CERES FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CERES FOUNDATION (EIN 36-3735653)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-24
- IRS object ID
- 201931759349100418
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-24T14:51:57-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 634 FRONT AVE NW STE 400 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49504 | 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 | 363735653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CERE | BusinessNameControlTxt |
| Phone | 8474461141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 266 WAGNER ROAD | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600933249 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL RJ HALES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8474461141 | PhoneNum |
| Signature | 2019-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAYLA A LAURIN CPA | PreparerPersonNm |
| PTIN | P00243488 | PTIN |
| Phone | 6167748221 | PhoneNum |
| Preparation | 2019-06-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.31 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-06 | IPDt |
| IP Tm | 14:59:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A4FDCA374457C003A922C1C20C76C4038F54F242 | 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 | $7,368,608 | 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 | $804 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $804 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $134,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $495,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $981,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $495,230 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $630,122 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $630,122 | 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 | $3,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,262 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,208 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,771 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,287 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $418,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,771 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $353,787 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $211,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $576,351 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $359,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $359,385 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,105,247 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,968,724 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,009,223 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,116,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,328,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,368,608 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,116,245 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,328,109 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,116,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,328,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,116,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,328,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,116,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $211,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,328,109 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,328,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP COM - FRAC SH | 2018-11-30 | 2018-11-30 | $63 | $64 | -$1 | -$1 | |
| AETNA INC | 2013-06-27 | 2018-08-14 | $256,728 | $82,858 | $173,870 | $173,870 | |
| SCHLUMBERGER LIMITED | 2004-01-30 | 2018-12-21 | $72,319 | $61,430 | $10,889 | $10,889 | |
| AETNA INC-CVS MERGER | 2013-06-27 | 2018-11-29 | $212,250 | $63,737 | $148,513 | $148,513 | |
