ZARPET FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZARPET FAMILY FOUNDATION (EIN 83-2650413)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202111339349103606
- Schema version
- 2020v4.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T20:23:19-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364268733 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EQUITY GROUP INVESTMENTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH RIVERSIDE PLAZA SUITE 600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832650413 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZARPET FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZARP | BusinessNameControlTxt |
| Phone | 3124663965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO N RIVERSIDE PLAZA NO 600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BUNEGAR | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3124663966 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | BUNEGAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICJA KOLENDO | PreparerPersonNm |
| PTIN | P01063636 | PTIN |
| Phone | 3124541800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $8,842,088 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,521,329 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,291 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,291 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,724 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,863,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,290,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,544,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,311,552 | 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 |
| Legal Fees Rev And Expnss | $6,819 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,960 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,859 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,680 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,340 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,340 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $814 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,013 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,013 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,379,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,299,631 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,896 | CashBOYAmt |
| Cash EOY | $12,214 | CashEOYAmt |
| Cash EOYFMV | $12,214 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,454,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,826,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,826,022 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,003,852 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,003,852 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,472,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,842,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,842,088 | 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 | $5,472,220 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,842,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,472,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,842,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,472,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,842,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,472,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,379,868 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,852,088 | SubtotalAmt |
| Other Decreases | $10,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,842,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,524,240 | $233,250 | $3,290,990 | $3,290,990 |
| PUBLICLY TRADED SECURITIES | P | $339,696 | $339,883 | -$187 | -$187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,290,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,865 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,302 | 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 | $44,302 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,563 | 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 | Yes (1) | 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 | EQUITY GROUP INVESTMENTS | IndividualWithBooksNm |
| Phone | 3124663965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH RIVERSIDE PLAZA SUITE 600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP TINKLER | ||||||||
| TWO N RIVERSIDE PLAZA SUITE 600 | CHICAGO | IL | 60606 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KELLIE ZELL | ||||||||
| TWO N RIVERSIDE PLAZA SUITE 600 | CHICAGO | IL | 60606 | SPECIAL DIRECTOR & PRESIDE | 0.00 | $0 | $0 | $0 |
| SCOTT PEPPET | ||||||||
| TWO N RIVERSIDE PLAZA SUITE 600 | CHICAGO | IL | 60606 | DIRECTOR & VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JESSICA HARPER | ||||||||
| TWO N RIVERSIDE PLAZA SUITE 600 | CHICAGO | IL | 60606 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAUREN HARPER | ||||||||
| TWO N RIVERSIDE PLAZA SUITE 600 | CHICAGO | IL | 60606 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LUCILLE MCFARLAND | ||||||||
| TWO N RIVERSIDE PLAZA SUITE 600 | CHICAGO | IL | 60606 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JAMES BUNEGAR | ||||||||
| TWO N RIVERSIDE PLAZA SUITE 600 | CHICAGO | IL | 60606 | TREASURER | 0.00 | $0 | $0 | $0 |
| JOSEPH MIRON | ||||||||
| TWO N RIVERSIDE PLAZA SUITE 600 | CHICAGO | IL | 60606 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANNA PEPPET | ||||||||
