EDWARD J KORMAN AND MARGARET A CORMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD J KORMAN AND MARGARET A CORMAN CHARITABLE FOUNDATION (EIN 82-7116331)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202141329349101814
- Schema version
- 2020v4.0
- 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
- Legal Fees 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 | 2021-05-12T11:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 827116331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KORMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 6126784679 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 AMERIPRISE FINANCIAL CENTER | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55474 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICE PRESIDENT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6126784679 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEX POWELL | PreparerPersonNm |
| PTIN | P01572815 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
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 | $2,329,638 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $275,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,818 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $265,584 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $165,584 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $340,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,268 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,002 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,002 | 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 Rev And Expnss | $9,871 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,871 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,934 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,934 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,667 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $167 | 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 | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,101 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,988 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $153,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $153,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,101 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $151,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,167 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $845,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,837 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,251,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,101,673 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,184,801 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,097,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,246,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,329,638 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,097,349 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,246,510 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,097,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,246,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,097,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,246,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,097,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $151,781 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,249,130 | SubtotalAmt |
| Other Decreases | $2,620 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,246,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 12126.47 JPM FEDL MMKT I | 2019-04-10 | 2020-01-27 | $12,126 | $12,126 | |||
| 12126.47 JPM FEDL MMKT I | 2019-04-10 | 2020-01-27 | $12,126 | $12,126 | |||
| 17.26 JPM FEDL MMKT I | 2019-05-01 | 2020-01-27 | $17 | $17 | |||
| 17.26 JPM FEDL MMKT I | 2019-05-01 | 2020-01-27 | $17 | $17 | |||
| 23.19 JPM FEDL MMKT I | 2019-06-03 | 2020-01-27 | $23 | $23 | |||
| 23.19 JPM FEDL MMKT I | 2019-06-03 | 2020-01-27 | $23 | $23 | |||
| 21.92 JPM FEDL MMKT I | 2019-07-01 | 2020-01-27 | $22 | $22 | |||
| 21.92 JPM FEDL MMKT I | 2019-07-01 | 2020-01-27 | $22 | $22 | |||
| 21.81 JPM FEDL MMKT I | 2019-08-01 | 2020-01-27 | $22 | $22 | |||
| 21.81 JPM FEDL MMKT I | 2019-08-01 | 2020-01-27 | $22 | $22 | |||
| 20.3 JPM FEDL MMKT I | 2019-09-03 | 2020-01-27 | $20 | $20 | |||
| 20.3 JPM FEDL MMKT I | 2019-09-03 | 2020-01-27 | $20 | $20 | |||
| 19.18 JPM FEDL MMKT I | 2019-10-01 | 2020-01-27 | $19 | $19 | |||
| 19.18 JPM FEDL MMKT I | 2019-10-01 | 2020-01-27 | $19 | $19 | |||
| 17.92 JPM FEDL MMKT I | 2019-11-01 | 2020-01-27 | $18 | $18 | |||
| 17.92 JPM FEDL MMKT I | 2019-11-01 | 2020-01-27 | $18 | $18 | |||
| 15.62 JPM FEDL MMKT I | 2019-12-02 | 2020-01-27 | $16 | $16 | |||
| 15.62 JPM FEDL MMKT I | 2019-12-02 | 2020-01-27 | $16 | $16 | |||
| 15.26 JPM FEDL MMKT I | 2020-01-02 | 2020-01-27 | $15 | $15 | |||
| 15.26 JPM FEDL MMKT I | 2020-01-02 | 2020-01-27 | $15 | $15 | |||
| 2141.434 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-02-18 | $21,500 | $21,479 | $21 | $21 | |
| 73.621 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-03-16 | $732 | $732 | |||
| 75.746 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-03-16 | $753 | $753 | |||
| 2013.611 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-03-16 | $20,015 | $20,197 | -$182 | -$182 | |
| 60.098 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-04-15 | $597 | $597 | |||
| 2105.058 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-04-15 | $20,903 | $21,114 | -$211 | -$211 | |
| 47.565 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-05-15 | $474 | $474 | |||
| 2108.904 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-05-15 | $21,026 | $21,152 | -$126 | -$126 | |
| 34.77 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-06-15 | $348 | $348 | |||
| 2110.939 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-06-15 | $21,152 | $21,173 | -$21 | -$21 | |
| 2143.569 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-07-15 | $21,500 | $21,500 | |||
| 2141.434 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-08-17 | $21,500 | $21,479 | $21 | $21 | |
| 2141.434 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-09-15 | $21,500 | $21,479 | $21 | $21 | |
| 2141.434 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-10-15 | $21,500 | $21,479 | $21 | $21 | |
| 2141.434 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-11-16 | $21,500 | $21,479 | $21 | $21 | |
| 2141.434 LORD ABBETT INVT TR ULTRA SHORT F | 2020-01-27 | 2020-12-15 | $21,500 | $21,479 | $21 | $21 | |
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,232 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,818 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $754 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $754 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,445 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERIPRISE BANK FSB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6126784679 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 AMERIPRISE FINANCIAL CENTER | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55474 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERIPRISE BANK FSB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 AMERIPRISE FINANCIAL CENTER | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55474 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $15,002 | 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 | $2,205,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,268,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,268,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,234,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,199 | TotalTaxAmt |
| Distributable Before Adj | $108,503 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,503 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,388 | 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 | $178,388 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $178,388 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $50,335 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,388 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,503 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,885 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $120,220 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $120,220 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $50,335 | ExcessFromYear1Amt |
| Excess From Current Year | $69,885 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $38,350 |
| ANN & ROBERT LURIE CHILDREN'S HOSPITAL | |||||||
| 225 E CHICAGO AVENUE BOX 4 | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $38,350 |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | GENERAL SUPPORT | $38,350 |
| THE ANTI-CRUELTY SOCIETY | |||||||
| 157 W GRAND AVENUE | CHICAGO | IL | 60654 | NONE | PC | GENERAL SUPPORT | $38,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $153,400 | 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 | $61,368 | 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 | $13,818 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | $265,584 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $340,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $340,770 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,871 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,871 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $2,620 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $115 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $115 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IRA PROCEEDS | $18,548 | $18,548 |
| ROTH IRA PROCEEDS | $246,437 | $146,437 |
| FEDERAL TAX REFUND | $599 | $599 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $8,934 | Amt |
| Net Investment Income | $8,934 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,500 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $166 | $166 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1 | $1 | $0 |