BETA

HESED FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HESED FOUNDATION (EIN 36-4158247)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202033189349104098
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T21:11:18-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271180831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CERITY PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 PUBLIC SQUARE 2700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44113ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364158247EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HESED FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CERITY PARTNERSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHESEBusinessNameControlTxt
Phone3127153802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1227 W MONROE ST NO 2090AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE S CHOOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3127153802PhoneNum
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW WOJTOWICZ CPAPreparerPersonNm
PTINP00969025PTIN
Phone2164646266PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address3.13.226.155IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm15:47:20IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id62DB629EAACAFACF499932B92FA90E46D85DE72CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,236,438FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$201,094ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$25,300DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,300DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$181,430NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$308,047GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$181,430CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$447OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$53OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$408,271TotalRevAndExpnssAmt
Total Net Invst Incm$206,783TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,460OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,028OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$432OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$643TaxesRevAndExpnssAmt
Taxes Net Invst Incm$566TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,628TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,594TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,957TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$112,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$112,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$117,128TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,594TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$115,457TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$291,143ExcessRevenueOverExpensesAmt
Net Investment Income$205,189NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,905SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$172,918SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$172,918SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$471,297CorporateStockBOYAmt
Corporate Stock EOY$472,445CorporateStockEOYAmt
Corporate Stock EOYFMV$741,320CorporateStockEOYFMVAmt
Corporate Bonds BOY$362,481CorporateBondsBOYAmt
Corporate Bonds EOY$319,606CorporateBondsEOYAmt
Corporate Bonds EOYFMV$321,680CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$520OtherAssetsEOYAmt
Other Assets EOYFMV$520OtherAssetsEOYFMVAmt
Total Assets BOY$870,683TotalAssetsBOYAmt
Total Assets EOY$965,489TotalAssetsEOYAmt
Total Assets EOYFMV$1,236,438TotalAssetsEOYFMVAmt
Other Liabilities BOY$5,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$10,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$865,683CapitalStockBOYAmt
Capital Stock EOY$955,489CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$865,683TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$955,489TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$870,683TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$965,489TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$865,683TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$291,143ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,156,826SubtotalAmt
Other Decreases$201,337OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$955,489TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$289,793$110,082$179,711$179,711
PUBLICLY TRADED SECURITIESP$16,164$16,535-$371-$371
CAPITAL GAINS DIVIDENDSP$2,090$2,090$2,090
FieldValueIRS element (for citing)
Capital Gain Net Income$181,430CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$371NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$118,891AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$986,058NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.120572DistributionYr1Rt
Adjusted Qlfy Distri Yr2$93,629AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$907,934NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.103123DistributionYr2Rt
Adjusted Qlfy Distri Yr3$87,280AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$719,382NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.121326DistributionYr3Rt
