LEFKOFSKY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEFKOFSKY FAMILY FOUNDATION (EIN 20-7066362)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-15
- IRS object ID
- 202033209349100028
- 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
- All Oth Prog Rltd Investments Sch
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-15T21:33:53-06:00 | 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 | 207066362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lefkofsky Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ERIC & ELIZABETH LEFKOFSKY | InCareOfNm |
| Business Name Control | LEFK | BusinessNameControlTxt |
| Phone | 3129067477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 West Chicago Ave Suite 510 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC LEFKOFSKY | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Signature | 2020-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ignacio Mendez | PreparerPersonNm |
| PTIN | P00380249 | PTIN |
| Phone | 8472055000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 168.91.204.104 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15866820203195000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A6B1B711C2535B70A20CF93065F10F6306F655CF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB1CC30F54A8B57587EDC36A649B16AAD407D07A | 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 | $47,882,759 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $944,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $944,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,620 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,620 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $240,747 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $240,747 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,434,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,384,929 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $384,915 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $384,915 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,164 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,164 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,515 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,515 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $299,227 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $299,227 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $40,635 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,400 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,400 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $22,124 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,124 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $279,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $184,331 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95,593 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,165,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $487,958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $677,946 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,974,461 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,974,461 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,140,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $487,958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,652,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,705,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $896,971 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $878,679 | CashBOYAmt |
| Cash EOY | $1,180,143 | CashEOYAmt |
| Cash EOYFMV | $1,180,143 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,304,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,516,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,516,135 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $52,548 | AcctRcvblAmt |
| Acct Rcvbl BOY | $24,380 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $52,548 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $53,548 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,824,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,824,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,676,284 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $132,008 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $4,400 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $127,608 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $127,608 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $36,355,071 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,987,402 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,329,041 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,387,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,688,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,882,759 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,624 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,681 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,624 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,681 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $52,381,575 | CapitalStockBOYAmt |
