LOHENGRIN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOHENGRIN FOUNDATION INC (EIN 13-6141339)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349100408
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T06:45:45-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DR STE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | 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 | 136141339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOHENGRIN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PETER & LUCY ASCOLI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOHE | BusinessNameControlTxt |
| Phone | 7736674220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5744 S KIMBARK AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606371615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER ASCOLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7736674220 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY R MILLER | PreparerPersonNm |
| PTIN | P00933186 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.214.255.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 18:15:32 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3B2C7C547BAEA64D42FD91DDF71D665AC96863F6 | 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 | $155,847 | 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 | $738,592 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,707 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $680,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $741,056 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $680,424 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,420,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $682,131 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $290 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $290 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $600 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,167 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $608,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $608,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $620,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $613,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $799,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $681,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,847 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $33,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,847 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $33,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $155,847 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $155,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $155,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $799,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $171 | OtherIncreasesAmt |
| Subtotal | $833,795 | SubtotalAmt |
| Other Decreases | $677,948 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $155,847 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600 SHS AMETEK | D | 1980-01-09 | 2019-04-02 | $50,134 | $442 | $49,692 | $49,692 |
| 500 SHS THERMO FISHER SCIENTIFIC | D | 1978-03-16 | 2019-08-19 | $139,329 | $549 | $138,780 | $138,780 |
| 500 SHS THERMO FISHER SCIENTIFIC | D | 1978-03-16 | 2019-08-19 | $139,329 | $549 | $138,780 | $138,780 |
| 400 SHS THERMO FISHER SCIENTIFIC | D | 1978-03-16 | 2019-11-20 | $122,926 | $439 | $122,487 | $122,487 |
| 1,500 SHS COPART | D | 2000-01-21 | 2019-11-20 | $127,091 | $4,840 | $122,251 | $122,251 |
| 600 SHS ASML HLDGS NV ADR | D | 2013-12-18 | 2019-11-20 | $162,247 | $53,813 | $108,434 | $108,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $680,424 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $674,115 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $80,587 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 8.365059 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $190,293 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $82,918 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.294954 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $161,259 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $99,123 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.626858 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $268,983 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $138,279 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.945219 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $217,859 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $110,348 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.974290 | DistributionYr5Rt |
| Total Distribution | 16.206380 | TotalDistributionRt |
| Average Distribution | 3.241276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $165,779 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $537,335 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,815 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $544,150 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $613,168 | 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 | $6,815 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,815 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,815 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,865 | OverpaymentAmt |
| Applied To ES Tax | $13,865 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER ASCOLI | IndividualWithBooksNm |
| Phone | 7736674220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5744 S KIMBARK AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606371615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER M ASCOLI | ||||||||
| 5744 S KIMBARK | CHICAGO | IL | 60637 | PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| LUCY ASCOLI | ||||||||
| 5744 S KIMBARK | CHICAGO | IL | 60637 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH ASCOLI | ||||||||
| 65 BEACONSFIELD ROAD | BROOKLINE | MA | 02445 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $168,304 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $168,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $165,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,815 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,815 | TotalTaxAmt |
