MIRIAM U AND H EARL HOOVER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MIRIAM U AND H EARL HOOVER FOUNDATION (EIN 36-6063814)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349103230
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T10:33:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363663184 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIMBEL ABRAMS SINGER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA SUITE 1770 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063710 | 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 | 366063814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRIAM U AND H EARL HOOVER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THOMAS SWANEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOOV | BusinessNameControlTxt |
| Phone | 3123917551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 NORTH CLARK STREET SUITE 2300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A LEPPEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3123917551 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | LEPPEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | JEFFREY KRAUSE | PreparerPersonNm |
| PTIN | P00032946 | PTIN |
| Phone | 3127821010 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,411,511 | 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 | $16 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $307,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $307,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$106,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,043,677 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $201,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $307,715 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $100,005 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $49,995 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,984 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,323 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,661 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,133 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,567 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,927 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,682 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $258,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $202,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $885,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $885,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,143,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $202,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $941,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$942,226 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,645 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,136 | CashBOYAmt |
| Cash EOY | $2,572 | CashEOYAmt |
| Cash EOYFMV | $2,572 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $278,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205,104 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205,104 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $17,208,562 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,341,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,175,138 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,037 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,836 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,697 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,507,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,565,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,411,511 | 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 | $17,507,683 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,565,457 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,507,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,565,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,507,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,565,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,507,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$942,226 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,565,457 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,565,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK - PUBLICLY TRADED SECURITIES | P | $943,464 | $1,018,395 | -$74,931 | -$74,931 |
| JPMORGAN CHASE BANK - PUBLICLY TRADED SECURITIES | P | $895,356 | $806,352 | $89,004 | $89,004 |
| JPMORGAN CHASE BANK - PUBLICLY TRADED SECURITIES | D | $457,696 | $481,652 | -$23,956 | -$23,956 |
| JPMORGAN CHASE BANK - PUBLICLY TRADED SECURITIES | D | $746,540 | $771,448 | -$24,908 | -$24,908 |
| CAPITAL GAINS DIVIDENDS | P | $621 | $621 | $621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$34,170 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $1,508 | OverpaymentAmt |
| Applied To ES Tax | $1,508 | 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 | THOMAS E SWANEY | IndividualWithBooksNm |
| Phone | 3123917551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 NORTH CLARK STREET SUITE 2300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A LEPPEN | ||||||||
| 500 W BARRY AVE APT 5E | CHICAGO | IL | 60657 | TRUSTEE | 5.00 | $100,000 | $0 | $0 |
| THOMAS E SWANEY | ||||||||
| 321 NORTH CLARK STREET SUITE 2300 | CHICAGO | IL | 60654 | TRUSTEE | 5.00 | $50,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 383 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10179 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $73,927 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $15,879,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,129,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,129,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,887,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $794,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $794,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,468 | TotalTaxAmt |
