BRAMSEN CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRAMSEN CHARITABLE FOUNDATION (EIN 83-2704828)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349104330
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:18:05-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362756074 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pedersen & Houpt | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 N Clark St Suite 2700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 | 832704828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bramsen Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | dated November 30 2018 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAM | BusinessNameControlTxt |
| Phone | 3126416888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 Ridge Road | AddressLine1Txt |
| City | Barrington | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Bramsen | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3126416888 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eric Knight | PreparerPersonNm |
| PTIN | P01342175 | PTIN |
| Phone | 3126416888 | PhoneNum |
| Preparation | 2026-05-11 | 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 | $15,342,604 | 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 | $3,695,519 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $920 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $435,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $435,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,604,086 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,470,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,604,086 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,736,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,040,692 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,714 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,714 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $200,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $563 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $205,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,194,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,194,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,399,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,194,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,336,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,035,415 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,486,773 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $241,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $241,145 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,108,498 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,690,823 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,101,457 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $23,595,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,931,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,342,604 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $23,595,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,931,970 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,595,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,931,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,595,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,931,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,595,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,336,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,931,970 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,931,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 9782 Shares of American Funds America Hgih | 2025-09-24 | 2025-12-01 | $96,851 | $97,536 | $0 | $0 |
| 14773 Shares of Aristole Floating Rate Income | 2005-09-24 | 2025-12-01 | $139,150 | $139,766 | $0 | $0 |
| 10485 Shares of Artisan Globald Value Institutional | 2025-11-17 | 2025-12-01 | $298,510 | $292,258 | $6,252 | $6,252 |
| 8879 Shares of BNY Mellon US Large Cap | 2025-11-17 | 2025-12-01 | $1,172,246 | $1,151,609 | $20,637 | $20,637 |
| 12731 Shares of DODGE & COX GLOBAL BOND | 2025-09-24 | 2025-12-01 | $144,854 | $145,407 | $0 | $0 |
| 5376 Shares of ELDRIGE BBB | 2025-09-24 | 2025-12-22 | $143,133 | $144,506 | $0 | $0 |
| 4469 Shares of GUINNESS ATKINSON GLOBAL | 2025-11-17 | 2025-12-01 | $302,675 | $295,162 | $7,513 | $7,513 |
| 310 Shares of ILLINOIS TOOL WKS INC | 2025-09-24 | 2025-09-24 | $80,443 | $76,733 | $3,710 | $3,710 |
| 3592 Shares of ISHARES CORE US | 2025-09-24 | 2025-12-01 | $359,383 | $359,880 | -$430 | -$430 |
| 993 Shares of ISHARES MBS Etf | 2025-09-24 | 2025-12-01 | $94,408 | $94,484 | -$38 | -$38 |
| 8535 Shares of MARSICO GLOBAL INSTITUTIONAL | 2025-09-24 | 2025-12-01 | $271,337 | $282,800 | $0 | $0 |
| 536 Shares of NORTHERN TR CORP | 2025-09-24 | 2025-12-01 | $69,523 | $57,961 | $11,562 | $11,562 |
| 5917 Shares of NUVEEN PREFERRED SECS & INC | 2025-09-24 | 2025-12-01 | $96,001 | $95,764 | $237 | $237 |
| 1911 Shares of SCHWAB SHORT TERM US TREASURY Etf | 2025-09-24 | 2025-12-01 | $46,514 | $46,624 | $0 | $0 |
| 93 Shares of SCHWAB TOTAL MARKET INDEX | 2025-09-24 | 2025-12-01 | $1,500 | $1,362 | $138 | $138 |
