BUTLER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BUTLER FAMILY FOUNDATION (EIN 36-6101775)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349101106
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T10:03:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202092632 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY J CURRIE CPA LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12101 KENT TRAIL | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604481610 | 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 | 366101775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUTL | BusinessNameControlTxt |
| Phone | 9176019652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN RD SUITE A8 PMB 218 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN B CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9176019652 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J CURRIE | PreparerPersonNm |
| PTIN | P00294543 | PTIN |
| Phone | 7084785309 | PhoneNum |
| Preparation | 2026-05-08 | 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 | $36,216,620 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $411,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $411,477 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,081,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,209,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,081,213 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,492,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,492,690 | 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 | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,033 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $161,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $160,233 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,158 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,567 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,832,008 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,832,008 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,069,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,864,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $423,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,327,099 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $136,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,372,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,372,868 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,316,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,503,958 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,843,752 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,453,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,876,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,216,620 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $195,819 | CapitalStockBOYAmt |
| Capital Stock EOY | $195,819 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,257,482 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,681,006 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,453,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,876,825 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,453,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,876,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,453,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $423,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,876,825 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,876,825 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (134 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ACCENTURE PLC | P | 2024-09-16 | 2025-04-21 | $180,607 | $229,867 | -$49,260 | -$49,260 |
| ACCENTURE PLC | P | 2024-10-03 | 2025-04-21 | $6,946 | $9,034 | -$2,088 | -$2,088 |
