BRAESIDE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BRAESIDE FOUNDATION (EIN 36-3779797)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202211369349103776
- Schema version
- 2021v4.2
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T13:38:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 363779797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAESIDE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STUART CHANEN - CHANEN & OLSTEIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAE | BusinessNameControlTxt |
| Phone | 8474694669 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7373 N LINCOLN AVENUE 100 | AddressLine1Txt |
| City | LINCOLNWOOD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SCHOMBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8474694669 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SCHOMBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DONENBERG | PreparerPersonNm |
| PTIN | P00094695 | PTIN |
| Phone | 8472679600 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,274,804 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,305 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $98,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,996 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,763 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $565 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,198 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $377 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $377 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,143 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,198 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,198 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,137 | CashBOYAmt |
| Cash EOY | $49,373 | CashEOYAmt |
| Cash EOYFMV | $49,373 | CashEOYFMVAmt |
| Other Investments BOY | $1,056,401 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,041,878 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,225,431 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,291 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,074,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,091,251 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,274,804 | 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 | $1,074,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,091,251 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,074,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,091,251 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,074,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,091,251 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,074,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,713 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,091,251 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,091,251 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AB BOND INFLATION STRATEGY CL1 | 2019-10-10 | 2021-12-21 | $704 | $650 | $54 | $54 | |
| AB GLOBAL BOND FUND - ADV | 2019-10-10 | 2021-12-21 | $3,780 | $3,940 | -$160 | -$160 | |
| OVERLAY A PORTFOLIO CL 1 | 2019-10-10 | 2021-12-21 | $30,145 | $26,326 | $3,819 | $3,819 | |
| OVERLAY B PORTFOLIO CL 1 | 2019-10-10 | 2021-12-21 | $2,455 | $2,568 | -$113 | -$113 | |
| ISHARES CORE S&P TOTAL US | 2019-10-10 | 2021-12-21 | $56,687 | $35,927 | $20,760 | $20,760 | |
| ISHARES CORE INT'L STOCK ETF | 2019-10-10 | 2021-12-21 | $3,198 | $2,634 | $564 | $564 | |
| SPDR S&P GL NAT RESOURCES | 2019-10-10 | 2021-12-21 | $5,816 | $4,711 | $1,105 | $1,105 | |
| SPDR S&P GL NAT RESOURCES | 2019-10-11 | 2021-12-21 | $629 | $521 | $108 | $108 | |
| BERNSTEIN INT DURATION PORT | 2019-10-10 | 2021-10-22 | $190 | $192 | -$2 | -$2 | |
| OVERLAY A PORTFOLIO CL 1 | 2019-10-10 | 2021-10-22 | $1,861 | $1,445 | $416 | $416 | |
| BERNSTEIN INT DURATION PORT | 2019-10-10 | 2021-07-21 | $190 | $189 | $1 | $1 | |
| OVERLAY A PORTFOLIO CL 1 | 2019-10-10 | 2021-07-21 | $1,946 | $1,558 | $388 | $388 | |
| BERNSTEIN INT DURATION PORT | 2019-10-10 | 2021-04-22 | $179 | $180 | -$1 | -$1 | |
| OVERLAY A PORTFOLIO CL 1 | 2019-10-10 | 2021-04-22 | $1,825 | $1,522 | $303 | $303 | |
| BERNSTEIN INT DURATION PORT | 2019-10-10 | 2021-01-26 | $187 | $184 | $3 | $3 | |
| OVERLAY A PORTFOLIO CL 1 | 2019-10-10 | 2021-01-26 | $1,766 | $1,562 | $204 | $204 | |
| CAPITAL GAINS DIVIDENDS | $37,856 | $37,856 | $37,856 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,180 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,180 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $1,188 | TaxDueAmt |
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 | NONE | WebsiteAddressTxt |
| Individual With Books | STUART J CHANEN | IndividualWithBooksNm |
| Phone | 8474694669 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CHANEN AND OLSTEIN 7373 LINCOLN | AddressLine1Txt |
| Address Line2 | AVE STE 100 | AddressLine2Txt |
| City | LINCOLNWOOD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60712 | 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JOHN SCHOMBERG | |||||||||
| 203 N LASALLE ST SUITE 2600 | CHICAGO | IL | 60601 | PRESIDENT | 0.25 | $0 | $0 | $0 | |
| DARLENE OLIVER HIGHTOWER | |||||||||
| C/O METROPOLITAN PLANNING COUNCIL | CHICAGO | IL | 60603 | SECRETARY | 0.25 | $0 | $0 | $0 | 40 S DEARBORN ST 1400 |
| STUART J CHANEN | |||||||||
| C/O CHANEN AND OLSTEIN 7373 N | LINCOLNWOOD | IL | 60712 | TREASURER | 0.50 | $0 | $0 | $0 | LINCOLN AVENUE |
| 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 | $1,249,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $480 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,280,088 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,280,088 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,260,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,180 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,180 | TotalTaxAmt |
| Distributable Before Adj | $61,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,864 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,198 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,198 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $38,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,195 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,784 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $244,054 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,198 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,864 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,334 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $255,388 | 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 | $255,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $38,075 | ExcessFromYear3Amt |
| Excess From Year2 | $123,195 | ExcessFromYear2Amt |
| Excess From Year1 | $82,784 | ExcessFromYear1Amt |
| Excess From Current Year | $11,334 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELOVED COMMUNITY FAMILY WELLNESS C | |||||||
| 6821 SOUTH HALSTED STREET | CHICAGO | IL | 60621 | NONE | PC | PROVIDE AFFORDABLE PRIMARY HEALTH CARE, EDUCATION AND SOCIAL SERVICE PROGRAMS TO THE GREATER ENGLEWOOD AND SURROUNDING COMMUNITIES | $10,000 |
| BRIGHT STAR COMMUNITY OUTREACH | |||||||
| 333 EAST 35TH STREET | CHICAGO | IL | 60616 | NONE | PC | EMPOWERING COMMUNITY RESIDENTS WITH SKILLS AND RESOURCES NEED TO BE SUCCESSFUL THROUGH PARENT EDUCATION, ADVOCACY, COUNSELING, MENTORING AND WORKFORCE DEVELOPMENT | $20,000 |
| HOWARD BROWN HEALTH CENTER | |||||||
| PO BOX 13500 | CHICAGO | IL | 60613 | NONE | PC | TO HELP ELIMINATE DISPARITIES IN HEALTHCARE BY LESBIAN, GAY, BISEXUAL AND TRANSGENDER PEOPLE THROUGH RESEARCH, EDUCATION AND PROMOTING HEALTH WELLNESS | $20,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 1801 W WARNER AVENUE STE 202 | CHICAGO | IL | 60613 | NONE | PC | PROVIDE SERVICES FOR AMERICANS AFFECTED BY MENTAL ILLNESS ESPECIALLY SERIOUS MENTAL ILLNESS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | 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 | $28,691 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,305 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,996 | 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 AND TAX PREPARATION | CategoryTxt |
| Amt | $3,763 | Amt |
| Net Investment Income | $565 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,198 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,041,878 | BookValueAmt |
| EOYFMV | $1,225,431 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER FEES | Desc |
| Revenue And Expenses Per Books | $8,143 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,143 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT PROCEEDS | Desc |
| Revenue And Expenses Per Books | $5,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $377 | Amt |
| Net Investment Income | $377 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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