CARBONARI FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CARBONARI FAMILY FOUNDATION INC (EIN 34-1787787)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-12
IRS object ID
202141329349102644
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)
Return2021-05-12T16:42:41-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362938874PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OSTROW REISIN BERK & ABRAMS LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1455 N CITYFRONT PLAZA DR SUITE 1500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341787787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARBONARI FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O BRUCE A CARBONARIBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCARBBusinessNameControlTxt
Phone8474844488PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1384 4541 SHORE LANEAddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE A CARBONARIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8474844488PhoneNum
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRUCEPersonFirstNm
Person LastCARBONARIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK THOMSONPreparerPersonNm
PTINP00079658PTIN
Phone3126707444PhoneNum
Preparation2021-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,151,066FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$112,879DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,879DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$192,817NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$800,127GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$192,817CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$100OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$100OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$305,796TotalRevAndExpnssAmt
Total Net Invst Incm$305,796TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$230LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$230LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$15,304OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,304OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,253TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,253TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,172OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,959TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,557TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$230TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$448,265ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$448,265ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$468,224TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,557TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$448,495TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$162,428ExcessRevenueOverExpensesAmt
Net Investment Income$289,239NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$135,683SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$251,649SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$251,649SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,985,355CorporateStockBOYAmt
Corporate Stock EOY$2,503,589CorporateStockEOYAmt
Corporate Stock EOYFMV$4,056,483CorporateStockEOYFMVAmt
Corporate Bonds BOY$620,202CorporateBondsBOYAmt
Corporate Bonds EOY$823,574CorporateBondsEOYAmt
Corporate Bonds EOYFMV$842,934CorporateBondsEOYFMVAmt
Total Assets BOY$3,741,240TotalAssetsBOYAmt
Total Assets EOY$3,578,812TotalAssetsEOYAmt
Total Assets EOYFMV$5,151,066TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,741,240RetainedEarningBOYAmt
Retained Earning EOY$3,578,812RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,741,240TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,578,812TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,741,240TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,578,812TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,741,240TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$162,428ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,578,812SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,578,812TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$773,836$607,310$166,526$166,526
CAPITAL GAINS DIVIDENDSP$26,291$26,291$26,291
FieldValueIRS element (for citing)
Capital Gain Net Income$192,817CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,020InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,020SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,020TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,189EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,189TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,169OverpaymentAmt
Applied To ES Tax$4,169AppliedToESTaxAmt
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
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 BooksBRUCE A CARBONARIIndividualWithBooksNm
Phone9418551400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14541 SHORE LANEAddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRUCE A CARBONARI
PO BOX 1384 4541 SHORE LANEBOCA GRANDEFL33921PRESIDENT/TREASURER2.00$0$0$0
KATHRYN E CARBONARI
PO BOX 1384 4541 SHORE LANEBOCA GRANDEFL33921VICE PRES/SECRETARY2.00$0$0$0
DANIELLE M CARBONARI
PO BOX 1384 4541 SHORE LANEBOCA GRANDEFL33921DIRECTOR1.00$0$0$0
NICOLE K CARBONARI
PO BOX 1384 4541 SHORE LANEBOCA GRANDEFL33921DIRECTOR1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$4,542,198AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$173,044AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,715,242TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,715,242AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,729CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,644,513NetVlNoncharitableAssetsAmt
Minimum Investment Return$232,226MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$232,226MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,020TaxBasedOnInvestmentIncomeAmt
Total Tax$4,020TotalTaxAmt
