WESTERN WIND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN WIND FOUNDATION (EIN 46-5138494)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202033159349102263
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T18:30:44-06:00 | 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 | 465138494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Wind Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEREMY HOBBS | InCareOfNm |
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3128223071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N Clark Street - 5th Floor | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY HOBBS | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 3128223071 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kathy Kirchschlager | PreparerPersonNm |
| PTIN | P00523864 | PTIN |
| Phone | 8472055000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.173.27.87 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15866820203155000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E8F91B901324A4A4113684361C59632ABA9940C0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 75BD9B2E40288253113F89125DC67D7898C97D68 | 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 | $6,181,156 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $251 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $251 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $162,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,315 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,654,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,593 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,159 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $41,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $124,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $90,409 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,561 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $76,848 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,883 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,727 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,555 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $506 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $126 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $379 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,984 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,882 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $332,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $228,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $344,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $346,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $677,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $574,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$404,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,550 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,995 | CashBOYAmt |
| Cash EOY | $30,920 | CashEOYAmt |
| Cash EOYFMV | $30,920 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $68,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,752 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,752 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,371,476 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,998,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,135,709 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,032,287 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,004,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $927,942 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $13,833 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,833 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,833 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,525,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,121,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,181,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,154,747 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,154,747 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,370,691 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,966,479 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,525,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,121,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,525,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,121,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,525,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$404,212 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,121,226 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,121,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPM #47276 ST NONCOVERED | P | $456,834 | $441,101 | $15,733 | $15,733 |
| JPM #47276 LT NONCOVERED | P | $1,195,670 | $1,102,767 | $92,903 | $92,903 |
| CAPITAL GAIN DIVIDENDS | P | $1,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,593 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $481,482 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,562,471 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073369 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $392,987 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,888,634 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057049 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $298,773 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,490,664 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039886 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $207,651 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,900,531 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026283 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $186,326 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,926,619 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023506 | DistributionYr5Rt |
| Total Distribution | 0.220093 | TotalDistributionRt |
| Average Distribution | 0.044019 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,274,783 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $276,210 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,726 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $277,936 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $574,886 | 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 | $1,726 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,726 | SubtotalAmt |
| Tax Based On Investment Income | $1,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,823 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,823 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,097 | OverpaymentAmt |
| Applied To ES Tax | $4,097 | 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 | DE | 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 | JEREMY HOBBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128220371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N CLARK STREET 5TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | 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 | Yes (true) | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEREMY HOBBS | ||||||||