| TWO N RIVERSIDE PLAZA SUITE 600 | CHICAGO | IL | 60606 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRET KIRCHNER | ||||||||
| TWO N RIVERSIDE PLAZA SUITE 600 | CHICAGO | IL | 60606 | DIRECTOR | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,384,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,083,288 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,467,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,467,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,355,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $367,787 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $367,787 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,865 | TotalTaxAmt |
| Distributable Before Adj | $321,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $321,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $321,922 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,013 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,013 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,013 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $132,080 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,013 | QualifyingDistributionsAmt |
| Applied To Year1 | $132,080 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $303,989 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KELLIE ZELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OZONE HOUSE | |||||||
| 1705 WASHTENAW | ANN ARBOR | MI | 48104 | N/A | PC | GENERAL USE | $15,000 |
| WYATT ACADEMY | |||||||
| 3620 FRANKLIN STREET | DENVER | CO | 80205 | N/A | PC | GENERAL USE | $30,000 |
| BOULDER COMMUNITY HEALTH FOUNDATION | |||||||
| PO BOX 19320 | BOULDER | CO | 80308 | N/A | PC | FEED THE FRONTLINES BOULDER | $25,000 |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION | |||||||
| 1575 YARMOUTH AVE | BOULDER | CO | 80304 | N/A | PC | GENERAL USE | $20,000 |
| MEALS ON WHEELS OF BOULDER | |||||||
| 909 ARAPAHOE AVE SUITE 121 | BOULDER | CO | 80302 | N/A | PC | GENERAL USE | $10,000 |
| CAFE MOMENTUM | |||||||
| 1510 PACIFIC AVE | DALLAS | TX | 75201 | N/A | PC | GENERAL USE | $10,000 |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION | |||||||
| 1575 YARMOUTH AVE | BOULDER | CO | 80304 | N/A | PC | GENERAL USE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,000 | 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 | $6,291 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,724 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,473 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,473 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| KELLIE ZELL | ||||||
| 1 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $268,644 | Yes (X) |
| KELLIE ZELL | ||||||
| 2 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $194,586 | Yes (X) |
| KELLIE ZELL | ||||||
| 3 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $273,702 | Yes (X) |
| KELLIE ZELL | ||||||
| 4 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $237,111 | Yes (X) |
| KELLIE ZELL | ||||||
| 5 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $161,652 | Yes (X) |
| KELLIE ZELL | ||||||
| 6 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $195,360 | Yes (X) |
| KELLIE ZELL | ||||||
| 7 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $297,971 | Yes (X) |
| KELLIE ZELL | ||||||
| 8 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $905,485 | Yes (X) |
| KELLIE ZELL | ||||||
| 9 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $252,717 | Yes (X) |
| KELLIE ZELL | ||||||
| 10 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $290,218 | Yes (X) |
| KELLIE ZELL | ||||||
| 11 | TWO NORTH RIVERSIDE PLAZA STE 600 | CHICAGO | IL | 60606 | $443,883 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,464 SHARES OF BLACKLINE INC. | $268,644 | 2020-01-30 |
| 2 | 212 SHARES OF ADYEN B.V. | $194,586 | 2020-01-30 |
| 3 | 319 SHARES OF ADYEN B.V. | $273,702 | 2020-03-31 |
| 4 | 3,942 SHARES OF BLACKLINE INC. | $237,111 | 2020-04-27 |
| 5 | 3,784 SHARES OF DATADOG INC. | $161,652 | 2020-04-27 |
| 6 | 206 SHARES OF ADYEN B.V. | $195,360 | 2020-04-27 |
| 7 | 3,373 SHARES OF DATADOG INC. | $297,971 | 2020-06-22 |
| 8 | 631 SHARES OF ADYEN B.V. | $905,485 | 2020-06-22 |
| 9 | 3,028 SHARES OF DATADOG INC. | $252,717 | 2020-08-25 |
| 10 | 153 SHARES OF ADYEN B.V. | $290,218 | 2020-10-07 |
| 11 | 4,541 SHARES OF DATADOG INC. | $443,883 | 2020-12-09 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,819 | LegalFeesAmt |
| Net Investment Income | $1,960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,859 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS - BONDS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $7,003,852 | EOYBookValueAmt |
| EOYFMV | $7,003,852 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $10,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,242 | $621 | $621 |
| FILING FEES | $155 | $0 | $155 |
| POSTAGE & DELIVERY | $38 | $0 | $38 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $18,680 | Amt |
| Net Investment Income | $9,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,340 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLIE ZELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH RIVERSIDE PLAZA SUITE 600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES - CURRENT | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments