SUSAN CROWN EXCHANGE INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SUSAN CROWN EXCHANGE INC (EIN 26-2991942)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-20
- IRS object ID
- 202241409349100404
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-20T09:45:17-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362929601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FGMK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DRIVE 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | 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 | 262991942 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN CROWN EXCHANGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSA | BusinessNameControlTxt |
| Phone | 3122808020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EAST OHIO STREET 30 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606112783 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN CROWN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3122808020 | PhoneNum |
| Signature | 2022-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | CROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S FRIEDLANDER | PreparerPersonNm |
| PTIN | P00485420 | PTIN |
| Phone | 8473740400 | PhoneNum |
| Preparation | 2022-05-19 | 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 | $7,154,113 | 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 | $4,731,304 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $319 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $319 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,935,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,057,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,935,339 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,798,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,067,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,125,459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $257,883 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $867,576 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,125,459 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257,883 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $867,576 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,521,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,521,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,647,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257,883 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,389,306 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,151,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,809,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $992,815 | CashBOYAmt |
| Cash EOY | $125,302 | CashEOYAmt |
| Cash EOYFMV | $125,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $250,983 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $349,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $349,485 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $808 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $808 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,467,685 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,511,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,678,518 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,555 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,555 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,679 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,117 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,713,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,988,416 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,154,113 | 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 | $4,713,162 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,988,416 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,713,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,988,416 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,713,162 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,988,416 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,713,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,151,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,864,971 | SubtotalAmt |
| Other Decreases | $2,876,555 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,988,416 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4213 SHARES MASTERCARD | 2009-03-12 | 2021-06-25 | $1,577,968 | $62,967 | $1,515,001 | $1,515,001 | |
| 3957 SHARES MASERCARD | 2009-03-12 | 2021-07-09 | $1,469,079 | $59,141 | $1,409,938 | $1,409,938 | |
