STAHL FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STAHL FAMILY CHARITABLE FOUNDATION (EIN 06-1764358)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-04
- IRS object ID
- 201903089349101090
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-04T16:26:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362700600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINEBERG SOLHEIM HOWELL & SHAIN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LASALLE ST STE 2200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061764358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAHL FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAH | BusinessNameControlTxt |
| Phone | 8472917288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIDLEWOOD RD | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOWELL STAHL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8472917288 | PhoneNum |
| Signature | 2019-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN J HOWELL CPA | PreparerPersonNm |
| PTIN | P00576254 | PTIN |
| Phone | 3123720440 | PhoneNum |
| Preparation | 2019-10-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.55.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-25 | IPDt |
| IP Tm | 08:44:36 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BF3C0F07DC1757048CD8E35C4E5ADFBEC5E52665 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1BD3BB25ECC3EF9F848E723B693EFFEB315E5623 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,498,655 | 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 | $131,435 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,535 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,535 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $276,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,164 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $264,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,084 | 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 | $36 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $36 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,997 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,220 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,220 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,228 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,228 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $159,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,856 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,902 | CashBOYAmt |
| Cash EOY | $35,382 | CashEOYAmt |
| Cash EOYFMV | $35,382 | CashEOYFMVAmt |
| Other Investments BOY | $1,409,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,541,859 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,463,273 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,417,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,577,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,498,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | -$1,299,580 | CapitalStockBOYAmt |
| Capital Stock EOY | -$1,299,580 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,717,530 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,876,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,417,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,577,241 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,417,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,577,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,417,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $159,291 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,577,241 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,577,241 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GARRETT MOTION INC | P | 2018-03-20 | 2018-10-01 | $6 | $6 | $0 | $0 |
| GARRETT MOTION INC | P | 2018-03-20 | 2018-10-17 | $75 | $82 | -$7 | -$7 |
| RESIDEO TECHNOLOGIES INC | P | 2018-03-20 | 2018-11-01 | $200 | $236 | -$36 | -$36 |
| BRIGHTHOUSE FINL INC | P | 2015-08-25 | 2018-01-03 | $1,576 | $1,480 | $96 | $96 |
| GENERAL ELECTRIC CO | P | 2015-08-25 | 2018-03-20 | $6,723 | $11,777 | -$5,054 | -$5,054 |
| KOHLS CORP | P | 2015-08-25 | 2018-03-20 | $11,123 | $8,766 | $2,357 | $2,357 |
| NXP SEMICONDUCTORS | P | 2015-08-25 | 2018-05-14 | $5,575 | $4,147 | $1,428 | $1,428 |
| AT&T | P | 2015-08-25 | 2018-05-18 | $13,572 | $14,770 | -$1,198 | -$1,198 |
| ACTIVISION BLIZZARD INC | P | 2015-08-25 | 2018-05-18 | $7,187 | $2,678 | $4,509 | $4,509 |
| BAXTER INTL | P | 2015-08-15 | 2018-05-18 | $15,565 | $8,259 | $7,306 | $7,306 |
| RED HAT INC | P | 2017-02-02 | 2018-05-18 | $7,342 | $3,475 | $3,867 | $3,867 |
| SALESFORCE | P | 2017-02-02 | 2018-05-18 | $7,624 | $4,802 | $2,822 | $2,822 |
| LINN CNTY IOWA | P | 2013-02-14 | 2018-06-01 | $10,000 | $10,030 | -$30 | -$30 |
| MONSANTO CO | P | 2011-06-28 | 2018-06-07 | $102,400 | $53,672 | $48,728 | $48,728 |
| ALLIANCE DATA SYSTEMS CORP | P | 2017-02-02 | 2018-07-19 | $11,162 | $11,335 | -$173 | -$173 |
| QUALCOMM INC | P | 2015-08-25 | 2018-08-30 | $10,314 | $7,955 | $2,359 | $2,359 |
| NXP SEMICONDUCTORS | P | 2015-08-25 | 2018-08-30 | $4,635 | $4,147 | $488 | $488 |
| MCDONALDS CORP | P | 2015-08-25 | 2018-09-27 | $6,155 | $3,709 | $2,446 | $2,446 |
| SALESFORCE | P | 2015-08-25 | 2018-09-27 | $5,630 | $2,182 | $3,448 | $3,448 |
| EATON CORP | P | 2015-08-25 | 2018-09-27 | $8,694 | $4,693 | $4,001 | $4,001 |
| ACTIVISION BLIZZARD INC | P | 2015-08-25 | 2018-11-05 | $13,547 | $5,623 | $7,924 | $7,924 |
| NEW YORK NY | P | 2011-05-25 | 2018-12-01 | $10,000 | $10,000 | $0 | $0 |
