JOHN R HALLIGAN CHARITABLE FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN R HALLIGAN CHARITABLE FUND (EIN 36-6078591)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201903169349100415
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T08:53:42-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362929601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FGMK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DRIVE 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 366078591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN R HALLIGAN CHARITABLE FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O NORMAN KELLERMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8473740400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DR 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN KELLERMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8473740400 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD STONE | PreparerPersonNm |
| PTIN | P00294132 | PTIN |
| Phone | 8473740400 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.135.146.196 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 18:39:34 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E0A48A005D752B74736AEB3E24C857EF8289E095 | 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 | $20,780,799 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $462,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,387 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,043,689 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,619,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,043,689 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,124 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,124 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,511,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,511,200 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $192,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $96,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $96,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,574 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,787 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,787 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,114 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,057 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,057 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128,289 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $128,289 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $354,977 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $238,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,844 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,969,745 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,969,745 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,324,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $238,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,079,589 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$813,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,273,067 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,768 | CashBOYAmt |
| Cash EOY | $56,437 | CashEOYAmt |
| Cash EOYFMV | $56,437 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,683,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,646 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $197,476 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,064,554 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,076,034 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,546,564 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,712,134 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,047,415 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,440,906 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,699,312 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,574,267 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,488,134 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,367,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,559,083 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,780,799 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,461 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,035 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,461 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,035 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $15,355,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,542,048 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,355,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,542,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,367,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,559,083 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,355,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$813,522 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,542,048 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,542,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABVIE | P | 2001-06-11 | 2018-03-14 | $118,578 | $24,798 | $93,780 | $93,780 |
| MICROSOFT | P | 2017-12-20 | 2018-03-16 | $107,993 | $102,264 | $5,729 | $5,729 |
| KIMBERLY CLARK | P | 2009-09-22 | 2018-04-24 | $400,840 | $221,161 | $179,679 | $179,679 |
| LOWES | P | 2013-07-12 | 2018-07-23 | $141,728 | $65,574 | $76,154 | $76,154 |
| WALGREENS | P | 2014-08-06 | 2018-07-26 | $338,501 | $302,909 | $35,592 | $35,592 |
| APPLE | P | 2006-11-24 | 2018-09-11 | $123,174 | $7,177 | $115,997 | $115,997 |
| GARRET MOTIONS | P | 2007-04-23 | 2018-10-09 | $9,753 | $2,767 | $6,986 | $6,986 |
| STARBUCK | P | 2014-08-24 | 2018-10-23 | $525,058 | $350,610 | $174,448 | $174,448 |
| PHILLIP MORRIS INTL | P | 2010-02-02 | 2018-10-23 | $351,299 | $188,929 | $162,370 | $162,370 |
| STARBUCKS | P | 2014-08-27 | 2018-11-13 | $172,493 | $116,870 | $55,623 | $55,623 |
| OPTIONS | P | $83,818 | $83,818 | $83,818 | |||
| MERICK | P | 2017-11-07 | 2018-11-20 | $6,731 | $7,259 | -$528 | -$528 |
| COSTCO | P | 2017-06-16 | 2018-01-19 | $84,993 | $84,355 | $638 | $638 |
| LOWES | P | 2016-07-12 | 2018-01-19 | $43,039 | $21,858 | $21,181 | $21,181 |
| NIKE CLASS B | P | 2012-03-13 | 2018-01-19 | $79,289 | $38,540 | $40,749 | $40,749 |
