BRAMSEN CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BRAMSEN CHARITABLE FOUNDATION (EIN 83-2704828)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202221319349105687
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T15:54:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362756074 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pedersen & Houpt | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 N Clark St Suite 2700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 | 832704828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bramsen Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | dated November 30 2018 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAM | BusinessNameControlTxt |
| Phone | 3126416888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 Ridge Road | AddressLine1Txt |
| City | Barrington | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Bramsen | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3126416888 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James | PersonFirstNm |
| Person Last | Bramsen | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John J Hayes | PreparerPersonNm |
| PTIN | P00164393 | PTIN |
| Phone | 3126416888 | PhoneNum |
| Preparation | 2022-04-28 | 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 | $9,387,785 | 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 | $2,056,289 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $206,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,314,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,316,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,314,125 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,576,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,520,367 | 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 | $4,636 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,636 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,473,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,473,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,502,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,473,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,074,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,515,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $421,237 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $548,202 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $548,202 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,892,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,839,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,839,580 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,313,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,387,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,387,785 | 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 | $7,313,407 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,387,785 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,313,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,387,785 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,313,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,387,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,313,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,074,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,387,785 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,387,785 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Northern Trust Corp | P | 1936-09-29 | 2021-04-28 | $833,822 | $879 | $832,943 | $832,943 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $238 | $238 | $238 | |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $358 | $358 | $358 | |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $476 | $476 | $476 | |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $476 | $476 | $476 | |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $477 | $477 | $477 | |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $477 | $477 | $477 | |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $1,190 | $1 | $1,189 | $1,189 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $1,192 | $1 | $1,191 | $1,191 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $1,311 | $1 | $1,310 | $1,310 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $1,906 | $2 | $1,904 | $1,904 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $2,503 | $2 | $2,501 | $2,501 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $3,337 | $3 | $3,334 | $3,334 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $5,476 | $5 | $5,471 | $5,471 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $5,951 | $6 | $5,945 | $5,945 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $5,951 | $6 | $5,945 | $5,945 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $5,952 | $6 | $5,946 | $5,946 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $7,747 | $8 | $7,739 | $7,739 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $9,402 | $9 | $9,393 | $9,393 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,901 | $12 | $11,889 | $11,889 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,901 | $12 | $11,889 | $11,889 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,901 | $12 | $11,889 | $11,889 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,902 | $12 | $11,890 | $11,890 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,903 | $12 | $11,891 | $11,891 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,903 | $12 | $11,891 | $11,891 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,911 | $12 | $11,899 | $11,899 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,911 | $12 | $11,899 | $11,899 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,911 | $12 | $11,899 | $11,899 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,911 | $12 | $11,899 | $11,899 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,911 | $12 | $11,899 | $11,899 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,918 | $12 | $11,906 | $11,906 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,918 | $12 | $11,906 | $11,906 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,918 | $12 | $11,906 | $11,906 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $11,919 | $12 | $11,907 | $11,907 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $23,802 | $23 | $23,779 | $23,779 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $23,804 | $23 | $23,781 | $23,781 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $23,836 | $23 | $23,813 | $23,813 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $23,838 | $24 | $23,814 | $23,814 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $87,716 | $86 | $87,630 | $87,630 |
| Northern Trust Corp | P | 1936-09-29 | 2021-12-08 | $1,066,588 | $1,052 | $1,065,536 | $1,065,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,314,125 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,969 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $30,969 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Vickie Sabatino | IndividualWithBooksNm |
| Phone | 6305171123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7900 | AddressLine1Txt |
| City | Wheaton | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60187 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| James E Bramsen | ||||||||
| 26 Ridge Road | Barrington | IL | 60010 | Trustee | 0.50 | $0 | $0 | $0 |
| Elizabeth C Bramsen | ||||||||
| 26 Ridge Road | Barrington | IL | 60010 | Successor Trustee | 0.50 | $0 | $0 | $0 |
| Eliza L Kerr | ||||||||
| 9724 Rocky Road | El Portal | CA | 95318 | Successor Trustee | 0.50 | $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 | $8,016,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $545,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,561,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,561,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,432,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $421,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $421,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,969 | TotalTaxAmt |
| Distributable Before Adj | $386,668 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $386,668 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $386,668 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,473,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,473,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $386,668 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $263,436 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $73,907 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,473,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $263,436 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $386,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,823,296 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,823,296 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $73,907 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $73,907 | 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 | $1,823,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,823,296 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James E Bramsen | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Meals on Wheels Foundation | ||||||||
| 7222 W Cermak Rd Suite 302 | North Riverside | IL | 60546 | N/A | Public Charity | Operating Needs | $6,000 | |
| Home Centered Care Institute | ||||||||
| 1900 E Golf Rd | Schaumburg | IL | 60173 | N/A | Public Charity | Operating Needs | $119,400 | |
| American Academy of Home Care Medicine | ||||||||
| 307 S Eaton St | Baltimore | MD | 21224 | N/A | Public Charity | Operating Needs | $10,000 | |
| Exodus World Service | ||||||||
| 780 Busse Hwy | Park Ridge | IL | 60068 | N/A | Public Charity | Operating Needs | $5,000 | |
| American Friends of the Hebrew University | ||||||||
| 20 N Upper Wacker Dr 2020 | Chicago | IL | 60606 | N/A | Public Charity | Operating Needs | $1,000 | |
| Fidelity Charitable Giving Account | ||||||||
| 200 Seaport Boulevard Mail Zone | Boston | MA | 02210 | N/A | Public Charity | Operating Needs | $2,332,000 | NCW4B |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,473,400 | 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 | $78 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,314,125 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $206,242 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,314,125 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,520,367 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SALE OF SECURITIES TO INCREASE CASH FLOW FOR CHARITABLE CONTRIBUTIONS. | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Elizabeth C Bramsen | |||||||
| 1 | 26 Ridge Road | Barrington | IL | 60010 | $106,537 | Yes (X) | |
| Elizabeth C Bramsen | |||||||
| 2 | 26 Ridge Road | Barrington | IL | 60010 | $942,240 | Yes (X) | |
| Elizabeth C Bramsen | |||||||
| 3 | 26 Ridge Road | Barrington | IL | 60010 | $1,007,512 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 4000 Shares of Illinois Tool Works | $942,240 | 2021-12-20 |
| 3 | 8800 Shares of Northern Trust Corp | $1,007,512 | 2021-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $4,636 | Amt |
| Net Investment Income | $4,636 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $8,839,580 | EOYBookValueAmt |
| EOYFMV | $8,839,580 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $24,242 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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