| AMETEK INC | P | 2025-03-11 | 2025-09-12 | $114,277 | $106,485 | $7,792 | $7,792 |
| BLOCK INC | P | 2024-10-10 | 2025-05-02 | $208,270 | $324,235 | -$115,965 | -$115,965 |
| COSTAR GROUP | P | 2025-02-24 | 2025-10-29 | $39,609 | $46,447 | -$6,838 | -$6,838 |
| COSTAR GROUP | P | 2025-07-17 | 2025-10-29 | $132,031 | $171,100 | -$39,069 | -$39,069 |
| DESCARTES SYS | P | 2025-03-11 | 2025-12-03 | $41,498 | $48,947 | -$7,449 | -$7,449 |
| DEXCOM | P | 2025-01-16 | 2025-10-02 | $65,474 | $83,641 | -$18,167 | -$18,167 |
| FASTENAL | P | 2024-08-05 | 2025-02-10 | $110,630 | $99,682 | $10,948 | $10,948 |
| GENERAC HLDGS | P | 2024-05-06 | 2025-02-24 | $69,319 | $66,918 | $2,401 | $2,401 |
| GENERAC HLDGS | P | 2024-08-05 | 2025-02-24 | $69,319 | $71,058 | -$1,739 | -$1,739 |
| NEOGEN CORP | P | 2024-07-16 | 2025-03-17 | $43,369 | $81,173 | -$37,804 | -$37,804 |
| NEOGEN CORP | P | 2024-08-05 | 2025-03-17 | $43,369 | $75,777 | -$32,408 | -$32,408 |
| NEOGEN CORP | P | 2025-01-16 | 2025-03-17 | $27,594 | $34,646 | -$7,052 | -$7,052 |
| SWEETGREEN | P | 2025-06-04 | 2025-09-26 | $122,967 | $220,851 | -$97,884 | -$97,884 |
| ADOBE INC | P | 2015-06-30 | 2025-04-03 | $160,803 | $35,137 | $125,666 | $125,666 |
| ALPHABET INC | P | 2023-01-19 | 2025-04-03 | $75,970 | $46,269 | $29,701 | $29,701 |
| ALPHABET INC | P | 2023-10-27 | 2025-04-03 | $75,970 | $60,510 | $15,460 | $15,460 |
| AMAZON | P | 2012-11-29 | 2025-04-03 | $32,720 | $2,269 | $30,451 | $30,451 |
| AMAZON | P | 2023-03-20 | 2025-04-03 | $58,168 | $31,127 | $27,041 | $27,041 |
| AMERICAN EXPRESS | P | 2005-04-06 | 2025-04-03 | $166,867 | $31,833 | $135,034 | $135,034 |
| AMETEK INC | P | 2015-06-30 | 2025-09-12 | $66,090 | $18,906 | $47,184 | $47,184 |
| AMETEK INC | P | 2015-06-30 | 2025-09-12 | $48,187 | $13,774 | $34,413 | $34,413 |
| AON PLC | P | 2020-06-12 | 2025-10-02 | $239,566 | $122,280 | $117,286 | $117,286 |
| AON PLC | P | 2020-06-25 | 2025-10-02 | $11,853 | $6,363 | $5,490 | $5,490 |
| COSTAR GROUP | P | 2022-07-27 | 2025-10-29 | $158,437 | $164,527 | -$6,090 | -$6,090 |
| COSTCO | P | 2008-03-24 | 2025-03-11 | $93,000 | $6,547 | $86,453 | $86,453 |
| DESCARTES SYS | P | 2024-11-19 | 2025-12-03 | $124,495 | $170,481 | -$45,986 | -$45,986 |
| DEXCOM | P | 2011-06-24 | 2025-10-02 | $32,737 | $1,833 | $30,904 | $30,904 |
| EVOLENT HEALTH | P | 2020-06-25 | 2025-02-10 | $48,832 | $32,740 | $16,092 | $16,092 |
| FASTENAL | P | 2021-02-19 | 2025-02-10 | $36,877 | $23,610 | $13,267 | $13,267 |
| FLYWIRE CORP | P | 2022-12-29 | 2025-02-24 | $100,655 | $137,121 | -$36,466 | -$36,466 |
| FLYWIRE CORP | P | 2023-11-08 | 2025-02-24 | $23,602 | $27,737 | -$4,135 | -$4,135 |
| GENERAC HLDGS | P | 2023-08-15 | 2025-04-03 | $164,522 | $159,722 | $4,800 | $4,800 |
| GENERAC HLDGS | P | 2024-01-26 | 2025-04-03 | $70,509 | $68,886 | $1,623 | $1,623 |
| INTUITIVE SURGICAL | P | 2023-01-19 | 2025-01-16 | $116,628 | $50,527 | $66,101 | $66,101 |
| INTUITIVE SURGICAL | P | 2023-01-19 | 2025-02-24 | $59,140 | $25,263 | $33,877 | $33,877 |
| INTUITIVE SURGICAL | P | 2023-01-19 | 2025-10-02 | $87,518 | $50,527 | $36,991 | $36,991 |
| MICROSOFT | P | 2002-02-28 | 2025-03-11 | $57,199 | $4,441 | $52,758 | $52,758 |
| MONTROSE ENVIRON | P | 2023-03-01 | 2025-02-24 | $28,271 | $57,482 | -$29,211 | -$29,211 |
| MONTROSE ENVIRON | P | 2023-03-15 | 2025-02-24 | $13,014 | $23,722 | -$10,708 | -$10,708 |
| MONTROSE ENVIRON | P | 2024-01-11 | 2025-02-24 | $44,875 | $70,085 | -$25,210 | -$25,210 |
| PURE STORAGE | P | 2024-09-11 | 2025-12-03 | $26,144 | $18,159 | $7,985 | $7,985 |
| PURE STORAGE | P | 2024-10-10 | 2025-12-03 | $103,200 | $79,676 | $23,524 | $23,524 |
| PURE STORAGE | P | 2024-10-14 | 2025-12-03 | $77,056 | $60,508 | $16,548 | $16,548 |