| MICROSOFT | P | 2018-04-24 | 2018-07-20 | $99,994 | $93,071 | $6,923 | $6,923 |
| BANK OF AMERICA | P | 2014-12-08 | 2018-05-01 | $250,000 | $250,000 | $0 | $0 |
| FEDERAL HOME LOAN MAC | P | 2009-04-07 | 2018-12-14 | $200,000 | $200,000 | $0 | $0 |
| MICROSOFT | P | 2014-12-08 | 2018-12-06 | $250,000 | $250,000 | $0 | $0 |
| TIME WARNER INC | P | 2017-04-27 | 2018-09-06 | $257,960 | $257,960 | $0 | $0 |
| US TREAS BILL | P | 2018-07-12 | $500,000 | $500,000 | $0 | $0 | |
| US TREAS BILL | P | 2018-09-13 | $250,000 | $250,000 | $0 | $0 | |
| US TREAS BILL | P | 2018-09-20 | $500,000 | $500,000 | $0 | $0 | |
| VERIZON COMMUNICATION | P | 2018-02-02 | 2018-06-21 | $248,205 | $251,082 | -$2,877 | -$2,877 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | P | 2015-05-27 | 2018-01-31 | $330,245 | $340,023 | -$9,778 | -$9,778 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | P | 2015-05-27 | 2018-04-19 | $393,401 | $380,894 | $12,507 | $12,507 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | P | 2017-07-27 | 2018-01-31 | $372,226 | $383,650 | -$11,424 | -$11,424 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | P | 2017-07-27 | 2018-02-01 | $374,326 | $383,568 | -$9,242 | -$9,242 |
| FROM BLACKSTONE K-1 | P | $5,364 | $5,364 | $5,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,043,689 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,966,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,159,638 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,917,776 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,340,811 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085842 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,812,304 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,262,518 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074696 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,752,647 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,301,602 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072121 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,591,419 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,750,342 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067006 | DistributionYr5Rt |
| Total Distribution | 0.384594 | TotalDistributionRt |
| Average Distribution | 0.076919 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,290,538 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,791,485 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,731 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,804,216 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,079,589 | 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 | $12,731 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,731 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,731 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,114 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,114 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Overpayment | $1,348 | OverpaymentAmt |
| Applied To ES Tax | $1,348 | 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 |
| 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 | FGMK LLC CO NORMAN KELLERMAN | IndividualWithBooksNm |
| Phone | 8473740400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DRIVE 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| NORMAN KELLERMAN | ||||||||
| 2801 LAKESIDE DR 3RD FLOOR | BANNOCKBURN | IL | 60015 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| NORMAN GANTZ | ||||||||
| 2 NORTH LASALLE STREET 1700 | CHICAGO | IL | 60602 | SECRETARY/DIRECTOR | 15.00 | $192,000 | $0 | $0 |
| LAWRENCE RICHMAN | ||||||||
| 2 NORTH LASALLE STREET 1700 | CHICAGO | IL | 60602 | DIRECTOR | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,431,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,214,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,645,216 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,645,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $354,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,290,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,164,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,164,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,731 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,731 | TotalTaxAmt |
| Distributable Before Adj | $1,151,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,151,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,151,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,079,589 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,079,589 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,731 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,066,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,151,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $409,002 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $554,613 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $607,012 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $812,627 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $824,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,207,317 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,079,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,151,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $927,793 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,135,110 | 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 | $409,002 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,726,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $554,613 | ExcessFromYear4Amt |
| Excess From Year3 | $607,012 | ExcessFromYear3Amt |
| Excess From Year2 | $812,627 | ExcessFromYear2Amt |
| Excess From Year1 | $824,063 | ExcessFromYear1Amt |
| Excess From Current Year | $927,793 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABOUT FACE THEATRE | |||||||
| 5252 N BROADWAY ST | CHICAGO | IL | 60640 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $7,000 |
| ADLER PLANETARIUM AND ASTRONOMY MUSEUM | |||||||
| 1300 S LAKESHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $32,500 |
| ANTI-CRUELTY SOCIETY OF CHICAGO | |||||||
| 157 W GRAND AVE | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $35,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $45,000 |
| AUDITORIUM THEATRE | |||||||
| 50 E CONGRESS PARKWAY | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $5,000 |
| BALLET HAWAII | |||||||
| 650 IWILEI RD | HONOLULU | HI | 96817 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $7,000 |
| BISHOP MUSEUM | |||||||
| 1512 BERNICE ST | HONOLULU | HI | 96817 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $60,000 |
| CENTER FOR ENRICHED LIVING | |||||||
| 260 SAUNDERS RD | RIVERWOODS | IL | 60015 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $7,000 |
| CHAMBER MUSIC HAWAII | |||||||
| PO BOX 61939 | HONOLULU | HI | 96839 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $10,000 |
| CHICAGO ACADEMY FOR THE ARTS | |||||||
| 1010 W CHICAGO AVE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $9,000 |
| CHICAGO ARCHITECTURE FOUNDATION | |||||||
| 224 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $10,000 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $32,500 |
| CHICAGO CHILDREN'S CHOIR | |||||||
| 78 E WASHINGTON | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $15,000 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $70,000 |
| CHICAGO HUMANITIES FESTIVAL | |||||||
| 500 N DEARBORN SUITE 825 | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $6,000 |
| CHICAGO MASTER SINGERS | |||||||
| PO BOX 1503 | BARRINGTON | IL | 60011 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $12,500 |
| CHICAGO OPERA THEATRE | |||||||
| 70 E LAKE ST SUITE 815 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $45,000 |
| CHICAGO PHILHARMONIC SOCIETY | |||||||
| 401 S LASALLE STREETM SUITE 1600-J | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $8,000 |
| CHICAGO SHAKESPEARE THEATRE | |||||||
| 800 E GRAND AVE | CHICAGO | IL | 69999 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $15,000 |
| CHICAGO SINFONIETA | |||||||
| 70 E LAKE ST SUITE 226 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $20,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $40,000 |
| CHICAGO THEATRE GROUP | |||||||
| 170 N DEARBORN | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $22,500 |
| CHICAGO YOUTH SYMPHONY ORCHESTRA | |||||||
| 410 S MICHIGAN AVE 833 | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $6,000 |
| CHICAGO ZOOLOGICAL SOCIETY | |||||||
| 3300 GOLF RD | BROOKFIELD | IL | 60513 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $32,500 |
| CITADEL THEATRE | |||||||
| 300 S WAUKEGAN RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $7,000 |
| DIAMOND HEAD THEATRE | |||||||
| 520 MAKAPUU AVE | HONOLULU | HI | 96816 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $45,500 |
| EBB & FLOW ARTS | |||||||
| BOX 1081 | KULA | HI | 96790 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $6,000 |
| FIELD MUSEUM | |||||||
| 1400 S LAKESHORE DRIVE | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $32,500 |
| GARFIELD PARK CONSERVATORY ALLIANCE | |||||||
| 300 N CENTRAL PARK AVE | CHICAGO | IL | 60624 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $20,000 |
| GIORDANO JAZZ DANCE CHICAGO | |||||||
| 614 DAVIS ST | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $5,000 |
| HAWAII CHILDREN'S DISCOVERY CENTER | |||||||
| 111 OHE STREET | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $40,000 |
| HAWAII MISSION HOUSE | |||||||
| 553 S KING ST | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $6,000 |
| HAWAII OPERA THEATRE | |||||||
| 987 WAIMANU STREET | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $70,000 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $17,500 |
| HAWAII SYMPHONY ORCHESTRA | |||||||
| 3610 WAIALAE AVE | HONOLULU | HI | 96816 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $40,000 |
| HAWAII THEATRE CENTER | |||||||
| 1130 BETHEL ST | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $17,500 |
| HAWAII UNITED OKINAWA ASSOCIATION | |||||||
| 94-587 UKEE ST | WAIPAHU | HI | 96797 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $3,000 |
| HAWAII VOCAL ARTS ENSEMBLE | |||||||
| PO BOX 93 | KAILUA | HI | 96734 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $4,500 |
| HAWAII YOUTH OPERA CHORUS | |||||||
| PO BOX 22304 | HONOLULU | HI | 96823 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $11,000 |
| HAWAII YOUTH SYMPHONY | |||||||
| 1110 UNIVERSITY AVE SUITE 200 | HONOLULU | HI | 96826 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $12,500 |
| HAWAIIAN HISTORICAL SOCIETY | |||||||
| 560 KAWAIAHAO ST | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $7,500 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 2700 WAIALAE AVE | HONOLULU | HI | 96826 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $70,000 |
| HISTORIC HAWAII FOUNDATION | |||||||
| 680 HIWILEI RD SUITE 690 | HONOLULU | HI | 96817 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $10,000 |
| HONOLULU BOTANICAL GARDENS | |||||||
| 50 N VINEYARD BLVD | HONOLULU | HI | 96817 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $5,000 |
| HONOLULU MUSEUM OF ART | |||||||
| 900 S BERETANIA | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $70,000 |
| HONOLULU THEATRE FOR YOUTH | |||||||
| 229N QUEEN EMMA SQUARE | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $12,500 |
| HONOLULU ZOO SOCIETY | |||||||
| 151 KAPAHULU AVE | HONOLULU | HI | 96815 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $55,000 |
| HUBBARD STREET DANCE CHICAGO | |||||||
| 1147 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $9,000 |
| ILLINOIS HOLOCAUST MUSEUM | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $15,000 |
| INTERNATIONAL MUSIC FOUNDATION | |||||||
| 11 E ADAMS ST 350-B | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $7,000 |
| IOLANI PALACE | |||||||
| 364 S KING ST | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $7,000 |
| JEWISH CHILD & FAMILY SERVICES (KNAPP) | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $15,000 |
| JOFFREY BALLET OF CHICAGO | |||||||
| 70 E LAKE ST SUITE 1300 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $10,000 |
| KESHET | |||||||
| 617 LANDWEHR RD | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $17,500 |
| KOHL CHILDREN'S MUSEUM | |||||||
