DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION (EIN 36-7483654)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-05
- IRS object ID
- 201940649349100454
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-05T10:43:01-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 361220454 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPARD SCHWARTZ & HARRIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N WACKER DRIVE 1400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 367483654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUORE E MANI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DECL | BusinessNameControlTxt |
| Phone | 3129484504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER VILIM | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3129484504 | PhoneNum |
| Signature | 2019-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STAN LAZAR | PreparerPersonNm |
| PTIN | P00632513 | PTIN |
| Phone | 3127268353 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.112.23.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-19 | IPDt |
| IP Tm | 09:40:08 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7902EF0D8DA6F1F6B7515FADCF838FA43C9D6C0D | 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 | $3,840,068 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,110,102 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $50,775 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,775 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $573,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,881,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $573,359 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,734,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $624,134 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $198 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $198 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,036 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,284 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,284 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $363,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $363,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $363,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,328,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $581,466 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $313,376 | CashBOYAmt |
| Cash EOY | $173,740 | CashEOYAmt |
| Cash EOYFMV | $173,740 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,805,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,880,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,666,328 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,119,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,054,607 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,840,068 | 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 | $3,119,279 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,054,607 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,119,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,054,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,119,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,054,607 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,119,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,328,068 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,447,347 | SubtotalAmt |
| Other Decreases | $392,740 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,054,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,189.691 SHS COLUMBIA DIVIDEND INCOME FUND INSTL3 CL | 2018-01-17 | 2018-05-24 | $26,447 | $27,351 | -$904 | -$904 |
| 3,072.167 SHS COLUMBIA TOTAL RETURN BOND FUND INSTL CL | 2018-01-17 | 2018-07-26 | $27,219 | $27,711 | -$492 | -$492 |
| 335.000 SHS ISHARES RUSSELL 1000 VALUE ETF | 2018-01-18 | 2018-11-20 | $41,063 | $42,949 | -$1,886 | -$1,886 |
| 1,350.000 SHS VANGUARD FTSE EMERGING MKTS ETF | $61,896 | $57,793 | $4,103 | $4,103 | ||
| 2,518.621 SHS COLUMBIA ACORN INTERNATIONAL FUND INSTL CL | $122,027 | $106,929 | $15,098 | $15,098 | ||
| 159.837 SHS COLUMBIA DIVIDEND INCOME FUND INSTL3 CL | 2018-05-24 | $3,553 | $3,021 | $532 | $532 | |
| 1,903.038 SHS COLUMBIA SMALL CAP VALUE FUND II INSTL3 CL | 2018-11-15 | $32,161 | $16,000 | $16,161 | $16,161 | |
| 4,414.480 SHS COLUMBIA TOTAL RETURN BOND FUND INSTL CL | 2018-07-26 | $39,112 | $39,401 | -$289 | -$289 | |
| 1,108.948 SHS HARBOR INTERNATIONAL FUND INSTL CL MUTUAL FUND AGENT | 2018-09-19 | $70,895 | $70,000 | $895 | $895 | |
| 75.000 SHS ISHARES RUSSELL 1000 VALUE ETF | 2014-12-17 | 2018-11-20 | $9,193 | $7,664 | $1,529 | $1,529 |
| 410.000 SHS ISHARES RUSSELL 2000 GROWTH ETF | 2014-12-05 | 2018-11-13 | $77,223 | $57,058 | $20,165 | $20,165 |
| 350.000 SHS ISHARES RUSSELL 2000 VALUE FTF | 2018-01-18 | $45,192 | $31,638 | $13,554 | $13,554 | |
| 4,350.528 SHS NATIXIS LOOMIS SAYLES GROWTH FUND CLY | 2016-09-14 | 2018-05-24 | $70,000 | $54,164 | $15,836 | $15,836 |
| 3,400.000 SHS VANGUARD FTSE EMERGING MKTS ETF | $142,543 | $133,779 | $8,764 | $8,764 | ||
| LTCG DISTRIBUTION | $111,152 | $111,152 | ||||
| 9,392.483 SHS COLUMBIA ACORN INTERNATIONAL FUND INSTL CL | $455,003 | $303,088 | $151,915 | $151,915 | ||
| 2,436.606 SHS HARBOR INTERNATIONAL FUND INSTL CL MUTUAL FUND AGENT | 2018-09-19 | $155,772 | $99,243 | $56,529 | $56,529 | |
| 1,190.000 SHS ISHARES RUSSELL 2000 GROWTH ETF | 2018-11-13 | $224,134 | $167,098 | $57,036 | $57,036 | |
| 2,150.000 SHS ISHARES RUSSELL 2000 VALUE FTF | 2018-01-18 | $277,607 | $173,946 | $103,661 | $103,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $573,359 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $821 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $777,351 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,769,932 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.280639 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $199,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,066,197 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096312 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $234,166 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,264,883 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103390 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $111,667 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,478,582 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075523 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $91,138 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $504,704 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.180577 | DistributionYr5Rt |
| Total Distribution | 0.736441 | TotalDistributionRt |
