BETA

MEB CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MEB CHARITABLE FOUNDATION (EIN 85-1394134)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-30
IRS object ID
202301819349100410
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-30T11:35:02-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Andersen Tax LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line171 South Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN851394134EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEB Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MICHAEL E BERGERInCareOfNm
Business Name ControlMEBCBusinessNameControlTxt
Phone3124409600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 N Michigan Ave Suite 930AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael BergerPersonNm
Person TitleDirectorPersonTitleTxt
Phone3124409600PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMichaelPersonFirstNm
Person LastBergerPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGabriel WascherPreparerPersonNm
PTINP02146491PTIN
Phone3123573950PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,030,600FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,037InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,037InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$113,053DividendsRevAndExpnssAmt
Dividends Net Invst Incm$113,053DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,231NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,231GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,231CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$118,321TotalRevAndExpnssAmt
Total Net Invst Incm$118,321TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,670AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,680AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,391OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,391OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$23,704TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,235TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$47,460TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,296TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,695TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$273,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$273,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$321,310TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,296TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$280,545TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$202,989ExcessRevenueOverExpensesAmt
Net Investment Income$99,025NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$558,501CashBOYAmt
Cash EOY$241,854CashEOYAmt
Cash EOYFMV$241,854CashEOYFMVAmt
Acct Rcvbl$277AcctRcvblAmt
Acct Rcvbl EOY$277AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$277AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$1,406PrepaidExpensesBOYAmt
Prepaid Expenses EOY$0PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$0PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,121,484USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,154,876USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$951,233USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,087,900CorporateStockBOYAmt
Corporate Stock EOY$4,169,734CorporateStockEOYAmt
Corporate Stock EOYFMV$3,837,236CorporateStockEOYFMVAmt
Total Assets BOY$5,769,291TotalAssetsBOYAmt
Total Assets EOY$5,566,741TotalAssetsEOYAmt
Total Assets EOYFMV$5,030,600TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,769,291RetainedEarningBOYAmt
Retained Earning EOY$5,566,741RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,769,291TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,566,741TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,769,291TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,566,741TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,769,291TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$202,989ExcessRevenueOverExpensesAmt
Other Increases$648OtherIncreasesAmt
Subtotal$5,566,950SubtotalAmt