| Capital Stock EOY | $47,676,139 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,381,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,676,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,387,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,688,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,381,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,705,436 | ExcessRevenueOverExpensesAmt |
| Subtotal | $47,676,139 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $47,676,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,620 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,765,254 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,956,568 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.311151 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,635,556 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,232,162 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.178221 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,621,431 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,167,075 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.21245 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,972,645 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,968,257 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.443707 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,641,080 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,654,461 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.445778 | DistributionYr5Rt |
| Total Distribution | 1.591307 | TotalDistributionRt |
| Average Distribution | 0.318261 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,365,801 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,572,074 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,970 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,581,044 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,652,407 | 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 | $8,970 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,970 | SubtotalAmt |
| Tax Based On Investment Income | $8,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,086 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $53,086 | TotalPaymentsAndCreditsAmt |
| Overpayment | $44,116 | OverpaymentAmt |
| Applied To ES Tax | $44,116 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.lefkofskyfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC & ELIZABETH LEFKOFSKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129067477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WEST CHICAGO AVE SUITE 510 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ERIC P LEFKOFSKY | ||||||||
| 600 West Chicago Ave Suite 510 | Chicago | IL | 60654 | TRUSTEE | 0 | $0 | $0 | $0 |
| ELIZABETH KRAMER LEFKOFSKY | ||||||||
| 600 West Chicago Ave Suite 510 | Chicago | IL | 60654 | TRUSTEE | 40.0 | $90,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RACHEL GRAHAM | ||||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | DIRECTOR | 40.0 | $110,250 |
| EMILY MUSKOVITZ SWEET | ||||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | DIRECTOR EXT AFFAIRS | 40.0 | $160,000 |
| ELSPETH LEMAN | ||||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | SUCCESS BOUND COACH | 32.0 | $60,000 |
| ELIZABETH LEFKOFSKY | ||||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | TRUSTEE | 40.0 | $90,000 |
| SHAUNTEL VAUGHN | ||||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | DIRECTOR | 40.0 | $72,000 |
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 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,423,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,160,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,584,570 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,584,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $218,769 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,365,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $718,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $718,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,970 | TotalTaxAmt |
| Distributable Before Adj | $709,320 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $709,320 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $709,320 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,652,407 | 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 | $5,652,407 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,970 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,643,437 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $709,320 | 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 Yr5 | $4,980,479 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,074,232 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,307,020 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,738,643 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,615,324 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,715,698 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,652,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $709,320 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,943,087 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,658,785 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,980,479 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,678,306 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,074,232 | ExcessFromYear4Amt |
