POLEN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- POLEN FAMILY FOUNDATION (EIN 20-3970463)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202323129349102102
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T15:18:18-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 203970463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EDWARD POLEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLE | BusinessNameControlTxt |
| Phone | 8476892200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2780 RIDGE ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD POLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8476892200 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | POLEN | 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 | KIMBERLY A HAUMANN | PreparerPersonNm |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2023-11-01 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $905,179 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $67 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,294 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $314,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,381 | 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 |
| Other Prof Fees Rev And Expnss | $5,847 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,797 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $279 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $216,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,305 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,988 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,988 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $594,069 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $727,818 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $752,191 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $664,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $880,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $905,179 | 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 | $664,646 | RetainedEarningBOYAmt |
| Retained Earning EOY | $880,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $664,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $880,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $664,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $880,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $664,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $216,160 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $880,806 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $880,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - JPM | P | $66,126 | $70,703 | -$4,577 | -$4,577 |
| PUBLICLY TRADED SECURITIES - JPM | P | $51,666 | $56,426 | -$4,760 | -$4,760 |
| CAPITAL GAINS DIVIDENDS | P | $502 | $502 | $502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,835 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $450 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $505 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $223 | OverpaymentAmt |
| Applied To ES Tax | $223 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD POLEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476892200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2780 RIDGE ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD POLEN | ||||||||
| 2780 RIDGE ROAD | HIGHLAND PARK | IL | 60035 | PRES/SEC/DIRECTOR | 0.50 | $0 | $0 | $0 |
| TAMRA POLEN | ||||||||
| 2780 RIDGE ROAD | HIGHLAND PARK | IL | 60035 | TREASURER/DIRECTOR | 0.25 | $0 | $0 | $0 |
| BERNARD A SCHLIFKE | ||||||||
| ONE IBM PLAZA SUITE 3000 | CHICAGO | IL | 60611 | ASST SECY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $678,583 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $730,931 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $730,931 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $719,967 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $282 | TotalTaxAmt |
| Distributable Before Adj | $35,716 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,716 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,716 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,708 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,276 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,778 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,602 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,983 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $233,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,284 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $289,631 | 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 | $42,708 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $246,923 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,276 | ExcessFromYear4Amt |
| Excess From Year3 | $63,778 | ExcessFromYear3Amt |
| Excess From Year2 | $56,602 | ExcessFromYear2Amt |
| Excess From Year1 | $46,983 | ExcessFromYear1Amt |
| Excess From Current Year | $56,284 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 1 E WACKER DR SUITE 1500 | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $1,000 |
| AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED | |||||||
| ONE NORTHFIELD PLAZA SUITE 300 | NORTHFIELD | IL | 60093 | NONE | PC | CHARITABLE | $1,000 |
| AMERICAN RED CROSS | |||||||
| 2200 W HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | CHARITABLE | $2,000 |
| ASPEN GLEN EDUCATION FOUNDATION | |||||||
| PO BOX 2200 | ASPEN | CO | 81612 | NONE | PC | CHARITABLE | $1,000 |
| AVENUE ANIMAL HOSPITAL | |||||||
| 16736 OAK PARK AVE | TINLEY PARK | IL | 60477 | NONE | PC | CHARITABLE | $1,000 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DRIVE | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $2,500 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 7154 | CAROL STREAM | IL | 601977154 | NONE | PC | CHARITABLE | $2,500 |
| CHICAGO BOTANICAL GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | CHARITABLE | $1,500 |
| CHICAGO ZOOLOGICAL SOCIETY | |||||||
| 3300 GOLF ROAD | BROOKFIELD | IL | 60513 | NONE | PC | CHARITABLE | $2,500 |
| COLLEGE BOARD OPPORTUNITIES | |||||||
| 2780 RIDGE ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $2,000 |
| DISABLED AMERICAN VETERANS | |||||||
| 2122 W TAYLOR STREET SUITE 104 | CHICAGO | IL | 60612 | NONE | PC | CHARITABLE | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE | $2,500 |
| FOR AUTISTIC KIDS | |||||||
| 1200 N MILWAUKEE AVENUE | GLENVIEW | IL | 60025 | NONE | PC | CHARITABLE | $3,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 29 E MADISON STREET | CHICAGO | IL | 60602 | NONE | PC | CHARITABLE | $2,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | CHARITABLE | $5,000 |
| HP COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $5,000 |
| ICFS | |||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | NONE | PC | CHARITABLE | $3,000 |
| JEWISH WAR VETERANS OF THE USA | |||||||
| 1811 R STREET NW | WASHINGTON DC | DC | 20009 | NONE | PC | CHARITABLE | $1,000 |
| JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PC | CHARITABLE | $5,000 |
| LAKE COUNTY CHILDREN'S ADVOCACY | |||||||
| 123 OPLAINE ROAD | GURNEE | IL | 60031 | NONE | PC | CHARITABLE | $1,500 |
| LAKE COUNTY FAMILY SERVICES | |||||||
| 777 CENTRAL AVENUE SUITE 17 | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $1,500 |
| LURIE CHILDREN'S FOUNDATION | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | CHARITABLE | $10,000 |
| MASSACHUSETTS COLLEGE OF PHARMACY | |||||||
| 179 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | CHARITABLE | $10,000 |
| MULTIPLE SCLEROSIS OF AMERICA | |||||||
| 525 W MONROE STREET SUITE 1510 | CHICAGO | IL | 60661 | NONE | PC | CHARITABLE | $2,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K STREET NW STE 700 | WASHINGTON DC | DC | 20005 | NONE | PC | CHARITABLE | $1,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | NONE | PC | CHARITABLE | $2,000 |
| PADS LAKE COUNTY | |||||||
| 1800 GRAND AVENUE | WAUKEGAN | IL | 60085 | NONE | PC | CHARITABLE | $1,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | NONE | PC | CHARITABLE | $1,000 |
| SALVATION ARMY | |||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60630 | NONE | PC | CHARITABLE | $5,000 |
| SCHOLARSHIP AMERICA | |||||||
| 7900 INTERNATIONAL DRIVE | SUITE | MN | 55425 | NONE | PC | CHARITABLE | $1,000 |
| THE ARK | |||||||
| 6450 N CALIFORNIA AVENUE | CHICAGO | IL | 60645 | NONE | PC | CHARITABLE | $2,000 |
| UNITED WAY | |||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | PC | CHARITABLE | $5,000 |
| USO | |||||||
| 333 N MICHIGAN AVENUE SUITE 2226 | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $1,500 |
| WILD AID | |||||||
| 220 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | NONE | PC | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | -$8,835 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,546 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMCO | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 COMMONWEALTH AVE | AddressLine1Txt |
| City | NORTH CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPMORGAN | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $727,818 | BookValueAmt |
| EOYFMV | $752,191 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL SEC OF STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEE | $2,797 | $2,797 | $0 |
| ACCOUNTING FEES | $3,050 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $279 | $279 | $0 |
| FEDERAL TAXES | $250 | $0 | $0 |
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