BETA

JONATHAN MADDING FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JONATHAN MADDING FOUNDATION (EIN 11-3666633)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-04-14
IRS object ID
202621049349100317
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)
Return2026-04-14T13:03:25-05:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331960825PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MJMS FAMILY OFFICE SERVICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 S LASALLE ST SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113666633EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JONATHAN MADDING FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MJMS FAMILY OFFICE SERVICES LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJONABusinessNameControlTxt
Phone5073451233PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1190 S LASALLE ST 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAUDIA MADDINGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5073451233PhoneNum
Signature2026-04-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonILIIA KRASTEVPreparerPersonNm
PTINP01601513PTIN
Phone3123464101PhoneNum
Preparation2026-04-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,192,064FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$26,495ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$649InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$649InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$85,121DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85,121DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$116,656NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,531GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$116,656CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$228,921TotalRevAndExpnssAmt
Total Net Invst Incm$202,426TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,838OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,838TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$180,838ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$180,838ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,676TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$180,838TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,245ExcessRevenueOverExpensesAmt
Net Investment Income$202,401NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$203CashBOYAmt
Cash EOY$7,145CashEOYAmt
Cash EOYFMV$7,145CashEOYFMVAmt
Sav And Temp Cash Invst BOY$207,912SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$242,262SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$242,262SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$489,744CorporateStockBOYAmt
Corporate Stock EOY$495,364CorporateStockEOYAmt
Corporate Stock EOYFMV$3,942,657CorporateStockEOYFMVAmt
Total Assets BOY$697,859TotalAssetsBOYAmt
Total Assets EOY$744,771TotalAssetsEOYAmt
Total Assets EOYFMV$4,192,064TotalAssetsEOYFMVAmt
Other Liabilities BOY$46OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,713OtherLiabilitiesEOYAmt
Total Liabilities BOY$46TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,713TotalLiabilitiesEOYAmt
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$697,813RetainedEarningBOYAmt
Retained Earning EOY$743,058RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$697,813TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$743,058TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$697,859TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$744,771TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$697,813TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,245ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$743,058SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$743,058TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyRAYMOND JAMES- 4826PropertyDesc
Gross Sales Price$137,531GrossSalesPriceAmt
Cost Or Other Basis$20,875CostOrOtherBasisAmt
Gain Or Loss$116,656GainOrLossAmt
Gains Minus Excess Or Losses$116,656GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$116,656CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,813InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,813SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,813TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,713TaxDueAmt