| Excess From Year3 | $5,307,020 | ExcessFromYear3Amt |
| Excess From Year2 | $5,738,643 | ExcessFromYear2Amt |
| Excess From Year1 | $6,615,324 | ExcessFromYear1Amt |
| Excess From Current Year | $4,943,087 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC LEFKOFSKY ELIZABETH LEFKOFSKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alzheimer's Drug Discovery Foundation | ||||||
| 57 West 57th Street Suite 904 | New York | NY | 10019 | NONE | Medical Research | $50,000 |
| AUSL | ||||||
| 3400 N Austin Avenue | CHICAGO | IL | 60634 | NONE | Education. | $145,700 |
| Forward Together | ||||||
| 300 Frank H Ogawa Plaza 700 | Oakland | CA | 94612 | NONE | Reproductive rights. | $30,000 |
| Planned Parenthood of The Rocky Mountains | ||||||
| 719 San Mateo Blvd | Albuquerque | NM | 87108 | NONE | Reproductive rights. | $20,000 |
| Young Women United | ||||||
| 309 Gold Avenue SW | Albuquerque | NM | 87102 | NONE | Reproductive rights. | $20,000 |
| Chicago Community Trust | ||||||
| 225 N Michigan Avenue Suite 2200 | CHICAGO | IL | 60601 | NONE | Gun violence prevention. | $10,000 |
| University of Chicago | ||||||
| 5801 S Ellis Ave | Chicago | IL | 60637 | NONE | Medical research. | $125,000 |
| Art Institute of Chicago | ||||||
| 111 South Michigan Avenue | Chicago | IL | 60603 | NONE | Arts & culture. | $175,000 |
| National Public Education Support Fund | ||||||
| 1900 L St NW Suite 520 | Washington | DC | 20036 | NONE | Education. | $20,000 |
| Children's First Fund | ||||||
| 42 W Madison 3rd Floor | Chicago | IL | 60609 | NONE | Education. | $102,020 |
| UChicago Impact LLC | ||||||
| 1313 E 60th Street | Chicago | IL | 60637 | NONE | Education. | $13,500 |
| Lurie Children's Foundation | ||||||
| 225 East Chicago Avenue Box 4 | Chicago | IL | 60611 | NONE | Medical research. | $100,000 |
| Midwest Access Project | ||||||
| PO Box 13173 | CHICAGO | IL | 60613 | NONE | Reproductive rights. | $25,000 |
| National Network of Abortion Fund | ||||||
| PO Box 170280 | Boston | MA | 02117 | NONE | Reproductive rights. | $50,000 |
| Museum of Contemporary Art | ||||||
| 220 East Chicago Ave | Chicago | IL | 60611 | NONE | Arts & culture. | $147,300 |
| University of Michigan | ||||||
| Office of University Development De | Palatine | IL | 60055 | NONE | Education. | $353,333 |
| Women's Foundation of California | ||||||
| 300 Frank H Ogawa Plaza Suite 420 | Oakland | CA | 94612 | NONE | Reproductive rights. | $50,000 |
| Northwestern University | ||||||
| 1201 David Street | Evanston | IL | 60208 | NONE | Medical research. | $100,000 |
| Whitney Museum of American Art | ||||||
| 99 Gansevoort Street | New York | NY | 10014 | NONE | Arts & culture. | $108,333 |
| Ravinia | ||||||
| Associate Director of Development 4 | Highland Park | IL | 60035 | NONE | Arts & culture. | $40,000 |
| Wood Family Foundation | ||||||
| 121 West Wacker Drive Suite 619 | CHICAGO | IL | 60601 | NONE | Education | $30,000 |
| Utah Film Center | ||||||
| 50 West Broadway Suite 1125 | Salt Lake City | UT | 84101 | NONE | Gun violence prevention. | $100,000 |
| Men4Choice Education | ||||||
| 701 W Jackson Blvd 407 | Chicago | IL | 60661 | NONE | Reproductive rights. | $75,000 |
| Panorama Global-GALvanize USA | ||||||
| 2101 4th Avenue Suite 2100 | Seattle | WA | 98121 | NONE | Reproductive rights. | $50,000 |
| Children First Fund | ||||||
| 42 W Madison 3rd Floor | Chicago | IL | 60602 | NONE | Education. | $33,920 |
| High Jump | ||||||
| 59 W North Blvd | CHICAGO | IL | 60610 | NONE | Education. | $25,000 |
| Association of Middle Level Education | ||||||
| 2550 Corporate Exchange Dr Ste 3 | Columbus | OH | 43231 | NONE | Education. | $25,000 |
| University of Chicago Urban Labs | ||||||
| 33 N LaSalle Street SUite 1600 | Chicago | IL | 60602 | NONE | Education. | $53,917 |
| New Venture Fund | ||||||
| 1201 Connecticut Ave NW Suite 300 | Washington | DC | 20036 | NONE | Gun violence prevention. | $50,000 |
| Museum of Science & Industry | ||||||
| 157th Street and Lake Shore Drive | CHICAGO | IL | 60637 | NONE | Arts & culture. | $300,000 |
| Kids First Chicago | ||||||
| 21 S Clark Street Suite 4301 | CHICAGO | IL | 60603 | NONE | Education. | $50,000 |
| Chicago Public Education Fund | ||||||
| 200 West Adams Suite 2150 | CHICAGO | IL | 60606 | NONE | Education. | $25,000 |
| Steppenwolf Theatre Company | ||||||
| 1700 N Halsted St | CHICAGO | IL | 60614 | NONE | Arts & culture. | $1,171,138 |
| Am Shalom | ||||||
| 840 Vernon Avenue | Glencoe | IL | 60022 | NONE | Jewish causes. | $151,000 |
| Writers' Theatre | ||||||
