RIES FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RIES FOUNDATION (EIN 36-2545485)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-15
- IRS object ID
- 202003209349100580
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-15T22:33:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | 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 | 362545485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ries Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DR MICHAEL RIES | InCareOfNm |
| Business Name Control | RIES | BusinessNameControlTxt |
| Phone | 3127871496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N State Street Suite Unit 11 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR MICHAEL RIES | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8472055000 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Avrum Katz | PreparerPersonNm |
| PTIN | P00033618 | PTIN |
| Phone | 8472055000 | PhoneNum |
| Preparation | 2020-10-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.54.105.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15866820203205000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F9FC445BFD228B16C00CD127F19922AE78D60D99 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 94AEA7FEEDA4F15EEB4343DE4C4335954046A408 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,137,361 | 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 | $28,788 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,788 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,136 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $51,036 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,036 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,886 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,914 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,792 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,805 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120 | 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 | $11,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,792 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,618 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,618 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,499 | CashBOYAmt |
| Cash EOY | $42,218 | CashEOYAmt |
| Cash EOYFMV | $42,218 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,933 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,933 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $333,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $330,729 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $782,648 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $303,261 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $252,409 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $254,562 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $700,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $683,289 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,137,361 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $46,125 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $43,467 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $46,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,467 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $654,215 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $639,822 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $654,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $639,822 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $700,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $683,289 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $654,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,393 | ExcessRevenueOverExpensesAmt |
| Subtotal | $639,822 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $639,822 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $128,829 | $106,600 | $22,229 | $22,229 | |
| PUBLICLY TRADED SECURITIES | $2,926 | $3,019 | -$93 | -$93 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,136 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,681 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,053,575 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,730 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,039,502 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049764 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $998,355 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049206 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,628 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $986,109 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051341 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,238 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $754,752 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057288 | DistributionYr5Rt |
| Total Distribution | 0.259499 | TotalDistributionRt |
| Average Distribution | 0.0519 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,045,025 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,237 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $413 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,650 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,410 | 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 | $413 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $413 | SubtotalAmt |
| Tax Based On Investment Income | $413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $625 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $625 | TotalPaymentsAndCreditsAmt |
| Overpayment | $212 | OverpaymentAmt |
| Applied To ES Tax | $212 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR MICHAEL RIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127871496 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N STATE STREET | AddressLine1Txt |
| City | chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Dr Michael H Ries | |||||||||
| 1000 N State Street | Unit 11 | Chicago | IL | 60610 | president, treas, director | 0 | $0 | $0 | $0 |
| Dr Elaine Leboff-Ries | |||||||||
| 1000 N State Street | Unit 11 | Chicago | IL | 60610 | vice president, secr, director | 0 | $0 | $0 | $0 |
| Jeffrey Ries | |||||||||
| 1000 N State Street | Unit 11 | Chicago | IL | 60610 | director | 0 | $0 | $0 | $0 |
| Laura Ries | |||||||||
| 1000 N State Street | Unit 11 | Chicago | IL | 60610 | director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,006,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,060,939 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,060,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,045,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $413 | TotalTaxAmt |