| CARNIVAL CORP | 2015-07-23 | 2018-12-21 | $170,758 | $181,172 | -$10,414 | -$10,414 | |
| MASTERCARD INCORPORATED | 2010-03-30 | 2018-08-14 | $61,083 | $7,582 | $53,501 | $53,501 | |
| MICROSOFT CORP | 1996-04-26 | 2018-08-14 | $54,672 | $3,538 | $51,134 | $51,134 | |
| PROCTOR AND GAMBLE | 2002-11-25 | 2018-06-21 | $152,973 | $86,000 | $66,973 | $66,973 | |
| SECURITY LITIGATION SETTLEMENT PROCEEDS | $765 | $765 | $765 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $495,230 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $294,196 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,172,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041017 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $318,538 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,123,509 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052019 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $297,928 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,333,664 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047039 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $258,838 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,148,988 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042094 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $241,382 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,311,300 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045447 | DistributionYr5Rt |
| Total Distribution | 0.227616 | TotalDistributionRt |
| Average Distribution | 0.045523 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,253,240 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $375,712 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,764 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $381,476 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $353,787 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,527 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,527 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,741 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,241 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,714 | OverpaymentAmt |
| Applied To ES Tax | $11,714 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DANIEL RJ HALES | IndividualWithBooksNm |
| Phone | 8474461141 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 266 WAGNER ROAD | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL RJ HALES | ||||||||
| 266 WAGNER ROAD | NORTHFIELD | IL | 60093 | PRESIDENT/ASSISTANT TREASU | 0.50 | $0 | $0 | $0 |
| FLORENCE H TESTA | ||||||||
| 266 WAGNER ROAD | NORTHFIELD | IL | 60093 | VICE PRESIDENT | 0.02 | $0 | $0 | $0 |
| DANIEL B HALES | ||||||||
| 266 WAGNER ROAD | NORTHFIELD | IL | 60093 | ASSISTANT SECRETARY | 0.02 | $0 | $0 | $0 |
| MARION H CHARDOUL | ||||||||
| 266 WAGNER ROAD | NORTHFIELD | IL | 60093 | TREASURER | 0.02 | $0 | $0 | $0 |
| MARK PATTERSON | ||||||||
| 266 WAGNER ROAD | NORTHFIELD | IL | 60093 | SECRETARY | 0.02 | $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 | $8,230,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,378,924 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,378,924 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,253,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $412,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $412,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,527 | TotalTaxAmt |
| Distributable Before Adj | $401,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $401,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $401,135 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $353,787 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $353,787 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $353,787 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $401,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $349,994 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $353,787 | QualifyingDistributionsAmt |