| RB GLOBAL | P | 2021-02-19 | 2025-03-11 | $74,458 | $39,934 | $34,524 | $34,524 |
| S&P GLOBAL | P | 2020-12-02 | 2025-03-11 | $48,175 | $32,703 | $15,472 | $15,472 |
| SALESFORCE | P | 2018-09-24 | 2025-10-14 | $49,234 | $31,602 | $17,632 | $17,632 |
| SALESFORCE | P | 2018-12-20 | 2025-10-14 | $41,110 | $21,419 | $19,691 | $19,691 |
| SALESFORCE | P | 2019-12-03 | 2025-10-14 | $90,345 | $59,375 | $30,970 | $30,970 |
| SALESFORCE | P | 2022-05-12 | 2025-10-14 | $61,543 | $39,851 | $21,692 | $21,692 |
| STARBUCKS | P | 1996-01-30 | 2025-07-31 | $210,315 | $2,441 | $207,874 | $207,874 |
| STARBUCKS | P | 1996-01-30 | 2025-07-31 | $150,276 | $1,750 | $148,526 | $148,526 |
| TRANSDIGM | P | 2020-04-22 | 2025-03-11 | $66,041 | $13,123 | $52,918 | $52,918 |
| TRANSDIGM | P | 2020-04-22 | 2025-03-17 | $67,810 | $13,123 | $54,687 | $54,687 |
| TRANSDIGM | P | 2020-04-22 | 2025-12-03 | $133,712 | $18,509 | $115,203 | $115,203 |
| UBER TECH | P | 2020-07-07 | 2025-07-30 | $82,116 | $31,182 | $50,934 | $50,934 |
| WALMART | P | 2019-05-01 | 2025-03-11 | $88,199 | $34,059 | $54,140 | $54,140 |
| WALMART | P | 2019-05-01 | 2025-03-11 | $88 | $34 | $54 | $54 |
| WORKDAY INC | P | 2019-12-03 | 2025-04-17 | $110,625 | $86,762 | $23,863 | $23,863 |
| WORKDAY INC | P | 2020-03-03 | 2025-04-17 | $110,625 | $84,700 | $25,925 | $25,925 |
| WORKDAY INC | P | 2021-09-09 | 2025-04-17 | $110,625 | $135,172 | -$24,547 | -$24,547 |
| ZOETIS INC | P | 2014-08-28 | 2025-07-30 | $67,846 | $15,989 | $51,857 | $51,857 |
| ZOETIS INC | P | 2023-01-19 | 2025-07-30 | $89,862 | $96,766 | -$6,904 | -$6,904 |
| ZOETIS INC | P | 2023-01-19 | 2025-07-30 | $149,771 | $161,064 | -$11,293 | -$11,293 |
| ACCENTURE PLC | P | 2024-09-16 | 2025-04-08 | $141,324 | $176,821 | -$35,497 | -$35,497 |
| ACCENTURE PLC | P | 2024-10-02 | 2025-04-08 | $24,025 | $30,269 | -$6,244 | -$6,244 |
| COSTAR GROUP | P | 2025-02-27 | 2025-10-29 | $66,016 | $74,693 | -$8,677 | -$8,677 |
| COSTAR GROUP | P | 2025-07-17 | 2025-10-29 | $132,031 | $171,100 | -$39,069 | -$39,069 |
| FLYWIRE CORP | P | 2024-05-23 | 2025-02-26 | $26,012 | $44,572 | -$18,560 | -$18,560 |
| GENERAC HLDGS | P | 2024-04-08 | 2025-04-03 | $58,758 | $68,555 | -$9,797 | -$9,797 |
| GENERAC HLDGS | P | 2024-05-13 | 2025-04-03 | $117,515 | $140,439 | -$22,924 | -$22,924 |
| PFIZER | P | 2024-06-24 | 2025-04-08 | $152,449 | $195,188 | -$42,739 | -$42,739 |
| PFIZER | P | 2024-07-09 | 2025-04-08 | $87,489 | $109,848 | -$22,359 | -$22,359 |
| ADOBE INC | P | 2015-06-30 | 2025-03-13 | $82,226 | $17,609 | $64,617 | $64,617 |
| ALPHABET INC | P | 2022-09-22 | 2025-03-13 | $113,949 | $70,259 | $43,690 | $43,690 |
| ALPHABET INC | P | 2023-03-07 | 2025-03-13 | $8,139 | $4,691 | $3,448 | $3,448 |
| AMETEK INC | P | 2015-06-30 | 2025-09-24 | $38,624 | $11,279 | $27,345 | $27,345 |
| AMETEK INC | P | 2015-06-30 | 2025-09-24 | $23,697 | $6,914 | $16,783 | $16,783 |
| AMETEK INC | P | 2018-11-01 | 2025-09-24 | $62,134 | $23,493 | $38,641 | $38,641 |
| BOOZ ALLEN | P | 2023-03-07 | 2025-02-27 | $110,745 | $95,813 | $14,932 | $14,932 |
| COCA COLA | P | 2024-07-30 | 2025-08-13 | $246,606 | $235,468 | $11,138 | $11,138 |
| COSTAR GROUP | P | 2023-08-23 | 2025-10-29 | $99,024 | $120,289 | -$21,265 | -$21,265 |
| COSTAR GROUP | P | 2024-06-05 | 2025-10-29 | $33,008 | $39,065 | -$6,057 | -$6,057 |
| EDWARDS LIFESCIENCE | P | 2023-03-20 | 2025-03-05 | $71,558 | $80,730 | -$9,172 | -$9,172 |
| FLYWIRE CORP | P | 2023-01-19 | 2025-02-26 | $15,607 | $37,338 | -$21,731 | -$21,731 |
| FLYWIRE CORP | P | 2023-01-19 | 2025-02-26 | $36,417 | $86,407 | -$49,990 | -$49,990 |
| GENERAC HLDGS | P | 2023-08-23 | 2025-04-03 | $117,515 | $115,263 | $2,252 | $2,252 |