| Writers Theatre 376 Park Avenue | Glencoe | IL | 60022 | NONE | Arts & culture. | $20,500 |
| Smart Museum of Art | ||||||
| 5550 S Greenwood Ave | Chicago | IL | 60637 | NONE | Arts & culture. | $5,000 |
| Grantmakers for Education | ||||||
| 700 SW 5th Avenue 4000 3rd Floor | Portland | OR | 97204 | NONE | Education. | $2,250 |
| North Lawndale College Prep | ||||||
| 1315 South Sacramento Drive | CHICAGO | IL | 60623 | NONE | CHARITABLE. | $2,500 |
| Joffrey Ballet | ||||||
| 10 E Randolph Street | Chicago | IL | 60601 | NONE | Arts & culture. | $10,000 |
| Chicago Botanic Garden | ||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | NONE | Arts & culture. | $1,000 |
| Aspen Art Museum | ||||||
| 637 East Hyman Avenue | Aspen | CO | 81611 | NONE | Arts & culture. | $59,500 |
| Tamarack Camps | ||||||
| 6735 Telegraph Rd Suite 380 | Bloomfield Hills | MI | 48301 | NONE | CHARITABLE. | $5,000 |
| Shining Star Ball (Clearbrook) | ||||||
| 205 W Wacker Dr Ste 1400 | CHICAGO | IL | 60606 | NONE | CHARITABLE. | $25,000 |
| Funders for Reproductive Equity | ||||||
| PO Box 750 | Rockville | MD | 20848 | NONE | Reproductive rights. | $1,375 |
| Near South Planning Board | ||||||
| 2600 S Michigan Ave Suite LLC | CHICAGO | IL | 60616 | NONE | CHARITABLE. | $10,000 |
| New Trier Educational Foundation | ||||||
| 7 Happ Road | Northfield | IL | 60093 | NONE | CHARITABLE. | $2,500 |
| Roger Baldwin Foundation of ACLU Inc | ||||||
| 150 N Michigan Ave Suite 600 | CHICAGO | IL | 60601 | NONE | Reproductive rights. | $10,000 |
| Northwestern Cancer Center | ||||||
| 420 East Superior Street 9th Floor | CHICAGO | IL | 60611 | NONE | CHARITABLE. | $1,000 |
| Cradels to Crayons | ||||||
| 4141 W George Street | CHICAGO | IL | 60641 | NONE | CHARITABLE. | $10,000 |
| The Renaissance Society | ||||||
| 5811 South Ellis Avenue | CHICAGO | IL | 60637 | NONE | Arts & Culture. | $2,500 |
| Rainbow Railroad USA | ||||||
| 601 West 26th Street 325-41 | New York | NY | 10001 | NONE | Human rights. | $10,000 |
| Shirley Ryan AbilityLab | ||||||
| 205 West Wacker Driv Suite 1400 | Chicago | IL | 60606 | NONE | Medical research. | $15,000 |
| Midwest Access Coalition | ||||||
| PO Box 408363 | CHICAGO | IL | 60640 | NONE | Reproductive rights. | $20,000 |
| Prostate Cancer Foundation | ||||||
| 1250 Fourth Street | Santa Monica | CA | 90401 | NONE | Medical research. | $10,000 |
| Conquer Cancer Foundation | ||||||
| 2318 Mill Road Suite 800 | Alexandria | VA | 22314 | NONE | Medical research. | $100,000 |
| Israel Cancer Research Fund | ||||||
| PO Box 4854 | Skokie | IL | 60076 | NONE | CHARITABLE. | $5,000 |
| Planned Parenthood | ||||||
| 18 S Michigan Ave 6th Floor | Chicago | IL | 60603 | NONE | Reproductive rights. | $10,000 |
| NF Forward | ||||||
| 1074 Woodward | Detroit | MI | 48226 | NONE | Medical research. | $10,000 |
| Division of Labor | ||||||
| 328 Pine Street | Sausalito | CA | 94965 | NONE | Reproductive rights. | $80,775 |
| Rod Brown Golf Outing | ||||||
| 32500 Northwestern Hwy | Farmington Hills | MI | 48334 | NONE | CHARITABLE. | $10,000 |
| AndersonRanch Arts Center | ||||||
| Post Office Box 5598 | Snowmass Village | CO | 81615 | NONE | Arts & culture. | $5,000 |
| Leap Innovations | ||||||
| 222 W Merchandise Mart Plaza Suit | Chicago | IL | 60654 | NONE | Education. | $10,000 |
| CASEL | ||||||
| 815 W Van Buren St | Chicago | IL | 60607 | NONE | Education. | $25,000 |
| Swim Across America | ||||||
| 11600 N Community House Road Suit | Charlotte | NC | 28277 | NONE | CHARITABLE. | $1,000 |
| Sinai Health System | ||||||
| 1500 South Fairfield Avenue | CHICAGO | IL | 60608 | NONE | CHARITABLE. | $37,400 |
| Innovation Foundation Inc | ||||||
| 600 West Chicago Ave Suite 700 | CHICAGO | IL | 60654 | NONE | Arts & culture. | $2,500 |
| U S Holocaust Memorial Museum | ||||||
| PO Box 1852 | Highland Park | IL | 60035 | NONE | Jewish causes. | $10,000 |
| The Guy Geleerd Memorial | ||||||
| 260 Briar Lane | Highland Park | IL | 60035 | NONE | CHARITABLE. | $1,000 |
| Chicago Media Project | ||||||
| 301 W Grand Ave 170 | Chicago | IL | 60654 | NONE | Human rights. | $10,000 |
| YMCA of Metropolitan Chicago | ||||||
| 1030 W Van Buren Street | CHICAGO | IL | 60607 | NONE | CHARITABLE. | $25,000 |
| ABTA | ||||||
| 8550 W Bryn Mawr Ave Suite 550 | CHICAGO | IL | 60631 | NONE | Medical research. | $25,000 |
| Trustees of the U of P Basser Jean Bash | ||||||
| 3819 Chestnut Street Suite 110 | Philadelphia | PA | 19104 | NONE | Medical research. | $50,000 |
| Dynami Foundation | ||||||
| 7070 Orchard Lake Rd | West Bloomfield Twnshp | MI | 48322 | NONE | CHARITABLE. | $3,000 |
| Global Health Initiative Fund | ||||||
| 420 East Superior Street Rubloff Bu | Evanston | IL | 60208 | NONE | CHARITABLE. | $10,000 |
| Kentucky Health Justice Network | ||||||
| PO Box 4761 | Louisville | KY | 40204 | NONE | Reproductive rights. | $5,000 |
| The Chicago Council on Global Affairs | ||||||
| Two Prudential Plaza 180 N Stetson | Chicago | IL | 60601 | NONE | CHARITABLE. | $26,000 |