| Distributable Before Adj | $51,838 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,838 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,838 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $55,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $413 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,997 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,838 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,374 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,683 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $592 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $304 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,454 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,407 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $51,838 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,572 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,979 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,374 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,605 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,683 | ExcessFromYear4Amt |
| Excess From Year3 | $592 | ExcessFromYear3Amt |
| Excess From Year2 | $304 | ExcessFromYear2Amt |
| Excess From Year1 | $2,454 | ExcessFromYear1Amt |
| Excess From Current Year | $3,572 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| jewish united fund | ||||||||
| 30 s wells | chicago | IL | 60606 | none | PC | charitable gift | $21,090 | |
| us holocaust memorial | ||||||||
| 595 elm place | highland park | IL | 60035 | none | PC | charitable gift | $4,000 | |
| am shalom | ||||||||
| 840 vernon ave | glencoe | IL | 60022 | none | PC | charitable gift | $4,700 | |
| advocate health care | ||||||||
| 205 w touhy ave | park ridge | IL | 60068 | none | PC | charitable gift | $1,025 | |
| ezra-habonim niles township jewish congregation | ||||||||
| 4500 dempster st | skokie | IL | 60076 | none | PC | charitable gift | $50 | |
| the selfhelp home | ||||||||
| 908 w argyle street | chicago | IL | 60640 | none | PC | charitable gift | $1,000 | |
| rosalind franklin universtiy | ||||||||
| 3333 n green bay rd | north chicago | IL | 60064 | none | PC | charitable gift | $500 | |
| hillel | ||||||||
| G-34 Anabel Taylor Hall | Ithaca | NY | 14853 | none | PC | charitable gift | $500 | |
| respiratory health association | ||||||||
| 1440 w washington blvd | chicago | IL | 60607 | none | PC | charitable gift | $26 | |
| rush university | ||||||||
| 600 s paulina st | chicago | IL | 60612 | none | PC | charitable gift | $250 | |
| cornell university | ||||||||
| Day Hall Lobby | ithaca | NY | 14853 | none | PC | charitable gift | $2,500 | Cornell University |
| harvard business school | ||||||||
| development operations teele hall | boston | MA | 02163 | none | PC | charitable gift | $2,000 | soldiers field |
| anti-defamation league | ||||||||
| 120 s lasalle st 1150 | chicago | IL | 60603 | none | PC | charitable gift | $1,000 | |
| alzheimer's association | ||||||||
| 225 n michigan ave fl 17 | chicago | IL | 60601 | none | PC | charitable gift | $1,000 | |
| american jewish committee | ||||||||
| 165 east 56th street | new york | NY | 10022 | none | PC | charitable gift | $2,000 | |
| friends of the idf | ||||||||
| 29 e madison street | chicago | IL | 60602 | none | PC | charitable gift | $2,820 | |
| chicago symphony orchestra | ||||||||
| 220 s michigan ave | chicago | IL | 60604 | none | PC | charitable gift | $1,000 | |
| illinois holocaust museum | ||||||||
| 9603 woods dr | skokie | IL | 60077 | none | PC | charitable gift | $1,500 | |
| congregation emanuel | ||||||||
| 5959 N Sheridan Rd | Chicago | IL | 60660 | none | PC | charitable gift | $500 | |
| simon weisenthal center | ||||||||
| 180 N LaSalle Street | Chicago | IL | 60601 | none | PC | charitable gift | $400 | Suite 3700 |
| Council for Jewish Elderly | ||||||||
| 3003 W Touhy Ave | Chicago | IL | 60645 | none | PC | charitable gift | $150 | |
| Birthright Israel | ||||||||
| PO Box 21615 | New York | NY | 10087 | none | PC | charitable gift | $800 | |
| Cancer Wellness | ||||||||
| 215 Revere Dr | Northbrook | IL | 60062 | none | PC | charitable gift | $25 | |
| Northwestern University | ||||||||
| 633 Clark St | Evanston | IL | 60208 | none | PC | charitable gift | $2,000 | |
| Planned Parenthood | ||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | none | PC | charitable gift | $500 | |
| University of Michigan | ||||||||
| 500 S State St | Ann Arbor | MI | 48109 | none | PC | charitable gift | $500 | |
| American Committee for the Weizmann Institute | ||||||||
| 633 third avenue | New York | NY | 10017 | none | PC | charitable gift | $500 | |
| American Cancer Society | ||||||||
| 225 Michigan Ave 1200 | Chicago | IL | 60601 | none | PC | charitable gift | $50 | |
| Temple Sinai | ||||||||
| 15 W Delaware Pl | Chicago | IL | 60610 | none | PC | charitable gift | $750 | |
| Gift of Hope Organ & Tissue | ||||||||
| 425 Spring Lake Dr | Itasca | IL | 60143 | none | PC | Charitable Gift | $10 | |
| American Heart Association | ||||||||
| 300 S Riverside Plaza | Chicago | IL | 60606 | none | PC | Charitable Gift | $30 | |
| Network for Good | ||||||||
| 1140 Connecticut Ave NW 700 | Washington | DC | 20036 | none | PC | charitable gift | $26 | |
| Evans Scholars Foundation | ||||||||
| 2501 Patriot Boulevard | Glenview | IL | 60026 | none | PC | charitable gift | $250 | |
| Ida Crown Jewish Academy | ||||||||
| 8233 Central Park Ave | Skokie | IL | 60076 | none | PC | charitable gift | $18 | |
| Jewish National Fund | ||||||||
| 78 Randall Avenue | Rockville Center | NY | 11570 | none | PC | charitable gift | $54 | |
| Holy Resurrection Serbian Orthodox Cathedral | ||||||||
| 5701 N Redwood Dr | Chicago | IL | 60631 | none | PC | charitable gift | $25 | |
| Lehigh Valley Hospital and Health Network | ||||||||
| PO Box 1883 | Allentown | PA | 18105 | None | PC | charitable gift | $25 | |
| ILLINOIS MUSIC EDUCATION Association | ||||||||
| 7270 West College Drive Suite 201 | Palos Heights | IL | 60463 | None | PC | charitable gift | $18 | |
| Kidsports | ||||||||
| 2054 Amazon Parkway | Eugene | OR | 97405 | none | NC | charitable gift | $26 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,618 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,788 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,036 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,886 | Amt |
| Net Investment Income | $5,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,792 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $252,409 | EOYBookValueAmt |
| EOYFMV | $254,562 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $330,729 | EOYBookValueAmt |
| EOYFMV | $782,648 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $10 | $0 | $0 | $0 |
| ADMIN FEES | $110 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $46,125 | BOYBookValueAmt |
| EOY Book Value | $43,467 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,805 | Amt |
| Net Investment Income | $3,805 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
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