RISKLINKORG FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RISKLINKORG FOUNDATION (EIN 81-4778317)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-03
- IRS object ID
- 201921549349100262
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-03T10:56:18-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR P DONNER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 NORTH FRONTAGE RD SUITE 105 | AddressLine1Txt |
| City | WILLOWBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | 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 | 814778317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISKLINKORG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RISK | BusinessNameControlTxt |
| Phone | 8477722355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15515 JEANNE LANE | AddressLine1Txt |
| City | HOMER GLEN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604917944 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY ZYCH | PersonNm |
| Person Title | PRESIDENT AND CHIEF EXECUTIVE OFFIC | PersonTitleTxt |
| Phone | 8477722355 | PhoneNum |
| Signature | 2019-05-31 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR P DONNER | PreparerPersonNm |
| PTIN | P00535368 | PTIN |
| Phone | 6307896709 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.196.246.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-03 | IPDt |
| IP Tm | 10:56:08 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 02EA0950DE6EE4E3AEE8F1B8430FA1251A40BFCA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C486071386B241CA03FC43037BCF45C30422D2AD | 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 | $554,539 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $408,349 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,532 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,532 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $8,727 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,727 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $419,881 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,259 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,259 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $48,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,800 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $4,800 | OthEmplSlrsWgsAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $982 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,082 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,828 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,078 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,078 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $412 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $412 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $726 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $726 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $70,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,016 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,268 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,016 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $299,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,243 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,243 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $584,484 | CashBOYAmt |
| Cash EOY | $21,634 | CashEOYAmt |
| Cash EOYFMV | $21,634 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $51,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,868 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock EOY | $481,037 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $481,037 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $584,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $554,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $554,539 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $991 | AccountsPayableEOYAmt |
| Grants Payable BOY | $300,000 | GrantsPayableBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $300,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $991 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $284,484 | UnrestrictedBOYAmt |
| Unrestricted EOY | $553,548 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $284,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $553,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $584,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $554,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $284,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $299,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,727 | OtherIncreasesAmt |
| Subtotal | $592,824 | SubtotalAmt |
| Other Decreases | $39,276 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $553,548 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1,000 SH.VERIZON COMMUNICATION,INC. | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-05-09 | AcquiredDt |
| Sold | 2018-09-01 | SoldDt |
| Gross Sales Price | $55,012 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $46,285 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,727 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $8,727 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,727 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,727 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $524,911 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $350,000 | 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 | $62 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $62 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.risklink.org | WebsiteAddressTxt |
| Individual With Books | JEFFREY ZYCH | IndividualWithBooksNm |
| Phone | 8477722355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15515 JEANNE LANE | AddressLine1Txt |
| City | HOMER GLEN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604917944 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY ZYCH | ||||||||
| 15515 JEANNE LANE | HOMER GLEN | IL | 60491 | PRESIDENT & CEO | 2.00 | $0 | $0 | $0 |
| MATTHEW GEERDES | ||||||||
| 1353 OVERTON DRIVE | LEMONT | IL | 60439 | CHIEF FINANCIAL OFFICER | 1.00 | $0 | $0 | $0 |
| CHERYL WILLIAMS | ||||||||
| 415 STONE AVENUE | LAKE ZURICH | IL | 60047 | BOARD MEMBER | 0.50 | $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 | TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR DISADVANTAGED PEOPLE WHO WISH TO ENTER AND WORK IN THE INSURANCE INDUSTRY, AS WELL AS PROVIDE CHARITABLE CONTRIBUTIONS TO WORTHY CAUSES. | Description1Txt |
| Expenses1 | $62,190 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $481,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $532,905 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $532,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $524,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62 | TotalTaxAmt |
| Distributable Before Adj | $26,184 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,184 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,184 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $62 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $349,938 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,244 | UndistributedIncomePYAmt |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,244 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,184 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $294,572 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $294,572 | 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 | $294,572 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $294,572 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELTA SIGMA PI LEADERSHIP FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 S CAMPUS AVENUE | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATIONAL GRANTS, AWARDSAND/OR SCHOLARSHIPS DEDICATEDTO INSURANCE DEVELOPMENT | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,532 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,259 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF NEW YORK ATTORNEY GENERAL OFFICE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 LIBERTY STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $408,349 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ILLINOIS CHARITY BUREAU FUND REGISTRATION | $130 |
| JEFF ZYCH ACCOUNTING & PAYROLL | $952 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $64,533 | $64,533 |
| APPLE INC | $31,548 | $31,548 |
| CRONOS GROUP INC | $20,780 | $20,780 |
| FACEBOOK INC | $26,218 | $26,218 |
| NEW YORK COMMUNITY BANCORP | $47,050 | $47,050 |
| SIRIUS XM HLDGS INC | $11,420 | $11,420 |
| ALPS SECTIONS DIVIDEND DOGS ETF | $54,782 | $54,782 |
| LORD ABBETT FLOATING RATE CL F | $98,554 | $98,554 |
| VANGUARD GROWTH ETF | $83,285 | $83,285 |
| VANGUARD MID CAP VALUE ETF | $42,867 | $42,867 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DASPIN & AUMENT,LLP TRUST AGREEMENT | CategoryTxt |
| Legal Fees | $982 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $39,276 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $7,256 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $726 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $726 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN NET INCOME | Desc |
| Amt | $8,727 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LPL FINANCIAL ACCOUNT & ADVISORY | $8,078 | $8,078 | $8,078 |
| MEDIA MEMORIES & DESIGN POWER POINT | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $4,120 | Amt |
| Net Investment Income | $412 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $412 | AdjustedNetIncomeAmt |