TAXMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TAXMAN FAMILY FOUNDATION (EIN 20-4568076)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-12
- IRS object ID
- 202001339349100900
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T08:52:38-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363894414 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HECHTMAN GROUP LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5202 OLD ORCHARD RD STE 110 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600774460 | 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 | 204568076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SEYMOUR TAXMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAXM | BusinessNameControlTxt |
| Phone | 8476744321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 OLD ORCHARD ROAD NO 130 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEYMOUR TAXMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8476744321 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES I HECHTMAN | PreparerPersonNm |
| PTIN | P00548010 | PTIN |
| Phone | 8472563100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.196.165.217 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-12 | IPDt |
| IP Tm | 08:52:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5F94E0ECDCCD8D78CF7EA05D5A5139D6C428D46F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,560,801 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $260,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $253,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,629,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,926 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $398,125 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $391,914 | 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 |
| Legal Fees Rev And Expnss | $361 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,672 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,267 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,599 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $579,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$181,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $332,048 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $636,353 | CashBOYAmt |
| Cash EOY | $866,552 | CashEOYAmt |
| Cash EOYFMV | $866,552 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,446,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,583,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,305,422 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,893,739 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,344,234 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,388,827 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,976,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,794,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,560,801 | 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 | $8,976,304 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,794,198 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,976,304 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,794,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,976,304 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,794,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,976,304 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$181,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,795,203 | SubtotalAmt |
| Other Decreases | $1,005 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,794,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | 2018-01-01 | 2019-12-31 | $4,196 | $4,196 | $4,196 | ||
| SEE STATEMENT A | 2019-01-01 | 2019-12-31 | $152,685 | -$17,678 | -$17,678 | $170,363 | |
| SEE STATEMENT A | 2018-01-01 | 2019-12-31 | $1,322,188 | $151,408 | $151,408 | $1,170,780 | |
| SEE STATEMENT A | 2018-01-01 | 2019-12-31 | $150,000 | $0 | $0 | $150,000 | |
| $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,926 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $419,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,811,113 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047644 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,960 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,386,230 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028962 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,854,893 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.016552 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $184,153 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,037,843 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045607 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $191,213 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,018,270 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063352 | DistributionYr5Rt |
| Total Distribution | 0.202117 | TotalDistributionRt |
| Average Distribution | 0.040423 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,998,729 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $404,179 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,320 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $407,499 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $500,400 | 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 | $3,320 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,320 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,320 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,280 | OverpaymentAmt |
| Applied To ES Tax | $3,280 | 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 | 0 | 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 | SEYMOUR TAXMAN | IndividualWithBooksNm |
| Phone | 8476744321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 OLD ORCHARD ROAD SUITE 130 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SEYMOUR TAXMAN | ||||||||
| 5215 OLD ORCHARD ROAD SUITE 130 | SKOKIE | IL | 60077 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY R TAXMAN | ||||||||
| 5215 OLD ORCHARD ROAD SUITE 130 | SKOKIE | IL | 60077 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MITCHELL ROTH CO MUCH SHELIST | ||||||||
| 191 NORTH WACKER DRIVE SUITE 1800 | CHICAGO | IL | 60606 | TREASURER | 0.00 | $0 | $0 | $0 |
| GLENN D TAXMAN | ||||||||
| 1824 PORT ABBEY PLACE | NEWPORT BEACH | CA | 92660 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SCOTT TAXMAN | ||||||||
| 1080 LAMPTON LANE | DEERFIELD | IL | 60015 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,289,475 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $861,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,150,994 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,150,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,998,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $499,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $499,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,320 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,320 | TotalTaxAmt |
| Distributable Before Adj | $496,616 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $496,616 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $496,616 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $500,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,320 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $497,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $496,616 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,678 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $12,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $496,616 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,784 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,462 | 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 | $12,678 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,784 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,784 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AM YISRAEL | |||||||
| 4 HAPP RD | NORTHFIELD | IL | 60093 | NONE | PC | CHARITABLE | $2,500 |
| AUDITORIUM THEATRE ROOSEVELT UNIVERSITY | |||||||
| 50 E IDA WELLS DR | CHICAGO | IL | 60605 | NONE | PC | CHARITABLE | $10,000 |
| CHILDHELP | |||||||
| 6730 N SCOTTSDALE RD SUITE 150 | SCOTTSDALE | AZ | 85253 | NONE | PC | CHARITABLE | $3,000 |
| CJE SENIOR LIFE | |||||||
| 3003 W TOUHY AVE | CHICAGO | IL | 60645 | NONE | PC | CHARITABLE | $5,000 |
| FOR AUTISTIC KIDS | |||||||
| 1200 N MILWAUKEE AVE | GLENVIEW | IL | 60025 | NONE | PC | CHARITABLE | $5,000 |
| GIRF | |||||||
| 20 W KINZIE ST 17TH FLOOR | CHICAGO | IL | 60654 | NONE | PC | CHARITABLE | $280,000 |
| GLENKIRK | |||||||
| 3504 COMMERCIAL AVE | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $6,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | CHARITABLE | $5,000 |
| IBIS CHARITIES FOUNDATION | |||||||
| 10130 NORTHLAKE BLVD | WEST PALM BEACH | FL | 33412 | NONE | PC | CHARITABLE | $7,500 |
| ILLINOIS PGA FOUNDATION | |||||||
| 2901 WEST LAKE AVE SUITE A | GLENVIEW | IL | 60025 | NONE | PC | CHARITABLE | $1,500 |
| JDRF | |||||||
| 1 NORTH LASALLE ST SUITE 1200 | CHICAGO | IL | 60602 | NONE | PC | CHARITABLE | $500 |
| JUF | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $25,000 |
| KESHET | |||||||
| 600 ACADEMY DR SUITE 130 | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $100,000 |
| LES TURNER ALS FOUNDATION | |||||||
| 5550 W TOUHY AVE | SKOKIE | IL | 60077 | NONE | PC | CHARITABLE | $5,000 |
| THE ARK | |||||||
| 3100 DUNDEE RD SUITE 802 | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $10,000 |
| THE HELPING HANDS NETWORK | |||||||
| 425 HUEHL RD SUITE 16B | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $12,800 |
| THE NEW REFORM CONGREGATION KADIMA | |||||||
| 1020 MILWAUKEE AVE | DEERFIELD | IL | 60015 | NONE | PC | CHARITABLE | $20,000 |
| THE NORA PROJECT | |||||||
| PO BOX 664 | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE | $500 |
| THE Y-NOT PROJECT | |||||||
| 3345 LEGENDARY TRAILS DR | CINCINNATI | OH | 45245 | NONE | PC | CHARITABLE | $500 |
| TRUE BLUE DOGS | |||||||
| 667 E CALHOUN ST | WOODSTOCK | IL | 60098 | NONE | PC | CHARITABLE | $500 |
| VETERANS IN NEED FOUNDATION | |||||||
| 1000 E ATLANTIC BLVD SUITE 205 | POMPANO BEACH | FL | 33060 | NONE | PC | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,400 | 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 | $260,199 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $137,926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $398,125 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $398,125 | 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 | $5,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME INVESTMENTS | BondNm |
| EOY Book Value | $3,344,234 | EOYBookValueAmt |
| EOYFMV | $3,388,827 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES INVESTMENTS | StockNm |
| EOY Book Value | $4,583,412 | EOYBookValueAmt |
| EOYFMV | $6,305,422 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $361 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1,005 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $57,267 | $57,267 | $0 |
| OTHER EXPENSES | $1,405 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,599 | $2,599 | $0 |
| TAXES | $11,454 | $0 | $0 |
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