TAXMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TAXMAN FAMILY FOUNDATION (EIN 20-4568076)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-25
- IRS object ID
- 202301159349101500
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-25T14:58:34-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363894414 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HECHTMAN GROUP LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5202 OLD ORCHARD RD STE 110 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600774460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204568076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SEYMOUR TAXMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAXM | BusinessNameControlTxt |
| Phone | 8476744321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5202 OLD ORCHARD ROAD 110 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEYMOUR TAXMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8476744321 | PhoneNum |
| Signature | 2023-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SEYMOUR | PersonFirstNm |
| Person Last | TAXMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES I HECHTMAN | PreparerPersonNm |
| PTIN | P00548010 | PTIN |
| Phone | 8472563100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,160,842 | 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 | $1,021,130 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $271,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $271,022 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $614,646 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,668,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $614,646 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,906,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $885,668 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,451 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,840 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,840 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,672 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $630,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $630,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $752,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $630,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,154,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $770,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,359,738 | CashBOYAmt |
| Cash EOY | $42,542 | CashEOYAmt |
| Cash EOYFMV | $42,542 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,035,441 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,371,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,353,185 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,595,913 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,086,435 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,765,115 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,991,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,500,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,160,842 | 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 | $9,991,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,500,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,991,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,500,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,991,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,500,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,991,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,154,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,145,662 | SubtotalAmt |
| Other Decreases | $645,511 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,500,151 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | 2022-01-01 | 2022-12-31 | $39 | $39 | $39 | |
| SEE STATEMENT A | 2022-01-01 | 2022-12-31 | $2,668,644 | $614,607 | $614,607 | $2,054,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $614,646 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,360 | 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 | $22,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,655 | OverpaymentAmt |
| Applied To ES Tax | $11,655 | 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 | 0 | 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 | Yes (1) | 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 | SEYMOUR TAXMAN | IndividualWithBooksNm |
| Phone | 8472563100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5202 OLD ORCHARD RD 110 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SEYMOUR TAXMAN | ||||||||
| 10822 EGRET POINTE LN | WEST PALM BEACH | FL | 33412 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY R TAXMAN | ||||||||
| 10822 EGRET POINTE LN | WEST PALM BEACH | FL | 33412 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MITCHELL ROTH CO MUCH SHELIST | ||||||||
| 191 NORTH WACKER DRIVE SUITE 1800 | CHICAGO | IL | 60606 | TREASURER | 0.00 | $0 | $0 | $0 |
| GLENN D TAXMAN | ||||||||
| 11 LA ROCHELLE | NEWPORT BEACH | CA | 92660 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SCOTT TAXMAN | ||||||||
| 1080 LAMPTON LANE | DEERFIELD | IL | 60015 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,035,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,152,361 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,152,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,970,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $598,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $598,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,705 | TotalTaxAmt |
| Distributable Before Adj | $587,799 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $587,799 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $587,799 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $630,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $630,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $587,799 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $337,072 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $337,072 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $630,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $587,799 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $379,523 | 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 | $379,523 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $337,072 | ExcessFromYear2Amt |