Adjusted Qlfy Distri Yr4$85,275AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$716,760NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.118973DistributionYr4Rt
Adjusted Qlfy Distri Yr5$110,746AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$688,693NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.160806DistributionYr5Rt
Total Distribution0.624800TotalDistributionRt
Average Distribution0.124960AverageDistributionRt
Net Vl Noncharitable Assets$1,082,966NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$135,327AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,052NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$137,379AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$115,457QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,104InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,104SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,104TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,235EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,235TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,131OverpaymentAmt
Applied To ES Tax$2,131AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCERITY PARTNERSIndividualWithBooksNm
Phone3127153802PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1227 W MONROE ST SUITE 2090AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHANIE S CHOO
12 LANCASTER STCAMBRIDGEMA02140PRES/SECRETARY0.00$0$0$0
CYNTHIA S DOUGLASS
5688 COLLEGE PLACEBOULDERCO80303VICE PRESIDENT0.00$0$0$0
LOUISE WALKER
32 HALIFAX STJAMAICA PLAINMA02130DIRECTOR0.00$0$0$0
PETER W CHOO
12 LANCASTER STCAMBRIDGEMA02140TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,034,388AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,070AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,099,458TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,099,458AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,492CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,082,966NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,148MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,148MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,104TaxBasedOnInvestmentIncomeAmt
Total Tax$4,104TotalTaxAmt
Distributable Before Adj$50,044DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,044DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,044DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$115,457ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$115,457QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$115,457AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,044DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$78,869ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$51,528ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,141ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$58,215ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$73,355ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$315,108TotalExcessDistributionCyovAmt
Qualifying Distributions$115,457QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,044AppliedToCurrentYearAmt
Remaining Distri From Corpus$65,413RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$380,521TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$78,869ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$301,652ExcessDistriCyovToNextYrAmt
Excess From Year4$51,528ExcessFromYear4Amt
Excess From Year3$53,141ExcessFromYear3Amt
Excess From Year2$58,215ExcessFromYear2Amt
Excess From Year1$73,355ExcessFromYear1Amt
Excess From Current Year$65,413ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHANIE S CHOOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN SOCIETY FOR HEALTH FOR ALL
150 NOTRE DAME AVECAMBRIDGEMA02140NONEPUBLICGENERAL$10,000
RESERVOIR CHURCH
170 RINDGE AVECAMBRIDGEMA02410NONEPUBLICGENERAL$20,000
RESERVOIR CHURCH
170 RINDGE AVECAMBRIDGEMA02140NONEPUBLICGENERAL$15,000
GEORGE WASHINGTON UNIVERSITY SCHOOL OF MEDICINE
230 I STREET NWWASHINGTONDC20052NONEPUBLICGENERAL$10,000
LIFEWORK DIRECTION
32 HALIFAX STREETJAMAICA PLAINMA02130NONEPUBLICGENERAL$5,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218NONEPUBLICGENERAL$5,000
REBUILD AFRICA
38 PORTER ROADCAMBRIDGEMA02410NONEPUBLICGENERAL$10,000
REBUILD AFRICA
38 PORTER ROADCAMBRIDGEMA02410NONEPUBLICGENERAL$10,000
HARVARD TA CHAN SCHOOL OF PUBLIC HEALTH
677 HUNGTINGTON AVEBOSTONMA02115NONEPUBLICGENERAL$22,500
WORLD GOSPEL MISSION
38783 EAST IN-18MARIONIN46952NONEPUBLICGENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$112,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,300ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$447ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$181,430ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$207,177ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$207,177TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
STEPHANIE S CHOO
112 LANCASTER STCAMBRIDGEMA02140$49,175Yes (X)
STEPHANIE S CHOO
212 LANCASTER STCAMBRIDGEMA02140$50,945Yes (X)
STEPHANIE S CHOO
312 LANCASTER STCAMBRIDGEMA02140$100,974Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1335 SHS ILLINOIS TOOL WORKS INC COMMON STOCK (ITW)$49,1752019-05-23
2298 SHS ILLINOIS TOOL WORKS INC COMMON STOCK (ITW)$50,9452019-10-29
3578 SHS ILLINOIS TOOL WORKS INC COMMON STOCK (ITW)$100,9742019-11-25

