KAREN AND JASON SUSSMAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KAREN AND JASON SUSSMAN FAMILY FOUNDATION (EIN 27-3586426)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201941269349101029
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-06T13:55:01-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 Bryn Mawr Ave Suite 300 | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | 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 | 273586426 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Karen and Jason Sussman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JASON SUSSMAN | InCareOfNm |
| Business Name Control | KARE | BusinessNameControlTxt |
| Phone | 8479248669 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4485 Normandy Court | AddressLine1Txt |
| City | Long Grove | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60047 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON SUSSMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8479248669 | PhoneNum |
| Signature | 2019-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Dean | PreparerPersonNm |
| PTIN | P00540379 | PTIN |
| Phone | 8476762000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.251.178.24 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15782020191265000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 342C69388EA7BCA13281E38B3DD773C2383BC7B2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FEBBD8FE239B5545DFCC623F540083CC451B1E88 | 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 | $278,500 | 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 | $114,118 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $92 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,185 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,185 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,931 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $95 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $48 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $813 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $812 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,713 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,713 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,789 | CashBOYAmt |
| Cash EOY | $94,162 | CashEOYAmt |
| Cash EOYFMV | $94,162 | CashEOYFMVAmt |
| Corporate Stock EOY | $64,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,755 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $137,401 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,401 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $88,583 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $189,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $245,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $278,500 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $189,190 | RetainedEarningBOYAmt |
| Retained Earning EOY | $245,681 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $189,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $245,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $189,190 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $245,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $189,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,291 | ExcessRevenueOverExpensesAmt |
| Other Increases | $200 | OtherIncreasesAmt |
| Subtotal | $245,681 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $245,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $12,185 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,185 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $223,444 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.315963 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,248 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $207,201 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.26664 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,333 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $243,958 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.218615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,645 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,640 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.013701 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,754 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,294 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.13032 | DistributionYr5Rt |
| Total Distribution | 4.945239 | TotalDistributionRt |
| Average Distribution | 0.989048 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $223,264 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $220,819 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $151 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $220,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,597 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $301 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $301 | SubtotalAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $42 | TotalPaymentsAndCreditsAmt |
| Tax Due | $259 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON SUSSMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479248669 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4485 NORMANDY COURT | AddressLine1Txt |
| City | Long Grove | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60047 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Karen Sussman | ||||||||
| 4485 Normandy Court | Long Grove | IL | 60047 | President | 0.5 | $0 | $0 | $0 |
| Jason Sussman | ||||||||
| 4485 Normandy Court | Long Grove | IL | 60047 | Vice President, Treasurer | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $174,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $226,664 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $226,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $223,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $301 | TotalTaxAmt |
