JEFFERY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JEFFERY FAMILY CHARITABLE FOUNDATION (EIN 81-0740464)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-12
- IRS object ID
- 202013179349101476
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T08:58:27-08:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473777241 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Breier Consulting LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 E Diehl Road Suite 111 | AddressLine1Txt |
| City | Naperville | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | 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 | 810740464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffery Family Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | CO Dan Jeffery | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 2397774377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 E Pearson Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dan P Jeffery | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Breier | PreparerPersonNm |
| PTIN | P00350187 | PTIN |
| Phone | 6302826520 | PhoneNum |
| 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 | $228,576 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $934 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $934 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $934 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,074 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,074 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,603 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,611 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,008 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,833 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $96 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $132 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,928 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,766 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,008 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,034 | CashBOYAmt |
| Cash EOY | $21,629 | CashEOYAmt |
| Cash EOYFMV | $21,629 | CashEOYFMVAmt |
| Corporate Stock BOY | $121,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $94,986 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $206,947 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $139,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $228,576 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,050 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,050 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $132,512 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,012 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,947 | ExcessRevenueOverExpensesAmt |
| Subtotal | $111,565 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $111,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Various See Schedule D-1 (L-T) | P | 2017-01-01 | 2020-06-30 | $103,090 | $77,829 | $25,261 | $25,261 |
| 30 See Schedule D-1 (S-T) | P | 2020-01-06 | 2020-06-01 | $8,719 | $9,377 | -$658 | -$658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,603 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$658 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $515 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $515 | SubtotalAmt |
| Tax Based On Investment Income | $515 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $518 | TaxDueAmt |
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 | false | 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 | Dan Jeffery | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2397774377 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 E Pearson St | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Dan P Jeffery | ||||||
| 180 E Pearson St Unit 6101 | Chicago | IL | 60611 | President | 2.00 | $0 |
| Leslie L Jeffery | ||||||
| 180 E Pearson St Unit 6101 | Chicago | IL | 60611 | Secretary | 0.00 | $0 |
| Joseph R Jeffery | ||||||
| 333 Prospect Avenue | Elmhurst | IL | 60126 | Director | 0.00 | $0 |
| Douglas R Jeffery | ||||||
| 3524 Rubin Drive | Oakland | CA | 94602 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $515 | TotalTaxAmt |
| Distributable Before Adj | $515 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $515 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,713 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $46,713 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $46,713 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $9,051 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,605 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,747 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,590 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,713 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $46,713 | RemainingDistriFromCorpusAmt |
| Total Corpus | $132,706 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $132,706 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,051 | ExcessFromYear4Amt |
| Excess From Year3 | $24,605 | ExcessFromYear3Amt |
| Excess From Year2 | $32,747 | ExcessFromYear2Amt |
| Excess From Year1 | $19,590 | ExcessFromYear1Amt |
| Excess From Current Year | $46,713 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dan P Jeffery | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Swim Across America | ||||||||||||
| 11600 N Community House Rd Ste 100 | Charlotte | NC | 28277 | None | PC | To fight cancer. | $500 | |||||