| Excess From Current Year | $42,451 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||||
| 1900 NW CORPORATE BLVD | BOCA RATON | FL | 33431 | NONE | PC | CHARITABLE | $10,000 |
| AUDITORIUM THEATRE | |||||||
| 50 EAST IDA B WELLS DRIVE | CHICAGO | IL | 60605 | NONE | PC | CHARITABLE | $10,000 |
| BIRDIES FOR CHARITY | |||||||
| 2901 W LAKE AVE | GLENVIEW | IL | 60025 | NONE | PC | CHARITABLE | $1,650 |
| CAMP FOR ALL KIDS | |||||||
| POBOX 50194 | ST LOUIS | MO | 63105 | NONE | PC | CHARITABLE | $10,000 |
| CELEBRATE CJE | |||||||
| 3003 W TOUHY AVE | CHICAGO | IL | 60645 | NONE | PC | CHARITABLE | $5,000 |
| CHILDHELP | |||||||
| 6730 N SCOTTSDALE RD SUITE 150 | SCOTTSDALE | AZ | 85253 | NONE | PC | CHARITABLE | $10,000 |
| CURES WITHIN REACH | |||||||
| 134 N LASALLE ST SUITE 1130 | CHICAGO | IL | 60602 | NONE | PC | CHARITABLE | $5,000 |
| FOCUS ON THE ARTS | |||||||
| 433 VINE AVE | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $5,000 |
| FOR AUTISTIC KIDS | |||||||
| 1200 N MILWAUKEE AVE | GLENVIEW | IL | 60025 | NONE | PC | CHARITABLE | $8,100 |
| FRIEND OF THE ISRAEL DEFENSE FUND | |||||||
| 29 E MADISON STREET SUITE 1010 | CHICAGO | IL | 60602 | NONE | PC | CHARITABLE | $4,000 |
| GIRF | |||||||
| 20 W KINZIE ST 17TH FLOOR | CHICAGO | IL | 60654 | NONE | PC | CHARITABLE | $200,000 |
| GLENKIRK | |||||||
| 3504 COMMERCIAL AVE | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $5,000 |
| HOAG | |||||||
| 330 PLACENTIA AVENUE | NEWPORT BEACH | CA | 92663 | NONE | PC | CHARITABLE | $5,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE | $5,000 |
| ICARE DOG RESCUE | |||||||
| 31441 SANTA MARGARITA PKWY | RANCHO SANTA MARGARITA | CA | 92688 | NONE | PC | CHARITABLE | $1,000 |
| IBIS CHARITIES FOUNDATION | |||||||
| 10130 NORTHLAKE BLVD | WEST PALM BEACH | FL | 33412 | NONE | PC | CHARITABLE | $2,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | CHARITABLE | $25,000 |
| JEWISH NATIONAL FUND | |||||||
| 60 REVERE DR SUITE 725 | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $5,000 |
| JUF | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $28,000 |
| JUPITER MEDICAL CENTER | |||||||
| 1210 S OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | PC | CHARITABLE | $20,000 |
| LES TURNER ALS FOUNDATION | |||||||
| 5550 W TOUHY AVE | SKOKIE | IL | 60077 | NONE | PC | CHARITABLE | $5,000 |
| LYME DISEASE ASSOCIATION | |||||||
| 1438 JACKSON | JACKSON | NJ | 08527 | NONE | PC | CHARITABLE | $10,000 |
| MEALS ON WHEELS | |||||||
| PO BOX 247 | WEST PALM BEACH | FL | 33402 | NONE | PC | CHARITABLE | $5,000 |
| NATIONAL ENDOWMENT FOR THE ARTS | |||||||
| 400 7TH STREET | WASHINGTON | DC | 20506 | NONE | PC | CHARITABLE | $5,000 |
| NEWPORT BEACH FIRE DEPARTMENT | |||||||
| 100 CIVIC CENTER DR | NEWPORT BEACH | CA | 92660 | NONE | PC | CHARITABLE | $5,000 |
| NICKLAUSE CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 3100 SW 62 AVE | MIAMI | FL | 33155 | NONE | PC | CHARITABLE | $5,000 |
| NO KID HUNGRY | |||||||
| 1030 15TH STREET | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $5,000 |
| PALM BEACH COUNTY FOOD BANK | |||||||
| 701 BOUTWELL RD | LAKE WORTH | FL | 33461 | NONE | PC | CHARITABLE | $15,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $5,000 |
| SWEET DREAM MAKERS | |||||||
| 55 NE 5TH AVE SUITE 400 | BOCA RATON | FL | 33432 | NONE | PC | CHARITABLE | $5,000 |
| THE ARK | |||||||
| 3100 DUNDEE RD SUITE 802 | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $25,000 |
| THE HAROLD EISENBERG FOUNDATION | |||||||
| 540 FRONTAGE RD SUITE 2210 | NORTHFIELD | IL | 60093 | NONE | PC | CHARITABLE | $5,000 |
| THE HELPING HANDS NETWORK | |||||||
| 425 HUEHL RD SUITE 16B | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $7,500 |
| THE NEW REFORM CONGREGATION KADIMA | |||||||
| 1020 MILWAUKEE AVE | DEERFIELD | IL | 60015 | NONE | PC | CHARITABLE | $20,000 |
| THE NORA PROJECT | |||||||
| PO BOX 664 | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $1,000 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | CHARITABLE | $5,000 |
| TUNNELS TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | CHARITABLE | $100,000 |
| HELPING HANDS GOLF CO TWIN ORCHARD COUNTRY CLUB | |||||||
| 22353 OLD MCHENRY RD | LONG GROVE | IL | 60047 | NONE | PC | CHARITABLE | $37,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $630,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,022 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $614,646 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $885,668 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $885,668 | 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 | SEYMOUR AND NANCY TAXMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5202 OLD ORCHARD ROAD | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,021,130 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK DONATIONS | NoncashPropertyDesc |
| Fair Market Value | $1,021,130 | FairMarketValueAmt |
| Received | 2022-11-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,451 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME INVESTMENTS | BondNm |
| EOY Book Value | $5,086,435 | EOYBookValueAmt |
| EOYFMV | $4,765,115 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES INVESTMENTS | StockNm |
| EOY Book Value | $5,371,174 | EOYBookValueAmt |
| EOYFMV | $7,353,185 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $645,511 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $15 | $0 | $0 |
| EVENT FEES | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $71,840 | Amt |
| Net Investment Income | $71,840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEYMOUR TAXMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 OLD ORCHARD ROAD SUITE 130 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,006 | $3,006 | $0 |
| OTHER TAXES | $40,666 | $40,666 | $0 |
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