NORTON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NORTON FAMILY FOUNDATION (EIN 83-2570729)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202021979349101277
- 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 Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T11:04:57-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260476995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIGHE KRESS & ORR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 LARKIN AVENUE SUITE 202 | AddressLine1Txt |
| City | ELGIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60123 | 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 | 832570729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 8472088579 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 387 N VALLEY CT | AddressLine1Txt |
| City | BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN NORTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8472088579 | PhoneNum |
| Signature | 2020-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH P GONZALEZ CPA EA | PreparerPersonNm |
| PTIN | P01611140 | PTIN |
| Phone | 8476952700 | PhoneNum |
| Preparation | 2020-06-22 | PreparationDt |
| 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 | $0 | 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 |
| Interest On Sav Rev And Expnss | $75 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $75 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $75 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,317 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,317 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $335,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $737,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $335,809 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $148,848 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $148,848 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $501,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $352,201 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $165,240 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,412 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,996 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $420,501 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $352,201 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $165,240 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,062 | CashBOYAmt |
| Corporate Stock BOY | $1,445,914 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,872,477 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,451,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,872,477 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | 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 | $1,451,976 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,872,477 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,451,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,872,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,451,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,872,477 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,451,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $420,501 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,872,477 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,872,477 | 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 |
|---|---|---|---|---|---|
| TD AMERITRADE | D | $23,019 | $25,190 | -$2,171 | -$2,171 |
| TD AMERITRADE | D | $710,025 | $376,506 | $333,519 | $333,519 |
| CAPITAL GAINS DIVIDENDS | P | $4,461 | $4,461 | $4,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $335,809 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,171 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,366,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,844,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,522 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,522 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,150 | 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 | $3,522 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $3,524 | TaxDueAmt |
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 | Yes (1) | 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 | LAVELLE LAW LTD | IndividualWithBooksNm |
| Phone | 8477057555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1933 NORTH MEACHAM ROAD SUITE 600 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN T NORTON | ||||||||
| 387 N VALLEY CT | BARRINGTON | IL | 60010 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SIMONE A NORTON | ||||||||
| 387 N VALLEY CT | BARRINGTON | IL | 60010 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JONATHAN T NORTON | ||||||||
| 387 N VALLEY CT | BARRINGTON | IL | 60010 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TRAVIS A NORTON | ||||||||
