LOFTUS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LOFTUS FAMILY FOUNDATION (EIN 83-0343760)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-11
- IRS object ID
- 201913159349101216
- 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
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T14:17:56-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830343760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOFTUS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GERALD FRISHMAN WARADY & DAVIS LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOFT | BusinessNameControlTxt |
| Phone | 8472679600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD - SUITE 300 SOUTH | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD FRISHMAN | PersonNm |
| Person Title | SECRETARY & DIRECTOR | PersonTitleTxt |
| Phone | 8472679600 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERALD FRISHMAN | PreparerPersonNm |
| PTIN | P00029442 | PTIN |
| Phone | 8472679600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.8.122.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 14:41:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 95270F34E65FD9BD57135999DDDEA1966BA73AED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 09D774B6C166BC373CC3C78707BE95A52065CAF6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $321,337 | 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 | $16,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,358 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,358 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,735 | 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 |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $198 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,485 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,743 | CashBOYAmt |
| Cash EOY | $11,720 | CashEOYAmt |
| Cash EOYFMV | $3,467 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,084 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,084 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $213,140 | CorporateStockBOYAmt |
| Corporate Stock EOY | $212,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $314,786 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,404 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,300 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $251,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $242,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $321,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $251,885 | RetainedEarningBOYAmt |
| Retained Earning EOY | $242,422 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $251,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $242,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $251,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $242,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $251,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,463 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $242,422 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $242,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| GENERAL MOTORS CORP-168 SHS | P | 2019-05-02 | $6,371 | $3,898 | $2,473 | $2,473 | |
| GENERAL MOTORS CORP WTS EXP 7/10/19 | P | 2019-06-27 | $1,858 | $1,206 | $652 | $652 | 2005-03-24 |
| MOTORS LIQUIDATION - 25 SHS | P | 2019-06-27 | $233 | $233 | $233 | 2012-06-12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,358 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $333,401 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073920 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,160 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $348,342 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063616 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,619 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $332,388 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,567 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $350,463 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058685 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,727 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $358,003 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055103 | DistributionYr5Rt |
| Total Distribution | 0.316365 | TotalDistributionRt |
| Average Distribution | 0.063273 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $329,590 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,854 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $175 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,029 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,775 | 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 | $175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15 | 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 | 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 | GERALD FRISHMAN TREASURER | IndividualWithBooksNm |
| Phone | 8472679600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD ROAD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| JULIA LOFTUS | ||||||||
| 4201 GULF SHORE BLVD N | NAPLES | FL | 34103 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| WILLIAM LOFTUS | ||||||||
| 3906 ROYAL FOX DR | ST CHARLES | IL | 60174 | VICE PRESIDENT & SECRETARY | 2.00 | $0 | $0 | $0 |
| GERALD FRISHMAN | ||||||||
| 1717 DEERFIELD ROAD SUITE 300 S | DEERFIELD | IL | 60015 | TREASURER & ASST SECRETARY | 0.25 | $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 | $310,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $334,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $334,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $329,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $175 | TotalTaxAmt |
| Distributable Before Adj | $16,305 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,305 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,305 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $175 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,305 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $7,193 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,193 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,470 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,663 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,663 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,193 | ExcessFromYear1Amt |
| Excess From Current Year | $10,470 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIA LOFTUS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GERALD FRISHMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD STE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472679600 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM IS REQUIRED. A LETTER REQUESTING A CONTRIBUTION IS SUFFICIENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL DONEES MUST BE "QUALIFYING" ACCORDING TO IRC SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS THERAPY DEVELOPMENT INSTITUTETRI-STATE TREK | |||||||
| 300 TECHNOLOGY SQSTE 400 | CAMBRIDGE | MA | 02139 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAM ST NW | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| AMERICAN MACULAR DEGENERATION FDN | |||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| AMERICAN RED CROSS | |||||||
| 2200 WEST HARRISON ST | CHICAGO | IL | 60612 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17090 | BALTIMORE | MD | 21297 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 12300 TWINBROOK PARKWAY STE 410 | ROCKVILLE | MD | 20852 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| FOX VALLEY PREGNANCY CENTER | |||||||
| 101 E STATE STREET | SOUTH ELGIN | IL | 60177 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| HOPE FOR HAITI | |||||||
| 1021 5TH AVENUE NORTH | NAPLES | FL | 34102 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| MARMION ACADEMY | |||||||
| 1000 BUTTERFIELD RD | AURORA | IL | 60502 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 845578 | BOSTON | MA | 02284 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| ROSARY HIGH SCHOOL | |||||||
| 901 N EDGELAWN DRIVE | AURORA | IL | 60506 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SPECIAL OLYMPICS ILLINOIS | |||||||
| 605 E WILLOW STREET | NORMAL | IL | 60761 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ST MARY'S SCHOOL | |||||||
| 29-01 216TH STREET | BAYSIDE | NY | 11360 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| USA FOR UNCHCRTHE UN REFUGEE AGENCY | |||||||
| 1310 L STREET NW STE 450 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ST MATTHEW'S HOUSE | |||||||
| 2001 AIRPORT ROAD S | NAPLES | FL | 34112 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FOX VALLEY SPECIAL RECREATION ASSN | |||||||
| 2121 WEST INDIAN TRAIL | AURORA | IL | 60506 | N/A | PUBLIC CHARITY | UNRESTRICTEDUNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,500 | 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 | $16,377 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,358 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,735 | 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 | $2,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GENERAL MOTORS CORP | BondNm |
| EOY Book Value | $15,300 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC (FKA SBC COMM) | $21,765 | $26,808 |
| MERCK & CO | $31,270 | $83,850 |
| NUVEEN MULTI STRATEGY INC/GRWTH II | $44,490 | $27,720 |
| PFIZER | $52,250 | $86,640 |
| PHILIP MORRIS INTL INC | $13,365 | $47,118 |
| RIVERNORTH DOUBLELINE STRAT OPPTY FD | $49,178 | $42,650 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $25 | $0 | $25 |
| FEDERAL EXCISE TAX | $170 | $0 | $0 |
| SUNDRY | $3 | $0 | $0 |
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