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DENISE AND GERALD FITZGERALD FAMILY: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
DENISE AND GERALD FITZGERALD FAMILY (EIN 36-7742500)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202601339349101645
Schema version
2025v4.1
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)
Return2026-05-13T11:53:59-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362469413PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TOPEL FORMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 W WASHINGTON STREET SUITE 2200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367742500EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DENISE AND GERALD FITZGERALDBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDENIBusinessNameControlTxt
Phone3122852787PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11165 N CLARK STREET 300AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD F FITZGERALD JRPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3122852787PhoneNum
Signature2026-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEARL BLOOMPreparerPersonNm
PTINP01856521PTIN
Phone3126420006PhoneNum
Preparation2026-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,304,533FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,291,200ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$49,943DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,943DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$34,274NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,256,926GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,253,326CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$231OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$26OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,307,100TotalRevAndExpnssAmt
Total Net Invst Incm$2,303,295TotalNetInvstIncmAmt
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$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,946TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,946TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$54OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,461TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,515TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,589ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,589ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,589TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,461TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$49,104TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,252,511ExcessRevenueOverExpensesAmt
Net Investment Income$2,297,834NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,022CashBOYAmt
Cash EOY$41CashEOYAmt
Cash EOYFMV$41CashEOYFMVAmt
Sav And Temp Cash Invst EOY$2,303,909SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,303,909SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$583AcctRcvblAmt
Acct Rcvbl EOY$583AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$583AcctRcvblEOYFMVAmt
Total Assets BOY$52,022TotalAssetsBOYAmt
Total Assets EOY$2,304,533TotalAssetsEOYAmt
Total Assets EOYFMV$2,304,533TotalAssetsEOYFMVAmt
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$52,022RetainedEarningBOYAmt
Retained Earning EOY$2,304,533RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$52,022TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,304,533TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$52,022TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,304,533TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$52,022TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,252,511ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,304,533SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,304,533TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFIDELITY #6858- AVAILABLE UPON REQUESTPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2025-12-31SoldDt
Gross Sales Price$2,256,926GrossSalesPriceAmt
Cost Or Other Basis$3,600CostOrOtherBasisAmt
Gain Or Loss$2,253,326GainOrLossAmt
Gains Minus Excess Or Losses$2,253,326GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,253,326CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31,940InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31,940SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31,940TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,303EsPenaltyAmt
Tax Due$33,243TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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 BooksGERALD F FITZGERALD JRIndividualWithBooksNm
Phone8476543010PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11165 N CLARK STREET SUITE 300AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALD FITZGERALD
1165 N CLARK STREET SUITE 300CHICAGOIL60610TRUSTEE0.10$0$0$0
DENISE FITZGERALD
1165 N CLARK STREET SUITE 300CHICAGOIL60610TRUSTEE0.10$0$0$0
CELINE FITZGERALD
1165 N CLARK STREET SUITE 300CHICAGOIL60610TRUSTEE1.00$0$0$0
SHANNON FITZGERALD
1165 N CLARK STREET SUITE 300CHICAGOIL60610TRUSTEE0.10$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

