MSBD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MSBD FOUNDATION (EIN 27-3621031)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349103257
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:04:32-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651164012 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROSPERITY PARTNERS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 W MADISON ST STE 950 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 273621031 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSBD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFFREY C HAMMES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMM | BusinessNameControlTxt |
| Phone | 3128622476 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 DUNDEE RD STE 275 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY C HAMMES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3128622476 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKHAIL BASS | PreparerPersonNm |
| PTIN | P01504366 | PTIN |
| Phone | 3124610514 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,751,573 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $765 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $765 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $765 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,532 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,532 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$204,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $425,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $944 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $944 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $944 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $813,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,241 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,241 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,850 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $125 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,416 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,691 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,691 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $630,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,241 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $287,808 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,030 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,030 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,025,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,025,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,245,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,147,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,490,898 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $170,272 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,110 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $136,645 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,703,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,394,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,751,573 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $6,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,703,896 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,757,478 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $630,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,703,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,387,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,703,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,394,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,703,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $630,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,582 | OtherIncreasesAmt |
| Subtotal | $3,387,913 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,387,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GAIN/LOSS FROM DISPOSAL OF STOCK | 2022-01-01 | 2023-12-31 | $94,580 | $173,706 | -$79,126 | -$79,126 | |
| GAIN/LOSS FROM PASSTHROUGHS | 2022-01-01 | 2023-12-31 | $1,564 | $1,564 | $1,564 | P | |
| 1231 GAIN/LOSS FROM PASSTHROUGHS | 2022-01-01 | 2023-12-31 | $506 | $506 | $506 | P | |
| GAIN/LOSS FROM DISPOSAL OF STOCK | 2023-01-01 | 2023-12-31 | $329,015 | $456,164 | -$127,149 | -$127,149 | |
| CAPITAL GAINS DIVIDENDS | $5 | $5 | $5 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$204,200 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$127,149 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | 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 | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $351 | OverpaymentAmt |
| Applied To ES Tax | $351 | 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 | JEFFREY C HAMMES | IndividualWithBooksNm |
| Phone | 3128622476 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 DUNDEE RD STE 275 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY C HAMMES | ||||||||
| 650 DUNDEE RD STE 275 | NORTHBROOK | IL | 60062 | DIRECTOR, PRESIDENT, TREAS | 0.00 | $0 | $0 | $0 |
| LINDA H HAMMES | ||||||||
| 650 DUNDEE RD STE 275 | NORTHBROOK | IL | 60062 | DIRECTOR, SECRETARY | 0.00 | $0 | $0 | $0 |
| MITCHELL H HAMMES | ||||||||
| 650 DUNDEE RD STE 275 | NORTHBROOK | IL | 60062 | DIRECTOR | 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 | $2,141,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $259,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,400,664 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,400,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,364,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49 | TotalTaxAmt |
| Distributable Before Adj | $118,184 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,184 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,184 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,315 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,520 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,369 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,913 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,958 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,434 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $332,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,184 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,131 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $381,325 | 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 | $28,520 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $352,805 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,369 | ExcessFromYear4Amt |
| Excess From Year3 | $83,913 | ExcessFromYear3Amt |
| Excess From Year2 | $36,958 | ExcessFromYear2Amt |
| Excess From Year1 | $62,434 | ExcessFromYear1Amt |
| Excess From Current Year | $49,131 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY C HAMMES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 606017633 | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| GI RESEARCH FOUNDATION | ||||||
| 2070 GREEN BAY RD STE 167 | HIGHLAND PARK | IL | 60035 | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| GUN VIOLENCE PREVENTION | ||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| HAWAII AG AND CULINARY ALLIANCE | ||||||
| 3538 WAIALAE AVE STE202 | HONOLULU | HI | 96816 | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| HHT FOUNDATION | ||||||
| 8 HENDERSON HILL CT | MONKTON | MD | 21111 | PC | TO FURTHER PROGRAM SERVICES | $10,000 |
| LEAP INNOVATIONS | ||||||
| 910 W VAN BUREN ST 315 | CHICAGO | IL | 60607 | PC | TO FURTHER PROGRAM SERVICES | $50,000 |
| LITTLE BABY FACE | ||||||
| 135 E 74TH ST | NEW YORK | NY | 10021 | PC | TO FURTHER PROGRAM SERVICES | $2,500 |
| MISERICORDIA OF THE HEART | ||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| NAVY SEAL FOUNDATION | ||||||
| 1619 D ST | VIRGINIA BEACH | VA | 23455 | PC | TO FURTHER PROGRAM SERVICES | $2,500 |
| PALM BEACH JEWISH FEDERATION | ||||||
| 1 HARVARD CIR | WEST PALM BEACH | FL | 33409 | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| PKD FOUNDATION | ||||||
| 1001 E 101ST TERRACE SUITE 220 | KANSAS CITY | MO | 64131 | PC | TO FURTHER PROGRAM SERVICES | $25,000 |
| RAVINIA | ||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | TO FURTHER PROGRAM SERVICES | $10,000 |
| TULANE UNIVERSITY FUND | ||||||
| PO BOX 669394 | DALLAS | TX | 75266 | PC | TO FURTHER PROGRAM SERVICES | $1,000 |
| US HOLOCAUST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PC | TO FURTHER PROGRAM SERVICES | $15,000 |
| UNITED WAY MAUI | ||||||
| 310 W KAAHUMANU AVE BLDG RM 202 | KAHULUI | HI | 96732 | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| UNIVERSITY OF WISCONSIN BUSINESS SCHOOL | ||||||
| 975 UNIVERSITY AVE | MADISON | WI | 53706 | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| VARIETY - THE CHILDREN'S CHARITY | ||||||
| 603 ROGERS ST | DOWNERS GROVE | IL | 60515 | PC | TO FURTHER PROGRAM SERVICES | $7,500 |
| WIKIMEDIA | ||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | PC | TO FURTHER PROGRAM SERVICES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $765 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,532 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $944 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$204,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$186,959 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$186,959 | 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 |
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 Person | JEFFREY C HAMMES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 DUNDEE RD STE 275 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,300 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN STOCKS | StockNm |
| EOY Book Value | $2,147,273 | EOYBookValueAmt |
| EOYFMV | $2,490,898 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,025,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,025,000 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PASSTHROUGHS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $123,110 | BookValueAmt |
| EOYFMV | $136,645 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $10,416 | $10,416 | $0 | $0 |
| FILING FEES | $40 | $0 | $0 | $40 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGHS | Desc |
| Revenue And Expenses Per Books | $944 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $944 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $944 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND COST BASIS OF STOCK | Desc |
| Amt | $53,582 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL AND STATE INCOME TAX | $1,600 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $250 | $125 | $0 | $125 |
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