| 387 N VALLEY CT | BARRINGTON | IL | 60010 | DIRECTOR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CASH DONATIONS TO VARIOUS 501(C)(3) CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $68,150 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,872,477 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,872,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,872,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,844,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,522 | TotalTaxAmt |
| Distributable Before Adj | $88,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,698 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,522 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,628 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,241 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,150 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $91 | Taxable2Amt |
| Undistributed Income CY | $88,698 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUILD ON | ||||||
| 1111 SUMMER STREET SUITE 602A | STAMFORD | CT | 06905 | PF | TO PROVIDE FUNDS TO EMPOWER YOUTH FROM AMERICA'S TOUGHEST NEIGHBORHOODS TO EXPLORE THE CHALLENGES FACING THEIR COMMUNITIES AND TAKE ACTION TO ADDRESS THESE ISSUES THROUGH SERVICE HELPING THE HOMELESS, SENIORS AND CHILDREN IN THEIR COMMUNITIE | $1,000 |
| THE HAITIN PROJECT | ||||||
| PO BOX 6891 | PROVIDENCE | RI | 02940 | PF | TO PROVIDE FUNDS FOR THE EDUCATION OF ACADEMICALLY TALENTED AND MOTIVATED STUDENTS FROM HAITIAN FAMILIES WHO CANNOT AFFORD THE COST OF THEIR CHILDREN'S EDUCATION IN ORDER TO MAXIMIZE THEIR POTENTIAL AND ENABLE THEM TO WORK TOWARD BUILDING A HAITI WHERE JUSTICE AND PEACE THRIVE. | $250 |
| CITIZENS FOR TOM TUNNEY | ||||||
| 3223 N SHEFFIELD SUITE B | CHICAGO | IL | 60657 | NC | TO PROVIDE ASSISTANCE TO SUPPORT THE CANDIDACY OF TOM TUNNEY. | $2,000 |
| IMPACT 100 | ||||||
| PO BOX 607 | PALATINE | IL | 60094 | PF | TO PROVIDE ASSISTANCE TO AWARD MEMBERSHIP FUNDED TRANSFORMATIONAL GRANTS TO LOCAL NON-PROFIT ORGANIZATIONS WHILE EMPOWERING WOMEN TO IMPROVE LIVES THROUGH PHILANTHROPY. | $1,000 |
| DAMN THAT CANCER | ||||||
| 3975 FAR WEST BLVD | AUSTIN | TX | 78731 | PF | TO PROVIDE ASSISTANCE TO THOSE DIAGNOSED WITH CANCER, THEIR FAMILIES AND LOVED ONES ACCESS TO MENTAL HEALTH THERAPY AND FAMILY SUPPORT. THIS INCLUDES ACCESS TO BOTH TRADITIONAL AND NON-TRADITIONAL METHODS OF PSYCHOLOGICAL COUNSELING. | $3,000 |
| FMSC | ||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | PF | TO PROVIDE ASSISTANCE TO ORGANIZATIONS AND MINISTRIES ACROSS THE GLOBE TO END HUNGER. | $2,000 |
| GOOD AS GOLD | ||||||
| 518 S ROUTE 31 SUITE 178 | MCHENRY | IL | 60050 | PF | TO PROVIDE ASSISTANCE FOR THE RESCUE, CARE AND ADOPTION OF GOLDEN RETRIEVERS AND GOLDEN MIXES WHO ARE IN NEED. IN ADDITION, AS GOOD AS GOLD EDUCATES GOLDEN RETRIEVER GUARDIANS AND THE GENERAL PUBLIC ABOUT THE IMPORTANCE OF SPAYING/NEUTERING, POSITIVE TRAINING METHODS, DIET AND EXERCISE, APPROPRIATE MEDICAL TREATMENT AND HUMANE CARE. | $500 |
| LET IT BE US | ||||||
| 145 W MAIN ST | BARRINGTON | IL | 60010 | PF | TO PROVIDE ASSISTANCE FOR CHANGING THE LANDSCAPE OF FOSTER CARE AND ADOPTION IN ILLINOIS OUR MISSION IS TO INSPIRE FOSTER CARE AND ADOPTION. FUNDS RAISED WILL GO TO PROGRAMS THAT BUILD THE STRONG AND INNOVATIVE BRIDGE BETWEEN OUR WAITING CHILDREN AND FOSTER AND ADOPTIVE PARENTS. | $3,000 |
| ART INSTITUE OF CHICAGO | ||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | PF | TO PROVIDE ASSISTANCE TO THE ART INSTITUTE OF CHICAGO, WHICH COLLECTS, PRESERVES, AND INTERPRETS WORKS OF ART OF THE HIGHEST QUALITY, REPRESENTING THE WORLD'S DIVERSE ARTISTIC TRADITIONS, FOR THE INSPIRATION AND EDUCATION OF THE PUBLIC AND IN ACCORDANCE WITH OUR PROFESSION'S HIGHEST ETHICAL STANDARDS AND PRACTICES. | $1,500 |
| NUEROBLANCE | ||||||
| 1529 SOUTH GROVE AVE | BARRINGTON | IL | 60010 | PF | TO PROVIDE ASSISTANCE FOR HELPING PEOPLE CONTEND WITH CONDITIONS THAT AFFECT THEIR MOBILITY, BALANCE, STRENGTH, GAIT, COORDINATION AND SPEECH. PARTICIPANTS COME TO US BECAUSE A DIAGNOSIS HAS CHANGED WHAT DAILY LIFE LOOKS LIKE. THEIR INDEPENDENCE IS BEING THREATENED BY A MEDICAL CONDITION. MOST ARE LIVING WITH CHRONIC, PROGRESSIVE DISORDERS THAT IMPACT MOBILITY AND MOVEMENT. THESE CONDITIONS INCLUDE MULTIPLE SCLEROSIS, PARKINSON'S DISEASE AND OTHER NEUROMUSCULAR AND AUTOIMMUNE DISEASES. | $3,000 |
| DRESSEMBER | ||||||
| PO BOX 1092 | ASHLAND | OR | 97520 | PF | TO PROVIDE ASSISTANCE TO A COMMUNITY OF INTERNATIONAL ADVOCATES UTILIZING FASHION AND CREATIVITY TO HELP END HUMAN TRAFFICKING. | $2,000 |
| MARCH OF DIMES | ||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | PF | TO PROVIDE ASSISTANCE FOR THE HEALTH OF ALL MOMS AND BABIES. | $5,000 |