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCERITY PARTNERSCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFO BLACKROCK FDS V HIGH YIELD (BFMSX) (11,161 PAR VALUE/RATING)$86,682$86,722
MFO BLACKROCK FDS V LOW DURATION (BFMSX) (5,502 PAR VALUE/RATING)$52,931$53,041
MFO ASHMORE FDS ASHMORE EMERGING MKTS (EMKIX) (2822 PAR VALUE/RATING)$22,674$21,871
MFO JP MORGAN TRUST II (WOBDX) (13,540 PAR VALUE/RATING)$157,319$160,046

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFC ISHARES TR COHEN & STEERS REIT EF CLOSE END (ICF) (150 SHARES)$15,210$17,549
MFC SPDR S&P 500 ETF TRUST UNITS SER 1 S&P (SPY) (951 SHARES)$97,430$306,089
MFO GATEWAY TR GATEWAY FD CL Y (GTEYX) (784 SHARES)$25,745$27,195
MFO VAN ECK EMERGING MARKETS-I (EMRIX) (996 SHARES)$15,553$18,927
MFO VANGUARD INDEX TR MID-CAP INDEX (VIMAX) (211 SHARES)$36,726$46,532
MFO VANGUARD INDEX TRUST SMALL CAP INDEXFD (VSMAX) (5732 SHARES)$36,631$45,438
MFO JOHCM INTERNATIONAL (JOHX) (2,532 SHARES)$51,978$60,827
MFO ROWE T PRICE INTERNATIONAL FUNDS (PRIDX) (418 SHARES)$27,590$28,542
MFO HARDING LOEVNER FDS INC (HLMEX) (791 SHARES)$15,528$17,864
EATON CORP PLC COM (44 SHARES)$3,539$4,168
APTIV PLC COM USDO.01 (24 SHARES)$2,136$2,279
ASML HOLDING N V N Y REGISTRY SHS ((4 SHARES)$808$1,184
AIA GROUP LTD SPONSORED ADR (88 SHARES)$2,983$3,695
ALLIANZ SE ADR EACH REP 1/10 ORD SH (48 SHARES)$1,033$1,177
ALPHABET INC CAP STK CL A (3 SHARES)$3,672$4,018
AMERICAN WTR WKS CO INC NEW COM (25 SHARES)$2,295$3,071
CHR HANSEN HOLDING - SPON ADR (58 SHARES)$1,510$1,153
COLOPLAST UNSP ADR EACH REPR 0..10 ORD SHS (86 SHARES)$916$1,068
DANAHER CORP COM USD 0.01 (32 SHARES)$3,200$4,911
DANONE ADR-EA CNV INTO 1/5 EURO.25(CBK) (116 SHARES)$1,854$1,925
EBAY INC (123 SHARES)$3,907$4,442
ECOLAB INC (22 SHARES)$3,248$4,246
ESSILORLUXOTTICA UNSPONSERED ADR (28 SHARES)$2,021$2,134
FRESENIUS SE CO F SPONSORED ADR (90 SHARES)$1,511$1,267
GILEAD SCIENCES INC (25 SHARES)$1,833$1,625
KBC GROUP NV UNSPONSERED ADR (74 SHARES)$2,687$2,785
ESTEE LAUDER COMPANIES INC CL A (7 SHARES)$939$1,446
LEGAL & GENERAL GROUP SPON ADR EACH CNV INTO 5 ORD GBPO .025 (85 SHARES)$1,405$1,706
MASTERCARD INCORPORATED CL A (21 SHARES)$4,349$6,270
MICROSOFT CORP (39 SHARES)$4,214$6,150
NEXTERA ENERGY INC COM (15 SHARES)$2,575$3,632
NOVO-NORDISK A S ADR (74 SHARES)$3,613$4,283
ORACLE CORP COM (24 SHARES)$1,181$1,272
PRUDENTIAL ADR EACH REPR 2 ORD (43 SHARES)$1,923$1,638
ROPER TECHNOLOGIES INC (11 SHARES)$3,331$3,897
SEKISUI HOUSE LTD SPONSORED ADR (96 SHARES)$1,598$2,061
SIGNATURE BK NEW YORK N Y COM (12 SHARES)$1,421$1,639
SYMRISE AG UNSP ADR EACH REPR 0.25 ORD (160 SHARES)$3,605$4,212
THERMO FISHER SCIENTIFIC INC (20 SHARES)$4,750$6,497
UNILEVER NV EURO.16(NEW YORK SHARES) (31 SHARES)$1,782$1,781
VALEO ADR-EACH REPR O.5 ORD EUR3 (98 SHARES)$1,899$1,728
VESTAS WIND SYSTEMS ADR EACH REPR 0.33333 SHS (10S SHARES)$2,344$3,539
VISA INC COM CL A (21 SHARES)$3,014$3,946
WATTS WATER TECHNOLOGIES CL A (23 SHARES)$1,776$2,294
MONDRIAN INTERNATIONAL VALUE EQUITY (3,791 SHARES)$53,556$55,014
ADOBE SYSTEMS INC (8 SHARES)$2,242$2,638
AYDEN NV UNSPON ADS (118 SHARES)$1,678$1,937
ORSTED A/S UNSP ADR (110 SHARES)$2,925$3,795
SAP SE F SPONSORED ADR (8 SHARES)$1,069$1,072
TAIWAN SEMICONDUCTOR F ADR (48 SHARES)$1,889$2,789
TAKEDA PHARMA CO F SPONSORED ADR (100 SHARES)$1,823$1,973

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$520EOYBookValueAmt
EOYFMV$520EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR SECURITIES RECEIVEDDesc
Amt$201,337Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECRETARY OF STATE FEE$10$0$0$10
IL ATTORNEY GENERAL FEE$15$0$0$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NONDIVIDEND DISTRIBUTIONS$394$0$0
OTHER INCOME - NORTHERN TRUST$53$53$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING CHECKSDesc
BOY Book Value$5,000BOYBookValueAmt
EOY Book Value$10,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CERITY PARTNERS - ADVISORY FEES$729$729$0$0
NORTHERN TRUST - BANK/TRUSTEE FEES$432$0$0$432
OTHER INVESTMENT FEES - FIDELITY$299$299$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$77$0$0$0
FOREIGN TAX$566$566$0$0

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