BETA

WEDNER FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WEDNER FAMILY FOUNDATION (EIN 26-3863441)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-01
IRS object ID
202133059349101168
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-01T17:10:36-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362469413PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TOPEL FORMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 N MICHIGAN AVE SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263863441EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEDNER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWEDNBusinessNameControlTxt
Phone3128737300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12669 S BAYSHORE DR UNIT 903-NAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331335483ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCUS D WEDNERPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone3128737300PhoneNum
Signature2021-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARCUSPersonFirstNm
Person LastWEDNERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGGIE THOMASONPreparerPersonNm
PTINP00192192PTIN
Phone3126420006PhoneNum
Preparation2021-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,266,712FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$427,664ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,279InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,279InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,925DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,925DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$158,921NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,190,466GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$546,533CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$623,789TotalRevAndExpnssAmt
Total Net Invst Incm$583,737TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,185AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,185AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,042TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,237TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,195TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,683ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,683ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,920TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$93,878TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$524,869ExcessRevenueOverExpensesAmt
Net Investment Income$583,737NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$516,989CashBOYAmt
Cash EOY$2,612,974CashEOYAmt
Cash EOYFMV$2,612,974CashEOYFMVAmt
Acct Rcvbl$714,434AcctRcvblAmt
Acct Rcvbl EOY$714,434AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$714,434AcctRcvblEOYFMVAmt
Corporate Stock BOY$2,390,352CorporateStockBOYAmt
Corporate Stock EOY$603,134CorporateStockEOYAmt
Corporate Stock EOYFMV$958,212CorporateStockEOYFMVAmt
Corporate Bonds BOY$646,800CorporateBondsBOYAmt
Corporate Bonds EOY$665,131CorporateBondsEOYAmt
Corporate Bonds EOYFMV$681,092CorporateBondsEOYFMVAmt
Other Investments BOY$816,663OtherInvestmentsBOYAmt
Other Investments EOY$300,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$300,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,370,804TotalAssetsBOYAmt
Total Assets EOY$4,895,673TotalAssetsEOYAmt
Total Assets EOYFMV$5,266,712TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,147AccountsPayableBOYAmt
Accounts Payable EOY$3,147AccountsPayableEOYAmt
Total Liabilities BOY$3,147TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,147TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,367,657NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,892,526NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,367,657TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,892,526TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,370,804TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,895,673TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,367,657TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$524,869ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,892,526SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,892,526TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY #2606- DETAILS AVAILABLE UPON REQUEST2019-01-012020-12-31$1,972,977$1,827,270$145,707$145,707
FIDELITY #2606- LONG-TERM$153$153$153
FIDELITY #2606- SHORT-TERM$2,902$2,902$2,902
SALE OF GRESHAM OPPORTUNITY GROWTH STRATEGIC OFFSHORE, LTD$1,214,434$816,663$397,771$397,771
FieldValueIRS element (for citing)
Capital Gain Net Income$546,533CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,902NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,114InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,114SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,114TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$12,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8,886OverpaymentAmt
Applied To ES Tax$8,886AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARCUS D WEDNERIndividualWithBooksNm
Phone3126420006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12669 S BAYSHORE DR UNIT 903-NAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331335483ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARCUS D WEDNER
2669 S BAYSHORE DR UNIT 903-NMIAMIFL331335483PRESIDENT, DIRECTOR1.00$0$0$0
ANNE T WEDNER
2669 S BAYSHORE DR UNIT 903-NMIAMIFL331335483SEC., TREASURER, DIRECTOR1.00$0$0$0
PHIL PERELMUTER
65 PAUL REVERE ROADNEEDHAMMA02494DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,109,990AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,794,814AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$977,857FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,882,661TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,882,661AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,240CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,809,421NetVlNoncharitableAssetsAmt
Minimum Investment Return$240,471MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$240,471MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,114TaxBasedOnInvestmentIncomeAmt
Total Tax$8,114TotalTaxAmt
Distributable Before Adj$232,357DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$232,357DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$232,357DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$93,878ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$93,878QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$93,878AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$232,357DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,404ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$92,025ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$68,525ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$114,836ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$141,506ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$426,296TotalExcessDistributionCyovAmt
Qualifying Distributions$93,878QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$93,878AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$138,479ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$138,479ExcessDistributionCyovAppCYAmt
Total Corpus$287,817TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$287,817ExcessDistriCyovToNextYrAmt
Excess From Year3$31,475ExcessFromYear3Amt
Excess From Year2$114,836ExcessFromYear2Amt
Excess From Year1$141,506ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARCUS D WEDNERContributingManagerNm
Contributing ManagerANNE T WEDNERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COUNSELING CENTER OF THE NORTH
992 1/2 GREEN BAY RDWINNETKAIL60093NONEPCTO FURTHER PROGRAM SERVICES$1,000
EPILESPY FOUNDATION
3540 CRAIN HIGHWAY SUITE 675BOWIEMD20716NONEPCTO FURTHER PROGRAM SERVICES$500
FREEDOM HOUSE
1850 M STREET NW 11TH FLOORWASHINGTONDC20036NONEPCTO FURTHER PROGRAM SERVICES$15,000
GIFT OF ADOPTION FUND
2001 WAUKEGAN ROADNORTHBROOKIL60062NONEPCTO FURTHER PROGRAM SERVICES$2,500
INVEST FOR KIDS
875 N MICHIGANCHICAGOIL60611NONEPCTO FURTHER PROGRAM SERVICES$1,000
KMZ FOUNDATION
PO BOX 7371FAIRFAX STATIONVA22039NONEPCTO FURTHER PROGRAM SERVICES$1,683
MOTHER
400 E ILLINOIS RDLAKE FORESTIL60045NONEPCTO FURTHER PROGRAM SERVICES$1,000
WESLEYAN UNIVERSITY
45 WYLLYS AVENUEMIDDLETOWNCT06459NONEPCTO FURTHER PROGRAM SERVICES$65,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,683TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,279ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,925ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$158,921ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$196,125ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$196,125TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
MARCUS WEDNER
13 KENT ROADWINNETKAIL60093$52,471Yes (X)
MARCUS WEDNER
23 KENT ROADWINNETKAIL60093$60,243Yes (X)
MARCUS WEDNER
33 KENT ROADWINNETKAIL60093$56,318Yes (X)
MARCUS WEDNER
43 KENT ROADWINNETKAIL60093$41,292Yes (X)
MARCUS WEDNER
53 KENT ROADWINNETKAIL60093$95,460Yes (X)
MARCUS WEDNER
63 KENT ROADWINNETKAIL60093$121,880Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
14,223 SHARES OF MEITUAN DIANPING$52,4712020-12-31
240,296 SHARES OF XIAOMI$60,243
32,534 SHARES OF MEITUAN DIANPING$56,318
424,800 SHARES OF XIAOMI$41,292
53,066 SHARES OF MEITUAN DIANPING$95,460
64,278 SHARES OF MEITUAN DIANPING$121,880

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,185Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,185DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY SHORT TERM BONDBondNm
EOY Book Value$665,131EOYBookValueAmt
EOYFMV$681,092EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES TRUST CORE MSCI EAFE$22$25
ISHARES INC CORE MSCI EMERGING$1$1
SPDR S&P 500 ETF TRUST UNIT SE$603,111$958,186

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BASEPOINT CAPITAL II, LLCAT COST$250,000$250,000
WALCO FUNDING LLCAT COST$50,000$50,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescIL SECRETARY OF STATEDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$5,042Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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