| AMERICAN HEART ASSN | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PF | TO PROVIDE ASSISTANCE TO FIGHT HEART DISEASE AND STROKE, STRIVING TO SAVE AND IMPROVE LIVES. | $1,000 |
| NPH USA | ||||||
| 134 NORTH LASALLE ST SUITE 500 | CHICAGO | IL | 60602 | PF | TO PROVIDE ASSISTANCE TO TRANSFORM THE LIVES OF VULNERABLE CHILDREN IN LATIN AMERICA AND THE CARIBBEAN BY SUPPORTING THE HOMES, HEALTH SERVICES AND EDUCATIONAL PROGRAMS OF NUESTROS PEQUEOS HERMANOS. | $5,000 |
| EISENBURG FOUNDATION | ||||||
| 540 FRONTAGE RD SUITE 2210 | NORTHFIELD | IL | 60093 | PF | TO PROVIDE ASSISTANCE FOR THE BREAKTHROUGH GASTROINTESTINAL (GI) CANCER RESEARCH. | $5,000 |
| IU REAL ESTATE INVESTMENT FOUNDATION | ||||||
| 1500 N STATE ROAD 46 BYPASS | BLOOMINGTON | IN | 47408 | PF | TO PROVIDE ASSISTANCE FOR INDIANA UNIVERSITY BY FOSTERING LIFELONG RELATIONSHIPS WITH KEY STAKEHOLDERS AND PROVIDING ADVANCEMENT LEADERSHIP AND FUNDRAISING SERVICES FOR CAMPUSES AND UNITS ACROSS THE UNIVERSITY. | $3,000 |
| THE MET APOLLO-NY | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PF | TO PROVIDE ASSISTANCE FOR THE PURPOSE OF ESTABLISHING AND MAINTAINING IN SAID CITY A MUSEUM AND LIBRARY OF ART, OF ENCOURAGING AND DEVELOPING THE STUDY OF THE FINE ARTS, AND THE APPLICATION OF ARTS TO MANUFACTURE AND PRACTICAL LIFE, OF ADVANCING THE GENERAL KNOWLEDGE OF KINDRED SUBJECTS, AND, TO THAT END, OF FURNISHING POPULAR INSTRUCTION | $3,000 |
| TUNNELS TO TOWERS | ||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | PF | TO PROVIDE ASSISTANCE TO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER WHO LAID DOWN HIS LIFE TO SAVE OTHERS ON SEPTEMBER 11, 200 | $4,000 |
| BARRINGTON WHITE HOUSE | ||||||
| 145 WEST MAIN STREET | BARRINGTON | IL | 60010 | PF | TO PROVIDE ASSISTANCE TO ENSURE THAT BARRINGTON'S WHITE HOUSE WILL REMAIN A VIBRANT ASSET FOR BARRINGTON-AREA RESIDENTS NOW AND FOR THE NEXT GENERATION. | $1,000 |
| MD ANDERSON | ||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 72030 | PF | TO PROVIDE ASSISTANCE TO ELIMINATE CANCER IN TEXAS, THE NATION, AND THE WORLD THROUGH OUTSTANDING PROGRAMS THAT INTEGRATE PATIENT CARE, RESEARCH AND PREVENTION, AND THROUGH EDUCATION FOR UNDERGRADUATE AND GRADUATE STUDENTS, TRAINEES, PROFESSIONALS, EMPLOYEES AND THE PUBLIC. | $1,000 |
| ST JUDE | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PF | TO PROVIDE ASSISTANCE TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. CONSISTENT WITH THE VISION OF OUR FOUNDER DANNY THOMAS, NO CHILD IS DENIED TREATMENT BASED ON RACE, RELIGION OR A FAMILY'S ABILITY TO PAY. | $500 |
| ALZHEIMER'S ASSN | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PF | TO PROVIDE ASSISTANCE TO LEAD THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT. | $500 |
| IU RUGBY FOUNDATION | ||||||
| 1500 N STATE ROAD 46 BYPASS | BLOOMINGTON | IN | 47408 | TO PROVIDE ASSISTANCE FOR INDIANA UNIVERSITY BY FOSTERING LIFELONG RELATIONSHIPS WITH KEY STAKEHOLDERS AND PROVIDING ADVANCEMENT LEADERSHIP AND FUNDRAISING SERVICES FOR CAMPUSES AND UNITS ACROSS THE UNIVERSITY. | $500 | |
| TTWCI LEGACY OF FAITH | ||||||
| 835 N RUSH ST | CHICAGO | IL | 60611 | PF | TO PROVIDE ASSISTANCE TO ENSURE ALL PARISHES IN THE ARCHDIOCESE OF CHICAGO ARE STRONG AND VIBRANT COMMUNITIES OF FAITH. | $4,400 |
| DIANA LANCASTER | ||||||
| 388 N VALLEY CT | BARRINGTON | IL | 60010 | I | TO PROVIDE ASSISTANCE TO DIANA LANCASTER. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,150 | 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 | $75 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,317 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $148,848 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $335,809 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $148,848 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $352,201 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $501,049 | 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 | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VESTOR CAPITAL INVESTMENT | StockNm |
| EOY Book Value | $1,872,477 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL | CategoryTxt |
| Legal Fees | $2,412 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES AND FEES | Desc |
| Revenue And Expenses Per Books | $690 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Revenue And Expenses Per Books | $148,848 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $148,848 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER MANAGEMENT FEES | CategoryTxt |
| Amt | $5,996 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN NORTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 387 N VALLEY COURT | AddressLine1Txt |
| City | BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
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