1111 FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- 1111 FOUNDATION (EIN 46-1463656)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349104237
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T16:06:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robbins & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 E WACKER DR STE 350 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 | 461463656 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The 1111 Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LAURA KNUDSON | InCareOfNm |
| Business Name Control | 1111 | BusinessNameControlTxt |
| Phone | 8476434343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Three Lakes Drive | AddressLine1Txt |
| City | Northfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ABRAMS | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 3126091100 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | ABRAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry L Robbins CPA | PreparerPersonNm |
| PTIN | P01201817 | PTIN |
| Phone | 3126091100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $23,151,550 | 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 | $1,721,741 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,254 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,254 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $356,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $356,233 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,289,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,631,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,514,222 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,221 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,221 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,406,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,909,930 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $70,339 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,339 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $40,052 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,104 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $594 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,985 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,962,011 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,962,011 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,073,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,985 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,962,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,333,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,838,945 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $420,142 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $460,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $460,765 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $554,005 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $369,110 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $379,498 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,198,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,775,658 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,494,580 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,034,203 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,886,172 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,190,014 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $545,050 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $567,466 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $591,693 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $35,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $35,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,762,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,094,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,151,550 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,762,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,094,171 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,762,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,094,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,762,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,094,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,762,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,333,032 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,095,353 | SubtotalAmt |
| Other Decreases | $1,182 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,094,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPM #M9009 | D | 2015-09-23 | 2020-02-05 | $1,572,528 | $496,608 | $1,075,920 | $1,075,920 |
| JPM #M9009 | P | 2010-01-29 | 2020-08-19 | $626,819 | $231,180 | $395,639 | $395,639 |
| JPM #S2009 | P | $1,898,004 | $1,790,854 | $107,150 | $107,150 | ||
| JPM #S2009 | P | $9,380,697 | $7,563,846 | $1,816,851 | $1,816,851 | ||
| JPM #F0002 | P | $35,663 | $34,471 | $1,294 | $1,192 | ||
| CAPITAL GAIN DIVIDENDS | P | $117,002 | |||||
| CAPITAL GAIN DIVIDENDS | P | $117,002 | |||||
| CAPITAL GAIN DIVIDENDS | P | $117,002 | |||||
| CAPITAL GAIN DIVIDENDS | P | $117,002 | |||||
| CAPITAL GAIN DIVIDENDS | P | $117,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,514,222 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,361 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $53,361 | SubtotalAmt |
| Tax Based On Investment Income | $53,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,792 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $72,792 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,431 | OverpaymentAmt |
| Applied To ES Tax | $19,431 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA KNUDSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476434343 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAKES DRIVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES D ABRAMS | ||||||||
| Three Lakes Drive | Northfield | IL | 60093 | CO-PRESIDENT | 1.0 | $0 | $0 | $0 |
| WENDY D ABRAMS | ||||||||
| Three Lakes Drive | northfield | IL | 60093 | CO-PRESIDENT | 1.0 | $0 | $0 | $0 |
| LAURA KNUDSON | ||||||||
| Three Lakes Drive | northfield | IL | 60093 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISORY MGMNT FEE | ServiceTypeTxt |
