STAR FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STAR FAMILY FOUNDATION (EIN 46-1477949)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-04
- IRS object ID
- 202011259349102211
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-04T14:09:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363963131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANN WEITZ & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 DEER LAKE ROAD SUITE 125 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461477949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAR | BusinessNameControlTxt |
| Phone | 3123464100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 NORTH LASALLE STREET 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES A STAR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123464100 | PhoneNum |
| Signature | 2020-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLYN SAMSKY | PreparerPersonNm |
| PTIN | P00626208 | PTIN |
| Phone | 8472673400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $19,690,970 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $193,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,829 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $190,407 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,231,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $190,407 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,855 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,855 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $394,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $394,091 | 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 |
| Accounting Fees Rev And Expnss | $7,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,850 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,969 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,364 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,061 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,880 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,927 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $798,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $798,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $826,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,880 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $802,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$432,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $383,211 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,884,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,721,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,721,093 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,717 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,800 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,355,214 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,104,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,416,277 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $501,495 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $501,495 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $548,800 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,296 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,207,531 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,206,154 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,970,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,537,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,690,970 | 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 | $8,970,311 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,537,931 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,970,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,537,931 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,970,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,537,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,970,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$432,380 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,537,931 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,537,931 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITEIS | $1,213,287 | $1,025,434 | $187,853 | $187,853 | ||
| SALE OF RADIAL LP | $16,632 | $14,245 | $2,387 | $2,387 | P | 2019-03-21 |
| DISPOSITION OF EMG MPLX | $1,544 | $1,377 | $167 | $167 | P | 2019-03-29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $190,407 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $677,708 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,165,202 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044688 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $515,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,597,291 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037875 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $561,070 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,706,717 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052404 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $378,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,547,460 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035838 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $264,933 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,225,097 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025910 | DistributionYr5Rt |
| Total Distribution | 0.196715 | TotalDistributionRt |
| Average Distribution | 0.039343 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,441,465 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $686,200 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,832 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $690,032 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $802,027 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,832 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,832 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $968 | OverpaymentAmt |
| Applied To ES Tax | $968 | 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 |
| Individual With Books | JAMES A STAR | IndividualWithBooksNm |
| Phone | 3123464100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 NORTH LASALLE STREET 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES A STAR | ||||||||
| 222 NLASALLE ST SUITE 2000 | CHICAGO | IL | 60601 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| SARA CROWN STAR | ||||||||
| 222 NLASALLE ST SUITE 2000 | CHICAGO | IL | 60601 | SECRETARTY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAN L DREXLER | ||||||||
| 222 NLASALLE ST SUITE 2000 | CHICAGO | IL | 60601 | 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 | $16,398,682 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,308,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,707,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,707,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,441,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $872,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $872,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,832 | TotalTaxAmt |
| Distributable Before Adj | $868,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $868,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $868,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $802,027 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $802,027 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,832 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $798,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $868,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $737,471 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $802,027 | QualifyingDistributionsAmt |
| Applied To Year1 | $737,471 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,556 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $803,685 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES A STAR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AM YISRAEL CONGREGATION | |||||||
| 4 HAPP ROAD | NORTHFIELD | IL | 60093 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $75,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $100,000 |
| AMERICAN DITCHLEY FOUNDATION INC | |||||||
| 275 MADISON AVENUE NO 6TH FL | NEW YORK | NY | 10016 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $12,800 |
| ASPEN INSTITUTE INC | |||||||
| 2300 N STREET NW NO 700 | WASHINGTON | DC | 20037 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $12,800 |
| CHICAGO CARES INC | |||||||
| 2 N RIVERSIDE PLAZA NO 1800 | CHICAGO | IL | 60606 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $10,000 |
| CROHN'S & COLITIS FOUNDATION INC | |||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $10,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHESDA | MD | 20814 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $1,000 |
| DANA-FARBER CANCER INSTITUTE INC | |||||||
| 450 BROOKLINE AVENUE BP418 | BOSTON | MA | 02215 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $5,000 |
| LULU & LEO FUND | |||||||
| 115 EAST 57TH STREET SUITE 1113 | NEW YORK | NY | 10022 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $40,000 |
| METROWEST JEWISH DAY SCHOOL INC | |||||||
| 50 PAMELA ROAD | FRAMINGHAM | MA | 01701 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $10,000 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $5,000 |
| ONEGOAL | |||||||
| 180 N WABASH AVE NO 800 | CHICAGO | IL | 60601 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $1,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $5,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $500,000 |
| WOLCOTT SCHOOL | |||||||
| 524 N WOLCOTT AVENUE | CHICAGO | IL | 60622 | N/A | 501 (C)(3) PUBLIC CH | CHARITABLE CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $798,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,829 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9,855 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $190,407 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $394,091 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $394,091 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,700 | Amt |
| Net Investment Income | $3,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | J.P.MORGAN CHASE FIXED INCOME | BondNm |
| EOY Book Value | $501,495 | EOYBookValueAmt |
| EOYFMV | $548,800 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| J.P MORGAN CHASE EQUITY | $4,586,451 | $16,663,304 |
| J.P.MORGAN CHASE ALTERNATIVE ASSETS | $517,938 | $752,973 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNREALIZED APPRECIATION | $1,206,154 | $1,206,154 | $0 |
| DISTRIBUTION RECEIVABLE | $1,377 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PENALTIES | $226 | $0 | $0 |
| FEES & COMMISSIONS | $2,887 | $2,887 | $0 |
| REGISTRATION FEES | $25 | $10 | $15 |
| OTHER DEDUCTIONS | $62 | $0 | $62 |
| CURRENCY EXCHANGE LOSS | $164 | $164 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $9,855 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,855 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,969 | $3,969 | $0 |
| FEDERAL TAX | $10,610 | $0 | $0 |
| ILLINOIS TAX | $2,728 | $0 | $0 |
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