| Distributable Before Adj | $1,474 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,474 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,474 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $613,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $613,168 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,815 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $606,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $216,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $267,041 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $157,916 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $189,723 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $679,790 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,511,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $613,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,474 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $611,694 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,122,757 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $216,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,906,164 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $267,041 | ExcessFromYear4Amt |
| Excess From Year3 | $157,916 | ExcessFromYear3Amt |
| Excess From Year2 | $189,723 | ExcessFromYear2Amt |
| Excess From Year1 | $679,790 | ExcessFromYear1Amt |
| Excess From Current Year | $611,694 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER M ASCOLI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BPI | |||||||
| 25 E WASHINGTON STREET SUITE 1515 | CHICAGO | IL | 60602 | N/A | 501(C)(3) | GENERAL FUND | $2,500 |
| CHANGING WORLDS | |||||||
| 2329 W 18TH STREET 506 | CHICAGO | IL | 60616 | N/A | 501(C)(3) | GENERAL FUND | $18,000 |
| CHICAGO HUMANITIES FESTIVAL | |||||||
| 500 N DEARBORN SUITE 825 | CHICAGO | IL | 60654 | N/A | 501(C)(3) | GENERAL FUND | $10,000 |
| HUMAN RIGHTS WATCH | |||||||
| 314 W SUPERIOR STREET 300 | CHICAGO | IL | 60654 | N/A | 501(C)(3) | GENERAL FUND | $8,000 |
| NATIONAL TRUST OF HISTORIC PRESERVATION | |||||||
| 53 W JACKSON BLVD SUITE 350 | CHICAGO | IL | 60604 | N/A | 501(C)(3) | GENERAL FUND | $10,000 |
| READING BETWEEN THE LINES | |||||||
| 641 W LAKE STREET SUITE 200 | CHICAGO | IL | 60661 | N/A | 501(C)(3) | GENERAL FUND | $10,000 |
| INGENUITY | |||||||
| 440 N WELLS STREET 505 | CHICAGO | IL | 60654 | N/A | 501(C)(3) | GENERAL FUND | $10,000 |
| EQUAL JUSTIC WORKS | |||||||
| 1730 M STREET NW SUITE 800 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL FUND | $16,000 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL FUND | $9,000 |
| COLLEGIATE SCHOOL | |||||||
| 301 FREEDOM PLACE SOUTH | NEW YORK | NY | 10069 | N/A | 501(C)(3) | GENERAL FUND | $18,000 |
| NEW ISRAEL FUND | |||||||
| 235 MONTGOMERY STREET SUITE 920 | SAN FRANCISCO | CA | 94104 | N/A | 501(C)(3) | GENERAL FUND | $13,350 |
| SHARED INTEREST | |||||||
| 121 W 27TH STREET SUITE 805 | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL FUND | $8,000 |
| AMERICANS FOR OXFORD | |||||||
| 500 5TH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | 501(C)(3) | GENERAL FUND | $1,500 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 SOUTH HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | N/A | 501(C)(3) | GENERAL FUND | $400,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DRIVE | CHICAGO | IL | 60637 | N/A | 501(C)(3) | GENERAL FUND | $15,000 |
| HOPE HIGH DOLLARS FOR SCHOLARS | |||||||
| 333 ELM STREETM SUITE 210 | DEDHAM | MA | 02026 | N/A | 501(C)(3) | GENERAL FUND | $24,000 |
| WOMEN MAKE MOVIES | |||||||
| 115 W 29TH STREET SUITE 1200 | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL FUND | $12,500 |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY 20 | CHICAGO | IL | 60647 | N/A | 501(C)(3) | GENERAL FUND | $12,000 |
| AMERICAN JESIWSH WORLD SERVICE | |||||||
| 45 W 36TH STREET 11 | NEW YORK | NY | 10018 | N/A | 501(C)(3) | GENERAL FUND | $8,000 |
| UNIVERSITY OF ILLINOIS CHICAGO | |||||||
| 1200 W HARRISON STREET | CHICAGO | IL | 60607 | N/A | 501(C)(3) | GENERAL FUND | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $608,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,707 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $680,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $682,131 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $682,131 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PETER ASCOLI | ||||||
| 1 | 5744 S KIMBARK AVE | CHICAGO | IL | 60637 | $50,244 | Yes (X) |
| PETER ASCOLI | ||||||
| 2 | 5744 S KIMBARK AVE | CHICAGO | IL | 60637 | $137,028 | Yes (X) |
| LUCY ASCOLI | ||||||
| 3 | 5744 S KIMBARK AVE | CHICAGO | IL | 60637 | $137,028 | Yes (X) |
| LUCY ASCOLI | ||||||
| 4 | 5744 S KIMBARK AVE | CHICAGO | IL | 60637 | $163,092 | Yes (X) |
| LUCY ASCOLI | ||||||
| 5 | 5744 S KIMBARK AVE | CHICAGO | IL | 60637 | $121,720 | Yes (X) |
| LUCY ASCOLI | ||||||
| 6 | 5744 S KIMBARK AVE | CHICAGO | IL | 60637 | $129,480 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 600 SHARES OF AMETEK | $50,244 | 2019-04-01 |
| 2 | 500 SHARES OF THERMO FISHER SCIENTIFIC | $137,028 | 2019-08-16 |
| 3 | 500 SHARES OF THERMO FISHER SCIENTIFIC | $137,028 | 2019-08-16 |
| 4 | 600 SHARES OF ASML | $163,092 | 2019-11-19 |
| 5 | 400 SHARES OF THERMO FISHER SCIENTIFIC | $121,720 | 2019-11-19 |
| 6 | 1,500 SHARES OF COPART | $129,480 | 2019-11-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPERATION FEES | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,950 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $290 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $290 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT TO STOCKS CONTRIBUTED AT FAIR MARKET VALUE | Desc |
| Amt | $677,948 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS SECRETARY OF STATE | $13 | $0 | $13 |
| ILLINOIS CHARITY BUREAU | $15 | $0 | $15 |
| NEW YORK DEPARTMENT OF LAW | $50 | $0 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES/ROUNDING ERRORS | Desc |
| Amt | $171 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $7,167 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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