| Applied To Year1 | $349,994 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,793 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $397,342 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A LITTLE HELP | |||||||
| 2755 S LOCUST ST STE 220 | DENVER | CO | 80222 | PC | GENERAL SUPPORT | $1,000 | |
| A PRECIOUS CHILD | |||||||
| 557 BURBANK ST UNIT E | BROOMFIELD | CO | 80020 | PC | GENERAL SUPPORT | $2,000 | |
| AAGPBL | |||||||
| 17365 WESTBROOK DR | LIVONIA | MI | 48152 | PC | GENERAL SUPPORT | $2,400 | |
| ACTON INSTITUTE | |||||||
| 98 E FULTON ST | GRAND RAPIDS | MI | 49503 | PC | GENERAL SUPPORT | $4,000 | |
| AMERICAN TRANSPARENCY | |||||||
| 200 S FRONTAGE RD 106 | BURR RIDGE | IL | 60527 | PC | GENERAL SUPPORT | $1,000 | |
| ANGELIC ORGANICS LEARNING CENTER | |||||||
| 1547 ROCKTON RD | CALEDONIA | IL | 61011 | PC | GENERAL SUPPORT | $3,000 | |
| ANGLES | |||||||
| 1779 MAPLE ST | NORTHFIELD | IL | 60093 | PC | GENERAL SUPPORT | $2,000 | |
| ATL FOUNDATION | |||||||
| P O BOX 1195 | EASTLAKE | CO | 806161195 | PC | GENERAL SUPPORT | $10,000 | |
| AUDIO INFORMATION NETWORK OF COLORADO | |||||||
| 1700 55TH ST STE A | BOULDER | CO | 80301 | PC | GENERAL SUPPORT | $1,000 | |
| BIBLICA (AKA RATL) | |||||||
| 1201 CROMWELL COURT | ALPHARETTA | GA | 30022 | PC | GENERAL SUPPORT | $1,000 | |
| BLUE STAR FAMILIES INC | |||||||
| PO BOX 230637 | ENCINITAS | CA | 920230637 | PC | GENERAL SUPPORT | $2,000 | |
| BOYS & GIRLS CLUB OF WHITTIER | |||||||
| 7905 GREENLEAF AVE | WHITTIER | CA | 90602 | PC | GENERAL SUPPORT | $1,000 | |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 200361480 | PC | GENERAL SUPPORT | $1,500 | |
| CARE & SHARE FOODBANK OF SOUTHERN COLORADO | |||||||
| 2605 PREAMBLE POINT | COLORADO SPRNGS | CO | 80915 | PC | GENERAL SUPPORT | $2,000 | |
| CENTER FOR URBAN RENEWAL AND EDUCATION | |||||||
| 1317 F STREET NW 900 | WASHINGTON | DC | 20004 | PC | GENERAL SUPPORT | $3,000 | |
| CHARLEVOIX ALANO CLUB | |||||||
| 106 MASON ST | CHARLEVOIX | MI | 49720 | PC | GENERAL SUPPORT | $100 | |
| CHARLEVOIX AREA HOSPITAL | |||||||
| 14700 LAKE SHORE DRIVE | CHARLEVOIX | MI | 49720 | PC | GENERAL SUPPORT | $3,500 | |
| CHARLEVOIX COUNTY COMMUNITY FOUNDATION | |||||||
| POST OFFICE BOX 218 | CHARLEVOIX | MI | 49720 | PC | GENERAL SUPPORT | $5,000 | |
| CHICAGO 502 ARMED FORCES COUNCIL OF CHICAGO | |||||||
| C/O PUBLIC AFFAIRS ULC 65 W JACKSON | CHICAGO | IL | 60604 | PC | GENERAL SUPPORT | $500 | |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | PC | GENERAL SUPPORT | $2,000 | |
| CHICAGO HOPE ACADEMY | |||||||
| 2189 W BOWLER ST | CHICAGO | IL | 60612 | PC | GENERAL SUPPORT | $2,500 | |
| CHICAGO PUBLIC MEDIA | |||||||
| NAVY PIER 848 EAST GRAND AVE | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $2,000 | |
| CHLOE | |||||||
| PO BOX 30241 | COLUMBUS | OH | 43230 | PC | GENERAL SUPPORT | $1,000 | |
| CHOATE SCHOOL | |||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | PC | GENERAL SUPPORT | $5,000 | |
| CHRISTADELPHIAN BIBLE MISSION OF THE AMERICAS | |||||||
| 567 ASTORIAN DR | SIMI VALLEY | CA | 93065 | PC | GENERAL SUPPORT | $1,500 | |
| CHRISTOPHER & DANA REEVE FOUNDATION | |||||||
| 636 MORRIS TURNPIKE STE 3A | SHORT HILLS | NJ | 07078 | PC | GENERAL SUPPORT | $1,000 | |
| CIRQUE LODGE FOUNDATION | |||||||
| 777 NO PALISADES DR | OREM | UT | 84097 | PC | GENERAL SUPPORT | $3,000 | |
| CLEARWATER CAMP FOUNDATION | |||||||
| PO BOX 152 | MINOCQUA | WI | 545480152 | PC | GENERAL SUPPORT | $3,000 | |
| COLORADO PUBLIC RADIO | |||||||
| BRIDGES BROADCAST CENTER 7409 S | CENTENNIAL | CO | 80112 | PC | GENERAL SUPPORT | $3,000 | ALTON CT |
| COMMUNITY FDN OF GREATER FT WAYNE | |||||||
| 555 E WAYNE ST | FT WAYNE | IN | 46802 | PC | GENERAL SUPPORT | $500 | |