| Average Distribution | 0.147288 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,481,703 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $512,813 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,815 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $518,628 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $363,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,629 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,629 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,469 | 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 | PETER AND JOAN VILIM | IndividualWithBooksNm |
| Phone | 3129484504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PETER M VILIM | ||||||||
| 171 HAWTHORNE | ELMHURST | IL | 60126 | TRUSTEE - AS REQUIRED | 0.00 | $0 | $0 | $0 |
| JOAN M VILIM | ||||||||
| 171 HAWTHORNE | ELMHURST | IL | 60126 | TRUSTEE - AS REQUIRED | 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 | THE FOUNDATION DOES NOT CONDUCT ANY DIRECT CHARITABLEACTIVITIES OR MAKE PROGRAM RELATED INTESTMENTS, ACCORDINGLY,THERE IS NO RELEVANT STATISTICAL INFORMATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT CONDUCT ANY DIRECT CHARITABLEACTIVITIES OR MAKE PROGRAM RELATED INVESTMENTS, THEREFORE,NO INCOME WAS PRODUCED BY ANY PROGRAM RELATED INVESTMENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,378,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,534,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,534,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,481,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,629 | TotalTaxAmt |
| Distributable Before Adj | $162,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $363,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $363,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $363,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,961 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,557 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $96,697 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $641,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $971,349 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $363,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $201,044 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,172,393 | 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 | $66,961 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,105,432 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,982 | ExcessFromYear4Amt |
| Excess From Year3 | $121,557 | ExcessFromYear3Amt |
| Excess From Year2 | $96,697 | ExcessFromYear2Amt |
| Excess From Year1 | $641,152 | ExcessFromYear1Amt |
| Excess From Current Year | $201,044 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER M VILIM | ContributingManagerNm |
| Contributing Manager | JOAN M VILIM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER AND JOAN VILIM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3129484504 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT ORGANIZATIONS MUST BE QUALIFIED 501(C)(3) ORGS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL CHICAGO MAKING HOMELESSNESS | ||||||
| 651 W WASHINGTON SUITE 504 | CHICAGO | IL | 60661 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $50,000 |
| ALLIANCE TO END HOMELESSNESS IN SUBURBAN COOK COUNTY | ||||||
| 4415 HARRISON STREET SUITE 228 | HILLSIDE | IL | 60162 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| AMERICAN NATIONAL RED CROSS | ||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| DIOCESE OF JOLIET SEMINARIAN EDUCATION ENDOWMENT | ||||||
| 16555 WEBER RD | CREST HILL | IL | 60403 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $20,000 |
| ELMHURST COLLEGE | ||||||
| 190 S PROSPECT AVE | ELMHURST | IL | 60126 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $5,000 |
| FOREFRONT | ||||||
| 208 S LA SALLE ST 1540 | CHICAGO | IL | 60604 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $125,000 |
| INSPIRATION CORPORATION | ||||||
| 4554 NORTH BROADWAY 207 | CHICAGO | IL | 60640 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| LUNGEVITY FOUNDATION | ||||||
| 228 S WABASH AVENUE SUITE 700 | CHICAGO | IL | 60604 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $2,500 |
| NEW MOMS INC | ||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $100,000 |
| RAVENSWOOD COMMUNITY SERVICES INC | ||||||
| 4550 N HERMITAGE AVENUE | CHICAGO | IL | 60640 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $7,500 |
| SISTERS OF DIVINE PROVIDENCE | ||||||
| 9000 BABCOCK BOULEVARD | ALLISON PARK | PA | 15101 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| THE KEYSTONE ALLIANCE | ||||||
| 1925 N CLYBOURN SUITE 201 | CHICAGO | IL | 60614 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $363,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,775 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $573,359 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $624,134 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $624,134 | 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 |
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 Person | PETER JOAN VILIM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,110,102 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,569.143 SHS JOHN HANCOCK FDS III DISCIPLINED VALUE MID CAP FUND | $59,090 | 2018-10-11 |
| 1 | 500.000 SHS INVESCO WTR RES PORTFOLIO ETF | $15,035 | 2018-10-11 |
| 1 | 1,903.038 SHS COLUMBIA SMALL CAP VALUE FUND II INSTL3 CL | $33,703 | 2018-10-11 |
| 1 | 1,115.000 SHS ISHARES RUSSELL MID-CAP GROWTH ETF | $138,193 | 2018-10-11 |
| 1 | 1,000.000 SHS ISHARES RUSSELL 2000 VALUE ETF | $127,280 | 2018-10-11 |
| 1 | 2,080.000 SHS ISHARES RUSSELL 2000 GROWTH ETF | $401,197 | 2018-10-11 |
| 1 | 249.000 SHS ISHARES TR S&P GLOBAL INFO TECHNOLOGY | $40,224 | 2018-10-11 |
| 1 | 600.000 SHS ISHARES RUSSELL 1000 GROWTH ETF | $87,252 | 2018-10-11 |
| 1 | 233.000 SHS ISHARES US AEROSPACE & DEFENSE ETF | $47,942 | 2018-10-11 |
| 1 | 6,981.848 SHS COLUMBIA DIVIDEND INCOME FUND INSTL3 CL | $159,884 | 2018-10-11 |
| 1 | 7.314 SHS COLUMBIA ACORN INTERNATIONAL FUND INSTL CL | $302 | 2018-10-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,150 | Amt |
| Net Investment Income | $1,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT-CORPORATE STOCK | StockNm |
| EOY Book Value | $3,880,867 | EOYBookValueAmt |
| EOYFMV | $3,666,328 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $198 | LegalFeesAmt |
| Net Investment Income | $198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX VARIANCE ON DONATED STOCK SALES | Desc |
| Amt | $392,740 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $36,277 | $36,277 | $0 | $0 |
| FOUNDATION SOURCE FEES | $3,759 | $3,759 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IL CHARITY FUND | $15 | $15 | $0 | $0 |
| FEDERAL TAX | $1,269 | $1,269 | $0 | $0 |
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