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,084,817AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$45FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,084,862TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,084,862AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,273CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,068,589NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,429MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,429MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,940TaxBasedOnInvestmentIncomeAmt
Total Tax$31,940TotalTaxAmt
Distributable Before Adj$21,489DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,489DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,489DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,104ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$49,104QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,489DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$20,099ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,914ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$80,905ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,603ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,350ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$158,871TotalExcessDistributionCyovAmt
Qualifying Distributions$49,104QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,489AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,615RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$186,486TotalCorpusAmt
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$20,099ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$166,387ExcessDistriCyovToNextYrAmt
Excess From Year4$18,914ExcessFromYear4Amt
Excess From Year3$80,905ExcessFromYear3Amt
Excess From Year2$17,603ExcessFromYear2Amt
Excess From Year1$21,350ExcessFromYear1Amt
Excess From Current Year$27,615ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A LEG TO STAND ON
135 MADISON AVE 5TH FLOORNEW YORKNY10016NONEPCTO FURTHER PROGRAM SERVICES$542
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPCTO FURTHER PROGRAM SERVICES$105
ARRUPE COLLEGE OF LOYOLA UNIVERSITY CHICAGO
820 N MICHIGAN AVECHICAGOIL60611NONEPCTO FURTHER PROGRAM SERVICES$10,000
CHRIST THE KING JESUIT COLLEGE PREP
5088 W JACKSON BLVDCHICAGOIL60644NONEPCTO FURTHER PROGRAM SERVICES$7,500
COMMUNITY FOUNDATION OF COLLIER COUNTY
1110 PINE RIDGE RD STE 200NAPLESFL34108NONEPCTO FURTHER PROGRAM SERVICES$500
COVENANT HOUSE IL
2934 W LAKE STCHICAGOIL60612NONEPCTO FURTHER PROGRAM SERVICES$1,000
CULINARY CARE
1 E ERIE 525-4179CHICAGOIL60611NONEPCTO FURTHER PROGRAM SERVICES$107
DANIEL MURPHY SCHOLARSHIP FUND
309 W WASHINGTON STREET SUITE 700CHICAGOIL60606NONEPCTO FURTHER PROGRAM SERVICES$2,500
FENWICK HIGH SCHOOL
505 WASHINGTON BLVDOAK PARKIL60302NONEPCTO FURTHER PROGRAM SERVICES$104
FORDHAM UNIVERSITY
441 E FORDHAM ROADBRONXNY10458NONEPCTO FURTHER PROGRAM SERVICES$10,000
HABITAT FOR HUMANITY
1600 E ROOSEVELT RDWHEATONIL60187NONEPCTO FURTHER PROGRAM SERVICES$100
HEALTHNETWORK FOUNDATION
3550 LANDER RD SUITE 225PEPPER PIKEOH44124NONEPCTO FURTHER PROGRAM SERVICES$1,500
HINSDALE JUNIOR WOMAN'S CLUB
PO BOX 152HINSDALEIL60521NONEPCTO FURTHER PROGRAM SERVICES$504
JEWISH FEDERATION OF GRETAER NAPLES
4720 PINE RIDGE ROADNAPLESFL34119NONEPCTO FURTHER PROGRAM SERVICES$258
MERCY MEDICAL CENTER FOUNDATION
701 10TH ST SECEDAR RAPIDSIA52403NONEPCTO FURTHER PROGRAM SERVICES$104
NEW YORK ROAD RUNNERS
156 W 56TH ST 3RD FLOORNEW YORKNY10019NONEPCTO FURTHER PROGRAM SERVICES$300
PENN STATE
329 INNOVATION BLVD SUITE 311STATE COLLEGEIL16803NONEPCTO FURTHER PROGRAM SERVICES$515
SOUTHWEST WILDLIFE CONSERVATION CENTER
27026 N 156TH STSCOTTSDALEAZ85262NONEPCTO FURTHER PROGRAM SERVICES$2,500
ST ISAAC JOGUES CHURCH
306 W FOURTH STHINSDALEIL60521NONEPCTO FURTHER PROGRAM SERVICES$5,700
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPCTO FURTHER PROGRAM SERVICES$250
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVERYE BROOKNY10573NONEPCTO FURTHER PROGRAM SERVICES$500
UNITED WAY
2220 MARQUETTE ROADPERUIL61354NONEPCTO FURTHER PROGRAM SERVICES$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,589TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,943ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$34,274ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion14ExclusionCd
Exclusion$231ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,900ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,900TotalIncomeProducingActyAmt

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 PersonGERALD FITZGERALDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11165 N CLARK STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,291,200TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property20,000 SHARES OF BANK OF MONTREAL STOCKNoncashPropertyDesc
Fair Market Value$2,291,200FairMarketValueAmt
Received2025-07-24ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER EXPENSES$24$0$0
IL CHARITY BUREAU$15$0$15
INVESTMENT FEES$15$15$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$231RevenueAndExpensesPerBooksAmt
Net Investment Income$26NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2,946Amt
Net Investment Income$2,946NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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