| Chicago Loop Synagogue | ||||||||||||
| 16th South Clark Street | Chicago | IL | 60603 | None | PC | Support the mission of Chicago Loop Synagogue. | $3,680 | |||||
| Canine Companions | ||||||||||||
| 2965 Dutton Avenue | Santa Rosa | CA | 95407 | None | PC | To promote the provision of highly trained assistance dogs to people with disabilities and ongoing support to ensure quality partnerships. | $100 | |||||
| The Morton Arboretum | ||||||||||||
| 4100 Illinois Route 53 | Lisle | IL | 60532 | None | PC | To promote conservation initiatives for trees. | $500 | |||||
| Elmhurst Yorkfield Food Pantry | ||||||||||||
| 1083 S York Road | Elmhurst | IL | 60126 | None | PC | To provide food, compassion, and hope to those in need. | $1,000 | |||||
| Dupage PADS | ||||||||||||
| 601 West Liberty | Wheaton | IL | 60187 | None | PC | Provide shelter, meals, safety and support to homeless individuals. | $1,000 | |||||
| American Friends of Magen David Ado | ||||||||||||
| 352 Seventh Avenue Suite 400 | New York | NY | 10001 | None | PC | To provide pre-hospital emergency needs to the State of Israel. | $5,900 | |||||
| Friends of the IDF | ||||||||||||
| 29 East Madison Street | Chicago | IL | 60602 | None | PC | To support Israel Defense forces and Soldiers. | $500 | |||||
| Wounded Warrior Project | ||||||||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | None | PC | To honor and empower wounded warriors (veterans). | $600 | |||||
| Plainview Jewish Center Tzadakeh Fu | ||||||||||||
| 95 Floral Dr W | Plainview | NY | 11803 | None | PC | To feed the Jewish community of people laid off due to Covid 19 and needing assistance. | $20,000 | |||||
| Encephalitis Society | ||||||||||||
| None | PC | To Support research and awareness for a cure for Encephalitis. | $100 | 32 Castlegate | North Yorkshire | Malton, N. Yorksh | UK | YO17 7DT | ||||
| Heather Abbott Foundation | ||||||||||||
| 181 Bellevue Ave 407 | Newport | RI | 02840 | None | PC | To provide support to persons needing prostheses. | $105 | |||||
| Sagan Fondo Gran Fondo | ||||||||||||
| wwwgrandfondoguidecom | Online | IL | 60622 | None | PC | Benefit bicycle tournaments for disabled bicyclists. | $900 | |||||
| Illinois Regional Training Center | ||||||||||||
| 1700 S 4th Street | Champaign | IL | 61820 | None | PC | To support world and Olympic dreams of the members of the organization. | $1,000 | |||||
| Ronald McDonald House | ||||||||||||
| 110 North Carpenter Street | Chicago | IL | 60607 | None | PC | Support children with terminal illnesses. | $600 | |||||
| Guide Dog Foundation | ||||||||||||
| 371 E Jericho Turnpike | Smithtown | NY | 11787 | None | PC | To Support people with blindness. | $500 | |||||
| Jewish United Fund | ||||||||||||
| 30 S Wells St | Chicago | IL | 60606 | None | PC | Help people connect to Jewish life and values, fueling a dynamic, enduring community that comes together for good. | $500 | |||||
| YMCA of Orange Cnty | ||||||||||||
| 13821 Newport Ave 200 | Tustin | CA | 92780 | None | PC | Promote child and youth development. | $250 | |||||
| Memorial Sloan Kettering Cancer Cen | ||||||||||||
| 1275 York Ave | New York | NY | 10065 | None | PC | To fight cancer by supporting research. | $150 | |||||
| Second Harvest Food Bank | ||||||||||||
| 35 E Wacker Drive 2000 | Chicago | IL | 60601 | None | PC | To eradicate hunger in the community. | $500 | |||||
| Chapters Health Foundation | ||||||||||||
| 3010 W Azeele Street | Tampa | FL | 33609 | None | PC | To promote quality end of life care and bereavment services. | $250 | |||||
| Greater Chicago Food Depository | ||||||||||||
| 4100 W Ann Lurie Place | Chicago | IL | 60632 | None | PC | To erradicate hunger in the community. | $600 | |||||
| Make a Wish Foundation | ||||||||||||
| 601 N LaSalle Dr 280 | Chicago | IL | 60654 | None | PC | To support terminally ill children. | $850 | |||||
| Tunnel to Towers Foundation | ||||||||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | None | PC | To support families of fallen first responders. | $850 | |||||
| Woods Humane Society | ||||||||||||
| 875 Oaklahoma Avenue | San Luis Obispo | CA | 93405 | None | PC | To support protection against cruelty to animals. | $850 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,785 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $934 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,074 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,603 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,611 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,611 | 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 | Breier Consulting Ltd. - Tax and Acctg | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities (See Schedule I-1) | StockNm |
| EOY Book Value | $94,986 | EOYBookValueAmt |
| EOYFMV | $206,947 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Saul Ewing Arnstein Lehr Annual Report | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing and Regulatory | $32 | $32 |
| Miscellaneous | $100 | $100 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card | Desc |
| BOY Book Value | $6,500 | BOYBookValueAmt |
| EOY Book Value | $5,050 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $1,833 | Amt |
| Net Investment Income | $1,833 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Federal Excise Tax | $96 | $96 | |
| Foreign Tax Withheld | $12 | $12 |
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