BETA

POLEN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
POLEN FAMILY FOUNDATION (EIN 20-3970463)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202443209349104414
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T12:07:25-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203970463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1POLEN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O EDWARD POLENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPOLEBusinessNameControlTxt
Phone8476892200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12780 RIDGE ROADAddressLine1Txt
CityHIGHLAND PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD POLENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8476892200PhoneNum
Signature2024-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY A HAUMANNPreparerPersonNm
PTINP00546491PTIN
Phone3122071040PhoneNum
Preparation2024-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,186,904FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,542InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,542InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,593DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,593DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$398NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$129,418GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$398CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$329,533TotalRevAndExpnssAmt
Total Net Invst Incm$29,533TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$9,115OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,565OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$776TaxesRevAndExpnssAmt
Taxes Net Invst Incm$326TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$290OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,181TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,891TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$126,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$126,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$136,181TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,891TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$126,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$193,352ExcessRevenueOverExpensesAmt
Net Investment Income$25,642NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$152,988SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,048SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,048SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$727,818OtherInvestmentsBOYAmt
Other Investments EOY$1,048,110OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,160,856OtherInvestmentsEOYFMVAmt
Total Assets BOY$880,806TotalAssetsBOYAmt
Total Assets EOY$1,074,158TotalAssetsEOYAmt
Total Assets EOYFMV$1,186,904TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$880,806RetainedEarningBOYAmt
Retained Earning EOY$1,074,158RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$880,806TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,074,158TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$880,806TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,074,158TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$880,806TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$193,352ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,074,158SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,074,158TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - JPMP$81,315$78,177$3,138$3,138
PUBLICLY TRADED SECURITIES - JPMP$48,103$50,843-$2,740-$2,740
FieldValueIRS element (for citing)
Capital Gain Net Income$398CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$356InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$356SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$220EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$364OverpaymentAmt
Applied To ES Tax$364AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EDWARD POLENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8476892200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12780 RIDGE ROADAddressLine1Txt
CityHIGHLAND PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60035ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDWARD POLEN
2780 RIDGE ROADHIGHLAND PARKIL60035PRES/SEC/DIRECTOR0.50$0$0$0
TAMRA POLEN
2780 RIDGE ROADHIGHLAND PARKIL60035TREASURER/DIRECTOR0.25$0$0$0
BERNARD A SCHLIFKE
ONE IBM PLAZA SUITE 3000CHICAGOIL60611ASST SECY/DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$922,319AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$68,464AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$990,783TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$990,783AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,862CashDeemedCharitableAmt
Net Vl Noncharitable Assets$975,921NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,796MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,796MinimumInvestmentReturnAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Total Tax$356TotalTaxAmt
