LEFKOFSKY FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEFKOFSKY FAMILY FOUNDATION (EIN 20-7066362)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349101660
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T09:37:49-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207066362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lefkofsky Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ERIC & ELIZABETH LEFKOFSKY | InCareOfNm |
| Business Name Control | LEFK | BusinessNameControlTxt |
| Phone | 3129067477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 West Chicago Ave Suite 510 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC LEFKOFSKY | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ignacio Mendez | PreparerPersonNm |
| PTIN | P00380249 | PTIN |
| Phone | 8472055000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.80.110.165 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15866820193185000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 12D0777C8A2100F7234E884B4728ADDB8E439340 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D60EE5E0FB255C4873A9EE782DDEFE4D4A1ABEE | 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 | $51,033,546 | 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 | $24,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $622,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $622,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$107,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,488,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,488,308 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,615 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,615 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $555,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,127,890 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $244,718 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $244,718 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,213 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,213 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,185 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,185 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,275 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $142,399 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $142,399 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $29,651 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $29,651 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,641 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,641 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151,667 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90,576 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,091 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $702,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $232,975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $469,774 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,344,429 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,344,429 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,047,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $232,975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,814,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,491,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,894,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $323,592 | CashBOYAmt |
| Cash EOY | $878,679 | CashEOYAmt |
| Cash EOYFMV | $878,679 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,769,641 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,304,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,304,085 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $24,380 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $24,380 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $24,380 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $9,421,207 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,824,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,761,284 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,358,998 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,355,071 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,065,118 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $128 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,873,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,387,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,033,546 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $480 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,624 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,624 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $59,873,086 | CapitalStockBOYAmt |
| Capital Stock EOY | $52,381,575 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,873,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,381,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,873,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,387,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,873,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,491,511 | ExcessRevenueOverExpensesAmt |
| Subtotal | $52,381,575 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,381,575 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 793,136 SHS GROUPON INC | PropertyDesc |
| Sold | 2018-01-30 | SoldDt |
| Gross Sales Price | $4,199,716 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,199,716 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,199,716 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,488,308 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,635,556 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,232,162 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.178221 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,621,431 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,167,075 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.21245 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,972,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,968,257 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.443707 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,641,080 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,654,461 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.445778 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,156,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,491,567 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.2683 | DistributionYr5Rt |
| Total Distribution | 1.548456 | TotalDistributionRt |
| Average Distribution | 0.309691 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,956,568 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,728,825 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48,949 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,777,774 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,814,203 | 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 | $48,949 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $48,949 | SubtotalAmt |
| Tax Based On Investment Income | $48,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102,035 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $102,035 | TotalPaymentsAndCreditsAmt |
| Overpayment | $53,086 | OverpaymentAmt |
| Applied To ES Tax | $53,086 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.lefkofskyfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC & ELIZABETH LEFKOFSKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129067477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WEST CHICAGO AVE SUITE 510 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERIC P LEFKOFSKY | ||||||||
| 600 West Chicago Ave Suite 510 | Chicago | IL | 60654 | TRUSTEE | 0 | $0 | $0 | $0 |
| ELIZABETH KRAMER LEFKOFSKY | ||||||||
| 600 West Chicago Ave Suite 510 | Chicago | IL | 60654 | TRUSTEE | 40.0 | $90,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ELIZABETH LEFKOFSKY | ||||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | TRUSTEE | 40.0 | $90,000 |
| RACHEL GRAHAM | ||||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | DIRECTOR | 40.0 | $110,250 |
| ALLISON NEFF | ||||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | DIRECTOR | 40.0 | $40,000 |
| EMILY MISKOVITZ SWEET | ||||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | DIRECTOR EXT AFFAIRS | 32.0 | $136,000 |
| ELSPETH LEMAN | ||||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | SUCCESS BOUND COACH | 40.0 | $60,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,729,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,606,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,336,617 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,336,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $380,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,956,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,247,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,247,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,949 | TotalTaxAmt |
| Distributable Before Adj | $1,198,879 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,198,879 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,198,879 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,814,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,814,203 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48,949 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,765,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,198,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,582,151 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,980,479 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,074,232 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,307,020 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,738,643 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,682,525 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,814,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,198,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,615,324 | RemainingDistriFromCorpusAmt |
| Total Corpus | $33,297,849 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,582,151 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,715,698 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,980,479 | ExcessFromYear4Amt |
| Excess From Year3 | $7,074,232 | ExcessFromYear3Amt |
| Excess From Year2 | $5,307,020 | ExcessFromYear2Amt |
| Excess From Year1 | $5,738,643 | ExcessFromYear1Amt |
| Excess From Current Year | $6,615,324 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC LEFKOFSKY ELIZABETH LEFKOFSKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | ||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | CHARITABLE | $10,000 |
| MUSEUM OF CONTEMPORARY ART | ||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | CHARITABLE | $184,209 |
| FAMILY SERVICE OF GLENCOE | ||||||
| 325 HAZEL AVE | GLENCOE | IL | 60022 | NONE | CHARITABLE | $750 |
| ABILITY LAB | ||||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | NONE | CHARITABLE | $200,000 |
| FAMILY ACTION NETWORK | ||||||
| 1718 SHERMAN AVE 201 | EVANSTON | IL | 60201 | NONE | CHARITABLE | $5,000 |
| OUNCE OF PREVENTION | ||||||
| 33 W MONROE ST 1200 | CHICAGO | IL | 60603 | NONE | CHARITABLE | $5,000 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | CHARITABLE | $108,334 |
| COTA | ||||||
| 2501 W COTA Dr | Bloomington | IN | 47403 | NONE | CHARITABLE | $1,000 |
| SHINING STAR BALL | ||||||
| 1835 WEST CENTRAL ROAD | ARLINGTON HEIGHTS | IL | 60005 | NONE | CHARITABLE | $25,000 |
| ASPEN ART MUSEUM | ||||||
| 637 E HYMAN AVE | ASPEN | CO | 81611 | NONE | CHARITABLE | $48,000 |
| CRADELS TO CRAYONS | ||||||
| 4141 W GEORGE ST | CHICAGO | IL | 60641 | NONE | CHARITABLE | $15,000 |
| ROBERT H LURIE COMPREHENSIVE CANCER CENTER | ||||||
| 675 N ST CLAIR ST 21ST FLOOR SUITE | CHICAGO | IL | 60611 | NONE | CHARITABLE | $50,000 |
| MUSEUM OF MODERN ART | ||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | CHARITABLE | $5,000 |
| CHICAGO SCHOLARS FOUNDATION | ||||||
| 247 S STATE ST 700 | CHICAGO | IL | 60604 | NONE | CHARITABLE | $2,500 |
| SOLOMON SCHECHTER DAY SCHOOL | ||||||
| 3210 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | CHARITABLE | $1,000 |
| WORLD BUSINESS CHICAGO | ||||||
| 177 N STATE ST 500 | CHICAGO | IL | 60601 | NONE | CHARITABLE | $50,000 |
| SUSAN G KOMEN | ||||||
| 213 W INSTITUTE PI 302 | CHCIAGO | IL | 60610 | NONE | CHARITABLE | $5,000 |
| BERNIES BOOK BANK | ||||||
| 917 N SHORE DR | LAKE BLUFF | IL | 60044 | NONE | CHARITABLE | $10,000 |
| UNIVERSITY OF MICHIGAN | ||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | CHARITABLE | $353,333 |
| TAMARACK CAMPS | ||||||
| 6735 TELEGRAPH RD 380 | BLOOMFIELD HILLS | MI | 48301 | NONE | CHARITABLE | $5,000 |
| AFTER SCHOOL MATTERS | ||||||
| 66 E RANDOLPH ST | CHICAGO | IL | 60601 | NONE | CHARITABLE | $10,000 |
| STEPPENWOLF THEATRE COMPANY | ||||||
| 1650 N HALSTED ST | CHICAGO | IL | 60614 | NONE | CHARITABLE | $3,160,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | CHARITABLE | $250,000 |
| ERIKSON INSTITUTE | ||||||
| 451 N LASALLE DR | CHICAGO | IL | 60654 | NONE | CHARITABLE | $50,000 |
| GLENCOE EDUCATIONAL FOUNDATION | ||||||
| PO Box 287 | Glencoe | IL | 60022 | NONE | CHARITABLE | $1,500 |
| YMCA OF METROPOLITAN CHICAGO | ||||||
| 1030 W VAN BUREN ST | CHICAGO | IL | 60607 | NONE | CHARITABLE | $25,000 |
| THE ASPEN INSTITUTE | ||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | CHARITABLE | $34,220 |
| DARTMOUTH COLLEGE | ||||||
| 6016 McNutt Hall | HANOVER | NH | 03755 | NONE | CHARITABLE | $25,000 |
| ART INSTITUTE OF CHICAGO | ||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | CHARITABLE | $50,000 |
| JEWISH UNITED FUND | ||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | CHARITABLE | $250,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 120 S LASALLE ST | CHICAGO | IL | 60603 | NONE | CHARITABLE | $25,000 |
| PLANNED PARENTHOOD | ||||||
| 18 S MICHIGAN AVE 6TH FLOOR | CHICAGO | IL | 60603 | NONE | CHARITABLE | $100,000 |
| TEACH FOR AMERICA | ||||||
| 300 W ADAMS ST | CHICAGO | IL | 60606 | NONE | CHARITABLE | $35,000 |
| UCHICAGO IMPACT LLC | ||||||
| 1313 EAST 60TH STREET | CHICAGO | IL | 60637 | NONE | CHARITABLE | $52,608 |
| ANDERSONRANCH ARTS CENTER | ||||||
| 5263 OWL CREEK RD | SNOWMASS VILLAGE | CO | 81615 | NONE | CHARITABLE | $5,000 |
| RAVINIA | ||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | CHARITABLE | $40,000 |
| THE CHICAGO COMMUNITY TRUST | ||||||
| 225 N MICHIGAN AVE 2200 | CHICAGO | IL | 60601 | NONE | CHARITABLE | $10,000 |
| JOFFREY BALLET | ||||||
| 10 E RANDOLPH ST | CHICAGO | IL | 60601 | NONE | CHARITABLE | $10,000 |
| HUMAN RIGHTS WATCH | ||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | CHARITABLE | $11,000 |
| INNOVATION FOUNDATION INC | ||||||
| 1130 W MONROE | CHICAGO | IL | 60607 | NONE | CHARITABLE | $25,000 |
| PEER HEALTH EXCHANGE | ||||||
| 223 W JACKSON BLVD SUITE 600 | CHICAGO | IL | 60606 | NONE | CHARITABLE | $25,000 |
| MEDICAL MISSIONS FOR CHILDREN | ||||||
| 637 WYCKOFF AVENUE SUITE 345 | WYCKOFF | NJ | 07481 | NONE | CHARITABLE | $60,000 |
| COMMUNITYHEALTH | ||||||
| 2611 W CHICAGO AVE | CHICAGO | IL | 60622 | NONE | CHARITABLE | $10,000 |
| AM SHALOM | ||||||
| 840 VERNON AVE | GLENCOE | IL | 60022 | NONE | CHARITABLE | $150,000 |
| AUSL | ||||||
| 3400 N AUSTIN AVE | CHICAGO | IL | 60634 | NONE | CHARITABLE | $100,000 |
| CHICAGO CARES INC | ||||||
| 2 N RIVERSIDE PLAZA 1800 | CHICAGO | IL | 60606 | NONE | CHARITABLE | $30,000 |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | NONE | CHARITABLE | $50,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITABLE | $125,000 |
| SANDY HOOK PROMISE | ||||||
| 13 CHURCH HILL ROAD | NEWTOWN | CT | 06470 | NONE | CHARITABLE | $10,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3400 N Charles Street | BALTIMORE | MD | 21218 | NONE | CHARITABLE | $200,000 |
| AMERICAN DOCUMENTARY INC | ||||||
| 20 JAY ST SUITE 940 | BROOKLYN | NY | 11201 | NONE | CHARITABLE | $10,000 |
| CHICAGO FOUNDATION FOR WOMEN | ||||||
| 140 S DEARBORN ST 400 | CHICAGO | IL | 60603 | NONE | CHARITABLE | $10,000 |
| FUND FOR A SAFER FUTURE | ||||||
| 1201 Connecticut Ave NW Ste 300 | Washington DC | DC | 20036 | NONE | CHARITABLE | $50,000 |
| CHILDREN'S FIRST FUND | ||||||
| 42 W MADISON ST | CHICAGO | IL | 60602 | NONE | CHARITABLE | $31,620 |
| MILLENNIUM PARK FOUNDATION | ||||||
| 201 E RANDOLPH ST | CHICAGO | IL | 60602 | NONE | CHARITABLE | $900,000 |
| WOOD FAMILY FOUNDATION | ||||||
| 121 W WACKER DR 619 | CHICAGO | IL | 60601 | NONE | CHARITABLE | $25,000 |
| CHICAGO ABORTION FUND | ||||||
| 333 W NORTH AVENUE STE 267 | CHICAGO | IL | 60610 | NONE | CHARITABLE | $20,000 |
| KIDS FIRST CHICAGO | ||||||
| 21 S CLARK ST 4301 | CHICAGO | IL | 60603 | NONE | CHARITABLE | $30,000 |
| BEAR HUG FOUNDATION | ||||||
| 139 W MAPLE RD | BIRMINGHAM | MI | 48009 | NONE | CHARITABLE | $2,500 |
| NM OCIM | ||||||
| 150 E HURON ST SUITE 1100 | CHICAGO | IL | 60611 | NONE | CHARITABLE | $10,000 |
| CHICAGO WOMEN IN PHILANTROPY | ||||||
| 4210 W IRVING PARK RD | CHICAGO | IL | 60641 | NONE | CHARITABLE | $150 |
| POLITICO | ||||||
| 1000 WILSON BOULEVARD 8TH FLOOR | ARLINGTON | VA | 22209 | NONE | CHARITABLE | $7,000 |
| CHICAGO COUNCIL ON GLOBAL AFFAIRS THE | ||||||
| TWO PRUDENTIAL PLAZA 180 N STETSON | CHICAGO | IL | 60601 | NONE | CHARITABLE | $2,000 |
| GREEN HOUSE SCHOLARS | ||||||
| 1820 FOLSOM ST | BOULDER | CO | 80302 | NONE | CHARITABLE | $500 |
| Chicago Media Project | ||||||
| 301 W GRAND AVE 170 | CHICAGO | IL | 60654 | NONE | CHARITABLE | $10,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 225 MICHIGAN AVE 1200 | CHICAGO | IL | 60601 | NONE | CHARITABLE | $5,000 |
| RENAISSANCE SOCIETY THE | ||||||
| 5811 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | CHARITABLE | $5,000 |
| WTTW | ||||||
| 5400 N Saint Louis Ave | Chicago | IL | 60625 | NONE | CHARITABLE | $10,000 |
| HACK CLUB | ||||||
| 576 NATOMA ST | SAN FRANCISCO | CA | 94103 | NONE | CHARITABLE | $2,000 |
| GUY GELEERD MEMORIAL THE | ||||||
| 180 N Michigan Ave Ste 2100 | Chicago | IL | 60601 | NONE | CHARITABLE | $1,000 |
| ISRAEL CANCER RESEARCH FUND | ||||||
| 52 VANDERBILT AVENUE SUITE 1510 | NEW YORK | NY | 10017 | NONE | CHARITABLE | $5,000 |
| GLOBAL HEALTH INITIATIVE FUND | ||||||
| 420 E SUPERIOR ST | CHICAGO | IL | 60611 | NONE | CHARITABLE | $10,000 |
| FOREFRONT | ||||||
| 208 S LASALLE ST 1540 | CHICAGO | IL | 60604 | NONE | CHARITABLE | $2,500 |
| LURIE CHILDREN'S FOUNDATION | ||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | CHARITABLE | $25,000 |
| SUNDANCE INSTITUTE | ||||||
| 1500 KEARNS BLVD | PARK CITY | UT | 84060 | NONE | CHARITABLE | $15,000 |
| LEAP INNOVATIONS | ||||||
| 222 W MERCHANDISE MART PLAZA 2300 | CHICAGO | IL | 60654 | NONE | CHARITABLE | $1,500 |
| GATEWAY FOR CANCER RESEARCH | ||||||
| 500 REMINGTON RD | SCHAUMBURG | IL | 60173 | NONE | CHARITABLE | $25,000 |
| WOMEN'S FUNDING NETWORK | ||||||
| 230 W MONROE ST 710 | CHICAGO | IL | 60606 | NONE | CHARITABLE | $1,330 |
| FUNDERS FOR REPRODUCTIVE EQUITY | ||||||
| 230 W MONROE ST 710 | CHICAGO | IL | 60606 | NONE | CHARITABLE | $1,375 |
| JDRF | ||||||
| 1 N LASALLE ST | CHICAGO | IL | 60602 | NONE | CHARITABLE | $2,500 |
| U CHICAGO CANCER RESEARCH FOUNDATION | ||||||
| 130 EAST RANDOLPH STREET SUITE 2500 | CHICAGO | IL | 60601 | NONE | CHARITABLE | $10,000 |
| CHICAGO PUBLIC EDUCATION FUND THE | ||||||
| 200 W ADAMS ST 2150 | CHICAGO | IL | 60606 | NONE | CHARITABLE | $25,000 |
| FOCIS | ||||||
| 1930 MANNHEIM RD | MELROSE PARK | IL | 60160 | NONE | CHARITABLE | $10,000 |
| MADISON SQUARE PARK | ||||||
| 11 MADISON AVE | NEW YORK | NY | 10010 | NONE | CHARITABLE | $50,000 |
| ABTA | ||||||
| 8550 W BRYN MAWR AVE | CHICAGO | IL | 60631 | NONE | CHARITABLE | $10,000 |
| RONALD MCDONALD HOUSE AT LURIE'S HOSP | ||||||
| 211 E GRAND AVE | CHICAGO | IL | 60611 | NONE | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,344,429 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $622,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $32,615 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$123,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $531,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $531,667 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM SANDRA LEFKOFSKY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5355 PLEASANT LAKE DRIVE | AddressLine1Txt |
| City | WEST BLOOMFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48322 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,275 | Amt |
| Disbursements Charitable Prps | $7,275 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INNERWORKINGS INC | $4,115,700 | $2,019,600 |
| GROUPON INC | $0 | $0 |
| EXICURE | $180,000 | $212,400 |
| ISTARI ONCOLOGY INC | $529,284 | $529,284 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BDT CAPITAL PARTNERS II | AT COST | $3,111,628 | $3,946,457 |
| IMPACT ENGINE IV | AT COST | $56,088 | $56,056 |
| TEMPUS SERIES B-2 INVESTMENTS | AT COST | $12,058,219 | $12,500,000 |
| TEMPUS SERIES E INVESTMENTS | AT COST | $6,000,000 | $6,000,000 |
| 346 SHORT | AT COST | $15,129,136 | $14,562,605 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,185 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,185 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENTS | Desc |
| BOY Book Value | $128 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $2,192 | $2,192 | |
| COMPUTER & INTERNET | $6,099 | $6,099 | |
| MISCELLANEOUS EXPENSES | $3,548 | $3,548 | |
| PAYROLL ADMIN FEES | $6,854 | $6,854 | |
| PASS-THROUGH EXPENSES FROM BDT | |||
| CAPITAL PARTNERS FUND II (TE) | |||
| FEIN: 30-0832885 | $68,727 | $68,727 | |
| PASS-THROUGH EXPENSES FROM | |||
| IMPACT ENGINE IV, LLC | |||
| FEIN: 47-4070307 | $3,181 | $3,181 | |
| DUES AND SUBSCRIPTIONS | $101 | $101 | |
| ADVERTISING | $1,469 | $1,469 | |
| POSTAGE AND DELIVERY | $36 | $36 | |
| RENT EXPENSE | $9,342 | $9,342 | |
| SUCCESS BOUND EXPENSES | $31,450 | $31,450 | |
| PASS-THROUGH EXPENSES FROM | |||
| 346 SHORT, LLC | |||
| FEIN: 47-5537311 | $18,576 | $18,576 | |
| PASS-THROUGH EXPENSES FROM | |||
| FUND II-A SPIRITS, LP | |||
| FEIN: 20-7066362 | $92 | $92 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BDT CAPITAL PARTNERS FUND II PORTFOLIO | $8,110 | $8,110 |
| 346 SHORT - OTHER INCOME | -$13,537 | -$13,537 |
| 346 SHORT - OTHER ORDINARY INCOME | $22,042 | $22,042 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERICAN EXPRESS PAYABLE | Desc |
| BOY Book Value | $480 | BOYBookValueAmt |
| EOY Book Value | $5,624 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $29,651 | Amt |
| Disbursements Charitable Prps | $29,651 | DisbursementsCharitablePrpsAmt |
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