| CRAIG HOSPITAL FOUNDATION | |||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 801132811 | PC | GENERAL SUPPORT | $4,000 | |
| CUREPSP UNLOCKING THE SECRETS OF BRAIN DISEASE | |||||||
| 1206 YORK RD STE L-4 | LUTHERVILLE | MD | 21093 | PC | GENERAL SUPPORT | $5,000 | |
| DANIEL MURPHY SCHOLARSHIP FOUNDATION | |||||||
| 309 W WASHINGTON 700 | CHICAGO | IL | 60606 | PC | GENERAL SUPPORT | $3,000 | |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | PC | GENERAL SUPPORT | $5,500 | |
| EDUCATION AND RESEARCH INSTITUTE | |||||||
| 1025 THOMAS JEFFERSON STREET NW | WASHINGTON DC | DC | 20007 | PC | GENERAL SUPPORT | $2,500 | SUITE 110G |
| ERIKA'S LIGHTHOUSE | |||||||
| 897 1/2 GREEN BAY RD | WINNETKA | IL | 60093 | PC | GENERAL SUPPORT | $200 | |
| FEDERALIST SOCIETY | |||||||
| 1776 I ST NW 300 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $10,000 | |
| FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | PC | GENERAL SUPPORT | $4,300 | |
| FOOD ALLERGY RESEARCH & EDUCATION (FARE) | |||||||
| 8707 SKOKIE BLVD STE 104 | SKOKIE | IL | 60077 | PC | GENERAL SUPPORT | $2,000 | |
| FOUNDATION FOR ECON EDUCATION | |||||||
| 1819 PEACHTREE RD NE SUITE 300 | ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $1,500 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | |||||||
| 510 WALNUT ST 1250 | PHILADELPHIA | PA | 19106 | PC | GENERAL SUPPORT | $10,000 | |
| FOUNDATON ON JUDAISM AND CHRISTIAN ORIGINS | |||||||
| 500 E SECOND STREET | ROME | GA | 30161 | PC | GENERAL SUPPORT | $2,500 | |
| GENEVA FOUNDATION OF PRESBYTERIAN HOMES | |||||||
| 3200 GRANT STREET | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $1,000 | |
| GERMAN AMERICAN SCHOOL ASSOCIATION | |||||||
| 13601 WHITTIER BLVD STE 400 | WHITTIER | CA | 90605 | PC | GENERAL SUPPORT | $2,000 | |
| GLSEN | |||||||
| 110 WILLIAM ST 30TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $2,000 | |
| GMU FOUNDATION INC (LAW & ECONOMICS CENTER) | |||||||
| 3301 FAIRFAX DRIVE HAZEL HALL 440 | ARLINGTON | VA | 22201 | PC | GENERAL SUPPORT | $2,000 | |
| GRAND CANYON RIVER GUIDES INC | |||||||
| PO BOX 1934 | FLAGSTAFF | AZ | 86002 | PC | GENERAL SUPPORT | $2,000 | |
| GRAND CANYON WILDLANDS COUNCIL | |||||||
| PO BOX 1594 | FLAGSTAFF | AZ | 86002 | PC | GENERAL SUPPORT | $1,000 | |
| GROWING HOME INC | |||||||
| 3489 W 72ND AVE STE 112 | WESTMINSTER | CO | 80030 | PC | GENERAL SUPPORT | $1,000 | |
| HABITAT FOR HUMANITY-ROCKBRIDGE AREA | |||||||
| 30 EAST PRESTON ST | LEXINGTON | VA | 24450 | PC | GENERAL SUPPORT | $6,000 | |
| HEARTLAND INSTITUTE | |||||||
| ONE SO WACKER DR 2740 | CHICAGO | IL | 60606 | PC | GENERAL SUPPORT | $25,000 | |
| HERO KIDS BOOK PROJECT | |||||||
| 1786 CASSELBERRY COURT | FLEMING ISLAND | FL | 32003 | PC | GENERAL SUPPORT | $4,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | PC | GENERAL SUPPORT | $5,000 | |
| HOLY FAMILY SERVICES ADOPTION & FOSTER CARE | |||||||
| 840 ECHO PARK AVE | LOS ANGELES | CA | 90026 | PC | GENERAL SUPPORT | $1,500 | |
| HOPE FOR THE WARRIORS | |||||||
| 8003 FORBES PL STE 201 | SPRINGFIELD | VA | 22151 | PC | GENERAL SUPPORT | $2,000 | |
| HOPE HOUSE OF COLORADO | |||||||
| PO BOX 740568 | ARVADA | CO | 800060568 | PC | GENERAL SUPPORT | $2,500 | |
| HOWARD CENTER | |||||||
| 934 N MAIN ST | ROCKFORD | IL | 61103 | PC | GENERAL SUPPORT | $1,000 | |
| ILLINOIS POLICY INSTITUTE | |||||||
| 190 SO LA SALLE ST 1630 | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $500 | |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD 900 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $5,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | PC | GENERAL SUPPORT | $5,000 | |
| JOURNEYCARE FOUNDATION | |||||||
| 2050 CLAIRE COURT | GLENVIEW | IL | 60025 | PC | GENERAL SUPPORT | $3,000 | |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST NW 800 | WASHINGTON | DC | 20014 | PC | GENERAL SUPPORT | $3,000 | |