Distributable Before Adj$48,440DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,440DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,440DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$126,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$126,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,440DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,276ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$63,778ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$56,602ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,983ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,284ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$246,923TotalExcessDistributionCyovAmt
Qualifying Distributions$126,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,440AppliedToCurrentYearAmt
Remaining Distri From Corpus$77,560RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$324,483TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$23,276ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$301,207ExcessDistriCyovToNextYrAmt
Excess From Year4$63,778ExcessFromYear4Amt
Excess From Year3$56,602ExcessFromYear3Amt
Excess From Year2$46,983ExcessFromYear2Amt
Excess From Year1$56,284ExcessFromYear1Amt
Excess From Current Year$77,560ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
1 E WACKER DR SUITE 1500CHICAGOIL60601NONEPCCHARITABLE$1,000
AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED
ONE NORTHFIELD PLAZA SUITE 300NORTHFIELDIL60093NONEPCCHARITABLE$2,500
AMERICA'S VETDOGS
371 EAST JERICHO TURNPIKESMITHTOWNNY117872976NONEPCCHARITABLE$2,000
ANTI-DEFAMATION LEAGUE
120 S LASALLE STREETCHICAGOIL60603NONEPCCHARITABLE$2,000
ASPEN VALLEY HOSPITAL FOUNDATION
0401 CASTLE CREEK ROADASPENCO81611NONEPCCHARITABLE$6,500
CANCER WELLNESS CENTER
215 REVERE DRIVENORTHBROOKIL60062NONEPCCHARITABLE$2,500
CATHOLIC CHARITIES
PO BOX 7154CAROL STREAMIL601977154NONEPCCHARITABLE$5,500
CHICAGO BOTANICAL GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPCCHARITABLE$1,500
CHICAGO ZOOLOGICAL SOCIETY
3300 GOLF ROADBROOKFIELDIL60513NONEPCCHARITABLE$2,500
COLLEGE BOARD OPPORTUNITIES
2780 RIDGE ROADHIGHLAND PARKIL60035NONEPCCHARITABLE$1,000
DISABLED AMERICAN VETERANS
2122 W TAYLOR STREET SUITE 104CHICAGOIL60612NONEPCCHARITABLE$6,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEPCCHARITABLE$2,500
FOR AUTISTIC KIDS
1200 N MILWAUKEE AVENUEGLENVIEWIL60025NONEPCCHARITABLE$5,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
29 E MADISON STREETCHICAGOIL60602NONEPCCHARITABLE$10,000
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202NONEPCCHARITABLE$5,000
HP COMMUNITY FOUNDATION
PO BOX 398HIGHLAND PARKIL60035NONEPCCHARITABLE$5,000
ICFS
2505 N AVENUENATIONAL CITYCA91950NONEPCCHARITABLE$2,000
JEWISH WAR VETERANS OF THE USA
1811 R STREET NWWASHINGTON DCDC20009NONEPCCHARITABLE$2,000
JIMMY FUND
10 BROOKLINE PLACE WESTBROOKLINEMA02445NONEPCCHARITABLE$5,000
JOSSELYN CENTER
1135 SKOKIE BLVDNORTHBROOKIL60062NONEPCCHARITABLE$1,500
LAKE COUNTY CHILDREN'S ADVOCACY
123 OPLAINE ROADGURNEEIL60031NONEPCCHARITABLE$1,500
LAKE FOREST OPEN LANDS
350 NORTH WAUKEGAN ROADLAKE FORESTIL600451620NONEPCCHARITABLE$1,000
MULTIPLE SCLEROSIS OF AMERICA
525 W MONROE STREET SUITE 1510CHICAGOIL60661NONEPCCHARITABLE$2,000
NATIONAL PARK FOUNDATION
1500 K STREET NW STE 700WASHINGTON DCDC20005NONEPCCHARITABLE$1,000
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURTGENEVAIL60134NONEPCCHARITABLE$3,000
PADS LAKE COUNTY
1800 GRAND AVENUEWAUKEGANIL60085NONEPCCHARITABLE$1,000
PAWS CHICAGO
1997 N CLYBOURN AVENUECHICAGOIL60614NONEPCCHARITABLE$1,000
SALVATION ARMY
5040 N PULASKI ROADCHICAGOIL60630NONEPCCHARITABLE$5,000
SHIRLY RYAN ABILITYLAB
355 E ERIE STREETCHICAGOIL60611NONEPCCHARITABLE$25,000
THE ARK
6450 N CALIFORNIA AVENUECHICAGOIL60645NONEPCCHARITABLE$2,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCCHARITABLE$1,000
UNITED WAY
701 N FAIRFAX STREETALEXANDRIAVA22314NONEPCCHARITABLE$7,500
USO
333 N MICHIGAN AVENUE SUITE 2226CHICAGOIL60601NONEPCCHARITABLE$1,500
VAIL HEALTH FOUNDATION
322 BEARD CREEK ROADEDWARDSCO81632NONEPCCHARITABLE$500
WILD AID
220 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104NONEPCCHARITABLE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$126,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,542ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,593ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion19ExclusionCd
Exclusion$398ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$29,533ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,533TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1EMCOBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12100 COMMONWEALTH AVEAddressLine1Txt
CityNORTH CHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60064ZIPCd
FieldValueIRS element (for citing)
Total Contributions$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJPMORGANCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,048,110BookValueAmt
EOYFMV$1,160,856EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IL LICENSE FEES$115$0$0
MISCELLANEOUS$175$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEE$3,565$3,565$0
ACCOUNTING FEES$5,550$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON DIVIDENDS$326$326$0
FEDERAL TAXES$450$0$0

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