JAMES B TAFEL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JAMES B TAFEL FOUNDATION (EIN 36-3475140)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2019-12-05
- IRS object ID
- 201913399349100301
- 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 Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-05T09:04:28-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N MARTINGALE RD STE 500 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363475140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES B TAFEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8474620322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 895 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IDA M TAFEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8474620322 | PhoneNum |
| Signature | 2019-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA SCOTT | PreparerPersonNm |
| PTIN | P00657342 | PTIN |
| Phone | 8475177070 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-02 | IPDt |
| IP Tm | 13:02:20 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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 | $3,723,156 | 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 |
| Interest On Sav Rev And Expnss | $1,528 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,528 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $525,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $526,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $525,213 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $547,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $547,420 | 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 | $1,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $748 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $747 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $747 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $266,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $266,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $268,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $279,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $546,672 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,486 | CashBOYAmt |
| Cash EOY | $8,301 | CashEOYAmt |
| Cash EOYFMV | $8,301 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,663,534 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,950,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,950,067 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,994 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,764,788 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,681,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,960,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,723,156 | 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 | $1,681,102 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,960,362 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,681,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,960,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,681,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,960,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,681,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $279,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,960,362 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,960,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $526,301 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,088 | CostOrOtherBasisAmt |
| Gain Or Loss | $525,213 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $525,213 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $525,213 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $264,912 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,623,610 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073107 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $200,080 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,435,974 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058231 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $187,508 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,294,241 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056920 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $189,909 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,514,799 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054031 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,415,824 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052520 | DistributionYr5Rt |
| Total Distribution | 0.294809 | TotalDistributionRt |
| Average Distribution | 0.058962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,594,343 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $211,930 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,467 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $217,397 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $267,397 | 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 | $5,467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $350 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $350 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,117 | 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 | 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 | IDA M TAFEL | IndividualWithBooksNm |
| Phone | 8474620322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 895 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | 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 |
|---|---|---|---|---|---|---|---|---|
| IDA MAY TAFEL | ||||||||
| PO BOX 895 | CARY | IL | 60013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JULIE K TAFEL-KLAUS | ||||||||
| PO BOX 895 | CARY | IL | 60013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JAMES B TAFEL JR | ||||||||
| PO BOX 895 | CARY | IL | 60013 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,734,517 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,914,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,649,079 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,649,079 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,594,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,467 | TotalTaxAmt |