| JDRF | ||||||
| 11 S LaSalle Suite 1800 | CHICAGO | IL | 60603 | NONE | CHARITABLE. | $2,500 |
| Chicago Children's Choir | ||||||
| 78 East Washington 5th Floor | CHICAGO | IL | 60602 | NONE | CHARITABLE. | $10,000 |
| The Ellison Institute of USC | ||||||
| 9033 Wilshire Blvd Suite 300 | Beverly Hills | CA | 90211 | NONE | Medical Research. | $50,000 |
| Chicago Architectural Biennial | ||||||
| 78 E Washington Street Room 406 | Chicago | IL | 60602 | NONE | Arts & culture. | $10,000 |
| World Business Chicago | ||||||
| 177 N State Street Suite 500 | Chicago | IL | 60601 | NONE | Charitable. | $50,000 |
| MoMa | ||||||
| 11 West 53 Street | New York | NY | 10019 | NONE | Arts & culture. | $5,000 |
| Forefront | ||||||
| 208 S LaSalle St Suite 1540 | Chicago | IL | 60604 | NONE | Charitable. | $5,000 |
| Women's Funding Network | ||||||
| 156 2nd Street 509 | San Francisco | CA | 94105 | NONE | Reproductive rights. | $2,000 |
| Foundation for Contemporary Arts | ||||||
| 820 Greenwich Street | New York | NY | 10014 | NONE | Arts & culture. | $10,000 |
| Chicago Cares Inc | ||||||
| 2 North Riverside Plaza Suite 1800 | Chicago | IL | 60606 | NONE | Charitable. | $30,000 |
| FOCIS | ||||||
| N83 W 13410 Leon Rd | Menomonee Falls | WI | 53051 | NONE | Charitable. | $10,000 |
| Compass Greater Chicago | ||||||
| 1716 N Winchester | Chicago | IL | 60622 | NONE | Charitable. | $5,000 |
| Jewish United Fund | ||||||
| 30 South Wells Street | Chicago | IL | 60606 | NONE | Jewish causes. | $250,000 |
| Dartmouth College | ||||||
| 6066 Development Office | Hanover | NH | 03755 | NONE | Charitable. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,974,461 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $944,562 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $240,747 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $199,620 | 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 | $1,384,929 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,384,929 | 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 |
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 Person | WILLIAM SANDRA LEFKOFSKY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5355 PLEASANT LAKE DRIVE | AddressLine1Txt |
| City | WEST BLOOMFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48322 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,515 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,515 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | DOMAIN NAME | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2019-07-11 | AcquiredCompletedOrExpendedDt |
| Amortized | $132,008 | AmortizedAmt |
| Amortization Period | 15.0 | AmortizationPeriodRt |
| Current Year Amortization | $4,400 | CurrentYearAmortizationAmt |
| Total Amortization | $4,400 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INNERWORKINGS INC | $4,115,700 | $2,975,400 |
| EXICURE | $180,000 | $171,600 |
| ISTARI ONCOLOGY INC | $529,284 | $529,284 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DOMAIN NAME | CategoryOrItemTxt |
| Cost Or Other Basis | $132,008 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,400 | AccumulatedDepreciationAmt |
| Book Value | $127,608 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BDT CAPITAL PARTNERS II | AT COST | $4,982,625 | $6,192,944 |
| IMPACT ENGINE IV | AT COST | $81,132 | $81,132 |
| SERIES B-2 INVESTMENTS | AT COST | $11,433,219 | $11,433,219 |
| SERIES E INVESTMENTS | AT COST | $0 | $0 |
| 346 SHORT | AT COST | $15,490,426 | $15,621,746 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $3,558 | $0 | $0 | $3,558 |
| COMPUTER & INTERNET | $6,114 | $0 | $0 | $6,114 |
| MISCELLANEOUS EXPENSES | $5,007 | $0 | $0 | $5,007 |
| PAYROLL ADMIN FEES | $9,927 | $0 | $0 | $9,927 |
| PASS-THROUGH EXPENSES FROM BDT | $0 | |||
| CAPITAL PARTNERS FUND II (TE) | ||||
| FEIN: 30-0832885 | $80,849 | $80,849 | $0 | $0 |
| PASS-THROUGH EXPENSES FROM | ||||
| IMPACT ENGINE IV, LLC | ||||
| FEIN: 47-4070307 | $1,233 | $1,233 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $7,399 | $0 | $0 | $7,399 |
| CONSULTING EXPENSES | $15,400 | $0 | $0 | $15,400 |
| RENT EXPENSE | $23,703 | $0 | $0 | $23,703 |
| SUCCESS BOUND EXPENSES | $24,485 | $0 | $0 | $24,485 |
| PASS-THROUGH EXPENSES FROM | ||||
| 346 SHORT, LLC | ||||
| FEIN: 47-5537311 | $101,707 | $101,707 | $0 | $0 |
| PASS-THROUGH EXPENSES FROM | ||||
| FUND II-A SPIRITS, LP | ||||
| FEIN: 83-1066369 | $464 | $464 | $0 | $0 |
| BANK SERVICE CHARGE | $78 | $78 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BDT CAPITAL PARTNERS FUND II PORTFOLIO | $3,315 | $3,315 |
| 346 SHORT - OTHER INCOME | $3,190 | $3,190 |
| 346 SHORT - OTHER ORDINARY INCOME | $234,242 | $234,242 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERICAN EXPRESS PAYABLE | Desc |
| BOY Book Value | $5,624 | BOYBookValueAmt |
| EOY Book Value | $12,681 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $39,122 | $0 | $0 | $39,122 |
| OTHER TAXES | $1,513 | $0 | $0 | $1,513 |
Comments