| Compensation | $70,165 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,848,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $944,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,793,196 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,793,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $326,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,466,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,073,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,073,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,361 | TotalTaxAmt |
| Distributable Before Adj | $1,019,954 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,019,954 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,019,954 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,962,021 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,962,021 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,962,021 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,019,954 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,080,012 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $912,939 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,099,680 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $626,251 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $816,657 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,535,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,962,021 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,019,954 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $942,067 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,477,606 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,080,012 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,397,594 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $912,939 | ExcessFromYear4Amt |
| Excess From Year3 | $1,099,680 | ExcessFromYear3Amt |
| Excess From Year2 | $626,251 | ExcessFromYear2Amt |
| Excess From Year1 | $816,657 | ExcessFromYear1Amt |
| Excess From Current Year | $942,067 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES D ABRAMS | ContributingManagerNm |
| Contributing Manager | WENDY D ABRAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 14th Street Y | ||||||||
| 344 E 14th Street | NEW YORK | NY | 10033 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $10,000 | |
| amy krouse rosenthal foun | ||||||||
| 111 W Washington Street Suite 150 | chicAGO | IL | 60602 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $22,011 | |
| art center highland park | ||||||||
| 1957 sheridan road | higHLAND PARK | IL | 60035 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $5,000 | |
| Best Buddies | ||||||||
| 100 Southeast Second Street | MIAMI | FL | 33131 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $10,000 | |
| Brown University | ||||||||
| 350 Eddy Street | Providence | RI | 02912 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $250,000 | |
| Build Inc | ||||||||
| 5100 W Harrison St | CHICAGO | IL | 60644 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $1,000 | |
| California Service Initiative Volunteers Fund | ||||||||
| 1400 10th St | Sacramento | CA | 95814 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $250,000 | |
| Canine Therapy Corp | ||||||||
| 3819 W Fullerton Ave | chicago | IL | 60647 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $500 | |
| Chicago Cares | ||||||||
| 2 North Riverside Plaza Suite 1800 | chicago | IL | 60606 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $5,000 | |
| City Year Chicago | ||||||||
| 287 Columbus Avenue | boston | ME | 02116 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $1,000 | |
| Climate Emergency Fund | ||||||||
| 8383 Wilshire Blvd Suite 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $25,000 | |
| Clinton Foundation | ||||||||
| 610 President Clinton Ave | little rock | AR | 72201 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $100,000 | |
| Conservation Lands Foundation | ||||||||
| 835 E 2nd Ave Suite 314 | DURANGO | CO | 81301 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $5,000 | |
| Cool Globes Inc | ||||||||
| 3 Lakes Drive | NORTHFIELD | IL | 60093 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $100,000 | |
| Cornell University (Cornell Institute of Politics) | ||||||||
| 130 E Seneca Street Suite 400 | ITHACA | NY | 14850 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $34,000 | |
| Debate it Forward | ||||||||
| 3150 N Lake Shore Drive 15F | CHICAGO | IL | 60657 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $500 | |
| Digestive Health Foundation | ||||||||
| 541 North Fairbanks Court Suite 80 | CHICAGO | IL | 60611 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $42,500 | |
| Farmlink | ||||||||
| 10539 Humbolt St | Los Alamitos | CA | 90720 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $5,000 | |
| Highland Park Community Foundation | ||||||||
| PO Box 398 | HIGHLAND PARK | IL | 60035 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $5,000 | |
| Illinois Holocaust Museum | ||||||||
| 9603 Woods Drive | SKOKIE | IL | 60077 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $20,000 | |
| JACPAC (JAC Education Foundation) | ||||||||
| PO Box 105 | HIGHLAND PARK | IL | 60035 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $15,000 | |
| Keshet | ||||||||
| 600 Academy Drive Suite 130 | NORTHBROOK | IL | 60062 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $5,000 | |
| Montana Land Reliance | ||||||||
| PO Box 355 | HELENA | MT | 59624 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $5,000 | |
| Open Roads Academy | ||||||||
| 1223 Wilshire Blvd Suite 351 | SANTA MONICA | CA | 90403 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $10,000 | |
| Plastic Pollution Coalition Earth Island Inst | ||||||||
| 4401A Connecticut Avenue NW 143 | WASHINGTON | DC | 20008 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $5,000 | |
| Ravinia Festival | ||||||||
| 418 Sheridan Road | HIGHLAND PARK | IL | 60035 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $50,000 | |
| Robert F Kennedy Center for Justice & Human Rights | ||||||||
| 1300 19th Street NW Suite 750 | washington | DC | 20036 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $254,500 | |
| Save the Children | ||||||||
