BETA

POLEN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
POLEN FAMILY FOUNDATION (EIN 20-3970463)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-04
IRS object ID
202233089349101833
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-04T15:26:17-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203970463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1POLEN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O EDWARD POLENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPOLEBusinessNameControlTxt
Phone8476892200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12780 RIDGE ROADAddressLine1Txt
CityHIGHLAND PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD POLENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8476892200PhoneNum
Signature2022-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARDPersonFirstNm
Person LastPOLENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY A HAUMANNPreparerPersonNm
PTINP00546491PTIN
Phone3122071040PhoneNum
Preparation2022-11-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$804,230FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$120,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,222DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,222DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,862NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$147,648GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,862CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$156,088TotalRevAndExpnssAmt
Total Net Invst Incm$36,088TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$7,009OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,769OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$457TaxesRevAndExpnssAmt
Taxes Net Invst Incm$247TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,466TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,016TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$84,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$84,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$91,466TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,016TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$84,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$64,622ExcessRevenueOverExpensesAmt
Net Investment Income$33,072NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$31,367SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$70,577SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$70,577SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$568,657OtherInvestmentsBOYAmt
Other Investments EOY$594,069OtherInvestmentsEOYAmt
Other Investments EOYFMV$733,653OtherInvestmentsEOYFMVAmt
Total Assets BOY$600,024TotalAssetsBOYAmt
Total Assets EOY$664,646TotalAssetsEOYAmt
Total Assets EOYFMV$804,230TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$600,024RetainedEarningBOYAmt
Retained Earning EOY$664,646RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$600,024TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$664,646TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$600,024TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$664,646TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$600,024TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$64,622ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$664,646SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$664,646TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - JPMP$59,386$58,763$623$623
PUBLICLY TRADED SECURITIES - JPMP$83,263$73,023$10,240$10,240
PUBLICLY TRADED SECURITIES - JPMP$58$58$58
CAPITAL GAINS DIVIDENDSP$4,941$4,941$4,941
FieldValueIRS element (for citing)
Capital Gain Net Income$15,862CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$460InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$460SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$460TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$265EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$250ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$515TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$55OverpaymentAmt
Applied To ES Tax$55AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EDWARD POLENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8476892200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12780 RIDGE ROADAddressLine1Txt
CityHIGHLAND PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60035ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDWARD POLEN
2780 RIDGE ROADHIGHLAND PARKIL60035PRES/SEC/DIRECTOR0.50$0$0$0
TAMRA POLEN
2780 RIDGE ROADHIGHLAND PARKIL60035TREASURER/DIRECTOR0.25$0$0$0
BERNARD A SCHLIFKE
ONE IBM PLAZA SUITE 3000CHICAGOIL60611ASST SECY/DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$714,754AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,202AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$760,956TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$760,956AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,414CashDeemedCharitableAmt
Net Vl Noncharitable Assets$749,542NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,477MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,477MinimumInvestmentReturnAmt
Tax Based On Investment Income$460TaxBasedOnInvestmentIncomeAmt
Total Tax$460TotalTaxAmt
Distributable Before Adj$37,017DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,017DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,017DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$84,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$84,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,017DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$35,386ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$42,708ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$23,276ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$63,778ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,602ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$221,750TotalExcessDistributionCyovAmt
Qualifying Distributions$84,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,017AppliedToCurrentYearAmt
Remaining Distri From Corpus$46,983RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$268,733TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$35,386ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$233,347ExcessDistriCyovToNextYrAmt
Excess From Year4$42,708ExcessFromYear4Amt
Excess From Year3$23,276ExcessFromYear3Amt
Excess From Year2$63,778ExcessFromYear2Amt
Excess From Year1$56,602ExcessFromYear1Amt
Excess From Current Year$46,983ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
1 E WACKER DR SUITE 1500CHICAGOIL60601NONEPCCHARITABLE$1,000
AMERICAN RED CROSS
2200 W HARRISON STREETCHICAGOIL60612NONEPCCHARITABLE$2,000
AMERICAN VET DOGS
371 EAST JERICHO TURNPIKESMITHTOWNNY11787NONEPCCHARITABLE$1,000
ASPEN VALLEY HOSPITAL
0401 CASTLE CREEK ROADASPENCO81611NONEPCCHARITABLE$10,000
CANCER WELLNESS CENTER
215 REVERE DRIVENORTHBROOKIL60062NONEPCCHARITABLE$1,000
CATHOLIC CHARITIES
PO BOX 7154CAROL STREAMIL60197NONEPCCHARITABLE$2,500
CHICAGO BOTANICAL GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPCCHARITABLE$1,500
CHICAGO ZOOLOGICAL SOCIETY
3300 GOLF ROADBROOKFIELDIL60513NONEPCCHARITABLE$2,500
CHILDRENS HOSPITAL
225 E CHICAGO AVENUECHICAGOIL60611NONEPCCHARITABLE$5,000
COLLEGE BOARD OPPORTUNITIES
2780 RIDGE ROADHIGHLAND PARKIL60035NONEPCCHARITABLE$1,000
DISABLED AMERICAN VETERANS
2122 W TAYLOR STREET SUITE 104CHICAGOIL60612NONEPCCHARITABLE$2,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEPCCHARITABLE$2,500
FOR AUTISTIC KIDS
1200 N MILWAUKEE AVENUEGLENVIEWIL60025NONEPCCHARITABLE$3,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
29 E MADISON STREETCHICAGOIL60602NONEPCCHARITABLE$3,000
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202NONEPCCHARITABLE$5,000
HP COMMUNITY FOUNDATION
PO BOX 398HIGHLAND PARKIL60035NONEPCCHARITABLE$2,500
ICFS
2505 N AVENUENATIONAL CITYCA91950NONEPCCHARITABLE$1,500
JEWISH WAR VETERANS OF THE USA
1811 R STREET NWWASHINGTON DCDC20009NONEPCCHARITABLE$1,000
JIMMY FUND
10 BROOKLINE PLACE WESTBROOKLINEMA02445NONEPCCHARITABLE$5,000
LAKE COUNTY FAMILY SERVICES
777 CENTRAL AVENUE SUITE 17HIGHLAND PARKIL60035NONEPCCHARITABLE$1,500
MASSACHUSETTS COLLEGE OF PHARMACY
179 LONGWOOD AVENUEBOSTONMA02115NONEPCCHARITABLE$10,000
MULTIPLE SCLEROSIS OF AMERICA
525 W MONROE STREET SUITE 1510CHICAGOIL60661NONEPCCHARITABLE$2,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700WASHINGTONDC20001NONEPCCHARITABLE$1,000
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURTGENEVAIL60134NONEPCCHARITABLE$2,000
PADS LAKE COUNTY
1800 GRAND AVENUEWAUKEGANIL60085NONEPCCHARITABLE$1,000
PAWS CHICAGO
1997 N CLYBOURN AVENUECHICAGOIL60614NONEPCCHARITABLE$1,000
THE ARK
6450 N CALIFORNIA AVENUECHICAGOIL60645NONEPCCHARITABLE$1,500
USO
333 N MICHIGAN AVENUE SUITE 2226CHICAGOIL60601NONEPCCHARITABLE$1,500
WFMT
5400 N ST LOUIS AVECHICAGOIL60625NONEPCCHARITABLE$1,000
WILD AID
220 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104NONEPCCHARITABLE$2,000
SALVATION ARMY
5040 N PULASKI ROADCHICAGOIL60630NONEPCCHARITAB;E$5,000
LAKE COUNTY CHILDREN'S ADVOCACY
123 OPLAINE ROADGURNEEIL60031NONEPCCHARITABLE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$84,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,222ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,862ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$36,088ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,088TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1EMCOBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12100 COMMONWEALTH AVEAddressLine1Txt
CityNORTH CHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60064ZIPCd
FieldValueIRS element (for citing)
Total Contributions$120,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJPMORGANCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$594,069BookValueAmt
EOYFMV$733,653EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEE$2,769$2,769$0
LEGAL FEES$140$0$0
ACCOUNTING FEES$4,100$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON DIVIDENDS$247$247$0
IL STATE TAXES$10$0$0
FEDERAL TAXES$200$0$0

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