WOOD FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WOOD FAMILY FOUNDATION (EIN 36-7090052)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202201329349103535
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T15:00:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 361561860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367090052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOOD FAMILY FOUNDATION TRUST PAULINE WOOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 3126306000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3126306000 | PhoneNum |
| Signature | 2022-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
| Preparation | 2022-04-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,076,745 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $78,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $451,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,786 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $165,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,635 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,333 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,083 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,250 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,539 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,836 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,466 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,874 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,693 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,693 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,121,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,180,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,823,487 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,158,353 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,109,333 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,134,762 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,750 | OtherAssetsBOYAmt |
| Other Assets EOY | $53,652 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $62,803 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,369,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,399,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,076,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,369,691 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,399,363 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,369,691 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,399,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,369,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,399,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,369,691 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,399,879 | SubtotalAmt |
| Other Decreases | $516 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,399,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 17. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2019-12-17 | 2021-02-18 | $359 | $317 | $42 | $42 | |
| 42. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2017-03-16 | 2021-09-01 | $997 | $784 | $213 | $213 | |
| 55. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2017-03-16 | 2021-12-07 | $1,247 | $1,026 | $221 | $221 | |
| 133. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2016-07-21 | 2021-01-21 | $4,644 | $3,615 | $1,029 | $1,029 | |
| 57. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2020-02-20 | 2021-09-01 | $2,116 | $1,818 | $298 | $298 | |
| 74. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2020-11-12 | 2021-12-06 | $2,830 | $2,282 | $548 | $548 | |
| 1071. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IB | 2020-05-18 | 2021-08-12 | $28,314 | $26,751 | $1,563 | $1,563 | |
| 58. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBOX | 2021-01-21 | 2021-08-12 | $1,533 | $1,525 | $8 | $8 | |
| 6. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2019-06-20 | 2021-02-18 | $328 | $311 | $17 | $17 | |
| 3. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2019-06-20 | 2021-02-18 | $164 | $155 | $9 | $9 | |
| 202. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2019-06-20 | 2021-08-12 | $11,782 | $10,451 | $1,331 | $1,331 | |
| 611. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2019-06-20 | 2021-08-12 | $35,591 | $31,601 | $3,990 | $3,990 | |
| 13. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2019-06-20 | 2021-09-01 | $771 | $672 | $99 | $99 | |
| 16. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2020-11-12 | 2021-12-06 | $902 | $835 | $67 | $67 | |
| 376. MFB NORTHN MID CAP INDEX FD FD | 2013-02-13 | 2021-01-22 | $8,377 | $5,426 | $2,951 | $2,951 | |
| 43. MFB NORTHN MID CAP INDEX FD FD | 2020-02-20 | 2021-09-01 | $1,085 | $850 | $235 | $235 | |
| 55. MFB NORTHN MID CAP INDEX FD FD | 2020-02-20 | 2021-12-06 | $1,390 | $1,087 | $303 | $303 | |
| 842. MFB NORTHN INTL EQTY INDEX FD | 2020-01-03 | 2021-07-15 | $12,352 | $10,131 | $2,221 | $2,221 | |
| 356. MFB NORTHN INTL EQTY INDEX FD | 2020-08-20 | 2021-09-01 | $5,390 | $4,290 | $1,100 | $1,100 | |
| 453. MFB NORTHN INTL EQTY INDEX FD | 2020-11-12 | 2021-12-06 | $6,546 | $5,558 | $988 | $988 | |
| 1487. MFB NORTHERN FUNDS BD INDEX FD | 2020-01-03 | 2021-01-22 | $16,491 | $15,967 | $524 | $524 | |
| 44. MFB NORTHERN FUNDS BD INDEX FD | 2020-01-23 | 2021-02-19 | $484 | $478 | $6 | $6 | |
| 291.64772 MFB NORTHERN FUNDS BD INDEX FD | 2020-06-18 | 2021-07-15 | $3,196 | $3,287 | -$91 | -$91 | |
| 3379.35228 MFB NORTHERN FUNDS BD INDEX FD | 2020-06-18 | 2021-07-15 | $37,038 | $38,085 | -$1,047 | -$1,047 | |
| 98. MFB NORTHERN FUNDS BD INDEX FD | 2020-07-23 | 2021-08-12 | $1,069 | $1,117 | -$48 | -$48 | |
| 162.30598 MFB NORTHERN FUNDS BD INDEX FD | 2020-08-20 | 2021-09-01 | $1,779 | $1,853 | -$74 | -$74 | |
| 905.69402 MFB NORTHERN FUNDS BD INDEX FD | 2020-08-20 | 2021-09-01 | $9,926 | $10,271 | -$345 | -$345 | |