| KENILWORTH UNION CHURCH | |||||||
| 211 KENILWORTH AVENUE | KENILWORTH | IL | 60043 | PC | GENERAL SUPPORT | $1,100 | |
| KINSHIP CENTER-DEVELOPMENT OFFICE | |||||||
| 124 RIVER RD | SALINAS | CA | 93908 | PC | GENERAL SUPPORT | $1,000 | |
| LEADERSHIP INSTITUTE | |||||||
| STEVEN PJ WOOD BLDG 1101 N HIGHLAND | ARLINGTON | VA | 22201 | PC | GENERAL SUPPORT | $1,000 | ST |
| LINCOLN LEGAL FOUNDATION | |||||||
| 6171 N SHERIDAN ROAD 312 | CHICAGO | IL | 60660 | PC | GENERAL SUPPORT | $500 | |
| LITTLE TRAVERSE CONSERVANCY | |||||||
| 3264 POWELL ROAD | HARBOR SPRINGS | MI | 49740 | PC | GENERAL SUPPORT | $3,300 | |
| MAKE A WISH CHICAGO CHAPTER | |||||||
| 640 NORTH LASALLE DR STE 280 | CHICAGO | IL | 60654 | PC | GENERAL SUPPORT | $1,000 | |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 13395 VOYAGER PKWY STE 130 | COLORADO SPRNGS | CO | 80921 | PC | GENERAL SUPPORT | $1,000 | |
| MCCORMICK THEOLOGICAL SEMINARY | |||||||
| 5460 S UNIVERSITY AVENUE | CHICAGO | IL | 60615 | PC | GENERAL SUPPORT | $1,000 | |
| MOVING PICTURE INSTITUTE | |||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $3,700 | |
| MURPHY RANCH PTA | |||||||
| 10621 JANINE DR | WHITTIER | CA | 90603 | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL CHARITY LEAGUE-WHITTIER CHAPTER | |||||||
| PO BOX 4325 | WHITTIER | CA | 90602 | PC | GENERAL SUPPORT | $3,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 12121 SCRIPPS SUMMIT DR STE 190 | SAN DIEGO | CA | 92131 | PC | GENERAL SUPPORT | $4,000 | |
| NATURE CONSERVANCY - ILLINOIS CHAPTER | |||||||
| 8 S MICHIGAN AVENUE - STE 900 | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $1,400 | |
| NETWORK OF ENLIGHTENED WOMEN | |||||||
| 1360 EAST CAPITOL ST NE | WASHINGTON | DC | 20003 | PC | GENERAL SUPPORT | $500 | |
| NEW TRIER TOWNSHIP ANGEL FUND | |||||||
| 739 ELM ST | WINNETKA | IL | 60093 | PC | GENERAL SUPPORT | $2,034 | |
| NORTH SHORE SENIOR CENTER | |||||||
| 161 NORTHFIELD ROAD | NORTHFIELD | IL | 60093 | PC | GENERAL SUPPORT | $2,000 | |
| NORTHWESTERN MEMORIAL FOUNDATION | |||||||
| 541 N FAIRBANKS COURT SUITE 800 | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $2,500 | |
| ONE HUNDRED CLUB OF COOK COUNTY | |||||||
| 875 N MICHIGAN 1351 | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $200 | |
| ORCHARD VILLAGE | |||||||
| 7660 GROSS POINT ROAD | SKOKIE | IL | 60077 | PC | GENERAL SUPPORT | $7,000 | |
| PHILADELPHIA SOCIETY | |||||||
| 11620 RUTAN CIRCLE | JEROME | MI | 49249 | PC | GENERAL SUPPORT | $16,000 | |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVE 6TH FLOOR | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $3,000 | |
| POP EARTH CORP | |||||||
| 32 BOND ST | WESTBURY | NY | 11590 | PC | GENERAL SUPPORT | $1,000 | |
| RANDOLPH COLLEGE | |||||||
| 2500 RIVERMONT AVENUE | LYNCHBURG | VA | 24503 | PC | GENERAL SUPPORT | $4,000 | |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | GENERAL SUPPORT | $4,000 | |
| ROCKY MOUNTAIN PUBLIC BROADCASTING NETWORK | |||||||
| 1089 BANNOCK STREET | DENVER | CO | 80204 | PC | GENERAL SUPPORT | $3,000 | |
| RUSSELL KIRK CENTER | |||||||
| PO BOX 4 | MECOSTA | MI | 49332 | PC | GENERAL SUPPORT | $1,000 | |
| SAN JUAN RCD-ROCKY MT CAMP | |||||||
| PO BOX 1006 | DURANGO | CO | 81302 | PC | GENERAL SUPPORT | $3,000 | |
| SASI | |||||||
| 1123 EMERSON ST STE 200 | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $500 | |
| SCOTTSDALE MUSEUM OF THE WEST INC | |||||||
| 3830 N MARSHALL WAY | SCOTTSDALE | AZ | 85251 | PC | GENERAL SUPPORT | $4,000 | |
| SIMON FOUNDATION | |||||||
| 3621 THAYER ST | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $500 | |
| ST MARYS SCHOOL | |||||||
| 1003 BRIDGE ST | CHARLEVOIX | MI | 49720 | PC | GENERAL SUPPORT | $1,500 | |
| STEPPING STONES MONTESSORI | |||||||
| 1110 COLLEGE AVE NE | GRAND RAPIDS | MI | 49503 | PC | GENERAL SUPPORT | $35,000 | |