| Distributable Before Adj | $174,250 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $174,250 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $174,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,397 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $267,397 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,467 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $261,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $174,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,767 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,610 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,609 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $84,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $177,228 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $267,397 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $174,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,147 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $270,375 | 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 | $9,139 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $261,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,767 | ExcessFromYear4Amt |
| Excess From Year3 | $40,610 | ExcessFromYear3Amt |
| Excess From Year2 | $28,609 | ExcessFromYear2Amt |
| Excess From Year1 | $84,103 | ExcessFromYear1Amt |
| Excess From Current Year | $93,147 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | IDA MAY TAFEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 895 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8474620322 | RecipientPhoneNum |
| Form And Info And Materials | THE REQUEST SHOULD BE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THIS ORGANIZATION ONLY MAKES CONTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN IRC SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERSON MUSIC MINISTRIES | ||||||
| 11856 BALBOA BLVD 337 | GRANADA HILLS | CA | 91344 | PC | RELIGIOUS | $16,000 |
| ANIMAL HOUSE SHELTER | ||||||
| 13005 ERNESTI ROAD | HUNTLEY | IL | 60142 | PC | CHARITABLE | $500 |
| BETHESDA HOSPITAL FOUNDATION | ||||||
| 2815 S SEACREST BLVD | BOYNTON BEACH | FL | 33435 | PC | MEDICAL | $35,350 |
| BURNHAM MINISTRY | ||||||
| PO BOX 811625 | BOCA RATON | FL | 33481 | PC | RELIGIOUS | $20,000 |
| CARY FIRE DEPARTMENT | ||||||
| 400 N CARY-ALGONQUIN ROAD | CARY | IL | 60013 | PC | EDUCATIONAL | $4,000 |
| CARY FOOD PANTRY | ||||||
| 8901 CARY-ALGONQUIN ROAD | CARY | IL | 60013 | PC | CHARITABLE | $500 |
| CARY PARK DISTRICT | ||||||
| 255 BRIARGATE ROAD | CARY | IL | 60013 | PC | CHARITABLE | $1,000 |
| CC OF FLORIDA SCHOLARSHIP FOUNDATION | ||||||
| 25 COUNTRY ROAD | VILLAGE OF GOLF | FL | 33436 | PF | EDUCATIONAL | $1,000 |
| CMF INTERNATIONAL | ||||||
| PO BOX 501020 5525 E 82ND STREET | INDIANAPOLIS | IN | 46250 | PC | CHARITABLE | $5,000 |
| COMMITTEE FOR MISSING CHILDREN INC | ||||||
| PO BOX 84556 | PHOENIX | AZ | 850714556 | PC | CHARITABLE | $100 |
| CRC RECOVERY FOUNDATION | ||||||
| 309 NE 1ST STREET | DELRAY BEACH | FL | 33483 | PF | CHARITABLE | $1,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 33 GLEASON STREET | DELRAY BEACH | FL | 33483 | PC | RELIGIOUS | $100 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION | ||||||
| 821 CORPORATE DRIVE | LEXINGTON | KY | 40503 | PF | MEDICAL | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| 931 W 75TH STREET SUITE 137-110 | NAPERVILLE | IL | 60565 | PC | HUMANITARIAN | $300 |
| HEINZ CHAPEL | ||||||
| 128 NORTH CRAIG STREET | PITTSBURGH | PA | 15260 | PC | RELIGIOUS | $500 |
| IMPACT 100 PALM BEACH COUNTY | ||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | PC | CHARITABLE | $1,050 |
| IN TOUCH MINISTRIES | ||||||
| PO BOX 7900 | ATLANTA | GA | 303579979 | PC | RELIGIOUS | $500 |
| KENTUCKY RACE TRACK CHAPLAINCY OF AMERICA | ||||||
| PO BOX 324 | SIMPSONVILLE | KY | 40067 | PC | CHARITABLE | $1,000 |
| KIBERA GIRLS SOCCER ACADEMY | ||||||
| 1263 OSCEOLA AVENUE | SAINT PAUL | MN | 55105 | PC | CHARITABLE | $1,000 |
| MIAMI PROJECT | ||||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | PC | CHARITABLE | $500 |
| MOODY BIBLE INSTITUTE | ||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | PC | RELIGIOUS | $10,700 |
| MOODY RADIO SOUTH FLORIDA | ||||||
| 1511 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33436 | PC | RELIGIOUS | $500 |
| OPERATION SMILE | ||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | PC | MEDICAL | $100 |
| PADRES PEDAL THE CAUSE | ||||||
| 2445 FIFTH AVENUE SUITE 402 | SAN DIEGO | CA | 92101 | PC | CHARITABLE | $17,700 |
| PARKINS SCHOOL FOR THE BLIND | ||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PC | HUMANITARIAN | $400 |
| PRISON FELLOWSHIP | ||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | PC | CHARITABLE | $500 |
| PROJECT CONCERN INTERNATIONAL | ||||||
| 5151 MURPHY CANYON ROAD SUITE 320 | SAN DIEGO | CA | 92123 | PC | HUMANITARIAN | $25,000 |
| RSF WOMENS FUND | ||||||
| 162 S RANCHO SANTA FE ROAD | ENCINITAS | CA | 92024 | PC | CHARITABLE | $2,300 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 606073319 | PC | MEDICAL | $5,000 |
| SALVATION ARMY | ||||||
| PO BOX 18459 | WEST PALM BEACH | FL | 33416 | PC | HUMANITARIAN | $750 |
| SEACREST PRSBYTRN CHURCH | ||||||
| 2703 N SEACREST BLVD | DELRAY BEACH | FL | 33444 | PC | RELIGIOUS | $84,000 |
| SOUP KITCHEN INC | ||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | PC | HUMANITARIAN | $500 |
| SPARK VENTURES | ||||||
| 134 N LASALLE STREET 5TH FLOOR | CHICAGO | IL | 60602 | PC | CHARITABLE | $10,000 |
| SPECIAL OLYMPICS | ||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | PC | CHARITABLE | $200 |
| SPECIAL OPERATIONS FUND | ||||||
| 901 N STUART STREET | ARLINGTON | VA | 22203 | PC | HUMANITARIAN | $10,000 |
| STUDENTS FOR LIFE | ||||||
| 4755 JEFFERSON DAVIS HIGHWAY | FREDRICKSBURG | VA | 22408 | PC | EDUCATIONAL | $100 |
| THOROUGHBRED RETIREMENT FOUNDATION | ||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | PF | CHARITABLE | $500 |
| TOYS FOR TOTS | ||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | CHARITABLE | $1,000 |
| TURNING POINT | ||||||
| PO BOX 723 | WOODSTOCK | IL | 60098 | PC | HUMANITARIAN | $500 |
| VILLAGE CHURCH OF RANCHO SANTA FE | ||||||
| PO BOX 704 6225 PASEO DELICIES | RANCHO SANTA FE | CA | 92067 | PC | RELIGIOUS | $5,000 |
| WAYSIDE HOUSE | ||||||
| 378 NE SIXTH AVENUE | DELRAY BEACH | FL | 33483 | PC | CHARITABLE | $500 |
| WOMENS CIRCLE | ||||||
| 912 SE 4TH STREET | BOYNTON BEACH | FL | 33435 | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $266,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,528 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $525,213 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $547,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $547,420 | 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 | RSM US LLP | CategoryTxt |
| Amt | $1,495 | Amt |
| Net Investment Income | $748 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $747 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SOUTHWEST AIRLINES-7,425 SHS | $1,040 | $401,024 |
| DELL TECHNOLOGIES INC - (CLASS C) 2,599 SHS | $954 | $134,784 |
| MOODYS - 6,000 SHS | $0 | $1,228,980 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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