RIES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RIES FOUNDATION (EIN 36-2545485)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-28
- IRS object ID
- 202402419349100520
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-28T15:22:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362545485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ries Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DR MICHAEL RIES | InCareOfNm |
| Business Name Control | RIES | BusinessNameControlTxt |
| Phone | 3126130031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N State Street Unit 11 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606102859 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL RIES | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8472055000 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AVRUM KATZ PRINCIPAL | PreparerPersonNm |
| PTIN | P00033618 | PTIN |
| Phone | 8472055000 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,282,072 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,635 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,828 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,828 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $116,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,314 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,363 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,022 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,341 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,153 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,153 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $124 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,299 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,341 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,299 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,015 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,787 | CashBOYAmt |
| Cash EOY | $2,686 | CashEOYAmt |
| Cash EOYFMV | $2,686 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,936 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,365 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,367 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $358,767 | CorporateStockBOYAmt |
| Corporate Stock EOY | $286,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $873,430 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $201,682 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $298,501 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $299,323 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $10,416 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,266 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,266 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $652,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $693,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,282,072 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $48,626 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $37,990 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $48,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,990 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $603,962 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $655,972 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $603,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $655,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $652,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $693,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $603,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,010 | ExcessRevenueOverExpensesAmt |
| Subtotal | $655,972 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $655,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES - LT | PropertyDesc |
| Gross Sales Price | $172,880 | GrossSalesPriceAmt |
| Cost Or Other Basis | $111,245 | CostOrOtherBasisAmt |
| Gain Or Loss | $61,635 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $61,635 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,635 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,501 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,501 | SubtotalAmt |
| Tax Based On Investment Income | $1,501 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $499 | OverpaymentAmt |
| Applied To ES Tax | $499 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR MICHAEL RIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126130031 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N STATE STREET | AddressLine1Txt |
| City | chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606102859 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Dr Michael H Ries | |||||||||
| 1000 N State Street Unit 11 | Unit 11 | Chicago | IL | 606102859 | president, treas, director | 0 | $0 | $0 | $0 |
| Dr Elaine Leboff-Ries | |||||||||
| 1000 N State Street Unit 11 | Unit 11 | Chicago | IL | 606102859 | vice president, secr, director | 0 | $0 | $0 | $0 |
| Jeffrey Ries | |||||||||
| 1000 N State Street Unit 11 | Unit 11 | Chicago | IL | 606102859 | director | 0 | $0 | $0 | $0 |
| Laura Ries | |||||||||
| 1000 N State Street Unit 11 | Unit 11 | Chicago | IL | 606102859 | director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,126,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,198,623 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,198,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,180,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,501 | TotalTaxAmt |
| Distributable Before Adj | $57,531 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,531 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,531 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,001 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $55,001 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,531 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,870 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,572 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,755 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,100 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $9,297 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $55,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,530 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,530 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,767 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,912 | ExcessFromYear4Amt |