| SUSAN G KOMEN BREAST CANCER FOUNDATION INC | |||||||
| PO BOX 650309 DEPT 41831 | DALLAS | TX | 75265 | PC | GENERAL SUPPORT | $1,000 | |
| SWEETWATER SPECTRUM INC | |||||||
| 369 FIFTH STREET WEST | SONOMA | CA | 95476 | PC | GENERAL SUPPORT | $1,000 | |
| TEEN LIVING PROGRAM | |||||||
| 162 W HUBBARD STREET - STE 400 | CHICAGO | IL | 60610 | PC | GENERAL SUPPORT | $1,000 | |
| THE BOULEVARD | |||||||
| 3456 WEST FRANKLIN BLVD | CHICAGO | IL | 60624 | PC | GENERAL SUPPORT | $2,000 | |
| THE WHITTIER PUBLIC LIBRARY FOUNDATION | |||||||
| 7344 WASHINGTON AVENUE | WHITTIER | CA | 90602 | PC | GENERAL SUPPORT | $10,000 | |
| TRI-LAKES CARES | |||||||
| PO BOX 1301 | MONUMENT | CO | 80132 | PC | GENERAL SUPPORT | $4,000 | |
| TURNINGPOINT USA | |||||||
| 227 1/2 ILLINOIS ST | LEMONT | IL | 60439 | PC | GENERAL SUPPORT | $7,000 | |
| TWO RIVERS HISTORICAL SOCIETY | |||||||
| 1622 JEFFERSON STREET | TWO RIVERS | WI | 54241 | PC | GENERAL SUPPORT | $1,000 | |
| UNION LEAGUE BOYS AND GIRLS CLUBS | |||||||
| 65 W JACKSON BOULEVARD | CHICAGO | IL | 60604 | PC | GENERAL SUPPORT | $500 | |
| URBAN PEAK COLORADO SPRINGS | |||||||
| 423 E CUCHARRAS | COLORADO SPRNGS | CO | 80903 | PC | GENERAL SUPPORT | $2,000 | |
| W T T W - CHANNEL 11 | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | PC | GENERAL SUPPORT | $3,000 | |
| WHITTIER HISTORICAL SOCIETY | |||||||
| 6755 NEWLIN AVE | WHITTIER | CA | 90601 | PC | GENERAL SUPPORT | $2,000 | |
| WOMEN'S FOUNDATION OF COLORADO | |||||||
| 1901 EAST ASBURY AVE | DENVER | CO | 80208 | PC | GENERAL SUPPORT | $1,000 | |
| WORLD CENTRAL KITCHEN INC | |||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | PC | GENERAL SUPPORT | $933 | |
| YELLOW DOG WATERSHED PRESERVE | |||||||
| POST OFFICE BOX 5 | BIG BAY | MI | 49808 | PC | GENERAL SUPPORT | $1,000 | |
| YWCA METROPOLITAN CHICAGO | |||||||
| 1 NORTH LASALLE ST STE 1150 | CHICAGO | IL | 60602 | PC | GENERAL SUPPORT | $1,833 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,500 | 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 | $804 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $495,230 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $630,122 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $630,122 | 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 | CategoryTxt |
| Amt | $3,825 | Amt |
| Net Investment Income | $2,563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,262 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $203,653 | $295,008 |
| ADOBE INC COM | $111,011 | $271,488 |
| ALPHABET INC CAP STK CL C | $190,059 | $258,903 |
| AMAZON.COM INC | $121,067 | $187,746 |
| APPLE INC | $92,642 | $473,220 |
| CBRE GROUP INC CL A | $132,573 | $180,180 |
| CHUBB LIMITED COM | $132,673 | $322,950 |
| CITIGROUP INC COM | $178,133 | $130,150 |
| CVS HEALTH CORP COM | $67,186 | $54,840 |
| FACEBOOK INC-CLASS A | $157,880 | $131,090 |
| FEDEX CORP COM | $151,855 | $354,926 |
| GOLDMAN SACHS GROUP INC | $149,077 | $200,460 |
| INTEL CORP | $31,020 | $441,142 |
| JOHNSON & JOHNSON | $37,918 | $296,815 |
| LOWES COS INC COM | $133,976 | $221,664 |
| MASTERCARD INC CL A | $68,239 | $509,355 |
| MICROSOFT CORP | $72,615 | $558,635 |
| PULTEGROUP INC FORMERLY PULTE CORP | $130,961 | $181,930 |
| STARBUCKS CORP COM | $14,782 | $386,400 |
| STRYKER CORP | $131,767 | $391,875 |
| SUNTRUST BANKS INC | $158,932 | $252,200 |
| UNION PACIFIC CORP | $115,368 | $304,106 |
| UNITED TECHNOLOGIES CORP COM | $81,059 | $159,720 |
| VERIZON COMMUNICATIONS | $158,332 | $168,660 |
| YUM BRANDS INC | $145,946 | $275,760 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL REPORT FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $51,208 | Amt |
| Net Investment Income | $51,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $10,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments