JANE WILSON AND DAVID MAYHEW STONE CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JANE WILSON AND DAVID MAYHEW STONE CHARITABLE TRUST (EIN 47-2484936)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201901349349103430
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T15:12:04-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464270069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBC ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 903 COMMERCE DR STE 333 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 | 472484936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE W AND DAVID M STONE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 INDIAN HILL ROAD | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET STONE BOWEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2019-05-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY SANDERSCPAMST | PreparerPersonNm |
| PTIN | P00585294 | PTIN |
| Phone | 6305716770 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 15:12:04 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E8EC3EDC36FF2470D1B29C0F469CE90217A4D49 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F8E8C302B45B67843F13B8EA9C208F1DCF85C19A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,358,170 | 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 | $6,721 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,721 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,721 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $273,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273,655 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $273,655 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $364,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,753,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,142 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $658 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $658 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $645,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $307,518 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $281,034 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,239 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,716 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,606 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $27 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $27 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,383 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,451 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,746 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $588,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $588,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $661,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,451 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $591,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,067 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $281,034 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $469,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$5,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$5,792 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,025,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,327,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,310,612 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,124,669 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,195,544 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,116,562 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,136,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,223,292 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,936,788 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,756,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,740,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,358,170 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,756,431 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,740,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,756,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,740,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,756,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,740,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,756,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,311 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,740,120 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,740,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,142 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $552,652 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,937,655 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046295 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $428,382 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,228,494 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038151 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $126,261 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,902,670 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011581 | DistributionYr3Rt |
| Total Distribution | 0.096027 | TotalDistributionRt |
| Average Distribution | 0.032009 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,203,385 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $390,618 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $393,019 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $591,746 | 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 | $2,401 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,401 | SubtotalAmt |
| Tax Based On Investment Income | $2,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,850 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,850 | TotalPaymentsAndCreditsAmt |
| Tax Due | $551 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | MARGARET STONE BOWEN | IndividualWithBooksNm |
| Phone | 8478773190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 INDIAN HILL ROAD | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET STONE BOWEN | ||||||||
| 55 INDIAN HILL ROAD | WINNETKA | IL | 60093 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MARK BOWEN | ||||||||
| 55 INDIAN HILL ROAD | WINNETKA | IL | 60093 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,975,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $413,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,389,223 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,389,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,203,385 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $610,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $610,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,401 | TotalTaxAmt |
| Distributable Before Adj | $607,768 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $607,768 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $607,768 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $591,746 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $591,746 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,401 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $589,345 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $607,768 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $587,334 | UndistributedIncomePYAmt |
| Qualifying Distributions | $591,746 | QualifyingDistributionsAmt |
| Applied To Year1 | $587,334 | AppliedToYear1Amt |
| Applied To Current Year | $4,412 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $603,356 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PUBLIC CHAR | CHARITABLE | $25,000 | |
| A NEW DAY CAMBODIA | ||||||||
| PO BOX 2986 | CHICAGO | IL | 60654 | NONE | PUBLIC CHAR | CHARITABLE | $35,000 | |
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHAR | CHARITABLE | $175,000 | |
| GARY COMER YOUTH CENTER | ||||||||
| 7200 S INGLESIDE AVE | CHICAGO | IL | 60619 | NONE | PUBLIC CHAR | CHARITABLE | $15,000 | |
| OPERATION WALK CHICAGO | ||||||||
| 680 N LAKE SHORE DRIVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHAR | CHARITABLE | $30,000 | SUITE 900 |
| LURIE CHILDREN'S HOSPITAL | ||||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHAR | CHARITABLE | $215,000 | |
| LITTLE CITY FOUNDATION | ||||||||
| 1760 WEST ALGONQUIN ROAD | PALATINE | IL | 60067 | NONE | PUBLIC CHAR | CHARITABLE | $20,000 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 38 S PEORIA ST | CHICAGO | IL | 60607 | NONE | PUBLIC CHAR | CHARITABLE | $25,000 | |
| CYCLE FOR SURVIVAL | ||||||||
| 200 WEST MONROE STREET | CHICAGO | IL | 60606 | NONE | PUBLIC CHAR | CHARITABLE | $1,000 | |
| GIFT OF ADOPTION FUND | ||||||||
| 2001 WAUKEGAN RD | DEERFIELD | IL | 60015 | NONE | PUBLIC CHAR | CHARITABLE | $1,000 | |
| NO KID HUNGRY | ||||||||
| 1030 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHAR | CHARITABLE | $1,000 | SUITE 1100 W |
| MUSIC INSTITUTE OF CHICAGO | ||||||||
| 126 E CHESTNUT ST | CHICAGO | IL | 60611 | NONE | PUBLIC CHAR | CHARITABLE | $5,000 | |
| KENILWORTH UNION CHURCH | ||||||||
| 211 KENILWORTH AVE | KENILWORTH | IL | 60043 | NONE | PUBLIC CHAR | CHARITABLE | $5,000 | |
| WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 407 E 61ST ST | NEW YORK | NY | 10065 | NONE | PUBLIC CHAR | CHARITABLE | $25,000 | |
| ROOM TO READ | ||||||||
| 465 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHAR | CHARITABLE | $10,000 | SUITE 1000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $588,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,721 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273,655 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,142 | ExclusionAmt |
| Related Or Exempt Function Incm | $337,364 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVID DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $658 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $308,176 | ExclusionAmt |
| Related Or Exempt Function Incm | $337,364 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $645,540 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,955 | Amt |
| Net Investment Income | $1,239 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,716 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | PURCHASE | $638,880 | $638,009 | $871 |
| PUBLICLY TRADED SECURITIES - LT | PURCHASE | $2,087,126 | $1,750,633 | $336,493 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $3,195,544 | EOYBookValueAmt |
| EOYFMV | $3,116,562 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $5,327,076 | EOYBookValueAmt |
| EOYFMV | $6,310,612 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,223,292 | BookValueAmt |
| EOYFMV | $1,936,788 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| FILING FEES | $30 | $30 | |
| MISC EXPENSE | $5,196 | $5,196 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVID DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $658 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $658 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $56,606 | Amt |
| Net Investment Income | $56,606 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $4,383 | $4,383 |
| FEDERAL INVESTMENT INCOME TAXES | $2,654 |
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