WEDNER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WEDNER FAMILY FOUNDATION (EIN 26-3863441)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-18
- IRS object ID
- 202021399349100442
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-18T19:56:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362469413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N MICHIGAN AVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 | 263863441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEDNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEDN | BusinessNameControlTxt |
| Phone | 3128737300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 KENT ROAD | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCUS D WEDNER | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 3128737300 | PhoneNum |
| Signature | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM RUNOWSKI | PreparerPersonNm |
| PTIN | P01395005 | PTIN |
| Phone | 3126420006 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.72.35.15 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-06 | IPDt |
| IP Tm | 13:50:23 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 39ADF78CCFC9007621CB66C149F261D179AFE9A0 | 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 | $5,064,471 | 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 | $673,529 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,494 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,494 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,834 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,834 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$55 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $673,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $378,453 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $760,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $465,781 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,147 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,147 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $3,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,147 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $351,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $351,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $354,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $354,487 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $406,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $465,781 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $124,638 | CashBOYAmt |
| Cash EOY | $516,989 | CashEOYAmt |
| Cash EOYFMV | $516,989 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,390,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,390,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,823,217 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $632,944 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $646,800 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $656,768 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $816,663 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $816,663 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,067,497 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,964,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,370,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,064,471 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,255 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,147 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,255 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,147 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,961,342 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,367,657 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,961,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,367,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,964,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,370,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,961,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $406,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,367,657 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,367,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY #2606 - AVAILABLE UPON REQUEST | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2019-11-19 | SoldDt |
| Gross Sales Price | $673,474 | GrossSalesPriceAmt |
| Cost Or Other Basis | $295,021 | CostOrOtherBasisAmt |
| Gain Or Loss | $378,453 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $378,453 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $378,453 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $332,887 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,426,736 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075199 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $234,899 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,435,463 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068375 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $232,694 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,953,109 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078796 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,203 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,609,581 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048745 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $133,939 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,915,714 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069916 | DistributionYr5Rt |
| Total Distribution | 0.341031 | TotalDistributionRt |
| Average Distribution | 0.068206 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,352,771 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $296,885 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,658 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $301,543 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $354,487 | 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 | $4,658 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,658 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,616 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,616 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $42 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARCUS D WEDNER | IndividualWithBooksNm |
| Phone | 3128737300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 544 W DICKENS AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MARCUS D WEDNER | ||||||||
| 3 KENT ROAD | WINNETKA | IL | 60093 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNE T WEDNER | ||||||||
| 3 KENT ROAD | WINNETKA | IL | 60093 | SEC., TREASURER, DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHIL PERELMUTER | ||||||||
| 65 PAUL REVERE ROAD | NEEDHAM | MA | 02494 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,245,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $178,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $994,859 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,419,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,419,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,352,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,639 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,639 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,658 | TotalTaxAmt |
| Distributable Before Adj | $212,981 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $212,981 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $212,981 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $354,487 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $354,487 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,658 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $349,829 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,981 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,403 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,404 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $92,025 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,525 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,836 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $328,193 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $354,487 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $212,981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,506 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $469,699 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $43,403 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $426,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,404 | ExcessFromYear4Amt |
| Excess From Year3 | $92,025 | ExcessFromYear3Amt |
| Excess From Year2 | $68,525 | ExcessFromYear2Amt |
| Excess From Year1 | $114,836 | ExcessFromYear1Amt |
| Excess From Current Year | $141,506 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARCUS D WEDNER | ContributingManagerNm |
| Contributing Manager | ANNE T WEDNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJC | |||||||
| 165 EAST 56TH ST | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| CHICAGO PUBLIC LIBRARY FOUNDATION | |||||||
| 20 N MICHIGAN AVE 250 | CHICAGO | IL | 60602 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 |
| CHICAGO SINAI CONGREGATION | |||||||
| 15 W DELAWARE PL | CHICAGO | IL | 60610 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 |
| CIVIC FEDERATION | |||||||
| 10 N DEARBORN ST 800 | CHICAGO | IL | 60602 | NONE | PC | TO FURTHER PROGRAM SERVICES | $550 |
| CRISTO REY ST MARTIN | |||||||
| 3106 BELVIDERE ROAD | WAUKEGAN | IL | 60085 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,300 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250,000 |
| GIFT OF ADOPTION FUND | |||||||
| 2001 WAUKEGAN ROAD | DEERFIELD | IL | 60015 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,500 |
| GIRLS ON THE RUN CHICAGO | |||||||
| 1415 N DAYTONA STREET SUITE 112 | CHICAGO | IL | 60642 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 |
| INVEST FOR KIDS | |||||||
| 875 N MICHIGAN | CHICAGO | IL | 60611 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 |
| JEWISH UNITED | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 |
| KMZ | |||||||
| PO BOX 7371 | FAIRFAX STATION | VA | 22039 | NONE | PC | TO FURTHER PROGRAM SERVICES | $490 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| WESLEYAN UNIVERSITY | |||||||
| 45 WYLLYS AVENUE | MIDDLETOWN | CT | 06459 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $351,340 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,494 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,834 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$55 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,273 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUS WEDNER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 KENT ROAD | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $673,529 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (16 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 339 SHS APPLE INC | $90,409 | 2019-11-19 |
| 1 | 936 SHS ARCH CAPITAL GROUP LTD | $38,844 | 2019-11-19 |
| 1 | 52 SHS ACCENTURE PLC | $10,300 | 2019-11-19 |
| 1 | 457 SHS AUTOMATIC DATA PROCESSING | $78,522 | 2019-11-19 |
| 1 | 181 SHS COSTCO WHOLESALE CORP | $54,851 | 2019-11-19 |
| 1 | 271 SHS LILLY ELI & CO | $31,147 | 2019-11-19 |
| 1 | 99 SHS MCDONALDS CORP | $19,177 | 2019-11-19 |
| 1 | 27 SHS MCCORMICK & COMPANY INC | $4,469 | 2019-11-19 |
| 1 | 120 SHS NEXTERA ENERGY INC | $27,928 | 2019-11-19 |
| 1 | 383 SHS EVEREST RE GROUP LTD | $101,966 | 2019-11-19 |
| 1 | 184 SHS REPUBLIC SERVICES INC | $16,091 | 2019-11-19 |
| 1 | 71 SHS STRYKER CORP | $14,637 | 2019-11-19 |
| 1 | 58 SHS SYSCO CORP | $4,686 | 2019-11-19 |
| 1 | 406 SHS VISA CORP | $73,726 | 2019-11-19 |
| 1 | 39 SHS WELLCARE HEALTH PLANS INC | $12,399 | 2019-11-19 |
| 1 | 848 SHS WASTE CONNECTIONS INC | $94,377 | 2019-11-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,147 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,147 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY SHORT TERM BOND | BondNm |
| EOY Book Value | $646,800 | EOYBookValueAmt |
| EOYFMV | $656,768 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TRUST CORE MSCI EAFE | $770,440 | $836,246 |
| ISHARES INC CORE MSCI EMERGING | $673,267 | $726,889 |
| SPDR S&P 500 ETF TRUST UNIT SE | $946,645 | $1,260,082 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GP OPPORTUNISITC GROWTH STRATEGIES OFFSHORE, LTD. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $816,663 | BookValueAmt |
| EOYFMV | $1,067,497 | EOYFMVAmt |
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