Distributable Before Adj$228,206DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$228,206DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$228,206DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$448,495ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$448,495QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$448,495AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,206DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$106,556ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$110,584ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$105,593ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$67,624ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$169,193ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$559,550TotalExcessDistributionCyovAmt
Qualifying Distributions$448,495QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$228,206AppliedToCurrentYearAmt
Remaining Distri From Corpus$220,289RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$779,839TotalCorpusAmt
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$106,556ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$673,283ExcessDistriCyovToNextYrAmt
Excess From Year4$110,584ExcessFromYear4Amt
Excess From Year3$105,593ExcessFromYear3Amt
Excess From Year2$67,624ExcessFromYear2Amt
Excess From Year1$169,193ExcessFromYear1Amt
Excess From Current Year$220,289ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRUCE A CARBONARIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A BETTER SHOT FOUNDATION
9600 EAGLE PRESERVE DRENGLEWOODFL34224PCGENERAL SUPPORT$5,000
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVENUECHICAGOIL60601PCGENERAL SUPPORT$1,500
ASSATA'S DAUGHTER
PO BOX 1384BOCA GRANDEFL33921PCGENERAL SUPPORT$5,176
BARRIER ISLAND PARKS SOCIETY INC
PO BOX 637BOCA GRANDEFL33921PCGENERAL SUPPORT$100
BLACK LIVES MATTER CHICAGO
1325 SOUTH WALBASH 105BCHICAGOIL60605PCGENERAL SUPPORT$7,000
BOCA GRANDE HEALTH CLINIC
320 PARK AVEBOCA GRANDEFL33921PCGENERAL SUPPORT$10,000
BOCA GRANDE HISTORICAL SOCIETY
170 PARK AVENUEBOCA GRANDEFL33921PCGENERAL SUPPORT$1,000
BOCA GRANDE PRESCHOOL
250 PARK AVENUEBOCA GRANDEFL33921PCGENERAL SUPPORT$50,000
BOCA GRANDE WOMAN'S CLUB
PO BOX 65BOCA GRANDEFL33921PCGENERAL SUPPORT$55,800
CATHOLIC EXTENSIONS
150 SOUTH WACKER DRIVE SUITE 2000CHCIAGOIL60606PCGENERAL SUPPORT$5,000
CROWDRISE
PO BOX 1384 4541 SHORE LANEBOCA GRANDEFL33921PCGENERAL SUPPORT$5,000
DETROIT JUSTICE CENTER
1420 WASHINGTON BLVD SUITE 301DETROITMI48226PCGENERAL SUPPORT$1,036
ENTERTAINMENT INDUSTRY FOUNDATION
10880 WILSHIRE BOULEVARDSUITE 1400LOS ANGELESCA90024PCGENERAL SUPPORT$5,000
EQUAL JUSTICE CENTER
510 S CONGRESS AVE SUIT 206AUSTINTX78704PCGENERAL SUPPORT$20,000
FRIENDS OF BOCA GRANDE COMMUNITY CENTER
PO BOX 1222BOCA GRANDEFL33921PCGENERAL SUPPORT$2,500
GICIA FOUNDATION
131 FIRST STREET W OFFICE 8BOCA GRANDEFL33921PCGENERAL SUPPORT$75,000
GLEANERS COMMUNITY FOOD BANK INC
2131 BEAUFAITDETROITMI48207PCGENERAL SUPPORT$1,000
GLENWOOD ACADEMY
500 W 187TH STGLENWOODIL60425PCGENERAL SUPPORT$5,000
HEALTH NETWORK FOUNDATION
7240 SHADELAND STATION SUITE 125INDIANAPOLISIN46256PCGENERAL SUPPORT$100,000
NOTRE DAME UNIVERSITY
100 ECK CENTERNOTRE DAMEIN46556PCGENERAL SUPPORT$5,000
OBAMA FOUNDATION
5235 S HARPER CT STE 1140CHICAGOIL60615PCGENERAL SUPPORT$10,000
ROCK AND ROLL HALL OF FAME
1100 E 9TH STCLEVELANDOH44114PCGENERAL SUPPORT$30,000
ROLE MODEL MOVEMENT INC NFP
47 W POLK ST SUITE 100CHICAGOIL60605PCGENERAL SUPPORT$1,500
SUNCOAST HUMANE SOCIETY
6781 SAN CASA DRIVEENGLEWOODFL34224PCGENERAL SUPPORT$10,000
TECHTOWN DETROIT
440 BURROUGHSDETROITMI48202PCGENERAL SUPPORT$1,000
THE BAIL PROJECT
PO BOX 750VENICECA90294PCGENERAL SUPPORT$3,068
THE ISLAND SCHOOL FOUNDATION INC
PO BOX 1505BOCA GRANDEFL33921PCGENERAL SUPPORT$20,085
THE LOVELAND FOUNDATION
367 N MONTGOMERYNEWBURGHNY12550PCGENERAL SUPPORT$2,500
WE ARE THE PROTESTORS
30 EAST 125TH NO 132NEW YORKNY10035PCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$448,265TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,879ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$100ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$192,817ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$305,796ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$305,796TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHERN FUNDS FIXED INCOME$328,035$333,646
MFB NORTHERN HIGH YIELD FIXED INCOME$426,504$427,987
MFC ISHARES TR IBOXX INVT GRADE$40,175$48,346
MFO NUVEEN PREFERRED SECUITY$28,860$32,955

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHERN FUNDS STK INDEX FD$399,714$810,039
MFC FLEXSHARES TRUST QUALITY DIVID$433,158$629,322
MFC VANGAURD INDEX FDS TOTAL STOCK$106,602$136,248
MFB NORTHERN EQUITY INDEX FUNDS MID CAP$80,481$122,386
RPM INTERNATIONAL INC$529,957$1,269,740
MFB NORTHERN FUNDS SMALL CAP INDEX FD$109,727$123,370
MFB NORTHERN EQUITY INDEX FUNDS INTL EQT$175,567$208,748
MFC VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD$101,183$116,720
MFB NORTHERN FUNDS EMERGING MARKETS$60,000$66,998
MFC VANGUARD INTL EQUITY INDEX FTSE EMERGING MKTS$83,315$100,220
MFC FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE$100,383$123,648
FLEXSHRES TR GLOBAL QUALITY REAL ESTATE INDEX$109,798$115,131
MFB NORTHERN FDS GLOBAL REAL ESTATE$47,658$61,119
MFB NORTHERN MULTI MANGER GLOBAL LISTED INFRASTRUCTURE$65,385$71,920
MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX$100,661$100,874

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$230LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$230DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK & CC FEES$122$0$0
MISC EXPENSE$3,050$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$100NetInvestmentIncomeAmt
Adjusted Net Income$100AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT MANAGEMENT FEESCategoryTxt
Amt$15,304Amt
Net Investment Income$15,304NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$1,253Amt
Net Investment Income$1,253NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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