| 0.50 SHARES GE - CASH IN LIEU | 2008-12-15 | 2021-08-02 | $51 | $24 | $27 | $27 | |
| CAPITAL GAINS DIVIDENDS | $10,373 | $10,373 | $10,373 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,935,339 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,056 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,056 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,065 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $48,065 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,009 | OverpaymentAmt |
| Applied To ES Tax | $9,009 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | "HTTP://WWW.SCEFDN.ORG" | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN CROWN EXCHANGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122808020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EAST OHIO STREET 30 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606112783 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN CROWN | ||||||||
| 222 NORTH LASALLE STREET SUITE 2000 | CHICAGO | IL | 606011109 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| WILLIAM C KUNKLER III | ||||||||
| 222 NORTH LASALLE STREET SUITE 2000 | CHICAGO | IL | 606011109 | TREASURER/SECRETARY | 0.25 | $0 | $0 | $0 |
| ELI EVANS | ||||||||
| 1 LEXINGTON AVENUE APT 3C | NEW YORK | NY | 10010 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| PAUL JANSEN | ||||||||
| 3 ELLIS COURT | LAFAYETTE | CA | 94549 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MARTHA MINOW | ||||||||
| 75 FRESH POND PARKWAY | CAMBRIDGE | MA | 02138 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JENNIFER JACOBY HURD | ||||||||
| 2140 N KENMORE STREET | CHICAGO | IL | 60614 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OWL CREEK PARTNERS LLC | |||||
| 4 EAST OHIO STREET STE 30 | CHICAGO | IL | 60611 | ACCTNG,TAX,ADMIN & CHARITABLE STAFFING | $858,728 |
| RANDEL CONSULTING ASSOCIATES | |||||
| 9607 HILLRIDGE DRIVE | KENSINGTON | MD | 20895 | PROGRAM - MAPPING AND DESIGN | $121,600 |
| RALLY | |||||
| 3461 STEWART AVE | LOS ANGELES | CA | 90066 | MARKETING AND COMMUNICATIONS | $112,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,165,285 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $859,293 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $404 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,024,982 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,024,982 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,919,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,980 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,056 | TotalTaxAmt |
| Distributable Before Adj | $306,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $306,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $306,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,389,306 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,389,306 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $306,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,435,329 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,862,991 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,009,174 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,256,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,080,485 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,644,225 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,389,306 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $306,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,082,382 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,726,607 | 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 | $2,435,329 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,291,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,862,991 | ExcessFromYear4Amt |
| Excess From Year3 | $2,009,174 | ExcessFromYear3Amt |
| Excess From Year2 | $2,256,246 | ExcessFromYear2Amt |
| Excess From Year1 | $3,080,485 | ExcessFromYear1Amt |
| Excess From Current Year | $5,082,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN CROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 19TH NEWS | ||||||||||
| 3267 BEE CAVES RD STE 107-353 | AUSTIN | TX | 78746 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| ALIANZA AMERICAS | ||||||||||
| PO BOX 23491 | CHICAGO | IL | 60623 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| ALTERNATIVES | ||||||||||
| 4730 N SHERIDAN ROAD | CHICAGO | IL | 60640 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| AMERICAN INSTITUTES FOR RESEARCH | ||||||||||