| INTERCONTINENTAL | P | 2018-06-21 | 2025-12-03 | $52,234 | $24,931 | $27,303 | $27,303 |
| INTERCONTINENTAL | P | 2018-06-21 | 2025-12-03 | $52,234 | $24,938 | $27,296 | $27,296 |
| INTERCONTINENTAL | P | 2023-03-20 | 2025-12-03 | $99,449 | $61,715 | $37,734 | $37,734 |
| INTUITIVE SURGICAL | P | 2023-03-17 | 2025-03-13 | $119,353 | $59,363 | $59,990 | $59,990 |
| JPMORGAN | P | 2021-09-09 | 2025-03-13 | $90,096 | $63,992 | $26,104 | $26,104 |
| RESMED INC | P | 2022-09-22 | 2025-01-07 | $35,290 | $32,115 | $3,175 | $3,175 |
| RESMED INC | P | 2022-10-21 | 2025-01-07 | $82,343 | $78,078 | $4,265 | $4,265 |
| SALESFORCE | P | 2018-09-24 | 2025-10-14 | $24,617 | $15,801 | $8,816 | $8,816 |
| SALESFORCE | P | 2018-12-20 | 2025-10-14 | $20,432 | $10,645 | $9,787 | $9,787 |
| SALESFORCE | P | 2019-12-03 | 2025-10-14 | $45,049 | $29,606 | $15,443 | $15,443 |
| SALESFORCE | P | 2022-09-22 | 2025-10-14 | $246,171 | $150,420 | $95,751 | $95,751 |
| SCHWAB CHARLES | P | 2023-03-24 | 2025-01-07 | $172,038 | $127,127 | $44,911 | $44,911 |
| SCHWAB CHARLES | P | 2023-05-23 | 2025-01-07 | $44,817 | $32,698 | $12,119 | $12,119 |
| TRANSDIGM | P | 2020-04-22 | 2025-12-03 | $179,174 | $24,801 | $154,373 | $154,373 |
| WORKDAY INC | P | 2019-12-03 | 2025-04-17 | $55,312 | $43,381 | $11,931 | $11,931 |
| WORKDAY INC | P | 2020-03-03 | 2025-04-17 | $55,312 | $42,350 | $12,962 | $12,962 |
| WORKDAY INC | P | 2020-11-27 | 2025-04-17 | $55,313 | $54,868 | $445 | $445 |
| WORKDAY INC | P | 2022-09-22 | 2025-04-17 | $165,937 | $113,183 | $52,754 | $52,754 |
| ZOETIS INC | P | 2014-08-28 | 2025-11-05 | $27,331 | $8,012 | $19,319 | $19,319 |
| ZOETIS INC | P | 2022-05-12 | 2025-11-05 | $60,200 | $80,969 | -$20,769 | -$20,769 |
| ZOETIS INC | P | 2022-10-21 | 2025-11-05 | $36,120 | $44,228 | -$8,108 | -$8,108 |
| PFIZER | P | 2024-12-17 | 2025-12-03 | $38,483 | $39,441 | -$958 | -$958 |
| SCOTTS MIRACLE GRO | P | 2025-06-06 | 2025-11-19 | $71,728 | $91,257 | -$19,529 | -$19,529 |
| ABBOTT LABS | P | 2021-10-26 | 2025-10-02 | $62,956 | $60,836 | $2,120 | $2,120 |
| ABBOTT LABS | P | 2022-10-24 | 2025-10-02 | $53,016 | $39,306 | $13,710 | $13,710 |
| ACCENTURE PLC | P | 2015-09-29 | 2025-12-03 | $81,932 | $28,855 | $53,077 | $53,077 |
| ACCENTURE PLC | P | 2024-10-03 | 2025-12-03 | $34,139 | $45,169 | -$11,030 | -$11,030 |
| AON PLC | P | 2020-04-03 | 2025-12-03 | $113,629 | $50,793 | $62,836 | $62,836 |
| APPLE INC | P | 2016-05-05 | 2025-12-03 | $31,273 | $2,565 | $28,708 | $28,708 |
| APPLE INC | P | 2016-08-24 | 2025-12-03 | $39,802 | $3,798 | $36,004 | $36,004 |
| BOOZ ALLEN | P | 2021-05-19 | 2025-02-21 | $76,700 | $56,768 | $19,932 | $19,932 |
| DEERE & CO | P | 2022-01-18 | 2025-10-02 | $91,706 | $76,736 | $14,970 | $14,970 |
| GOLDMAN SACHS | P | 2023-11-08 | 2025-04-28 | $27,460 | $16,228 | $11,232 | $11,232 |
| KIMBERLY CLARK | P | 2023-03-23 | 2025-06-06 | $40,133 | $38,580 | $1,553 | $1,553 |
| KIMBERLY CLARK | P | 2023-08-23 | 2025-06-06 | $40,133 | $38,552 | $1,581 | $1,581 |
| KIMBERLY CLARK | P | 2023-09-26 | 2025-06-06 | $20,067 | $18,577 | $1,490 | $1,490 |
| KIMBERLY CLARK | P | 2024-03-28 | 2025-06-06 | $26,755 | $25,877 | $878 | $878 |
| MCCORMICK & CO | P | 2022-10-10 | 2025-01-06 | $35,062 | $35,265 | -$203 | -$203 |
| MCCORMICK & CO | P | 2023-10-25 | 2025-01-06 | $32,078 | $27,441 | $4,637 | $4,637 |
| MCCORMICK & CO | P | 2023-11-08 | 2025-01-06 | $26,856 | $23,509 | $3,347 | $3,347 |
| ORACLE CORP | P | 2024-05-22 | 2025-12-03 | $35,236 | $21,121 | $14,115 | $14,115 |
| ORACLE CORP | P | 2024-06-12 | 2025-12-03 | $25,909 | $17,256 | $8,653 | $8,653 |
| ORACLE CORP | P | 2024-10-03 | 2025-12-03 | $21,763 | $17,538 | $4,225 | $4,225 |
| SCHWAB CHARLES | P | 2023-10-25 | 2025-03-06 | $66,886 | $42,837 | $24,049 | $24,049 |
| SCHWAB CHARLES | P | 2023-11-19 | 2025-03-06 | $51,598 | $39,630 | $11,968 | $11,968 |
| UNILVER CASH IN LIEU | P | 2016-06-27 | 2025-12-09 | $7 | $4 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,081,213 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,347 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,347 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,021 | 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 | $42,021 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,674 | OverpaymentAmt |
| Applied To ES Tax | $9,674 | 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 | KAREN B CONNELL | IndividualWithBooksNm |
| Phone | 9176019652 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN ROAD SUITE A8 PMB | AddressLine1Txt |
| Address Line2 | 218 | AddressLine2Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN B CONNELL | ||||||||
| 30 BURROUGHS RD | LEXINGTON | MA | 02420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH B PRUETT | ||||||||
| 77 E PEMBROKE DRIVE | LAKE FOREST | IL | 60045 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KAY S BUTLER | ||||||||
| 6400 N 52ND PLACE | PARADISE VALLEY | AZ | 85253 | TRUSTEE | 0.00 | $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 | $35,288,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $867,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,155,565 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,155,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $542,333 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,613,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,780,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,780,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,347 | TotalTaxAmt |
| Distributable Before Adj | $1,748,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,748,315 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,748,315 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,864,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,864,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,748,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $157,723 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,864,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $157,723 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,706,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $41,463 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN B CONNELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN RD SUITE A8 PMB 218 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9176019652 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO STANDARD APPLICATION FORMS. A LETTER REQUESTING A CONTRIBUTION IS SUFFICIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE EDUCATIONAL, RELIGIOUS, OR CHARITABLE AS DEFINED UNDER IRC SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY 360 INC | |||||||
| 5031 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| ARIZONA SCIENCE CENTER | |||||||
| 600 E WASHINGTON ST | PHOENIX | AZ | 85004 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $116,000 |
| AMERICAN BRAIN TUMOR ASSOCIATION | |||||||
| 8550 W BRYN MAWR AVE | CHICAGO | IL | 60631 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ARIZONA ARTS CIRCLE LTD | |||||||
| 3104 E CAMELBACK RD 157 | PHOENIX | AZ | 85016 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| BLESSED STEPHEN BELLESINI OSA ACADEMY INC | |||||||
| 94 BRADFORD ST | LAWRENCE | MA | 01840 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| CHILD CRISIS ARIZONA | |||||||
| 424 W RIO SALADO PKWY | MESA | AZ | 85201 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION INC | |||||||
| 131 FIRST ST W 8 | BOCA GRANDE | FL | 33921 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND RD | NORTH ANDOVER | MA | 01845 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $38,000 |
| BRUSHWOOD CENTER AT RYERSON WOODS | |||||||
| 21850 RIVERWOODS RD | RIVERWOODS | IL | 60015 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| CANEY CREEK COMMUNITY CENTER - ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| GLENWOOD ACADEMY | |||||||
| 500 W 187TH ST | GLENWOOD | IL | 60425 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| CHRIST CHURCH OF THE ASCENSION | |||||||
| 4015 E LINCOLN DR | PARADISE VALLEY | AZ | 85253 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| COLGATE UNIVERSITY | |||||||
| 13 OAKS DR EXT | HAMILTON | NY | 13346 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| INTERNATIONAL CHAMBER ARTISTS | |||||||
| 17 THORNTREE LN | LAKE BLUFF | IL | 60044 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| JAMES MERRILL HOUSE FOUNDATION | |||||||
| 107 WATER STREET | STONINGTON | CT | 06378 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATIONGENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $3,000 |
| EITELJORG MUSEUM OF AMERICAN INDIANS AND WESTERN ART INC | |||||||
| 500 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| ELAWA FARM FOUNDATION | |||||||
| 1401 MIDDLEFORK DR | LAKE FOREST | IL | 60045 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $24,000 |
| FAMILY ACTION NETWORK | |||||||
| 1718 SHERMAN AVE 201 | EVANSTON | IL | 60201 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| FIELD MUSUEM OF NATURAL HISTORY | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $12,500 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| FOURTH PRESBYTERIAN CHURCH | |||||||
| 126 E CHESTNUT ST | CHICAGO | IL | 60611 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| GREAT LAKES ADAPTIVE SPORTS ASSOC | |||||||
| 27864 IRMA LEE CIR | LAKE FOREST | IL | 60045 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $54,025 |
| GROTON SCHOOL | |||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| HISTORY CENTER OF LAKE FOREST LAKE BLUFF | |||||||
| 509 E DEERPATH RD | LAKE FOREST | IL | 60045 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| PANHELLENIC SCHOLARSHIP FOUNDATION | |||||||
| 8501 W HIGGINS RD STE 210 | CHICAGO | IL | 60631 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| JACKSON LABORATORY | |||||||
| 600 MAIN ST | BAR HARBOR | ME | 04609 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $158,333 |
| PEDIATRIC BRAIN TUMOR FOUNDATION OF THE UNITED STATES INC | |||||||
| 380 KNOLLWOOD ST SUITE H125 | WINSTON SALEM | NC | 27103 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| LAKE COUNTY HAVEN | |||||||
| PO BOX 127 | LIBERTYVILLE | IL | 60048 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| LAKE FOREST COLLEGE | |||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| LAKE FOREST COUNTRY DAY SCHOOL | |||||||
| 145 S GREEN BAY RD | LAKE FOREST | IL | 60045 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ST STEPHEN S & ST AGNES SCHOOLD FOUNDATION | |||||||
| 400 FONTAINE ST | ALEXANDRIA | VA | 22302 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| LAKE FOREST HIGH SCHOOL FOUNDATION | |||||||
| PO BOX 148 | LAKE FOREST | IL | 60045 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| LAKE FOREST OPEN LANDS ASSOCIATION | |||||||
| 350 WAUKEGAN RD | LAKE FOREST | IL | 60045 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $13,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC - METRO NY REGION NOW BLOOD CARE UNITED | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $451,650 |
| LEUKEMIA & LYMPHOMA SOCIETY INC - NYC CHAPTER | |||||||
