JGM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JGM FOUNDATION (EIN 82-3764755)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-12-21
- IRS object ID
- 202003569349100300
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation 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 | 2020-12-21T08:57:10-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & HUEY ASSOC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 WEST 175TH STREET | AddressLine1Txt |
| City | HOMEWOOD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60430 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823764755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JGM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELLIOTT FRIEDMAN | InCareOfNm |
| Business Name Control | JGMF | BusinessNameControlTxt |
| Phone | 7087996800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 175TH STREET | AddressLine1Txt |
| City | HOMEWOOD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60430 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY SILVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2020-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LEWANDOWSKI | PreparerPersonNm |
| PTIN | P00729456 | PTIN |
| Phone | 7087996800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 10.21.73.144 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 36235120203565000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-12-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 62EAC4D1A3FC69E386AB2783343E455E45335DF9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 045B64AC230A6671B8CE283499F84222117CD925 | 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 | $1,577,738 | 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 | $152,022 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$73,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $622,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,602 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,067 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $135 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $135 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $290 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,180 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $435 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,323 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,323 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,758 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,887 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,844 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $366,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $366,777 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,528,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,210,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,210,961 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,580,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,576,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,577,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,580,662 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,576,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,580,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,576,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,580,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,576,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,580,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,752 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,599,414 | SubtotalAmt |
| Other Decreases | $22,622 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,576,792 | 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 | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt |
|---|---|---|---|---|---|---|
| HARRIS ASSOCIATES #718334 | P | $23,554 | $54,053 | -$30,499 | -$30,499 | |
| HARRIS ASSOCIATES #718334 | D | $120,471 | $41,540 | $3,531 | $3,531 | $75,400 |
| HARRIS ASSOCIATES #718334 | P | $478,935 | $525,764 | -$46,829 | -$46,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,602 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,506,602 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.012268 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,420,305 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Total Distribution | 0.012268 | TotalDistributionRt |
| Average Distribution | 0.006134 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,580,727 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,696 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $159 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,855 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,758 | 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 | $159 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $159 | SubtotalAmt |
| Tax Based On Investment Income | $159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,608 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,608 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,449 | OverpaymentAmt |
| Applied To ES Tax | $2,449 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT FRIEDMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7087996800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 175TH STREET | AddressLine1Txt |
| City | HOMEWOOD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60430 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CAROLINE MAYNARD | ||||||||
| 1313 175TH STREET | HOMEWOOD | IL | 60430 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| TRACY SILVER | ||||||||
| 1313 175TH STREET | HOMEWOOD | IL | 60430 | PRESIDENT & SECRETARY | 0 | $0 | $0 | $0 |
| ELLIOTT M FRIEDMAN | ||||||||
| 1313 175TH STREET | HOMEWOOD | IL | 60430 | TREASURER | 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 | $1,513,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,604,799 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,604,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,580,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $159 | TotalTaxAmt |
| Distributable Before Adj | $78,877 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,877 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,877 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,758 | 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 | $73,758 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $159 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,599 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $73,323 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,758 | QualifyingDistributionsAmt |
| Applied To Year1 | $73,323 | AppliedToYear1Amt |
| Applied To Current Year | $435 | 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 |
| Undistributed Income CY | $78,442 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES MAYNARD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVENUE 17TH FLO | CHICAGO | IL | 60601 | NONE | PC | GENERAL FUND | $18,331 |
| THE FACTORY CHURCH | |||||||
| 9872A Main St | Woodstock | GA | 30188 | NONE | PC | GENERAL FUND | $36,661 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 Broadway 9 | NEW YORK | NY | 10003 | NONE | PC | GENERAL FUND | $18,331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,323 | 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 | $23,465 | 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 | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$73,797 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$50,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$50,332 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES MAYNARD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 THRONTREE LANE | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $152,022 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,600 SHARES INTEL CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $152,022 | FairMarketValueAmt |
| Received | 2019-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $290 | Amt |
| Disbursements Charitable Prps | $290 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGILENT TECHNOLOGIES INC COM | $20,029 | $26,511 |
| ADT INC | $0 | $0 |
| ALPHABET INC CL C | $89,798 | $114,502 |
| AMERICAN INT'L GROUP | $58,380 | $34,298 |
| APPLE INC | $0 | $0 |
| BAIDU COM INC | $0 | $0 |
| CENTENNIAL RESOURCE DEV | $0 | $0 |
| CITIGROUP INC | $81,323 | $56,210 |
| COMCAST CORP CL A | $68,879 | $66,266 |
| CONSTELLATION BRANDS INC CL A | $21,145 | $30,616 |
| CORELOGIC INC | $0 | $0 |
| $73,861 | $85,151 | |
| FIAT CHRYSLER | $0 | $0 |
| HCA HEALTHCARE INC | $18,292 | $19,412 |
| HERC HLDGS INC | $55,824 | $43,022 |
| HILTON WORLDWIDE HLDGS | $46,703 | $47,743 |
| HOWARD HUGHES CORP | $62,194 | $24,676 |
| INTEL CORP COM | $12,462 | $35,898 |
| LEAR CORP | $54,951 | $40,883 |
| LIBERTY BROADBAND CORP | $71,079 | $105,366 |
| NATIONAL OIL WELL VARCO | $0 | $0 |
| NETFLIX | $0 | $0 |
| ORACLE CORP | $48,577 | $55,270 |
| PDC ENERGY INC | $0 | $0 |
| QORVO INC | $37,801 | $60,792 |
| REGENERON PHARM | $45,852 | $93,548 |
| CHARLES SCHWAB CORP | $64,824 | $47,236 |
| SOUTHWEST AIRLINES CO | $65,143 | $39,307 |
| STATE STREET CORPORATION | $57,013 | $42,896 |
| VISA INC | $39,980 | $67,610 |
| WELLS FARGO & CO | $95,197 | $40,960 |
| WORKDAY INC CL A | $20,708 | $32,788 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FISCHEL & KAHN | CategoryTxt |
| Legal Fees | $135 | LegalFeesAmt |
| Disbursements Charitable Prps | $135 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $22,622 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL CHARITY BUREAU FUND | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $9,180 | Amt |
| Net Investment Income | $9,180 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAYMENT | CategoryTxt |
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