| 1400 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | 501C3 | PUBLIC CHARITY | $265,926 | ||||
| BEAM CENTER | ||||||||||
| 60 SACKETT STREET | BROOKLYN | NY | 11231 | 501C3 | PUBLIC CHARITY | $50,000 | ||||
| BENEFITS DATA TRUST | ||||||||||
| 1500 MARKET ST SUITE 2800 | PHILADELPHIA | PA | 19102 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| BLUE FOREST FINANCE INC | ||||||||||
| 2716 6TH AVE | SACRAMENTO | CA | 95818 | 501C3 | PUBLIC CHARITY | $5,000 | ||||
| BRAVEN | ||||||||||
| 100 N LA SALLE ST STE 310 | CHICAGO | IL | 60602 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| CASEL | ||||||||||
| 815 W VAN BUREN ST STE 210 | CHICAGO | IL | 60607 | 501C3 | PUBLIC CHARITY | $150,000 | ||||
| CHICAGO FREEDOM SCHOOL | ||||||||||
| 719 SOUTH STATE ST FLOOR 4 | CHICAGO | IL | 60605 | 501C3 | PUBLIC CHARITY | $5,000 | ||||
| CRISIS TEXT LINE INC | ||||||||||
| PO BOX 1144 | NEW YORK | NY | 10159 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| DIGITAL HARBOR FOUNDATION | ||||||||||
| 1045 LIGHT STREET | BALTIMORE | MD | 21230 | 501C3 | PUBLIC CHARITY | $53,257 | ||||
| DIVINC | ||||||||||
| 1023 SPRINGDALE RD BLDG 12F | AUSTIN | TX | 78721 | 501C3 | PUBLIC CHARITY | $5,000 | ||||
| DREAMYARD PROJECT | ||||||||||
| 1085 WASHINGTON AVE | BRONX | NY | 10456 | 501C3 | PUBLIC CHARITY | $125,000 | ||||
| ERICKSON INSTITUTE | ||||||||||
| 451 N LASALLE DRIVE | CHICAGO | IL | 60654 | 501C3 | PUBLIC CHARITY | $55,000 | ||||
| FREE ROOT OPERATION | ||||||||||
| 220 N GREEN ST | CHICAGO | IL | 60607 | 501C3 | PUBLIC CHARITY | $1,000 | ||||
| FREE SPIRIT MEDIA | ||||||||||
| 906 S HOMAN AVE | CHICAGO | IL | 60624 | 501C3 | PUBLIC CHARITY | $50,000 | ||||
| GAMES FOR CHANGE | ||||||||||
| PO BOX 770699 | WOODSIDE | NY | 11377 | 501C3 | PUBLIC CHARITY | $50,000 | ||||
| GATHERFOR INC | ||||||||||
| 80 STATE STREET | ALBANY | NY | 12207 | 501C3 | PUBLIC CHARITY | $5,000 | ||||
| GIRLS ON THE RUN INTERNATIONAL | ||||||||||
| PO BOX 30667 PMB 65493 | CHARLOTTE | NC | 28230 | 501C3 | PUBLIC CHARITY | $200,000 | ||||
| HOPEWELL FUND | ||||||||||
| 1201 CONNECTICUT AVE NW NO 300 | WASHINGTON DC | DC | 20036 | 501C3 | PUBLIC CHARITY | $50,000 | ||||
| HUMBLE DESIGN INC | ||||||||||
| 431 W PERSHING RD | CHICAGO | IL | 60609 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| INTERNATIONAL NEIGHBORHOOD COLLABORATIVE | ||||||||||
| 7300 S COTTAGE GROVE AVE | CHICAGO | IL | 60619 | 501C3 | PUBLIC CHARITY | $5,000 | ||||
| LAUREUS | ||||||||||
| 501C3 | PUBLIC CHARITY | $200,000 | 15 HILL STREET | LONDON | UK | W1J 5QT | ||||
| LITTLE LEAGUE | ||||||||||
| 7185 S INDIANAPOLIS RD | WHITESTOWN | IN | 46075 | 501C3 | PUBLIC CHARITY | $200,000 | ||||
| LOS ANGELES YOUTH NETWORK | ||||||||||
| 1754 TAFT AVENUE | LOS ANGELES | CA | 90028 | 501C3 | PUBLIC CHARITY | $25,000 | ||||
| NATIONAL PUBLIC EDUCATION SUPPORT FUND | ||||||||||
| 1825 K STREET NORTHWEST SUITE 400 | WASHINGTON DC | DC | 20006 | 501C3 | PUBLIC CHARITY | $25,000 | ||||
| NEW STORY INC | ||||||||||
| 182 HOWARD ST 101 | SAN FRANCISCO | CA | 94105 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| ONE MILLION DEGREES | ||||||||||
| 180 N WABASH SUITE 310 | CHICAGO | IL | 60601 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| PATHOS LABS | ||||||||||
| 8797 PARTRIDGE STREET | LITTLETON | CO | 80126 | 501C3 | PUBLIC CHARITY | $5,000 | ||||
| PEACE EDUCATION PROGRAM | ||||||||||
| 318 W KENTUCKY STREET | LOUISVILLE | KY | 40203 | 501C3 | PUBLIC CHARITY | $25,710 | ||||
| PLANT CHICAGO | ||||||||||
| 4459 S MARSHFIELD AVE | CHICAGO | IL | 60609 | 501C3 | PUBLIC CHARITY | $5,000 | ||||
| POSITIVE COACHING ALLIANCE | ||||||||||
| 66 FRANKLIN STREET SUITE 300 | OAKLAND | CA | 94607 | 501C3 | PUBLIC CHARITY | $200,000 | ||||
| POSITIVE COACHING ALLIANCE | ||||||||||
| 66 FRANKLIN STREET SUITE 300 | OAKLAND | CA | 94607 | 501C3 | PUBLIC CHARITY | $400,000 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | 501C3 | PUBLIC CHARITY | $100,000 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | 501C3 | PUBLIC CHARITY | $75,000 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | 501C3 | PUBLIC CHARITY | $25,000 | ||||
| PROJECT RETURN INC | ||||||||||
| 109 LAFAYETTE STREET | NASHVILLE | TN | 37210 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| REFUGEEONE | ||||||||||
| 5705 N LINCOLN | CHICAGO | IL | 60659 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| SEARCH INSTITUTE | ||||||||||
| 3001 BROADWAY STREET NE SUITE 310 | MINNEAPOLIS | MN | 55413 | 501C3 | PUBLIC CHARITY | $56,950 | ||||