Other Decreases$209OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,566,741TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAIN DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gain Or Loss$4,231GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,231CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,376InvestmentIncomeExciseTaxAmt
Subtotal$1,376SubtotalAmt
Tax Based On Investment Income$1,376TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Overpayment$1,624OverpaymentAmt
Applied To ES Tax$1,624AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL E BERGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3124409600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1900 N MICHIGAN AVE SUITE 930AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMichael E BergerPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 N Michigan Ave Suite 930AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,031,978AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$424,705AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,456,683TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,456,683AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,850CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,374,833NetVlNoncharitableAssetsAmt
Minimum Investment Return$268,742MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$268,742MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,376TaxBasedOnInvestmentIncomeAmt
Total Tax$1,376TotalTaxAmt
Distributable Before Adj$267,366DistributableBeforeAdjAmt
Distributable Before Ded$267,366DistributableBeforeDedAmt
Distributable As Adjusted$267,366DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$280,545ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$280,545QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$267,366DistributableAsAdjustedAmt
Undistributed Income PY$269,267UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$280,545QualifyingDistributionsAmt
Applied To Year1$269,267AppliedToYear1Amt
Applied To Current Year$11,278AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$256,088UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR THE GREAT LAKES
150 N MICHIGAN AVE SUITE 700CHICAGOIL60601PCEXEMPT PURPOSE OF ORGANIZATION$5,000
ANSHE EMET SYNAGOGUE
3751 N BROADWAYCHICAGOIL60613PCEXEMPT PURPOSE OF ORGANIZATION$1,000
ANTI-CRUELTY SOCIETY
157 WEST GRAND AVENUECHICAGOIL60654PCEXEMPT PURPOSE OF ORGANIZATION$5,000
BOYS & GIRLS CLUB
2102 W MONROE STREETCHICAGOIL60612PCEXEMPT PURPOSE OF ORGANIZATION$5,000
CAMP KESEM
10586 W PICO BLVD 196LOS ANGELESCA90064PCEXEMPT PURPOSE OF ORGANIZATION$5,000
CAMP FOR ALL KIDS
PO BOX 50194ST LOUISMO63105PCEXEMPT PURPOSE OF ORGANIZATION$5,000
CONNECTIONS FOR ABUSED WOMEN AND THEIR CHILDREN
1116 N KEDZIE AVECHICAGOIL60651PCEXEMPT PURPOSE OF ORGANIZATION$5,000
FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT
PO BOX 32670PHOENIXAZ85064PCEXEMPT PURPOSE OF ORGANIZATION$5,000
GREATER CHICAGO FOOD DEPOSITORY
4100 WEST ANN LURIE PLACECHICAGOIL60632PCEXEMPT PURPOSE OF ORGANIZATION$50,000
HIAS
1300 SPRING STREET SUITE 500SILVER SPRINGMD20910PCEXEMPT PURPOSE OF ORGANIZATION$5,000
HIGH JUMP
59 W NORTH BLVDCHICAGOIL60610PCEXEMPT PURPOSE OF ORGANIZATION$5,000
ILLINOIS HOLOCAUST MUSEUM
9603 WOODS DRSKOKIEIL60077PCEXEMPT PURPOSE OF ORGANIZATION$5,000
JEWISH UNITED FUND
30 S WELLS STCHICAGOIL60606PCEXEMPT PURPOSE OF ORGANIZATION$12,500
LATIN SCHOOL OF CHICAGO
59 W NORTH BLVDCHICAGOIL60610PCEXEMPT PURPOSE OF ORGANIZATION$1,000
LOU AND JEAN MALNATI BRAIN TUMOR INSTITUTE
531 NORTH FAIRBANKS COURT SUITE 80CHICAGOIL60611PCEXEMPT PURPOSE OF ORGANIZATION$10,000
MEALS ON WHEELS
314 W SUPERIOR STREET SUITE 300CHICAGOIL60654PCEXEMPT PURPOSE OF ORGANIZATION$5,000
MY BLOCK MY HOOD MY CITY
474 W POLK ST SUITE 100CHICAGOIL60605PCEXEMPT PURPOSE OF ORGANIZATION$5,000
NATIONAL IMMIGRATION LAW CENTER
3450 WILSHIRE BLVD BOX 108-62LOS ANGELESCA90010PCEXEMPT PURPOSE OF ORGANIZATION$5,000
NPR
1111 NORTH CAPITOL ST NEWASHINGTONDC20002PCEXEMPT PURPOSE OF ORGANIZATION$1,000
PAWS CHICAGO
1933 N MARCEY STCHICAGOIL60614PCEXEMPT PURPOSE OF ORGANIZATION$5,000
