PALM BEACH COMMUNITY CHEST UNITED WAY CHARITABLE TRUST 34222298: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PALM BEACH COMMUNITY CHEST UNITED WAY CHARITABLE TRUST 34222298 (EIN 65-6372446)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-06-01
- IRS object ID
- 202131529349100418
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-01T17:00:06-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656372446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALM BEACH COMMUNITY CHESTUNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 3126306000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTHERN TRUST COMPANY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3126306000 | PhoneNum |
| Signature | 2021-05-27 | SignatureDt |
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 | $1,699,167 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $36,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,982 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $460,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,413 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $73,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,395 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,917 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,479 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,438 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $682 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,703 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,736 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,984 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,597 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $709,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $714,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,036,445 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $565,862 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $600,610 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $616,539 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $72,761 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,104 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,586 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,363,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,359,236 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,699,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,363,112 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,359,236 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,363,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,359,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,363,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,359,236 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,363,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7 | OtherIncreasesAmt |
| Subtotal | $1,359,236 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,359,236 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2017-06-15 | 2020-05-18 | $44 | $59 | -$15 | -$15 | |
| 88. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2018-10-19 | 2020-06-18 | $1,414 | $1,679 | -$265 | -$265 | |
| 1. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2019-12-17 | 2021-02-18 | $21 | $19 | $2 | $2 | |
| 79. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2019-12-17 | 2021-04-05 | $1,740 | $1,475 | $265 | $265 | |
| 114. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2019-08-15 | 2020-08-20 | $3,389 | $3,276 | $113 | $113 | |
| 120. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2019-08-15 | 2020-08-20 | $3,562 | $3,746 | -$184 | -$184 | |
| 368. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2016-07-21 | 2020-08-20 | $10,928 | $10,003 | $925 | $925 | |
| 85. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2016-07-21 | 2021-01-21 | $2,968 | $2,311 | $657 | $657 | |
| 73. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2020-02-20 | 2021-04-05 | $2,698 | $2,230 | $468 | $468 | |
| 510. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBO | 2019-06-20 | 2020-11-12 | $13,105 | $12,510 | $595 | $595 | |
| 687. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBO | 2020-08-20 | 2020-11-12 | $17,654 | $17,249 | $405 | $405 | |
| 24. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBOX | 2020-02-20 | 2021-04-05 | $631 | $599 | $32 | $32 | |
| 41. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2019-06-20 | 2021-04-05 | $2,340 | $2,123 | $217 | $217 | |
| 275. MFB NORTHN MID CAP INDEX FD FD | 2019-01-17 | 2020-05-18 | $4,342 | $5,403 | -$1,061 | -$1,061 | |
| 692. MFB NORTHN MID CAP INDEX FD FD | 2019-01-17 | 2020-06-18 | $11,722 | $11,679 | $43 | $43 | |
| 1005. MFB NORTHN MID CAP INDEX FD FD | 2019-08-15 | 2020-08-20 | $18,231 | $17,340 | $891 | $891 | |
| 236. MFB NORTHN MID CAP INDEX FD FD | 2019-12-19 | 2021-01-22 | $5,258 | $4,037 | $1,221 | $1,221 | |
| 79. MFB NORTHN MID CAP INDEX FD FD | 2020-02-20 | 2021-04-06 | $1,917 | $1,562 | $355 | $355 | |
| 18. MFB NORTHN INTL EQTY INDEX FD | 2013-12-05 | 2020-05-18 | $189 | $217 | -$28 | -$28 | |
| 563. MFB NORTHN INTL EQTY INDEX FD | 2013-12-05 | 2020-06-18 | $6,429 | $6,790 | -$361 | -$361 | |
| 10. MFB NORTHN INTL EQTY INDEX FD | 2013-12-05 | 2020-11-13 | $127 | $121 | $6 | $6 | |
| 676. MFB NORTHN INTL EQTY INDEX FD | 2013-12-05 | 2021-04-06 | $9,606 | $8,153 | $1,453 | $1,453 | |
| 389. MFB NORTHERN FUNDS BD INDEX FD | 2019-06-20 | 2020-11-13 | $4,372 | $4,158 | $214 | $214 | |
