POLEN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- POLEN FAMILY FOUNDATION (EIN 20-3970463)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202143089349101809
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T14:16:19-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 203970463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EDWARD POLEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLE | BusinessNameControlTxt |
| Phone | 8476892200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2780 RIDGE ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD POLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8476892200 | PhoneNum |
| Signature | 2021-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | POLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A HAUMANN | PreparerPersonNm |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2021-10-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $649,545 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,804 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $176,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,248 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,428 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $138 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,566 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,884 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,566 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,367 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,367 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $479,617 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $568,657 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $618,178 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $513,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $600,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $649,545 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $513,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $600,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $513,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $600,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $513,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $600,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $513,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $600,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $600,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - JPM | P | $36,190 | $34,831 | $1,359 | $1,359 |
| PUBLICLY TRADED SECURITIES - JPM | P | $192,547 | $183,480 | $9,067 | $9,067 |
| CAPITAL GAINS DIVIDENDS | P | $2,378 | $2,378 | $2,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,804 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $380 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $580 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $265 | OverpaymentAmt |
| Applied To ES Tax | $265 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD POLEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476892200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2780 RIDGE ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD POLEN | ||||||||
| 2780 RIDGE ROAD | HIGHLAND PARK | IL | 60035 | PRES/SEC/DIRECTOR | 0.50 | $0 | $0 | $0 |
| TAMRA POLEN | ||||||||
| 2780 RIDGE ROAD | HIGHLAND PARK | IL | 60035 | TREASURER/DIRECTOR | 0.25 | $0 | $0 | $0 |
| BERNARD A SCHLIFKE | ||||||||
| ONE IBM PLAZA SUITE 3000 | CHICAGO | IL | 60611 | ASST SECY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $575,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $613,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $613,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $604,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $315 | TotalTaxAmt |
| Distributable Before Adj | $29,898 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,898 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,898 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $86,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,034 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,386 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,708 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,276 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $206,182 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,898 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,602 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $262,784 | 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 | $41,034 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $221,750 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,386 | ExcessFromYear4Amt |
| Excess From Year3 | $42,708 | ExcessFromYear3Amt |
| Excess From Year2 | $23,276 | ExcessFromYear2Amt |
| Excess From Year1 | $63,778 | ExcessFromYear1Amt |
| Excess From Current Year | $56,602 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 10393 | CHICAGO | IL | 60610 | NONE | PC | CHARITABLE | $1,000 |
| AMERICAN RED CROSS | |||||||
| 2200 W HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | CHARITABLE | $2,000 |
| AMERICAN VETS | |||||||
| 2206 S SIXTH STREET | SPRINGFIELD | IL | 62703 | NONE | PC | CHARITABLE | $1,000 |
| ASPEN VALLEY HOSPITAL | |||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | NONE | PC | CHARITABLE | $5,000 |
| AUSTRIALIAN BUSHFIRE CRISIS | |||||||
| 50 WASHINGTON STREET SUITE 300-A | RENO | NV | 89503 | NONE | PC | CHARITABLE | $5,000 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DRIVE | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $1,000 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 7154 | CAROL STREAM | IL | 60197 | NONE | PC | CHARITABLE | $2,500 |
| CHICAGO BOTANICAL GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | CHARITABLE | $1,500 |
| CHICAGO ZOOLOGICAL SOCIETY | |||||||
| 3300 GOLF ROAD | BROOKFIELD | IL | 60513 | NONE | PC | CHARITABLE | $2,500 |
| CHILDRENS HOSPITAL CHICAGO | |||||||
| 225 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | CHARITABLE | $5,000 |
| COLLEGE BAND OPPORTUNITIES | |||||||
| 2780 RIDGE ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $1,000 |
| DISABLED AMERICAN VETERANS | |||||||
| 2122 W TAYLOR STREET SUITE 104 | CHICAGO | IL | 60612 | NONE | PC | CHARITABLE | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE | $2,500 |
| FOR AUTISTIC KIDS | |||||||
| 1200 N MILWAUKEE AVENUE | GLENVIEW | IL | 60025 | NONE | PC | CHARITABLE | $3,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 29 E MADISON STREET | CHICAGO | IL | 60602 | NONE | PC | CHARITABLE | $1,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | CHARITABLE | $4,000 |
| HP COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $1,000 |
| JCFS CHICAGO | |||||||
| 216 W JACKSON BOULEVARD SUITE 700 | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $1,500 |
| JEWISH WAR VETS USA | |||||||
| 1811 R STREET NW | WASHINGTON DC | DC | 20009 | NONE | PC | CHARITABLE | $1,000 |
| JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PC | CHARITABLE | $5,000 |
| LAKE COUNTY CHILDREN'S ADVOCACY | |||||||
| 123 OPLAINE ROAD | GURNEE | IL | 60031 | NONE | PC | CHARITABLE | $1,000 |
| LAKE COUNTY FAMILY SERVICES | |||||||
| 777 CENTRAL AVENUE SUITE 17 | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $1,000 |
| MASSACHUSETTS COLLEGE OF PHARMACY | |||||||
| 179 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | CHARITABLE | $10,000 |
| MICHAEL REESE HEALTH TRUST | |||||||
| 1707 N RANDALL ROAD SUITE 200 | ELGIN | IL | 60123 | NONE | PC | CHARITABLE | $5,000 |
| MULTIPLE SCLEROSIS | |||||||
| 525 W MONROE STREET SUITE 1510 | CHICAGO | IL | 60661 | NONE | PC | CHARITABLE | $2,000 |
| NATIONAL PARKS FOUNDATION | |||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON DC | DC | 20005 | NONE | PC | CHARITABLE | $1,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | NONE | PC | CHARITABLE | $1,000 |
| PADS OF LAKE COUNTY | |||||||
| 1800 GRAND AVENUE | WAUKEGAN | IL | 60085 | NONE | PC | CHARITABLE | $1,000 |
| PAWS | |||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | NONE | PC | CHARITABLE | $1,000 |
| SAINT JUDE'S CHILDREN'S HOSPITAL | |||||||
| 530 NE GLEN OAK AVENUE | PEORIA | IL | 61637 | NONE | PC | CHARITABLE | $1,000 |
| SALVATION ARMY | |||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60630 | NONE | PC | CHARITABLE | $5,000 |
| THE ARK | |||||||
| 6450 N CALIFORNIA AVENUE | CHICAGO | IL | 60645 | NONE | PC | CHARITABLE | $1,000 |
| UNITED WAY | |||||||
| 333 S WABASH AVE 30TH FLOOR | CHICAGO | IL | 60604 | NONE | PC | CHARITABLE | $5,000 |
| USO | |||||||
| 333 N MICHIGAN AVENUE SUITE 2226 | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $1,500 |
| WOUNDED WARRIOR FOUNDATION | |||||||
| 230 W MONROE STREET SUITE 200 | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $1,000 |
| WTTW CHICAGO PBS | |||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,403 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,804 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,248 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,248 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMCO | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 COMMONWEALTH AVE | AddressLine1Txt |
| City | NORTH CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPMORGAN | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $568,657 | BookValueAmt |
| EOYFMV | $618,178 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEE | $2,428 | $2,428 | $0 |
| LEGAL FEES | $298 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $138 | $138 | $0 |
| IL STATE TAXES | $520 | $0 | $0 |
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