| 321 N Clark Street - 5th Floor | Chicago | IL | 60654 | PRESIDENT/EXEC DIR/TREASURER | 35.0 | $160,000 | $0 | $0 |
| MATTHEW WILLIAMS | ||||||||
| 321 N Clark Street - 5th Floor | Chicago | IL | 60654 | SECRETARY | 3.0 | $6,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDLEY AUSTIN LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH DEARBORN | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $90,409 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,051,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,168,942 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,370,338 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,370,338 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,274,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,739 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,739 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,726 | TotalTaxAmt |
| Distributable Before Adj | $312,013 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,625 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $313,638 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $313,638 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $574,886 | 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 | $574,886 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,726 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $573,160 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $52,354 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $155,233 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $207,587 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $574,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $313,638 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $261,248 | RemainingDistriFromCorpusAmt |
| Total Corpus | $468,835 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $468,835 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $52,354 | ExcessFromYear2Amt |
| Excess From Year1 | $155,233 | ExcessFromYear1Amt |
| Excess From Current Year | $261,248 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ADMIN FOR WESTERN WIND FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N CLARK ST 5TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3128223071 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF INTRODUCTION, COPY OF MOST RECENT FINANCIAL STATEMENTS, ORGANIZATIONAL BUDGET, PROPOSED PROJECT BUDGET, AND APPLICANT'S TAX EXEMPT LETTER FROM THE IRS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Chijnaya Foundation | ||||||
| 1717 E Vista Chino Rd A7-488 | Palm Springs | CA | 92262 | PC | PROGRAM GRANT | $30,000 |
| The LGBT Community Center of the Desert | ||||||
| 1301 North Palm Canyon Dr 3rd Floo | Palm Springs | CA | 92262 | PC | PROGRAM GRANT | $52,500 |
| Chicagoland Toys for Tots | ||||||
| 8900 S Odell | Bridgeview | IL | 60455 | PC | program grant | $5,000 |
| Palm Springs Cultural Center | ||||||
| 2100 E Tahquitz Canyon Way | Palm Springs | CA | 92262 | PC | Program Grant | $2,500 |
| Palm Springs Pride | ||||||
| 329 W Mariscal RD | Palm Springs | CA | 92262 | PC | Program Grant | $21,900 |
| Love & Love Tennis Foundation Inc | ||||||
| 810 Snow Creek Cyn | Palm Desert | CA | 92211 | PC | PROGRAM GRANT | $2,500 |
| Frannie Peabody Center | ||||||
| 49 Oak St | Portland | ME | 04101 | PC | Program Grant | $2,500 |
| The Foundation for PSUSD | ||||||
| 333 S Farrell Drive | Palm Springs | CA | 92262 | PC | Program Grant | $56,900 |
| Palm Springs Art Museum | ||||||
| 101 N Museum Drive | Palm Springs | CA | 92262 | PC | Program Grant | $17,500 |
| Sanctuary of Palm Springs | ||||||
| 555 S Sunrise Way Suite 203B | Palm Springs | CA | 92264 | PC | Program Grant | $10,000 |
| Wishes for Whitley | ||||||
| PO Box 924 | Edwardsville | IL | 62025 | PC | Program Grant | $3,500 |
| Chicago House & Social Service Agency | ||||||
| 1925 N Clybourn Ave Unit 401 | Chicago | IL | 60614 | PC | Program Grant | $3,500 |
| Blessons NFP | ||||||
| 405 N Wabash Ave Suite 2006 | Chicago | IL | 60611 | PC | Program Grant | $2,750 |
| Coyote Stageworks | ||||||
| 101 N Museum Drive | Palm Springs | CA | 92262 | PC | Program Grant | $10,000 |
| Opera Guild of the Desert | ||||||
| 2150 E Tahquitz Canyon Way | Palm Springs | CA | 92262 | PC | Program Grant | $1,000 |
| Cove Communities Youth Soccer Assn | ||||||
| PO Box 10028 | Palm Desert | CA | 92255 | PC | Program Grant | $10,000 |
| Well in the Desert | ||||||
| PO Box 5312 | Palm Springs | CA | 92263 | PC | Program Grant | $15,000 |
| Swedish American Museum of Chicago | ||||||
| 5211 N Clark | Chicago | IL | 60640 | PC | Program Grant | $25,000 |
| Desert Ensemble Theatre Company | ||||||
| 457 N Palm Canyon Dr Ste C | Palm Springs | CA | 92262 | PC | Program Grant | $2,500 |
| FIND Food Bank | ||||||
| 83775 Citrus Ave | Indio | CA | 92201 | PC | Program Grant | $2,500 |
| National Audobon Society | ||||||
| 225 Varick St | New York | NY | 10014 | PC | Program Grant | $15,000 |
| THE L FUND | ||||||
| 400 S Farrell Drive Suite B107 | Palm Springs | CA | 92262 | PC | program grant | $7,500 |
| The Legacy Project | ||||||
| 3018 N Clybourn Ave | Chicago | IL | 60613 | PC | program grant | $1,000 |
| Stroke Recovery Center | ||||||
| 2800 E Alejo Rd | Palm Springs | CA | 92262 | PC | program grant | $2,500 |
| Alianza Coachella Valley | ||||||
| 1515 5th St | Coachella | CA | 92236 | PC | program grant | $20,000 |
| The Community Foundation | ||||||
| 75105 Merle Dr Suite 300 | Palm Desert | CA | 92211 | PC | program grant | $2,500 |
| Brockus Project Dance Company | ||||||
| 618 Moulton Ave | Los Angeles | CA | 90031 | PC | program grant | $15,000 |
| Caravanserai Project | ||||||
| PO Box 2486 | Palm Springs | CA | 92262 | PC | program grant | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $346,550 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,315 | 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 | $110,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $273,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,159 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,610 | Amt |
| Net Investment Income | $8,883 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,727 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | SIDLEY AUSTIN LLP | ContractorPersonNm |
| Explanation | LEGAL SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN #74012 | $107,849 | $711,891 |
| JP MORGAN #47276 | $3,648,541 | $4,182,818 |
| DT- COMMON STOCK | $242,354 | $241,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DT NOTE | $427,035 | $350,000 |
| DT CONVERSION LOAN | $577,942 | $577,942 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXPENSE | Desc |
| BOY Book Value | $13,833 | BOYBookValueAmt |
| EOY Book Value | $13,833 | EOYBookValueAmt |
| EOYFMV | $13,833 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $34,425 | $34,425 | $0 | $0 |
| INSURANCE | $4,202 | $0 | $0 | $4,202 |
| OFFICE EXPENSE | $1,710 | $427 | $0 | $1,283 |
| PROFESSIONAL FEES | $529 | $132 | $0 | $397 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,555 | $1,555 | $0 | $0 |
| FEDERAL TAXES | $3,500 | $0 | $0 | $0 |
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