| 1201. MFB NORTHERN FUNDS BD INDEX FD | 2019-12-19 | 2021-01-22 | $13,319 | $12,847 | $472 | $472 | |
| 1795. MFB NORTHERN FUNDS BD INDEX FD | 2020-02-20 | 2021-04-06 | $19,350 | $19,691 | -$341 | -$341 | |
| 4680. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2019-01-17 | 2020-05-18 | $39,593 | $46,705 | -$7,112 | -$7,112 | |
| 42. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2019-08-15 | 2020-08-20 | $391 | $457 | -$66 | -$66 | |
| 1. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2019-08-15 | 2020-11-13 | $10 | $11 | -$1 | -$1 | |
| 95. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2020-02-20 | 2021-04-06 | $1,031 | $1,102 | -$71 | -$71 | |
| 3. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2016-04-21 | 2020-05-18 | $30 | $28 | $2 | $2 | |
| 4. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2016-04-21 | 2021-02-19 | $62 | $38 | $24 | $24 | |
| 303. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2016-04-21 | 2021-04-06 | $4,430 | $2,863 | $1,567 | $1,567 | |
| 5508. MFB NORTHN HI YIELD FXD INC FD | 2018-03-15 | 2020-05-18 | $32,332 | $37,239 | -$4,907 | -$4,907 | |
| 4286. MFB NORTHN HI YIELD FXD INC FD | 2018-09-13 | 2020-08-20 | $27,559 | $28,891 | -$1,332 | -$1,332 | |
| 10. MFB NORTHN HI YIELD FXD INC FD | 2018-09-13 | 2020-11-13 | $65 | $67 | -$2 | -$2 | |
| 7330. MFB NORTHN HI YIELD FXD INC FD | 2019-12-12 | 2021-02-19 | $50,064 | $49,170 | $894 | $894 | |
| 569. MFB NORTHN HI YIELD FXD INC FD | 2020-02-20 | 2021-04-06 | $3,869 | $3,821 | $48 | $48 | |
| 437. MFB NORTHN FDS SMALL CAP INDEX FD | 2018-06-21 | 2020-05-18 | $4,645 | $5,569 | -$924 | -$924 | |
| 508. MFB NORTHN FDS SMALL CAP INDEX FD | 2013-10-23 | 2020-06-18 | $5,781 | $6,213 | -$432 | -$432 | |
| 553. MFB NORTHN FDS SMALL CAP INDEX FD | 2019-12-19 | 2021-01-22 | $9,174 | $6,726 | $2,448 | $2,448 | |
| 76. MFB NORTHN FDS SMALL CAP INDEX FD | 2019-08-15 | 2021-02-19 | $1,307 | $894 | $413 | $413 | |
| 103. MFB NORTHN FDS SMALL CAP INDEX FD | 2020-02-20 | 2021-04-06 | $1,811 | $1,388 | $423 | $423 | |
| 863. MFB NORTHERN FDS STK INDEX FD | 2019-01-17 | 2020-05-18 | $29,282 | $26,710 | $2,572 | $2,572 | |
| 1391. MFB NORTHERN FDS STK INDEX FD | 2019-01-17 | 2020-06-18 | $49,867 | $34,534 | $15,333 | $15,333 | |
| 206. MFB NORTHERN FDS STK INDEX FD | 2019-07-18 | 2020-08-20 | $8,011 | $7,134 | $877 | $877 | |
| 105. MFB NORTHERN FDS STK INDEX FD | 2019-12-19 | 2021-01-22 | $4,527 | $3,791 | $736 | $736 | |
| 333. MFB NORTHERN FDS STK INDEX FD | 2019-08-15 | 2021-04-06 | $15,191 | $11,469 | $3,722 | $3,722 | |
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,122 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,413 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $959 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $959 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $650 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $650 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $309 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 | FL | OrgReportOrRegisterStateCd |
| 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 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE NORTHERN TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,917 | CompensationAmt |
| 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 |
| 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 | $1,589,853 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,589,853 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,589,853 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,566,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $959 | TotalTaxAmt |
| Distributable Before Adj | $77,341 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,341 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,341 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,439 | 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 | $72,439 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $72,439 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,341 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,736 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,736 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,703 | 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 | $68,638 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALM BEACH COMMUNITY CHEST | BusinessNameLine1Txt |
| Business Name Line2 | UNITED WAY | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $63,736 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,736 | 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 | $36,984 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,413 | 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 | $73,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,397 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHMENTS | BondNm |
| EOY Book Value | $600,610 | EOYBookValueAmt |
| EOYFMV | $616,539 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENTS | StockNm |
| EOY Book Value | $714,925 | EOYBookValueAmt |
| EOYFMV | $1,036,445 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE ATTACHMENTS | Desc |
| BOY Book Value | $72,761 | BOYBookValueAmt |
| EOY Book Value | $25,104 | EOYBookValueAmt |
| EOYFMV | $27,586 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL ATTY GENERAL FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $7 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX | $430 | $0 | $0 |
| FOREIGN TAXES | $682 | $682 | $0 |
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