| 501 Kings Highway East Suite 400 | FAIRFIELD | CT | 06825 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $10,000 | |
| Time's Up Foundation | ||||||||
| P O Box 33633 1800 M Street NW | WASHINGTON | DC | 20033 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $10,000 | |
| United Way of Lake County | ||||||||
| 330 South Greenleaf Street | GURNEE | IL | 60031 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $6,000 | |
| University of Chicago | ||||||||
| 5235 South Harper Court Suite 450 | CHICAGO | IL | 60615 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $100,000 | |
| University of Chicago - Law School | ||||||||
| 1111 East 60th Street | CHICAGO | IL | 60637 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $200,000 | |
| University of Southern California | ||||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $250,000 | ALM 2ND FL MC 0461 |
| USC Basic Needs Fund | ||||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $10,000 | ALM 2ND FL MC 0461 |
| USC Community Outreach Fund | ||||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $10,000 | ALM 2ND FL MC 0461 |
| USC Employee Support Fund | ||||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $10,000 | ALM 2ND FL MC 0461 |
| USC Keck COVID 19 Emergency Fund | ||||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $10,000 | ALM 2ND FL MC 0461 |
| Waterkeeper Alliance | ||||||||
| 180 Maiden Lane Suite 603 | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $100,000 | |
| ZCenter | ||||||||
| PO Box 105 | HIGHLAND PARK | IL | 60035 | N/A | PC | UNRESTRICTED CHARITABLE GIFT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,962,011 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $367,487 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 24 | ExclusionCd |
| Exclusion | $28,221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,289,089 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,684,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,684,797 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES D WENDY D ABRAMS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAKES DRIVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,721,741 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,910 SHARES TESLA INC. | NoncashPropertyDesc |
| Fair Market Value | $1,721,741 | FairMarketValueAmt |
| Received | 2020-02-04 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $0 | $0 |
| DOUBLELINE TOTAL RET BD | $0 | $0 |
| WELLS FARGO CORE BOND FUND - C | $373,127 | $396,849 |
| VANGUARD TOTAL BOND MARKET IND | $1,826,254 | $1,963,196 |
| SCHWAB US TIPS ETF | $0 | $0 |
| PIMCO SHORT-TERM FD-INSTL | $128,497 | $127,977 |
| PIMCO INVESTMENT GRADE CORP | $327,721 | $366,962 |
| PIMCO INCOME FD-INS | $132,994 | $130,304 |
| BLACKROCK HI YLD BOND PORT | $434,016 | $510,582 |
| JPM HIGH YIELD FD USD R6 | $234,330 | $261,509 |
| VANGUARD MORTGAGE-BACKED SEC | $1,155,634 | $1,154,232 |
| VANGUARD INT-TERM CORP | $273,599 | $278,403 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| alIBABA GROUP HOLDING-SP ADR | $295,763 | $768,009 |
| alphABET INC/CA-CL C | $809,491 | $1,781,662 |
| APPLE, INC. | $99,213 | $1,794,500 |
| BERKSHIRE HATHAWAY INC. | $577,949 | $1,739,075 |
| FINANcial Select Sector SPDR | $305,342 | $388,841 |
| HEALTH CARE SELECT SECTOR | $390,383 | $534,189 |
| ISHARES CORE DIVIDEND GROWTH | $0 | $0 |
| SPDR S&P 500 ETF TRUST | $0 | $0 |
| VANGUARD INFO TECH ETF | $400,917 | $812,656 |
| FIDELITY 500 INDEX FD-AI | $3,917,490 | $4,283,243 |
| ISHARES MBS ETF | $0 | $0 |
| CONSUMER STAPLES SPDR | $114,361 | $129,369 |
| CONSUMER DISCRETIONARY SELT | $218,438 | $267,216 |
| IND'L SELECT SECT SPDR | $281,627 | $373,415 |
| VANGUARD COMMUNICATION SVC ETF | $291,868 | $393,775 |
| JPM LARGE CAP GRWTH FD | $1,477,298 | $1,545,822 |
| JPM US EQ FD | $847,295 | $841,403 |
| ACCENTURE PLC-CL A | $31,172 | $33,435 |
| ADYEN NV-UNSPON ADR | $17,279 | $21,530 |
| AIA GROUP LTD-SP ADR | $38,601 | $43,824 |
| ALCON INC | $22,170 | $24,215 |
| AMEDEUS IT GROUP-UNSP ADR | $23,328 | $26,224 |
| AON PLC-CLASS A | $15,173 | $15,634 |
| ASML HOLDING NV-NY REG SHS | $31,933 | $40,481 |
| ATLAS COPCO AB-SPONS ADR A | $22,113 | $23,088 |
| CANADIAN PACIFIC RAILWAY LTD | $32,393 | $36,056 |
| CSL LTD-SPONSORED ADR | $38,115 | $38,332 |
| DVS PANALPINA A S-UNSP ADR | $32,393 | $34,112 |
| EXPERIAN PLC-SPONS ADR | $34,856 | $34,506 |
| FERRARI NV | $16,178 | $18,821 |
| HDFC BANK LTD-ADR | $30,013 | $36,997 |
| ICON PLC | $11,855 | $12,479 |
| LONZA GROUP AG-UNSPON ADR | $23,291 | $24,286 |
| LULULEMON ATHLETICA INC | $25,164 | $26,798 |
| LVMH MOET HENENESSY | $30,901 | $35,922 |
| MERCADOLIBRE INC | $35,929 | $51,932 |
| METTLER-TOLEDO INTERNATIONAL | $19,622 | $21,654 |
| NESTLE SA | $24,794 | $24,856 |
| PERNOD RICARD SA | $16,049 | $17,718 |
| RESMED INC | $27,638 | $31,671 |
| SHOPIFY INC-CLASS A | $20,667 | $24,903 |
| SIKA AG-BR | $19,656 | $21,947 |
| SMITH & NEPHEW PLC | $20,890 | $22,139 |
| STERIS PLC | $20,179 | $21,608 |
| TAIWAN SEMICONDUCTOR | $41,900 | $51,794 |
| TENCENT HOLDINGS LTD | $23,971 | $24,443 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $369,110 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $379,498 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | highbridge strategic credit fu | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $567,466 | BookValueAmt |
| EOYFMV | $591,693 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other assets | Desc |
| BOY Book Value | $10,000 | BOYBookValueAmt |
| EOY Book Value | $35,000 | EOYBookValueAmt |
| EOYFMV | $35,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET ADJUSTMENT | Desc |
| Amt | $1,182 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| highbridge deductions | $594 | $594 | |
| filing fee | $10 | $0 | $10 |
| MISCELLANEOUS | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM FORM 8621 | Desc |
| Revenue And Expenses Per Books | $28,221 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28,221 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $70,339 | Amt |
| Net Investment Income | $70,339 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX PAIE | $40,000 | |
| FOREIGN TAX PAID | $52 | $52 |
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