| PO BOX 22470 | NEW YORK | NY | 10087 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| MAKE A WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVE | PHOENIX | AZ | 85016 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| MOTHERS TR FOUNDATION | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| STONINGTON VILLAGE IMPROVEMENT ASSOCIATION INC | |||||||
| PO BOX 18 | STONINGTON | CT | 06378 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ORCHARD SCHOOL FOUNDATION INC | |||||||
| 615 W 64TH ST | INDIANAPOLIS | IN | 46260 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| PHOENIX CHILDRENS HOSPITAL | |||||||
| 1919 E THOMAS RD | PHOENIX | AZ | 85016 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| PHOENIX SYMPHONY ASSOCIATION | |||||||
| ONE N FIRST ST | PHOENIX | AZ | 85004 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| THE SALVATION ARMY - METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $160,000 |
| TRIANGLE INC | |||||||
| 450 BROADWAY | MALDEN | MA | 02148 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| WAY OF THE RAIN INC | |||||||
| 903 W ALAMEDA ST SUITE 506 | SANTA FE | NM | 87501 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| RHODE ISLAND SCHOOOL OF DESIGN | |||||||
| 2 COLLEGE ST | PROVIDENCE | RI | 02903 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| SANDRA DAY OCONNOR INSTITUTE | |||||||
| 111 E TAYLOR ST 9220 | PHOENIX | AZ | 85004 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| SOUTHWESTERN HEIGHTS HIGH SCHOOL | |||||||
| 17222 MUSTANG RD | KISMET | KS | 67859 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| YOUNG MASTERMINDS INITIATIVE | |||||||
| 137 MONTAGUE ST SUITE 185 | BROOKLYN | NY | 11201 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| ST MARYS FOOD BANK ALLIANCE | |||||||
| 3131 W THOMAS RD | PHOENIX | AZ | 85017 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| THE CHURCH OF THE HOLY SPIRIT | |||||||
| 400 E WESTMINISTER AVE | LAKE FOREST | IL | 60045 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $156,500 |
| THE COURAGEOUS PARENTS NETWORK INC | |||||||
| 21 ROCHESTER RD | NEWTON | MA | 02458 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| THE POSSE FOUNDATION INC - CHICAGO | |||||||
| 111 W JACKSON BLVD 1100 | CHICAGO | IL | 60604 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| UNIVERSITY OF VIRGINIA SCHOOL OF ARCHITECTURE | |||||||
| 110 BAYLY DR | CHARLOTTESVILLE | VA | 22903 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| URBAN RIVERS INC | |||||||
| 1440 N KINGSBURY 005 | CHICAGO | IL | 60642 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| WOMANS BOARD OF NORTHWESTERN MEMORIAL HOSPITAL | |||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | NONE | PF | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,832,008 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411,477 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,081,213 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,492,690 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,492,690 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,300 | Amt |
| Net Investment Income | $1,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLAIR NFS 6375 BFF PORTFOLIO | $7,326,336 | $15,406,193 |
| BLAIR GDG 9034 BFF PORTFOLIO | $2,348,231 | $5,150,488 |
| BLAIR NFS 6376 LBA PORTFOLIO | $6,829,391 | $14,287,071 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $160,233 | $160,233 | $0 |
| DUES & SUBSCRIPTIONS | $899 | $0 | $899 |
| MISCELLANEOUS | $43 | $0 | $43 |
| BANK SERVICE CHARGES | $50 | $0 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ADMINISTRATIVE FEES | $15,000 | $0 | $15,000 |
| PROFESSIONAL FEES | $12,600 | $0 | $12,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $39,000 | $0 | $0 |
| FOREIGN TAXES | $4,033 | $4,033 | $0 |
Comments