| 1723 Shares of SCHWAB US TIPS ETF | 2025-09-24 | 2025-12-01 | $46,056 | $46,477 | $0 | $0 |
| 1715 Shares of STATE STREET SPDR PRTFL LT TRSRY | 2025-09-24 | 2025-12-01 | $46,013 | $46,116 | -$45 | -$45 |
| 1498 Shares of VANGUARD EXTENDED MARKET ETF | 2025-09-24 | 2025-12-01 | $314,814 | $315,683 | $32 | $32 |
| 1 Share of VANGUARD FTSE DEVELOPED MARKET ETF | 2025-09-24 | 2025-12-01 | $62 | $62 | $0 | $0 |
| 345 Shares of VANGUARD FTSE EMERGING MARKETS ETF | 2025-09-24 | 2025-12-01 | $18,742 | $18,775 | -$14 | -$14 |
| 12674 Shares of ILLINOIS TOOL WKS INC | 2025-09-24 | 2025-09-24 | $3,288,719 | $3,298,661 | -$9,942 | -$9,942 |
| 25571 Shares of NORTHERN TR CORP | 2025-09-24 | 2025-09-24 | $3,314,551 | $2,185,813 | $1,128,738 | $1,128,738 |
| 4050 Shares of O REILLY AUTOMOTIVE INC | 2025-09-24 | 2025-11-17 | $402,002 | $89,930 | $312,072 | $312,072 |
| 2500 Shares of ONEOK INC NEW | 2025-09-24 | 2025-11-17 | $175,050 | $39,026 | $136,024 | $136,024 |
| 2300 Shares of QUANTA SVCS INC | 2025-09-24 | 2025-11-17 | $986,148 | $207,263 | $778,885 | $778,885 |
| 7782 Shares of SCHWAB TOTAL MARKET INDEX | 2025-09-24 | 2025-11-17 | $125,136 | $100,000 | $25,136 | $25,136 |
| 1000 Shares of STRYKER CORP | 2025-09-24 | 2025-11-17 | $362,100 | $67,269 | $294,830 | $294,830 |
| 1600 Shares of VISA INC | 2025-09-24 | 2025-11-17 | $529,856 | $63,122 | $466,734 | $466,734 |
| 221 Shares of GE AEROSPACE | 2025-09-24 | 2025-11-17 | $67,502 | $3,822 | $63,681 | $63,681 |
| 320 Shares of MIRCOSOFT CORP | 2025-09-24 | 2025-11-17 | $162,560 | $8,275 | $154,285 | $154,285 |
| 1250 Shares of NESTLE | 2025-09-24 | 2025-11-17 | $125,438 | $33,500 | $91,938 | $91,938 |
| 2000 Shares of NEXTERA ENERGY INC | 2025-09-24 | 2025-11-17 | $167,820 | $33,780 | $134,040 | $134,040 |
| 1292 Shares of PEPSICO INC | 2025-09-24 | 2025-11-17 | $188,399 | $14,683 | $173,716 | $173,716 |
| 1102 Shares of PHILLIPS 66 | 2025-09-24 | 2025-11-17 | $154,732 | $14,293 | $140,438 | $140,438 |
| 500 Shares of RTX CORP | 2025-09-24 | 2025-11-17 | $88,050 | $13,987 | $74,063 | $74,063 |
| 2400 Shares of WALMART INC | 2025-09-24 | 2025-11-17 | $246,192 | $244 | $245,947 | $245,947 |
| Capital Gain Distribution - Charles Schwab | 2025-01-01 | 2025-12-31 | $343,947 | $343,947 | $343,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,604,086 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69,992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $116,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46,008 | OverpaymentAmt |
| Applied To ES Tax | $46,008 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | Vickie Sabatino | IndividualWithBooksNm |
| Phone | 6305171123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7900 | AddressLine1Txt |
| City | Wheaton | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60187 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| James E Bramsen | ||||||||
| 26 Ridge Road | Barrington | IL | 60010 | Trustee | 0.50 | $0 | $0 | $0 |
| Elizabeth C Bramsen | ||||||||
| 26 Ridge Road | Barrington | IL | 60010 | Successor Trustee | 0.50 | $0 | $0 | $0 |
| Eliza L Kerr | ||||||||
| 9724 Rocky Road | El Portal | CA | 95318 | Successor Trustee | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,336,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,465,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,802,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,802,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $207,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,594,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $679,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $679,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69,992 | TotalTaxAmt |
| Distributable Before Adj | $609,757 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $609,757 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $609,757 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,194,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,194,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $609,757 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,186,502 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $5,471,503 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,658,005 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,194,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $609,757 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,584,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,242,498 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,242,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,186,502 | ExcessFromYear4Amt |
| Excess From Year1 | $5,471,503 | ExcessFromYear1Amt |
| Excess From Current Year | $1,584,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James E Bramsen | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Above and Beyond Family Recovery Center | |||||||
| 2942 West Lake St | Chicago | IL | 60612 | N/A | PC | Operating Needs | $4,000 |
| Chicago Zoological Society | |||||||
| 3300 Golf Road | Brookfield | IL | 60513 | N/A | PC | Operating Needs | $2,000,000 |
| Home Centered Care Institute | |||||||
| 1900 E Golf Rd | Schaumburg | IL | 60173 | N/A | PC | Operating Needs | $180,000 |