PLANNED PARENTHOOD OF ILLINOIS
18 S MICHIGAN AVE 6TH FLOORCHICAGOIL60603PCEXEMPT PURPOSE OF ORGANIZATION$10,000
SOS CHILDREN'S VILLAGES ILLINOIS
216 W JACKSON BLVD SUITE 295CHICAGOIL60606PCEXEMPT PURPOSE OF ORGANIZATION$5,000
THE THEATRE LAB
900 MASSACUSETTS AVE NWWASHINGTONDC20001PCEXEMPT PURPOSE OF ORGANIZATION$11,850
Abdorrahman Boroumand Center for Human Rights Iran
3220 N Street NW NO 357WashingtonDC20007PCEXEMPT PURPOSE OF ORGANIZATION$2,000
Ark Chicago
6450 N California AvenueChicagoIL60645PCEXEMPT PURPOSE OF ORGANIZATION$5,000
Chicago Abortion Fund
333 W North AvenueChicagoIL60610PCEXEMPT PURPOSE OF ORGANIZATION$5,000
Chicago Public Library Foundation
200 W Madison St 3rd FlChicagoIL60606PCEXEMPT PURPOSE OF ORGANIZATION$5,000
Cradles to Crayons
281 Newtonville AvenueNewtonMA02460PCEXEMPT PURPOSE OF ORGANIZATION$2,000
Gender Justice
200 University Avenue NO 200St PaulMN55103PCEXEMPT PURPOSE OF ORGANIZATION$5,000
Hope for the Day
4252 N Cicero AveChicagoIL60641PCEXEMPT PURPOSE OF ORGANIZATION$2,000
Howard Brown Health
1025 W Sunnyside AveChicagoIL60640PCEXEMPT PURPOSE OF ORGANIZATION$2,000
Illinois Coalition for Immigrant & Refugee Rights
228 S Wabash Ave Suite 800ChicagoIL60604PCEXEMPT PURPOSE OF ORGANIZATION$5,000
Laurel School
One Lyman CircleShaker HeightsOH44122PCEXEMPT PURPOSE OF ORGANIZATION$1,000
Midwest Access Coalition
PO Box 408363ChicagoIL60640PCEXEMPT PURPOSE OF ORGANIZATION$5,000
National Network of Abortion Funds
9450 SW Gemini Dr PMB 16009BeavertonOR970087105PCEXEMPT PURPOSE OF ORGANIZATION$5,000
Night Ministry
1735 N Ashland Avenue Suite 2000ChicagoIL60622PCEXEMPT PURPOSE OF ORGANIZATION$5,000
Nourishing Hope
1716 W Hubbard StChicagoIL606226214PCEXEMPT PURPOSE OF ORGANIZATION$5,000
RAINN
1220 L Street NW Suite 500WashingtonIL20005PCEXEMPT PURPOSE OF ORGANIZATION$5,000
Refugee One
6008 North California AvenueChicagoIL60659PCEXEMPT PURPOSE OF ORGANIZATION$9,000
Rescue Village
15463 Chillicothe RoadNoveltyOH44072PCEXEMPT PURPOSE OF ORGANIZATION$1,000
Save The Children CHILDREN'S EMERGENCY FUND
501 Kings Highway East Suite 400FairfieldCT06825PCEXEMPT PURPOSE OF ORGANIZATION$5,000
Second Harvest Food Bank of the Mahoning Valley
2805 Salt Springs RoadYoungstownOH44509PCEXEMPT PURPOSE OF ORGANIZATION$3,000
Texas Equal Access Fund
PO Box 227336DallasTX75222PCEXEMPT PURPOSE OF ORGANIZATION$5,000
To Write Love On Her Arms
PO Box 2203MelbourneFL32902PCEXEMPT PURPOSE OF ORGANIZATION$2,000
United States Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC200242126PCEXEMPT PURPOSE OF ORGANIZATION$10,000
University of Colorado Foundation
1800 Grant Street Suite 725DenverCO80203PCEXEMPT PURPOSE OF ORGANIZATION$2,500
World Central Kitchen
1342 Florida Avenue NWWashingtonDC20009PCEXEMPT PURPOSE OF ORGANIZATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$273,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,037ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113,053ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,231ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$118,321ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,321TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD 500 INDEX - ADM$2,038,907$2,053,395
VANGUARD MID CAP INDEX-ADM$401,230$382,460
VANGUARD SML CAP INDEX-ADM$267,111$236,253
GQG PART EMERG MKTS EQ-INST$419,200$287,305
HRDNG LVNR INTL SM CO-INST$382,197$302,997
VANGUARD DEV MKT INDEX-ADM$661,089$574,826

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$1,154,876StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$951,233StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$209Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescIL CHARITY BUREAUDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$15DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNORTHERN TRUST #3002- Other IncomeDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT FOR NET ACCRUED EXPENSES$624
PRIOR PERIOD ADJUSTMENT$24

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$21,469
FOREIGN TAXES WITHHELD$2,235$2,235

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