| 2100 PATRIOT BLVD | GLENVIEW | IL | 60026 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $25,000 |
| LAKE FOREST SYMPHONY | |||||||
| 900 N SHORE DRIVE 109A | LAKE BLUFF | IL | 60044 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $8,000 |
| LINCOLN PARK CONSERVANCY | |||||||
| 2000 N RACINE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $20,000 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||
| PO BOX 321 | MANITOWOC | WI | 54221 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $30,000 |
| LOOKINGGLASS THEATRE COMPANY | |||||||
| 821 N MICHIGAN AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $10,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $224,245 |
| MANOA HERITAGE CENTER | |||||||
| 2856 OAHU AVE | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $6,000 |
| MANOA VALLEY THEATRE | |||||||
| 2833 EAST MANOA ROAD | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $6,000 |
| MERIT SCHOOL OF MUSIC | |||||||
| 38 SOUTH PEORIA ST | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $8,000 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $30,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 57TH STREET LAKESHORE DR | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $30,000 |
| MUSIC INSTITUTE OF CHICAGO | |||||||
| 65 EAST HURRON STREET | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $5,000 |
| MUSIC OF THE BAROQUE | |||||||
| 111 N WABASH AVE SUITE 810 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $6,000 |
| MUSIC THEATRE WORKS | |||||||
| 516 4TH STREET | WILMETTE | IL | 60091 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $12,500 |
| NEWBERRY LIBRARY | |||||||
| 60 W WALTON STREET | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $15,000 |
| NORTHBROOK SYMPHONY | |||||||
| 4020 889 SKOKIE BLVD 12LL | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $5,000 |
| OAHU CHORAL SOCIETY | |||||||
| 4348 WAIALAE AVE | HONOLULU | HI | 96816 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $3,000 |
| ORPHANS OF THE STORM ANIMAL SHELTER | |||||||
| 2200 RIVERWOODS RD | DEERFIELD | IL | 60015 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $5,000 |
| PAWS CHICAGO | |||||||
| 1110 W 35TH STREET | CHICAGO | IL | 60609 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $8,000 |
| PBS HAWAII | |||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $65,000 |
| PEGGY NOTEBAERT NATURE MUSEUM | |||||||
| 2340 N CANNON DRIVE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $15,000 |
| RAGDALE FOUNDATION | |||||||
| 1620 N GREEN BAY ROAD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $9,000 |
| RAVINIA | |||||||
| PO BOX 896 | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $10,000 |
| REMY BUMPPO THEATER COMPANY | |||||||
| 3717 N RAVENSWOOD AVE SUITE 245 | CHICAGO | IL | 60613 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $7,000 |
| RENAISSANCE SOCIETY | |||||||
| 5811 S ELLIS AVENUE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $8,000 |
| SHEDD AQUARIUM | |||||||
| 1200 S LAKESHORE DRIVE | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $30,000 |
| SOLOMON SCHECTER DAY SCHOOL OF METRO CHICAGO | |||||||
| 3210 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $10,000 |
| STEPPENWOLF THEATRE COMPANY | |||||||
| 1050 N HALSTED STREET | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $10,000 |
| THE ORION ENSEMBLE | |||||||
| 1107 FISCHER DRIVE | ADDISON | IL | 60101 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $3,500 |
| TREE HOUSE HUMAN SOCIETY | |||||||
| 1212 W CARMEN AVE | CHICAGO | IL | 60640 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $5,000 |
| VICTORY GARDENS THEATER | |||||||
| 2257 N LINCOLN AVE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $7,000 |
| WAIKIKI AQUARIUM | |||||||
| 2777 KALAKAUA AVE | HONOLULU | HI | 96815 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $27,500 |
| WRITERS THEATER | |||||||
| 321 PARK AVENUE | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $9,000 |
| WTTW CHANNEL 11 | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $70,000 |
| CHICAGO CHILDREN'S MUSEUM | |||||||
| 700 E GRAND AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $5,000 |
| CHICAGO GAY MEN'S CHORUS | |||||||
| 5756 N RIDGE AVE 1 | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $3,000 |
| REMBRANDT CHAMBER MUSICIANS | |||||||
| 1522 GREENLEAF ST STE C | EVANSTON | IL | 60202 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $3,000 |
| PEARL HARBOR AVIATION MUSEUM | |||||||
| 319 LEXINGTON BLVD | HONOLULU | HI | 96818 | NONE | PUBLIC CHARITY | UNRESTRICTED FOR GENERAL USE OF CHARITY | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,969,745 | 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 | $462,387 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,124 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,043,689 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,511,200 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,511,200 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,114 | Amt |
| Net Investment Income | $9,057 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,057 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,699,312 | EOYBookValueAmt |
| EOYFMV | $5,574,267 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $6,712,134 | EOYBookValueAmt |
| EOYFMV | $13,047,415 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,064,554 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,076,034 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,574 | LegalFeesAmt |
| Net Investment Income | $4,787 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,787 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $128,289 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $128,289 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH (THE BLACKSTONE GROUP L.P.) | Desc |
| Revenue And Expenses Per Books | $5,124 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,124 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,124 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNEXPIRED CALLS | Desc |
| BOY Book Value | $11,461 | BOYBookValueAmt |
| EOY Book Value | $17,035 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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