARRINGTON | IL | 60010 | NONE | PC | OPERATING FUNDS | $42,000 |
| BIG SHOULDERS FUND | |||||||
| 309 W WASHINGTON SUITE 550 | CHICAGO | IL | 60606 | NONE | PC | OPERATING FUNDS | $10,000 |
| BROOKFIELD ZOO | |||||||
| 8400 W 31ST ST | BROOKFIELD | IL | 60513 | NONE | PC | OPERATING FUNDS | $85,000 |
| CHICAGO FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PC | OPERATING FUNDS | $10,000 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | OPERATING FUNDS | $10,000 |
| ELGIN SYMPHONY ORCHESTRA | |||||||
| 20 DUPAGE CT | ELGIN | IL | 60120 | NONE | PC | OPERATING FUNDS | $55,000 |
| GALENA TERRITORY FOUNDATION | |||||||
| 2000 TERRITORY DRIVE | GALENA | IL | 61036 | NONE | PC | OPERATING FUNDS | $2,000 |
| HARPER COLLEGE | |||||||
| 1200 W ALGONQUIN ROAD | PALATINE | IL | 60067 | NONE | PC | OPERATING FUNDS | $1,000 |
| JOHN G SHEDD AQUARIUM | |||||||
| 1200 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PC | OPERATING FUNDS | $510,000 |
| JUNIOR ACHIEVEMENT OF CENTRAL OHIO | |||||||
| 68 E 2ND AVE | COLUMBUS | OH | 43201 | NONE | PC | OPERATING FUNDS | $50,000 |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | OPERATING FUNDS | $230,982 |
| MADONNA MISSION | |||||||
| 1706 W MORSE AVE | CHICAGO | IL | 60626 | NONE | PC | OPERATING FUNDS | $50,000 |
| MARYVILLE ACADEMY CENTER FOR CHILDREN | |||||||
| 6650 W IRVING PARK RD | CHICAGO | IL | 60634 | NONE | PC | OPERATING FUNDS | $25,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 57TH AND LAKE SHORE DRIVE | CHICAGO | IL | 60637 | NONE | PC | OPERATING FUNDS | $10,000 |
| NORTHSHORE HOSPITALS FOUNDATION | |||||||
| 1001 UNIVERSITY PLACE SUITE 248 | EVANSTON | IL | 60201 | NONE | PC | OPERATING FUNDS | $300,000 |
| NORTHWESTERN UNIVERSITY DEPARTMENT OF COMMUNICATIONS | |||||||
| 2145 SHERIDAN ROAD | EVANSTON | IL | 60208 | NONE | PC | OPERATING FUNDS | $200,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2145 SHERIDAN ROAD | EVANSTON | IL | 60208 | NONE | PC | OPERATING FUNDS | $105,000 |
| NORTHWESTERN UNIVERSITY ATHLETIC DEPT | |||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | NONE | PC | OPERATING FUNDS | $89,000 |
| OPENLANDS | |||||||
| 25 E WASHINGTON ST SUITE 1650 | CHICAGO | IL | 60602 | NONE | PC | OPERATING FUNDS | $30,000 |
| PLYMOUTH PLACE | |||||||
| 315 N LAGRANGE RD | LAGRANGE PARK | IL | 60526 | NONE | PC | OPERATING FUNDS | $100,000 |
| SALUTE INC | |||||||
| PO BOX 2663 | PALATINE | IL | 60078 | NONE | PC | OPERATING FUNDS | $25,000 |
| THE ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | OPERATING FUNDS | $1,010,000 |
| THE HAP FOUNDATION | |||||||
| 18W140 BUTTERFIELD RD SUITE 1120 | OAKBROOK TERRACE | IL | 60181 | NONE | PC | OPERATING FUNDS | $25,000 |
| THE OHIO STATE UNIVERSITY | |||||||
| 14 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | PC | OPERATING FUNDS | $25,207 |
| ARDEN SHORE CHILD AND FAMILY SERVICES | |||||||
| 329 NORTH GENESEE STREET | WAUKEGAN | IL | 60085 | NONE | PC | OPERATING FUNDS | $26,000 |
| FRIENDS OF THE FIELDSBARRINGTON CUST 220 | |||||||
| 616 W MAIN ST | BARRINGTON | IL | 60010 | NONE | PC | OPERATING FUNDS | $50,000 |
| CHICAGO BASEBALL AND EDUCATIONAL ACADEMY | |||||||
| 901 W ROOSEVELT RD | CHICAGO | IL | 60608 | NONE | PC | OPERATING FUNDS | $30,000 |
| CHICAGO SOUTH SIDE BIRTH CENTER | |||||||
| 8301 S SOUTH SHORE DR | CHICAGO | IL | 60617 | NONE | PC | OPERATING FUNDS | $100,000 |
| WARP CORPS | |||||||
| 114 N BENTON ST | WOODSTOCK | IL | 60098 | NONE | PC | OPERATING FUNDS | $25,500 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | PC | OPERATING FUNDS | $250 |
| ST MICHAEL EPISCOPAL CHURCH | |||||||
| 647 S DUNDEE AVE | BARRINGTON | IL | 60010 | NONE | PC | OPERATING FUNDS | $63,042 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 1201 15TH STREET NW SUITE 410 | WASHINGTON | DC | 20005 | NONE | PC | OPERATING FUNDS | $500 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 7750 | WOODBRIDGE | VA | 22195 | NONE | PC | OPERATING FUNDS | $259 |