| Meals on Wheels Foundation | |||||||
| 7222 W Cermak Rd Suite 302 | North Riverside | IL | 60546 | N/A | PC | Operating Needs | $10,000 |
| Barrington History Museum | |||||||
| 212 W MAIN ST | BARRINGTON | IL | 60010 | N/A | PC | Operating Needs | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,194,250 | 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 | $920 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $435,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,604,086 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $436,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,604,086 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,040,692 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SALE OF SECURITIES TO INCREASE CASH FLOW FOR CHARITABLE CONTRIBUTIONS | RelationshipStatementTxt |
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 (23 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Elizabeth Bramsen | ||||||
| 1 | 26 Ridge Road | Barrington | IL | 60010 | $61,396 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 2 | 26 Ridge Road | Barrington | IL | 60010 | $6,446 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 3 | 26 Ridge Road | Barrington | IL | 60010 | $141,056 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 4 | 26 Ridge Road | Barrington | IL | 60010 | $21,311 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 5 | 26 Ridge Road | Barrington | IL | 60010 | $127,619 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 6 | 26 Ridge Road | Barrington | IL | 60010 | $169,860 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 7 | 26 Ridge Road | Barrington | IL | 60010 | $173,612 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 8 | 26 Ridge Road | Barrington | IL | 60010 | $400,727 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 9 | 26 Ridge Road | Barrington | IL | 60010 | $114,856 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 10 | 26 Ridge Road | Barrington | IL | 60010 | $72,510 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 11 | 26 Ridge Road | Barrington | IL | 60010 | $139,465 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 12 | 26 Ridge Road | Barrington | IL | 60010 | $14,225 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 13 | 26 Ridge Road | Barrington | IL | 60010 | $1,005,272 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 14 | 26 Ridge Road | Barrington | IL | 60010 | $58,595 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 15 | 26 Ridge Road | Barrington | IL | 60010 | $29,385 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 16 | 26 Ridge Road | Barrington | IL | 60010 | $185,198 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 17 | 26 Ridge Road | Barrington | IL | 60010 | $74,079 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 18 | 26 Ridge Road | Barrington | IL | 60010 | $74,079 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 19 | 26 Ridge Road | Barrington | IL | 60010 | $37,040 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 20 | 26 Ridge Road | Barrington | IL | 60010 | $338,530 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 21 | 26 Ridge Road | Barrington | IL | 60010 | $135,412 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 22 | 26 Ridge Road | Barrington | IL | 60010 | $67,706 | Yes (X) |
| Elizabeth Bramsen | ||||||
| 23 | 26 Ridge Road | Barrington | IL | 60010 | $247,140 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (23 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 200 Shares of GE. | $61,396 | 2025-11-13 |
| 2 | 21 Shares of GE. | $6,446 | 2025-11-13 |
| 3 | 278 Shares of MSFT. | $141,056 | 2025-11-13 |
| 4 | 42 Shares of MSFT. | $21,311 | 2025-11-13 |
| 5 | 1,250 Shares of NSRGY. | $127,619 | 2025-11-13 |
| 6 | 2,000 Shares of NEE. | $169,860 | 2025-11-13 |
| 7 | 2,500 Shares of OKE. | $173,612 | 2025-11-13 |
| 8 | 4,050 Shares of ORLY. | $400,727 | 2025-11-13 |
| 9 | 792 Shares of PEP. | $114,856 | 2025-11-13 |
| 10 | 500 Shares of PEP. | $72,510 | 2025-11-13 |
| 11 | 1,000 Shares of PSX. | $139,465 | 2025-11-13 |
| 12 | 102 Shares of PSX. | $14,225 | 2025-11-13 |
| 13 | 2,300 Shares of PWR. | $1,005,272 | 2025-11-13 |
| 14 | 333 Shares of RTX. | $58,595 | 2025-11-13 |
| 15 | 167 Shares of RTX. | $29,385 | 2025-11-13 |
| 16 | 500 Shares of SYK. | $185,198 | 2025-11-13 |
| 17 | 200 Shares of SYK. | $74,079 | 2025-11-13 |
| 18 | 200 Shares of SYK. | $74,079 | 2025-11-13 |
| 19 | 100 Shares of SYK. | $37,040 | 2025-11-13 |
| 20 | 1,000 Shares of V. | $338,530 | 2025-11-13 |
| 21 | 400 Shares of V. | $135,412 | 2025-11-13 |
| 22 | 200 Shares of V. | $67,706 | 2025-11-13 |
| 23 | 2,400 Shares of WMT. | $247,140 | 2025-11-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,714 | Amt |
| Net Investment Income | $4,714 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $29,690,823 | EOYBookValueAmt |
| EOYFMV | $15,101,457 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS CHARITY BUREAU FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $199,971 | $0 | $0 |
| FOREIGN TAX PAID | $563 | $563 | $0 |
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