STAHL FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STAHL FAMILY CHARITABLE FOUNDATION (EIN 06-1764358)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349101693
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T10:36:59-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362700600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINEBERG SOLHEIM HOWELL & SHAIN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LASALLE ST STE 2200 | 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 | 061764358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAHL FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAH | BusinessNameControlTxt |
| Phone | 8472917288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIDLEWOOD RD | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOWELL STAHL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8472917288 | PhoneNum |
| Signature | 2022-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOWELL | PersonFirstNm |
| Person Last | STAHL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN J HOWELL CPA | PreparerPersonNm |
| PTIN | P00576254 | PTIN |
| Phone | 3123720440 | PhoneNum |
| Preparation | 2022-05-04 | 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 | $2,414,360 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,715 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,715 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,949 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $225,953 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,440 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $139,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,104 | 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 | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,492 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,492 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,517 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,517 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,079 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,288 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,288 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,184 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,816 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,398 | CashBOYAmt |
| Cash EOY | $6,196 | CashEOYAmt |
| Cash EOYFMV | $6,196 | CashEOYFMVAmt |
| Other Investments BOY | $2,013,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,590,039 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,408,164 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,016,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,596,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,414,360 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$1,299,580 | CapitalStockBOYAmt |
| Capital Stock EOY | -$1,299,580 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,316,409 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,895,815 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,016,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,596,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,016,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,596,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,016,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,184 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,015,645 | SubtotalAmt |
| Other Decreases | $419,410 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,596,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADR ROCHE HLDGS | P | 2020-09-17 | 2021-05-20 | $4,292 | $4,644 | -$352 | -$352 |
| KANE COOK & DUPAGE CNTYS | P | 2014-04-02 | 2021-01-04 | $10,000 | $10,000 | $0 | $0 |
| KANSAS STATE DEV FIN AUTH | P | 2013-03-27 | 2021-01-28 | $10,000 | $10,000 | $0 | $0 |
| COLORADO ST BOARD OF GOVENORS | P | 2014-06-18 | 2021-03-01 | $25,000 | $25,000 | $0 | $0 |
| APPLE COMPUTER INC | P | 2015-08-25 | 2021-03-02 | $12,629 | $2,692 | $9,937 | $9,937 |
| APPLE COMPUTER INC | P | 2015-08-25 | 2021-05-20 | $11,591 | $2,450 | $9,141 | $9,141 |
| KRAFT HEINZ | P | 2015-08-25 | 2021-05-20 | $8,871 | $10,811 | -$1,940 | -$1,940 |
| MERCK & CO | P | 2015-08-25 | 2021-05-20 | $18,650 | $11,405 | $7,245 | $7,245 |
| ADR ROCHE HLDGS | P | 2020-01-16 | 2021-05-20 | $4,506 | $4,386 | $120 | $120 |
| NEW YORK ST MTG AGY | P | 2014-10-07 | 2021-10-01 | $15,000 | $15,000 | $0 | $0 |
| RIVERSIDE CA WTR REV | P | 2014-09-26 | 2021-10-01 | $5,000 | $5,000 | $0 | $0 |
| ALPHABET INC | P | 2015-08-25 | 2021-12-09 | $23,745 | $4,862 | $18,883 | $18,883 |
| APPLE COMPUTER INC | P | 2015-08-25 | 2021-12-09 | $12,622 | $1,938 | $10,684 | $10,684 |
| DANAHER CORP | P | 2015-08-25 | 2021-12-09 | $12,839 | $2,573 | $10,266 | $10,266 |
| KYNDRYL HLDGS | P | 2018-08-30 | 2021-12-09 | $182 | $347 | -$165 | -$165 |
| NIKE INC | P | 2017-02-02 | 2021-12-09 | $8,452 | $2,641 | $5,811 | $5,811 |
| NVIDIA CORP | P | 2019-07-18 | 2021-12-09 | $16,347 | $2,233 | $14,114 | $14,114 |
| RAYTHEON CORP | P | 1996-05-17 | 2021-12-09 | $8,624 | $765 | $7,859 | $7,859 |
| RAYTHEON CORP | P | 2020-05-05 | 2021-12-09 | $6,468 | $4,478 | $1,990 | $1,990 |
| VF CORP | P | 2015-08-25 | 2021-12-09 | $10,694 | $9,288 | $1,406 | $1,406 |
| CAPITAL GAINS DIVIDENDS | P | $441 | $441 | $441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,440 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,582 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,582 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,520 | 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 | $3,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,938 | OverpaymentAmt |
| Applied To ES Tax | $1,938 | 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 | 0 | 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 | PFS GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472917288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIDLEWOOD RD | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LOWELL I STAHL | ||||||||
| 19 BRIDLEWOOD RD | NORTHBROOK | IL | 60062 | DIRECTOR PART TIME | 5.00 | $0 | $0 | $0 |
| JEFFREY J STAHL | ||||||||
| 535 CORDILLERA TRAIL | BOERNE | TX | 78006 | DIRECTOR PART TIME | 5.00 | $0 | $0 | $0 |
| SUZANNE L BRALEY | ||||||||
| 600 ANDREWS LN | LAKE ZURICH | IL | 60047 | DIRECTOR PART TIME | 5.00 | $0 | $0 | $0 |
| BR KONRAD DIEBOLD | ||||||||
| 3247 N AUSTIN BLVD | CHICAGO | IL | 60634 | DIRECTOR PART TIME | 0.00 | $0 | $0 | $0 |
| DAVID J ARTS | ||||||||
| 34 BRIARWOOD SOUTH | OAK BROOK | IL | 60523 | DIRECTOR PART TIME | 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 | $2,325,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,328,171 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,328,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,293,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,582 | TotalTaxAmt |
| Distributable Before Adj | $113,080 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,080 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,080 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $115,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,080 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $19,956 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,701 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $843 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $34,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,920 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,420 | 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 | $36,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,956 | ExcessFromYear4Amt |
| Excess From Year3 | $13,701 | ExcessFromYear3Amt |
| Excess From Year2 | $843 | ExcessFromYear2Amt |
| Excess From Current Year | $1,920 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHICAGO LIGHTHOUSE | |||||||
| 1850 ROOSEVELT ROAD | CHICAGO | IL | 60608 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $30,000 |
| CURE CHILDHOOD CANCER | |||||||
| 1117 PERIMETER CENTER WEST | ATLANTA | GA | 30338 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $32,500 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE | BROOKLINE | MA | 02445 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $20,000 |
| NATIONAL BRAIN TUMOR SOCIETY | |||||||
| 55 CHAPEL ST 200 | NEWTON | MA | 02458 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $22,500 |
| SOUTHWEST AUTISM RESEARCH | |||||||
| 300 N 18TH ST | PHOENIX | AZ | 85006 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | 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 | $5,715 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,949 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,440 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,104 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,104 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NORTHERN TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,590,039 | BookValueAmt |
| EOYFMV | $2,408,164 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST - ADJUSTMENT TO MARKET VALUE | Desc |
| Amt | $419,410 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $15,685 | $15,685 | $0 |
| WEBSITE EXPENSES | $212 | $212 | $0 |
| D & O INSURANCE | $1,182 | $1,182 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $5,492 | Amt |
| Net Investment Income | $5,492 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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