| SISTER SONG INC | ||||||||||
| PO BOX 94408 | ATLANTA | GA | 30377 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| SPY HOP PRODUCTIONS | ||||||||||
| 208 WEST 900 S | SALT LAKE CITY | UT | 84101 | 501C3 | PUBLIC CHARITY | $193,000 | ||||
| STANFORD UNIVERSITY | ||||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | 501C3 | PUBLIC CHARITY | $40,398 | ||||
| STORYCORPS | ||||||||||
| 80 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| THE ASPEN INSTITUTE SPORTS & SOCIETY PROG | ||||||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON DC | DC | 20037 | 501C3 | PUBLIC CHARITY | $125,000 | ||||
| THE HEPH FOUNDATION | ||||||||||
| 805 LAKE STREET 223 | OAK PARK | IL | 60301 | 501C3 | PUBLIC CHARITY | $5,000 | ||||
| THE OHIO STATE UNIVERSITY FOUNDATION | ||||||||||
| 14 E 15TH AVE | COLUMBUS | OH | 43201 | 501C3 | PUBLIC CHARITY | $197,802 | ||||
| UCI FOUNDATION | ||||||||||
| 5141 CALIFORNIA | IRVINE | CA | 92617 | 501C3 | PUBLIC CHARITY | $74,596 | ||||
| UNIVERSITY OF CA - DAVIS | ||||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | 501C3 | PUBLIC CHARITY | $86,900 | ||||
| US OLYMPIC COMMITTEE FOUNDATION | ||||||||||
| 27 S TEJON ST | COLORADO SPRINGS | CO | 80903 | 501C3 | PUBLIC CHARITY | $200,000 | ||||
| US SOCCER FOUNDATION | ||||||||||
| 1140 CONNECTICUT AVENUE NW STE 1200 | WASHINGTON DC | DC | 20036 | 501C3 | PUBLIC CHARITY | $200,000 | ||||
| USA TRIATHLON OF COLORADO | ||||||||||
| 5825 DELMONICO DRIVE SUITE 200 | COLORADO SPRINGS | CO | 80919 | 501C3 | PUBLIC CHARITY | $200,000 | ||||
| VERSE VIDEO EDUCATION INC | ||||||||||
| 207 FISHER AVE | BROOKLINE | MA | 02445 | 501C3 | PUBLIC CHARITY | $5,000 | ||||
| WASHINGTON INTERSCHOLASTIC ACTIVITIES ASSOCIATION | ||||||||||
| 435 MAIN AVE S | RENTON | WA | 98057 | 501C3 | PUBLIC CHARITY | $198,900 | ||||
| WATSI INC | ||||||||||
| 548 MARKET STREET 75903 | SAN FRANCISCO | CA | 94104 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| WE START NOW INC | ||||||||||
| 13220 METCALF AVE SUITE 100 | OVERLAND PARK | KS | 66213 | 501C3 | PUBLIC CHARITY | $150,000 | ||||
| WINGS FOR KIDS INC | ||||||||||
| 476 MEETING STREET | CHARLESTON | SC | 29403 | 501C3 | PUBLIC CHARITY | $116,500 | ||||
| YALE UNIVERSITY | ||||||||||
| 157 CHURCH ST | NEW HAVEN | CT | 06510 | 501C3 | PUBLIC CHARITY | $150,791 | ||||
| YOUNG CHICAGO AUTHORS | ||||||||||
| 1180 N MILWAUKEE AVE | CHICAGO | IL | 60642 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| YOUTH OUTSIDE | ||||||||||
| 436 14TH ST SUITE 1209 | OAKLAND | CA | 94602 | 501C3 | PUBLIC CHARITY | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,521,730 | 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 | $319 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,036 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,935,339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,067,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,067,694 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 9 | INTEREST INCOME FROM ORDINARY INVESTMENTS |
| 10 | DIVIDEND INCOME FROM ORDINARY INVESTMENTS |
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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SUSAN CROWN | |||||||
| 1 | 222 NORTH LASALLE STREET SUITE 2000 | CHICAGO | IL | 60601 | $1,650,000 | Yes (X) | |
| THE CIRCLERC TRUST II | |||||||
| 2 | 222 NORTH LASALLE STREET SUITE 2000 | CHICAGO | IL | 60601 | $82,641 | Yes (X) | |
| SUSAN CROWN | |||||||
| 3 | 222 NORTH LASALLE STREET SUITE 2000 | CHICAGO | IL | 60601 | $1,540,884 | Yes (X) | |
| SUSAN CROWN | |||||||
| 4 | 222 NORTH LASALLE STREET SUITE 2000 | CHICAGO | IL | 60601 | $1,457,779 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 4213 SHARES MASTERCARD | $1,540,884 | 2021-06-15 |
| 4 | 3957 SHARES MASTERCARD | $1,457,779 | 2021-07-02 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $3,511,704 | EOYBookValueAmt |
| EOYFMV | $6,678,518 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATION EXPENSES | $13,423 | $13,423 | $0 |
| LESS AMORTIZED ORGANIZATION EXPENSE | -$11,744 | -$12,306 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $2,876,555 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $858,728 | $257,618 | $601,110 |
| MISCELLANEOUS EXPENSES | $4,386 | $0 | $4,386 |
| COMPUTER AND TECHNOLOGY EXPENSE | $3,125 | $0 | $3,125 |
| BANK CHARGES | $265 | $265 | $0 |
| MARKETING AND ADVERTISING | $258,955 | $0 | $258,955 |
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