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 StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MJMS FAMILY OFFICE SERVICES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3123464101PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 S LASALLE SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
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
CLAUDIA MADDING
C/O MJMS 190 S LASALLE STE 1700CHICAGOIL60603CEO, CHAIRMAN OF THE BOARD, DIRECTOR0.00$0$0$0
BRYAN MADDING
C/O MJMS 190 S LASALLE STE 1700CHICAGOIL60603CFO, DIRECTOR0.00$0$0$0
COLLIN MADDING
C/O MJMS 190 S LASALLE STE 1700CHICAGOIL60603SECRETARY, DIRECTOR0.00$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)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,634,624AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$329,242AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,963,866TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,963,866AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$171,565CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,792,301NetVlNoncharitableAssetsAmt
Minimum Investment Return$189,615MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$189,615MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,813TaxBasedOnInvestmentIncomeAmt
Total Tax$2,813TotalTaxAmt
Distributable Before Adj$186,802DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$186,802DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$186,802DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$180,838ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$180,838QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$186,802DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$6,869ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,869TotalExcessDistributionCyovAmt
Qualifying Distributions$180,838QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$180,838AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$5,964ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,964ExcessDistributionCyovAppCYAmt
Total Corpus$905TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$905ExcessDistriCyovToNextYrAmt
Excess From Year1$905ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVENUECHICAGOIL60603GENERAL CHARITABLE PURPOSES$500
DECATUR CATHOLIC RADIO
1800 E LAKE SHORE DRIVEDECATURIL62521GENERAL CHARITABLE PURPOSES$2,000
EASTER SEALS DUPAGE AND THE FOX VALLEY REGION
830 SOUTH ADDISON AVENUEVILLA PARKIL60181GENERAL CHARITABLE PURPOSES$3,500
ELMHURST-YORKFIELD FOOD PANTRY
1083 S YORK STREETELMHURSTIL60126GENERAL CHARITABLE PURPOSES$1,000
FRANCISIAN MISSION OUTREACH
PO BOX 1073SECAUCUSNJ07096GENERAL CHARITABLE PURPOSES$5,000
GRACE METHODIST CHURCH
244 E CENTER AVELAKE BLUFFIL60044GENERAL CHARITABLE PURPOSES$2,000
HEARTS TOUCHING HEARTS FOUNDATION
1147 N COMMUNITY DRIVEJUPITERFL33458GENERAL CHARITABLE PURPOSES$45,000
HOLY FAMILY CATHOLIC CHURCH
2400 S FRANKLIN STDECATURIL62521GENERAL CHARITABLE PURPOSES$50,000
IC DAYBREAK OF ELMHURST
134 ARTHUR STREETELMHURSTIL60126GENERAL CHARITABLE PURPOSES$5,000
IMMACULATE CONCEPTION FOOD PANTRY
134 ARTHUR STREETELMHURSTIL60126GENERAL CHARITABLE PURPOSES$2,000
IMMACULATE CONCEPTION GRADE SCHOOL
134 ARTHUR STREETELMHURSTIL60126GENERAL CHARITABLE PURPOSES$10,000
IMMACULATE CONCEPTION PARISH
134 ARTHUR STREETELMHURSTIL60126GENERAL CHARITABLE PURPOSES$20,338
MACON RESOURCES INC
2121 HUBBARD AVENUEDECATURIL62526GENERAL CHARITABLE PURPOSES$1,500
MILLIKIN UNIVERSITY
1184 W MAIN STREETDECATURIL62522GENERAL CHARITABLE PURPOSES$5,000
RESURRECTION LIFE CHURCH
3850 LOURDES DRIVEDECATURIL62526GENERAL CHARITABLE PURPOSES$1,000
SOMC DEVELOPMENT FOUNDATION
1805 27TH STREETPORTSMOUTHOH45662GENERAL CHARITABLE PURPOSES$1,000
ST JAMES & ST PATRICK CATHOLIC CHURCH
407 E ELDORADO STREETDECATURIL62523GENERAL CHARITABLE PURPOSES$7,000
ST PATRICK CATHOLIC SCHOOL
412 NORTH JACKSON STREETDECATURIL62523GENERAL CHARITABLE PURPOSES$3,000
ST THOMAS THE APOSTLE CATHOLIC CHURCH
2160 N EDWARD STREETDECATURIL62526GENERAL CHARITABLE PURPOSES$5,000
TREE TOWN COOPERATIVE NURSERY SCHOOL
235 S KENILWORTH AVEELMHURSTIL60126GENERAL CHARITABLE PURPOSES$1,000
VISITATION CATHOLIC CHURCH
779 S YORK STREETELMHURSTIL60126GENERAL CHARITABLE PURPOSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$180,838TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$649RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$85,121RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$116,656RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$202,426RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$202,426TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THESE ITEMS ARE A DIRECT RESULT OF THE FOUNDATION DIRECTORS' INVESTMENT OF THE FOUNDATION ASSETS IN A PRUDENT MANNER WHICH IS CONSISTENT WITH THEIR FIDUCIARY DUTY TO THE FOUNDATION.
4THESE ITEMS ARE A DIRECT RESULT OF THE FOUNDATION DIRECTORS' INVESTMENT OF THE FOUNDATION ASSETS IN A PRUDENT MANNER WHICH IS CONSISTENT WITH THEIR FIDUCIARY DUTY TO THE FOUNDATION.
7THESE ITEMS ARE A DIRECT RESULT OF THE FOUNDATION DIRECTORS' INVESTMENT OF THE FOUNDATION ASSETS IN A PRUDENT MANNER WHICH IS CONSISTENT WITH THEIR FIDUCIARY DUTY TO THE FOUNDATION.
8THESE ITEMS ARE A DIRECT RESULT OF THE FOUNDATION DIRECTORS' INVESTMENT OF THE FOUNDATION ASSETS IN A PRUDENT MANNER WHICH IS CONSISTENT WITH THEIR FIDUCIARY DUTY TO THE FOUNDATION.

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

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 PersonCLAUDIA MADDINGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line116 OAK RIDGEAddressLine1Txt
CityDECATURCityNm
State AbbreviationILStateAbbreviationCd
ZIP62521ZIPCd
FieldValueIRS element (for citing)
Total Contributions$26,495TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property753 SHARES OF CATERPILLAR INC STOCKNoncashPropertyDesc
Fair Market Value$299,558FairMarketValueAmt
Received2024-12-05ReceivedDt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationTHE MADDING FOUNDATION ANNUALLY MAKES CASH CHARITABLE CONTRIBUTIONS IN AMOUNTS WHICH ARE INTENDED TO AVOID THE IRC SECTION 4942 TAX FOR FAILURE TO DISTRIBUTE THE MINIMUM INVESTMENT RETURN. ASSETS OTHER THAN CASH BALANCES ARE DEDICATED TO VARIOUS INVESTMENT VEHICLES HAVING VARYING DEGREES OF LIQUIDITY. TO ASSURE ITS ABILITY TO MEET THE CHARITABLE DISBURSEMENT OBJECTIVES, A CASH BALANCE IS MAINTAINED WHICH IS AT LEAST EQUAL TO THE PRIOR YEAR DISTRIBUTIONS. THE 2023DISTRIBUTION AMOUNT WAS $171,565ShortExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INCORPORATED$179,694$1,229,729
ARCHER DANIELS MIDLAND COMPANY$182,376$1,683,111
CATERPILLAR INCORPORATED$26,495$433,547
CUMMINS INCORPORATED$49,374$159,354
DEERE & COMPANY$9,702$41,804
MUELLER WTR PRODUCTS INCORP$47,723$395,112

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$2,813$0$0
FILING FEE$25$25$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$46BOYBookValueAmt
EOY Book Value$1,713EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCLAUDIA MADDINGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 OAK RIDGEAddressLine1Txt
CityDECATURCityNm
State AbbreviationILStateAbbreviationCd
ZIP62521ZIPCd

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