| 1592. MFB NORTHERN FUNDS BD INDEX FD | 2020-08-26 | 2021-12-06 | $17,241 | $18,060 | -$819 | -$819 | |
| 21. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2019-12-12 | 2021-02-19 | $218 | $238 | -$20 | -$20 | |
| 64. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2019-12-12 | 2021-09-01 | $771 | $725 | $46 | $46 | |
| 80. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2019-12-12 | 2021-12-06 | $943 | $906 | $37 | $37 | |
| 67. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2020-01-03 | 2021-02-19 | $1,034 | $821 | $213 | $213 | |
| 1184. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2020-01-03 | 2021-07-15 | $17,405 | $11,406 | $5,999 | $5,999 | |
| 151. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2020-08-20 | 2021-09-01 | $2,167 | $1,812 | $355 | $355 | |
| 191. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2020-11-12 | 2021-12-06 | $2,556 | $2,496 | $60 | $60 | |
| 13206. MFB NORTHN HI YIELD FXD INC FD | 2020-01-03 | 2021-02-19 | $90,197 | $88,557 | $1,640 | $1,640 | |
| 174. MFB NORTHN HI YIELD FXD INC FD | 2020-02-24 | 2021-08-12 | $1,183 | $1,161 | $22 | $22 | |
| 722. MFB NORTHN HI YIELD FXD INC FD | 2018-07-19 | 2021-09-01 | $4,946 | $4,816 | $130 | $130 | |
| 1241. MFB NORTHN HI YIELD FXD INC FD | 2018-07-19 | 2021-12-06 | $8,340 | $8,277 | $63 | $63 | |
| 916. MFB NORTHN FDS SMALL CAP INDEX FD | 2019-08-15 | 2021-01-22 | $15,196 | $10,278 | $4,918 | $4,918 | |
| 155. MFB NORTHN FDS SMALL CAP INDEX FD | 2013-02-13 | 2021-02-19 | $2,666 | $1,558 | $1,108 | $1,108 | |
| 55. MFB NORTHN FDS SMALL CAP INDEX FD | 2020-02-20 | 2021-09-01 | $980 | $741 | $239 | $239 | |
| 71. MFB NORTHN FDS SMALL CAP INDEX FD | 2020-11-12 | 2021-12-06 | $1,222 | $971 | $251 | $251 | |
| 161. MFB NORTHERN FDS STK INDEX FD | 2020-01-03 | 2021-01-22 | $6,941 | $5,967 | $974 | $974 | |
| 1053. MFB NORTHERN FDS STK INDEX FD | 2019-12-19 | 2021-07-15 | $51,386 | $35,398 | $15,988 | $15,988 | |
| 168. MFB NORTHERN FDS STK INDEX FD | 2019-08-15 | 2021-09-01 | $8,521 | $5,541 | $2,980 | $2,980 | |
| 213. MFB NORTHERN FDS STK INDEX FD | 2020-11-12 | 2021-12-06 | $10,970 | $8,648 | $2,322 | $2,322 | |
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,070 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,786 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $203 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| ARTHUR M WOOD JR | ||||||
| 1613 STAVLING DR | SARASOTA | FL | 34231 | CO-TRUSTEE | 0 | $0 |
| PAULINE EGAN | ||||||
| 2105 NORTH NOWLIN TRAIL | JACKSON | WY | 83001 | CO-TRUSTEE | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,038,435 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,038,435 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,038,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,992,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,203 | TotalTaxAmt |
| Distributable Before Adj | $147,440 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,440 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,440 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $125,515 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,440 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $111,500 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $111,500 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $133,425 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL | |||||||
| 225 E CHICAGO AVE | Chicago | IL | 60601 | NONE | PUBLIC | GENERAL | $5,000 |
| BERKSHIRE SCHOOL | |||||||
| 245 N UNDERMOUNTAIN RD | Sheffield | MA | 01257 | NONE | PUBLIC | GENERAL | $2,500 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK RD | Glencoe | IL | 60022 | NONE | PUBLIC | GENERAL | $2,500 |
| GULF COAST COMMUNITY FOUNDATION | |||||||
| 11975 SEAWAY RD SUITE B150 | Gulfport | MS | 39503 | NONE | PUBLIC | GENERAL | $5,000 |
| LAKE COUNTY COMMUNITY FOUNDATION | |||||||
| 114 S GENESEE ST STE 505 | Waukegan | IL | 60085 | NONE | PUBLIC | GENERAL | $1,000 |
| MARIE SELBY BOTANICAL GARDENS | |||||||
| 811 S PALM AVE | Sarasota | FL | 34236 | NONE | PUBLIC | GENERAL | $5,000 |
| MAYO CLINIC CANCER CENTER | |||||||
| 200 1ST ST SW | Rochester | MN | 55905 | NONE | PUBLIC | GENERAL | $2,500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| ONE WORLD TRADE CENTER 41ST FLOOR | New York | NY | 10007 | NONE | PUBLIC | GENERAL | $10,000 |
| ONE22 RESOURCE CENTER | |||||||
| 170 N GLENWOOD ST | Jackson | WY | 83001 | NONE | PUBLIC | GENERAL | $15,000 |
| PRINCETON ANNUAL GIVING | |||||||
| BOX 5357 | Princeton | NJ | 085435357 | NONE | PUBLIC | GENERAL | $20,000 |
| SELAH FREEDOM | |||||||
| 191 N WACKER DR | Chicago | IL | 60606 | NONE | PUBLIC | GENERAL | $5,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| 245 E SIMPSON AVE | Jackson | WY | 83001 | NONE | PUBLIC | GENERAL | $38,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $165,575 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,575 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHMENTS | BondNm |
| EOY Book Value | $1,109,333 | EOYBookValueAmt |
| EOYFMV | $1,134,762 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENTS | StockNm |
| EOY Book Value | $1,180,685 | EOYBookValueAmt |
| EOYFMV | $1,823,487 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE ATTACHMENTS | Desc |
| BOY Book Value | $43,750 | BOYBookValueAmt |
| EOY Book Value | $53,652 | EOYBookValueAmt |
| EOYFMV | $62,803 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $516 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL ATTORNEY GENERAL FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $16,333 | Amt |
| Net Investment Income | $4,083 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $703 | $0 | $0 |
| ESTIMATED TAXES | $2,000 | $0 | $0 |
| FOREIGN TAXES | $1,836 | $1,836 | $0 |
Comments