ELM FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELM FAMILY FOUNDATION (EIN 47-6500826)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-27
- IRS object ID
- 202013019349100116
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-27T12:14:55-05:00 | 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 | 476500826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elm Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID N JONAS | InCareOfNm |
| Business Name Control | ELMF | BusinessNameControlTxt |
| Phone | 8472429160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o David N Jonas Suite STE 380 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID N JONAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9999999999 | PhoneNum |
| Signature | 2020-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joel B Polakow | PreparerPersonNm |
| PTIN | P00845521 | PTIN |
| Phone | 8472055000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.21.64.71 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15866820203015000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-27 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 91755FA4D02724C2E73A1CAB749D6749638EC240 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 47564E9A8856D825B22002E5C4A6F1F158542C72 | 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 | $29,338,830 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $579,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $579,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $212,732 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,331,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $212,732 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,231 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,231 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $793,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $793,659 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $34,040 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,040 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,450 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,330 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $434 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $434 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,924 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,804 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,464,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,464,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,507,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,804 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,464,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$714,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $756,855 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $39,191 | AcctRcvblAmt |
| Acct Rcvbl BOY | $32,088 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $39,191 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $39,191 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $24,684,160 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,299,639 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,299,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,719,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,338,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,338,830 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $196,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $196,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $24,523,233 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,338,830 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,523,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,338,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,719,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,338,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,523,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$714,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,529,722 | OtherIncreasesAmt |
| Subtotal | $29,338,830 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,338,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 233 SHS CVS HEALTH CORP | 2018-11-29 | 2019-02-01 | $15,127 | $18,867 | -$3,740 | -$3,740 |
| JP MORGAN #4008 - LT COVERED - SEE ATTACHED | $1,814,629 | $1,637,150 | $177,479 | $177,479 | ||
| .649 SHS INTERCONTINENTAL HOTELS GROUP | 2019-01-30 | $37 | $37 | $37 | ||
| 1.524 SHS SWISS RE LTD-SPN | 2019-02-01 | $36,591 | $1,524 | $35,067 | $35,067 | |
| JP MORGAN #7009 - LT COVERED - SEE ATTACHED | $1,464,576 | $1,460,299 | $3,397 | $4,277 | ||
| CAPITAL GAIN DISTRIBUTION | $492 | $492 | $492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,732 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,110,612 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,870,439 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041332 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $708,571 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,276,037 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029188 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $510,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,659,809 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023574 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $438,861 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,035,359 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036464 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $130,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,767,458 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011047 | DistributionYr5Rt |
| Total Distribution | 0.141605 | TotalDistributionRt |
| Average Distribution | 0.028321 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,604,354 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $781,783 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,569 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $789,352 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,464,860 | 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 | $7,569 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,569 | SubtotalAmt |
| Tax Based On Investment Income | $7,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,388 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,888 | TotalPaymentsAndCreditsAmt |
| Overpayment | $319 | OverpaymentAmt |
| Applied To ES Tax | $319 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID N JONAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472429160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 DUNDEE RD STE 380 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Jonas | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Dundee Rd STE 380 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $27,993,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,024,725 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,024,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $420,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,604,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,380,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,380,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,569 | TotalTaxAmt |
| Distributable Before Adj | $1,372,649 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,372,649 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,372,649 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,464,860 | 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 | $1,464,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,569 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,457,291 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,372,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,319,575 | 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 | $1,464,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,319,575 | AppliedToYear1Amt |
| Applied To Current Year | $145,285 | 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 | $1,227,364 | 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 | DAVID N JONAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Solomon Schecter Day School | ||||||||
| 3210 Dundee Road | Northbrook | IL | 60062 | None | PC | Unrestricted | $55,400 | |
| Jewish United Fund | ||||||||
| 30 S Wells Street | Chicago | IL | 60606 | None | PC | Unrestricted | $185,000 | |
| Friends of the IDF | ||||||||
| 1430 Broadway | New York | NY | 10018 | None | PC | Unrestricted | $304,000 | Suite 1301 |
| Kellogg School - Northwestern University | ||||||||
| 2001 Sheridan Road | Evanston | IL | 60208 | NONE | PC | Unrestricted | $10,000 | |
| Friends of Elnet | ||||||||
| 400 Skokie Blvd | Northbrook | IL | 60062 | NONE | PC | Unrestricted | $160,000 | |
| Weizmann Institute of Science | ||||||||
| 180 N LaSalle Dr 3110 | Chicago | IL | 60601 | NONE | PC | Unrestricted | $25,000 | |
| University of Illinois Chicago | ||||||||
| 1200 W Harrison St | Chicago | IL | 60607 | NONE | PC | Unrestricted | $500,000 | |
| American Israel Education Foundation | ||||||||
| 251 H Street NW | Washington | DC | 20001 | NONE | PC | Unrestricted | $100,000 | |
| Moriah Congregation | ||||||||
| 200 Taub Dr | Deerfield | IL | 60015 | None | PC | Unrestricted | $2,860 | |
| Shirley Ryan AbilityLab | ||||||||
| 355 E Erie St | Chicago | IL | 60611 | None | PC | Unrestricted | $10,000 | |
| Foundation for Defense of Democracies | ||||||||
| PO Box 33249 | Washington | DC | 20033 | None | PC | Unrestricted | $100,000 | |
| Anne & Robert Lurie Childrens Hospital | ||||||||
| 225 E Chicago Ave | Chicago | IL | 60611 | NONE | PC | Unrestricted | $10,000 | |
| Barrett Hospital Foundation | ||||||||
| 600 STATE HWY 91 S | Dillon | MT | 59725 | None | PC | Unrestricted | $100 | |
| Brain Research Foundation | ||||||||
| 111 W Washington St | Chicago | IL | 60602 | NONE | PC | Unrestricted | $1,500 | Suite 1460 |
| Young America's Foundation | ||||||||
| 11480 Commerce Park Dr | Reston | VA | 20191 | NONE | PC | Unrestricted | $1,000 | Suite 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,464,860 | 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 | $579,696 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $212,732 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $1,231 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $793,659 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $793,659 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JP MORGAN INVESTMENT ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $29,299,639 | BookValueAmt |
| EOYFMV | $29,299,639 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IL ANNUAL REPORT FEE | $15 | $15 |
| BANK CHARGES | $419 | $419 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $1,231 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,231 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $5,529,722 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEE | $28,114 | $28,114 |
| DEPOSITORY FEES | $5,926 | $5,926 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $2,330 | $2,330 |
| TAXES | $6,120 |
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