| Distributable Before Adj | $792,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $792,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $792,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $941,338 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $941,338 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $792,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $324,402 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,499,532 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,572 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,472 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,612,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $941,338 | QualifyingDistributionsAmt |
| Applied To Year1 | $324,402 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $616,936 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $175,988 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $175,988 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,436,588 | 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 | $1,436,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,323,544 | ExcessFromYear4Amt |
| Excess From Year3 | $60,572 | ExcessFromYear3Amt |
| Excess From Year2 | $52,472 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BISHOP ANDERSON HOUSE | ||||||
| 1653 W CONGRESS PKWY | CHICAGO | IL | 60612 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| MCLAREN NORTHERN MICHIGAN FOUNDATION | ||||||
| 360 CONNABLE AVE | PETOSKEY | MI | 49770 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| INTERLOCHEN CENTER FOR THE ARTS | ||||||
| 4000 J MADDY PKWY | INTERLOCHEN | MI | 49643 | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| THE ART INSTITUTE OF CHICAGO | ||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| CHICAGO SYMPHONY ORCHESTRA ASSOCIATION | ||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| EPISCOPAL DIOCESE OF NORTHERN MICHIGAN - CHURCH OF THE TRANSFIGURATION TRUS | ||||||
| 131 E RIDGE STREET | MARQUETTE | MI | 49855 | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| HADLEY INSTITUTE FOR THE BLIND AND VISUALLY IMPAIRED | ||||||
| 700 ELM STREET | WINNETKA | IL | 60093 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| NORTHSHORE FOUNDATION | ||||||
| 1033 UNIVERSITY PLACE 450 | EVANSTON | IL | 60201 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| RAVINIA FESTIVAL ASSOCIATION | ||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | PUBLIC CHARITY | UNRESTRICTED | $60,000 |
| THE CHURCH OF ST PAUL'S IN THE DESERT | ||||||
| 125 WEST EL ALAMEDA | PALM SPRINGS | CA | 92262 | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| UNIVERSITY OF MICHIGAN - ENGINEERING FUND | ||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| WTTW | ||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| FIELD MUSEUM | ||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| CATHEDRAL COUNSELING CENTER | ||||||
| 50 E WASHINGTON ST 301 | CHICAGO | IL | 60602 | PUBLIC CHARITY | UNRESTRICTED | $45,000 |
| LYRIC OPERA OF CHICAGO | ||||||
| 20 N UPPER WACKER DR | CHICAGO | IL | 60604 | PUBLIC CHARITY | UNRESTRICTED | $400,000 |
| ABOUT FACE THEATRE | ||||||
| 5252 N BROADWAY | CHICAGO | IL | 60640 | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| AIDS FOUNDATION OF CHICAGO | ||||||
| 200 W MONROE ST STE 1150 | CHICAGO | IL | 60606 | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| CENTER ON HALSTED | ||||||
| 3656 N HALSTED ST | CHICAGO | IL | 60613 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| LIVING DESERT ZOO AND GARDENS | ||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| HOWARD BROWN HEALTH CENTER | ||||||
| 4025 N SHERIDAN RD | CHICAGO | IL | 60613 | PUBLIC CHARITY | UNRESTRICTED | $150,000 |
| THE JOFFREY BALLET | ||||||
| 10 E RANDOLPH ST | CHICAGO | IL | 60601 | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| ELDERCARE LAKE COUNTY | ||||||
| 410 GRAND AVE | WAUKEGAN | IL | 60085 | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CHICAGO BOTANIC GARDEN | ||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $885,000 | 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 | $307,715 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$106,549 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $201,166 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,166 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,700 | Amt |
| Net Investment Income | $5,133 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,567 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY 500 INDEX-INST PRM | AT COST | $8,999,853 | $7,802,741 |
| FIDELITY INTL INDX-INST PRM | AT COST | $1,376,029 | $1,162,400 |
| ISHARES MSCI CANADA ETF | AT COST | $305,335 | $276,994 |
| ISHARES CORE MSCI EUROPE | AT COST | $688,484 | $585,865 |
| ISHARES MSCI JAPAN ETF | AT COST | $355,482 | $298,603 |
| ISHARES MSCI PACIFIC EX JAPAN | AT COST | $319,695 | $292,213 |
| ISHARES MBS ETF | AT COST | $329,016 | $282,702 |
| VANGUARD TOT BD MKT IDX-ADM | AT COST | $682,107 | $574,364 |
| VANGUARD TOTAL INTL BOND ETF | AT COST | $571,983 | $512,529 |
| VANGUARD TTL INTL BND-ADM | AT COST | $1,272,973 | $1,053,927 |
| VANGUARD FTSE EUROPE ETF | AT COST | $356,304 | $303,035 |
| VANGUARD TOTAL BOND MARKET ETF | AT COST | $158,311 | $146,410 |
| ISHARES 7-10 YEAR TREASURY BD | AT COST | $316,402 | $297,014 |
| PGIM HIGH YIELD-R6 | AT COST | $454,982 | $429,848 |
| VANGUARD INT-TERM CORPORATE | AT COST | $154,989 | $156,493 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,984 | LegalFeesAmt |
| Net Investment Income | $7,323 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,661 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL EXCISE TAX | $201 | ||
| INTEREST IN RESIDUARY T/U/W H. EARL HOOVER | $15,836 | $15,836 | $28,697 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $115 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $115 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $73,927 | Amt |
| Net Investment Income | $73,927 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $8,316 | $8,316 | $0 |
| EXCISE TAX | $7,366 | $7,366 | $0 |