| THE GENTLE BARN FOUNDATION | |||||||
| 9171 STATE RD Y | DITTMER | MO | 63023 | NONE | PC | OPERATING FUNDS | $252 |
| BARRINGTON AREA COMMUNITY FOUNDATION | |||||||
| 600 HART RD 205 | BARRINGTON | IL | 60010 | NONE | PC | OPERATING FUNDS | $500 |
| CHICAGO CHILDREN'S THEATRE | |||||||
| 100 S RACINE AVE | CHICAGO | IL | 60607 | NONE | PC | OPERATING FUNDS | $10,000 |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| 867 N DEARBORN ST | CHICAGO | IL | 60610 | NONE | PC | OPERATING FUNDS | $1,000 |
| CURTIS GRANDERSON FOUNDATION | |||||||
| 1401 N BROADWAY STE 210 | WALNUT CREEK | CA | 94596 | NONE | PC | OPERATING FUNDS | $500 |
| LAKE ZURICH CUSD 95 MARCHING BAND | |||||||
| 300 CHURCH STREET | LAKE ZURICH | IL | 60047 | NONE | PC | OPERATING FUNDS | $5,000 |
| BOYS AND GIRLS CLUB OF THE NW SUBURBS | |||||||
| 20 S GROVE ST STE 201 | CARPENTERSVILLE | IL | 60110 | NONE | PC | OPERATING FUNDS | $40,200 |
| ANTI CRUELTY SOCIETY | |||||||
| 157W W GRAND AVE | CHICAGO | IL | 60654 | NONE | PC | OPERATING FUNDS | $500 |
| QUAD CITY MUSIC GUILD | |||||||
| 1584 34TH AVE | MOLINE | IL | 61265 | NONE | PC | OPERATING FUNDS | $25,526 |
| MERCYONE GENESIS FOUNDATION | |||||||
| 2035 BRIDGE AVE | DAVENPORT | IA | 52803 | NONE | PC | OPERATING FUNDS | $26,000 |
| THE CULTURAL TRUST | |||||||
| 2550 MIDDLE RD SUITE 201 | BETTENDORF | IA | 52722 | NONE | PC | OPERATING FUNDS | $25,000 |
| LEAD(H)ER | |||||||
| PO BOX 4182 | DAVENPORT | IA | 52808 | NONE | PC | OPERATING FUNDS | $500 |
| ST PAUL LUTHERAN CHURCH | |||||||
| 824 N LEWIS AVE | WAUKEGAN | IL | 60085 | NONE | PC | OPERATING FUNDS | $3,800 |
| GRACE EPISCOPAL CHURCH | |||||||
| 107 S PROSPECT ST | GALENA | IL | 61036 | NONE | PC | OPERATING FUNDS | $10,000 |
| AUGUSTANA COLLEGE | |||||||
| 639 38TH ST | ROCK ISLAND | IL | 61201 | NONE | PC | OPERATING FUNDS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,746,768 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,819 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $736,528 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 551112 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,008 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $182,539 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,008 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,060,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,066,894 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ROXELYN PEPPER | |||||||
| 1 | 78 DUNDEE LANE | BARRINGTON | IL | 60010 | $1,182,538 | Yes (X) | |
| J STANLEY PEPPER | |||||||
| 2 | 465 TOWER ROAD | BARRINGTON | IL | 60010 | $10,000 | Yes (X) | |
| JAMES R PEPPER | |||||||
| 3 | 411 LAKE ZURICH ROAD | BARRINGTON | IL | 60010 | $7,500 | Yes (X) | |
| JAIME PEPPER BLAND | |||||||
| 4 | 78 DUNDEE LANE | BARRINGTON | IL | 60010 | $100,000 | Yes (X) | |
| J SCOT PEPPER | |||||||
| 5 | 9 W COUNTY LINE RD | BARRINGTON | IL | 60010 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,182,538 | FairMarketValueAmt |
| Received | 2025-03-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,480 | Amt |
| Net Investment Income | $6,480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $32,309,018 | BookValueAmt |
| EOYFMV | $41,362,301 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,358 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,358 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANGELES DIRECT EQUITY FUND 2 | Desc |
| Revenue And Expenses Per Books | $6,008 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,008 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,008 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK & INVESTMENT FEES | CategoryTxt |
| Amt | $234,159 | Amt |
| Net Investment Income | $234,159 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $115 | $0 | $115 |
| FEDERAL TAXES | $10,000 | $10,000 | $0 |
| FOREIGN TAXES | $7,635 | $7,635 | $0 |
Comments