CAPTAIN DAVES FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CAPTAIN DAVES FOUNDATION (EIN 87-3416637)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349101606
- 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
- Explan Of Legis Political Actvts
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T08:48:27-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18650 W CORPORATE DRIVE SUITE 200 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | 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 | 873416637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPTAIN DAVE'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPT | BusinessNameControlTxt |
| Phone | 3125040004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621 NORTH OAKLEY AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60647 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BIED | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3125601391 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT ANDERSON CPA | PreparerPersonNm |
| PTIN | P00105472 | PTIN |
| Phone | 2626416888 | PhoneNum |
| Preparation | 2026-05-12 | 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 | $20,625,063 | 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 | $15,888,537 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $257,739 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,503,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,846,099 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,503,981 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,650,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,761,720 | 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 |
| Other Expenses Rev And Expnss | $100,414 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,414 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $615,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $615,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $715,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $615,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,934,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,761,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,310 | CashBOYAmt |
| Cash EOY | $9,258 | CashEOYAmt |
| Cash EOYFMV | $9,258 | CashEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $498,030 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $581,507 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $989,235 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,459,100 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,034,298 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,031,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,966,388 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,625,063 | 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 | $1,031,545 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,966,388 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,031,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,966,388 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,031,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,966,388 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,031,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,934,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,966,388 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,966,388 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| JPM MANAGED 4387 | P | -$36,249 | -$36,249 | |||
| SHORT TERM SALES DAYMARK | D | -$33,554 | -$33,554 | 2025-05-01 | 2025-12-31 | $573,144 |
| JPM MANAGED 4386 | P | -$18,468 | -$18,468 | |||
| B MARINER 227 | P | $0 | $0 | |||
| JPM MANAGED 4387 | D | $0 | $0 | 2025-05-19 | 2025-12-31 | |
| JPM MANAGED 4386 | P | $14,029 | $14,029 | |||
| JPM OP INVESTMENT | D | $684,656 | $684,656 | 2025-05-01 | 2025-12-31 | $5,301,768 |
| SCHWAB DAYMARK | D | $893,567 | $893,567 | 2025-05-01 | 2025-12-31 | $3,971,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,503,981 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,488 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,488 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $24,511 | TaxDueAmt |
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 | CAPTAINDAVE.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT BIED | IndividualWithBooksNm |
| Phone | 3125040004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621 NORTH OAKLEY AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60647 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT BIED | ||||||||
| 1621 OAKLEY AVE | CHICAGO | IL | 60647 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| KURT ANDERSON | ||||||||
| 523 S STOCKS RD | SUMMIT | WI | 53066 | CFO | 5.00 | $0 | $0 | $0 |
| GEORGE KISIEL | ||||||||
| 10024 S PROSPECT AVE | CHICAGO | IL | 60643 | SECRETARY | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE CONTRIBUTION TO US COAST GUARD MUSEUM | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Description2 | CHARITABLE CONTRIBUTION TO CHICAGO YATCH CLUB FOUNDATION | Description2Txt |
| Expenses2 | $200,000 | Expenses2Amt |
| Description3 | CHARITABLE CONTRIBUTION TO PRITZKER MILITARY MUSEUM AND LIBRARY | Description3Txt |
| Expenses3 | $40,000 | Expenses3Amt |
| Description4 | CENTER FOR INDEPENDENT DOCUMENTERIES | Description4Txt |
| Expenses4 | $50,000 | Expenses4Amt |
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 | $13,183,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,893 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,200,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,200,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $198,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,002,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $650,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $650,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,488 | TotalTaxAmt |
| Distributable Before Adj | $625,614 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $625,614 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $625,614 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $615,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $615,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $625,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $29,261 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,478 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,157 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $159,896 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $615,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $615,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,614 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,614 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $149,282 | 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 | $149,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $18,647 | ExcessFromYear3Amt |
| Excess From Year2 | $53,478 | ExcessFromYear2Amt |
| Excess From Year1 | $77,157 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHICAGO HISTORY MUSEUM | ||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | PC | GENERAL CHARITABLE PURPOSES | $15,000 |
| CHICAGO YACHT CLUB FOUNDATION | ||||||
| 400 E MONROE STREET | CHICAGO | IL | 60603 | PC | GENERAL CHARITABLE PURPOSES | $200,000 |
| STELLA MARIS | ||||||
| 3211 FOURTH STREET NE | WASHINGTON | DC | 200171194 | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| ILLINOIS JOINING FORCES | ||||||
| 211 S CLARK STREET SUITE 1161 | CHICAGO | IL | 60690 | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| CHICAGO MARITIME MUSEUM | ||||||
| 120 W 35TH STREET | CHICAGO | IL | 60609 | PC | GENERAL CHARITABLE PURPOSES | $20,000 |
| COLUMBIA YACHT CLUB SAILING SCHOOL | ||||||
| 111 N JEAN BAPTISTE POINTE DU SABLE | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| PRITZKER MILITARY MUSEUM AND FOUNDATION | ||||||
| 10475 12TH STREET | KENOSHA | WI | 53144 | PC | GENERAL CHARITABLE PURPOSES | $40,000 |
| PORT WASHINGTON HISTORICAL SOCIETY | ||||||
| 205 N FRANKLIN STREET | PORT WASHINGTON | WI | 53074 | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| CHICAGO CHRISTMAS SHIP | ||||||
| 403 NORTH COUNTY LINE ROAD | HINSDALE | IL | 60521 | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| CHICAGO COUNCIL NAVY LEAGUE | ||||||
| 403 NORTH COUNTY LINE ROAD | HINSDALE | IL | 60521 | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| COAST GUARD MUSEUM | ||||||
| 15 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | PC | GENERAL CHARITABLE PURPOSES | $250,000 |
| CENTER FOR INDEPENDENT DOCUMENTARY | ||||||
| PO BOX 95216 | NEWTON | MA | 02495 | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $615,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $257,739 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,503,981 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,761,720 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,761,720 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS AND INTEREST ALLOW ALLOW THE FOUNDATIONS ENDOWMENT TO GROW AND FUND ITS EFFORTS TO SUPPORT OTHER CHARITABLE ORGANIZATIONS |
| 8 | GAINS REALIZED ON THE SALE OF INVESTMENT PROPERTY ALLOWS THE FOUNDA- TION TO GROW AND FREES UP CASH TO ALLOW THE FOUNDATION TO SUPPORT OTHER CHARITABLE ORGANIZATIONS |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID TRUITT TRUST (ESTATE) | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 523 S STOCKS ROAD | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,888,537 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | JP MORGAN STOCK | NoncashPropertyDesc |
| Fair Market Value | $15,888,537 | FairMarketValueAmt |
| Received | 2025-05-01 | ReceivedDt |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | THE ORGANIZATION DID NOT UNDERTAKE ANY POLITICAL ACTIVITIES AND DID NOT ATTEMPT TO INFLUENCE ANY LEGISLATIVE ACTIVITIES. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN MANAGED 74386 | BondNm |
| EOY Book Value | $498,030 | EOYBookValueAmt |
| EOYFMV | $581,507 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN - 48212 | FMV | $2,004,989 | $2,913,699 |
| JP MORGAN MANAGED 74387 | FMV | $4,506,992 | $5,076,710 |
| SCHWAB DAYMARK 824 | FMV | $5,553,104 | $6,207,621 |
| SCHWAB MARINER 227 | FMV | $4,113,399 | $4,562,849 |
| SCHWAB MARINER 716 | FMV | $1,021,374 | $1,017,173 |
| SCHWAB MARINER 996 | AT COST | $259,242 | $256,246 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $100,414 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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