| Excess From Year3 | $1,755 | ExcessFromYear3Amt |
| Excess From Year2 | $2,100 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| jewish united fund | ||||||||
| 30 s wells | chicago | IL | 60606 | none | PC | charitable gift | $13,000 | |
| us holocaust memorial | ||||||||
| 595 elm place | highland park | IL | 60035 | none | PC | charitable gift | $5,100 | |
| am shalom | ||||||||
| 840 vernon ave | glencoe | IL | 60022 | none | PC | charitable gift | $5,555 | |
| ezra-habonim niles township jewish congregation | ||||||||
| 4500 dempster st | skokie | IL | 60076 | none | PC | charitable gift | $10 | |
| hillel | ||||||||
| G-34 Anabel Taylor Hall | Ithaca | NY | 14853 | none | PC | charitable gift | $1,500 | |
| rush university | ||||||||
| 600 s paulina st | chicago | IL | 60612 | none | PC | charitable gift | $500 | |
| cornell university | ||||||||
| Day Hall Lobby | ithaca | NY | 14853 | none | PC | charitable gift | $1,500 | Cornell University |
| anti-defamation league | ||||||||
| 120 s lasalle st 1150 | chicago | IL | 60603 | none | PC | charitable gift | $2,000 | |
| alzheimer's association | ||||||||
| 225 n michigan ave fl 17 | chicago | IL | 60601 | none | PC | charitable gift | $105 | |
| friends of the idf | ||||||||
| 29 e madison street | chicago | IL | 60602 | none | PC | charitable gift | $5,000 | |
| illinois holocaust museum | ||||||||
| 9603 woods dr | skokie | IL | 60077 | none | PC | charitable gift | $500 | |
| Planned Parenthood | ||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | none | PC | charitable gift | $500 | |
| Advocate Charities | ||||||||
| 3075 Highland Pkwy 600 | Downers Grove | IL | 60515 | NONE | PC | charitable gift | $1,000 | |
| American Jewish Committee | ||||||||
| 165 east 56th street | new york | NY | 10022 | none | PC | charitable gift | $500 | |
| Chicago Food Depository | ||||||||
| 4100 W Ann Lurie Pl | Chicago | IL | 60632 | None | PC | charitable gift | $500 | |
| Latin School of Chicago | ||||||||
| 59 W North Blvd | Chicago | IL | 60610 | None | PC | Charitable Grant | $100 | |
| Northwestern University | ||||||||
| 633 Clark St | Evanston | IL | 60208 | NONE | PC | Charitable Grants | $1,500 | |
| Rosalind Franklin University | ||||||||
| 3333 N Green Bay Rd | North Chicago | IL | 60064 | NONE | PC | Charitable Grants | $500 | |
| World Central Kitchen | ||||||||
| 200 Massachusetts Ave NW 7th Floor | Washington | DC | 20001 | NONE | PC | Charitable Grants | $1,000 | |
| American Cancer Society | ||||||||
| 1 E Wacker Dr STE 1500 | Chicago | IL | 60601 | None | PC | Charitable Grants | $25 | |
| Eisenhower Med Center | ||||||||
| 39000 Bob Hope Dr | Rancho Mirage | CA | 92270 | None | PC | Charitable gift | $500 | |
| PAWS | ||||||||
| 1997 N Clybourn Ave | Chicago | IL | 60614 | None | PC | charitable gift | $50 | |
| Refracted Theater Company | ||||||||
| 2405 N Scheffield 14354 | Chicago | IL | 60614 | None | PC | charitable gift | $250 | |
| Susan G Koman Breast Cancer | ||||||||
| 13770 Noel Road Suite 801889 | Dallas | TX | 75380 | None | PC | charitable gifts | $260 | |
| Harvard Business School | ||||||||
| Harvard Business School | Boston | MA | 02163 | nonr | PC | charitable grant | $1,500 | |
| ALCU Roger Baldwin Foundation | ||||||||
| 150 N Michigan Ave Suite 600 | Chicago | IL | 60601 | none | charitable gift | $500 | ||
| American Friends of Magen David Adom | ||||||||
| 3175 Commercial Ave 101 | Northbrook | IL | 60062 | none | charitable gift | $2,000 | ||
| Chabad of Tribeca and Soho | ||||||||
| 341 Canal St | New York | NY | 10013 | none | charitable gift | $800 | ||
| Old Town School of Music | ||||||||
| 909 W Armitage Ave | Chicago | IL | 60614 | none | PC | charitable gift | $25 | |
| Pan Club DivisionBMCC - scholar foundation | ||||||||
| 199 Chambers Street Room S-225A | New York | NY | 10007 | none | PC | charitable gift | $250 | |
| Jewish Women's Foundation | ||||||||
| 30 S Wells St | Chicago | IL | 60606 | none | PC | charitable gift | $2,000 | |
| JUF Israel Emergency Fund | ||||||||
| Ben Gurion Way 30 S Wells Street | Chicago | IL | 60606 | none | PC | charitable gift | $5,000 | |
| S Donation NYC Marat | ||||||||
| 156 West 56th Street Third Floor | New York | NY | 10019 | none | PC | charitable gift | $54 | |
| St Jude Children's Research Hosp | ||||||||
| 5501 N Cumberland Ave 101 | Chicago | IL | 60656 | none | PC | charitable gift | $51 | |
| Welcome US | ||||||||
| 120 Broadway Ste 3475 | New York | NY | 10271 | none | PC | charitable gift | $25 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,660 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $21,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $116,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,314 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,363 | Amt |
| Net Investment Income | $4,022 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,341 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $298,501 | EOYBookValueAmt |
| EOYFMV | $299,323 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $286,144 | EOYBookValueAmt |
| EOYFMV | $873,430 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM MHR | Desc |
| BOY Book Value | $10,416 | BOYBookValueAmt |
| EOY Book Value | $37,266 | EOYBookValueAmt |
| EOYFMV | $37,266 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $21,828 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,828 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $48,626 | BOYBookValueAmt |
| EOY Book Value | $37,990 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,153 | Amt |
| Net Investment Income | $4,153 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISC. TAXES AND LICENSES | CategoryTxt |
| Amt | $1,128 | Amt |
| Net Investment Income | $124 | NetInvestmentIncomeAmt |
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