| CIGNA CORP MERGER | P | 2015-08-25 | 2018-12-24 | $17,689 | $15,806 | $1,883 | $1,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,164 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,654 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,430,911 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068246 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,911 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,334,621 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050135 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,172 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,334,340 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051090 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,129 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,340,976 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050060 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,069 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,349,541 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052662 | DistributionYr5Rt |
| Total Distribution | 0.272193 | TotalDistributionRt |
| Average Distribution | 0.054439 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,488,969 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,207 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,000 | 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 | $1,149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $389 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFS GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472917288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIDLEWOOD RD | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 |
|---|---|---|---|---|---|---|---|---|
| LOWELL I STAHL | ||||||||
| 19 BRIDLEWOOD RD | NORTHBROOK | IL | 60062 | DIRECTOR PART TIME | 5.00 | $0 | $0 | $0 |
| JEFFREY J STAHL | ||||||||
| 17 ASCOT LN | BARRINGTON HILLS | IL | 60010 | DIRECTOR PART TIME | 5.00 | $0 | $0 | $0 |
| SUZANNE L BRALEY | ||||||||
| 600 ANDREWS LN | LAKE ZURICH | IL | 60047 | DIRECTOR PART TIME | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,493,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,511,644 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,511,644 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,488,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,149 | TotalTaxAmt |
| Distributable Before Adj | $73,299 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,299 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,299 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,149 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,851 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,299 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,454 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,062 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,111 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $758 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,299 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,701 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,686 | 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 | $4,454 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $45,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,062 | ExcessFromYear4Amt |
| Excess From Year3 | $2,111 | ExcessFromYear3Amt |
| Excess From Year2 | $758 | ExcessFromYear2Amt |
| Excess From Year1 | $27,600 | ExcessFromYear1Amt |
| Excess From Current Year | $13,701 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF ST JOSEPH COUNTY & MASSACHUSETTS BAY | |||||||
| 218 W WASHINGTON ST STE 710 | SOUTH BEND | IN | 46601 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $4,000 |
| CALIFORNIA FIRE FOUNDATION | |||||||
| 1780 CREEKSIDE OAKS DR | SACRAMENTO | CA | 95833 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $2,000 |
| CURE - CHILDHOOD CANCER | |||||||
| 1117 PERIMETER CENTER WEST | ATLANTA | GA | 30338 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $35,000 |
| EASTER SEALS | |||||||
| 141 W JACKSON BLVD 1400A | CHICAGO | IL | 60604 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $15,000 |
| NORTH SHORE UNIVERSITY HEALTH SYSTEM FOUNDATION | |||||||
| 1033 UNIVERSITY PLACE STE 450 | EVANSTON | IL | 60201 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $25,000 |
| SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER | |||||||
| 300 N 18TH ST | PHOENIX | AZ | 85006 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $2,000 |
| THE AYN RAND INSTITUTE | |||||||
| 2121 ALTON | IRVINE | CA | 92606 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $2,000 |
| WOMEN'S CENTER OF TARRANT COUNTY | |||||||
| 1723 HEMPHILL | FORT WORTH | TX | 76110 | NONE | 501(C)3 ORGANIZATION | GENERAL CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,535 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,164 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $133,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LOWELL I STAHL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIDLEWOOD RD | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $131,323 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $975 | Amt |
| Net Investment Income | $975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NORTHERN TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,541,859 | BookValueAmt |
| EOYFMV | $1,463,273 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36 | LegalFeesAmt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $10,390 | $10,390 | $0 |
| BOND PREMIUMS | $4,800 | $4,800 | $0 |
| ANNUAL REPORT | $30 | $30 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOWELL I STAHL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BRIDLEWOOD RD | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,514 | $1,514 | $0 |
| FOREIGN TAXES | $483 | $483 | $0 |
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