| Distributable Before Adj | $10,862 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,862 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,597 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $72,597 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $72,597 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,539 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,313 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,918 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,706 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $248,735 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,597 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,735 | RemainingDistriFromCorpusAmt |
| Total Corpus | $310,470 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $50,539 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $259,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,313 | ExcessFromYear4Amt |
| Excess From Year3 | $41,259 | ExcessFromYear3Amt |
| Excess From Year2 | $44,918 | ExcessFromYear2Amt |
| Excess From Year1 | $59,706 | ExcessFromYear1Amt |
| Excess From Current Year | $61,735 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAREN JASON SUSSMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN JASON SUSSMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4485 NORMANDY COURT | AddressLine1Txt |
| City | LONG GOVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8479248669 | RecipientPhoneNum |
| Form And Info And Materials | None | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Friends of the Israel Defense Forces | ||||||||
| 6505 Wilshire Blvd | Suite 625 | Los Angeles | CA | 90048 | None | PC | To enhance the purpose of the organization | $118 |
| United States Holocaust Memorial Museum | ||||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242126 | None | PC | To enhance the purpose of the organization | $500 | |
| St Jude Children's Research Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | To enhance the purpose of the organization | $6,000 | |
| North Shore University Health System | ||||||||
| 777 Park Avenue West | Suite 1264 | Highland Park | IL | 60035 | None | PC | To enhance the purpose of the organization | $1,850 |
| American Heart Association | ||||||||
| 208 S LaSalle St | Suite 1500 | Chicago | IL | 606041242 | None | PC | To enhance the purpose of the organization | $250 |
| Cystic Fibrosis Foundation | ||||||||
| 6931 Arlington Road | Bethesda | MD | 20814 | None | PC | To enhance the purpose of the organization | $100 | |
| Osteogenesis Imperfecta | ||||||||
| 804 W Diamond Ave | Suite 210 | Gaithersburg | MD | 20878 | None | PC | To enhance the purpose of the organization | $100 |
| Pan-Mass Challenge | ||||||||
| 77 Fourth Avenue | Needham | MA | 02494 | None | PC | To enhance the purpose of the organization | $250 | |
| Alzheimer's Association | ||||||||
| 8430 W Bryn Mawr Ave | 800 | Chicago | IL | 60631 | None | PC | To enhance the purpose of the organization | $180 |
| Am Yisrael | ||||||||
| 4 Happ Road | Northfield | IL | 60093 | None | PC | To enhance the purpose of the organization | $28,300 | |
| Lurie Children's Foundation | ||||||||
| 225 East Chicago Avenue | Box 4 | Chicago | IL | 606112991 | None | PC | To enhance the purpose of the organization | $200 |
| Karen Dove Cabral Foundation | ||||||||
| 2350 Chestnut Ave | 202 | Glenview | IL | 60026 | None | PC | To enhance the purpose of the organization | $200 |
| American Cancer Society | ||||||||
| 250 Williams Street NW | Atlanta | GA | 303031002 | None | PC | To enhance the purpose of the organization | $13,500 | |
| Breast Cancer Research Foundation | ||||||||
| 28 West 44th Street | Suite 609 | New York | NY | 10036 | None | PC | To enhance the purpose of the organization | $500 |
| Cancer Wellness Center | ||||||||
| 215 Revere Drive | Northbrook | IL | 60062 | None | PC | To enhance the purpose of the organization | $750 | |
| Hazelden Betty Ford Foundation | ||||||||
| PO Box 11 | OS 3 | Center City | MN | 55012 | None | PC | To enhance the purpose of the organization | $1,500 |
| Jewish United Fund of Metropolitan Chicago | ||||||||
| Ben Gurlon Way | 30 South Wells Street | Chicago | IL | 606065056 | None | PC | To enhance the purpose of the organization | $12,500 |
| Living Beyond Breast Cancer | ||||||||
| 40 Monument Road | Suite 104 | Bala Cynwyd | PA | 19004 | None | PC | To enhance the purpose of the organization | $50 |
| Make-A-Wish Illinois | ||||||||
| 640 North LaSalle Drive | Suite 280 | Chicago | IL | 60654 | None | PC | To enhance the purpose of the organization | $500 |
| Simon Wiesenthal Center | ||||||||
| 1399 South Roxbury Drive | Los Angeles | CA | 90035 | None | PC | To enhance the purpose of the organization | $500 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Avenue | PO Box 2390 | Montgomery | AL | 361022390 | None | PC | To enhance the purpose of the organization | $500 |
| The ARK | ||||||||
| 6450 N California Avenue | Chicago | IL | 60645 | None | PC | To enhance the purpose of the organization | $1,800 | |
| Chicago Public Media Inc (WBEZ) | ||||||||
| 848 East Grand Ave | Chicago | IL | 606113509 | None | PC | To enhance the purpose of the organization | $365 | |
| Ronald McDonald Charities | ||||||||
| 1301 West 22nd Street | Suite 905 | Oak Brook | IL | 60523 | None | PC | To enhance the purpose of the organization | $200 |
| Sinai Hospital | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 21215 | None | PC | To enhance the purpose of the organization | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,713 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,931 | 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 Person | KAREN AND JASON SUSSMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4485 NORMANDY COURT | AddressLine1Txt |
| City | LONG GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $114,118 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 28 Shares of Amazon.com Inc | NoncashPropertyDesc |
| Fair Market Value | $45,999 | FairMarketValueAmt |
| Received | 2018-11-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,625 | Amt |
| Net Investment Income | $813 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $812 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 28 SHS - AMAZON.COM INC | $14,118 | $42,055 |
| 5,000 SHS - SP500 CLIRN ISSUER | $50,000 | $53,700 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,944 SHS - COLUMBIA SELIGMAN | AT COST | $48,544 | $46,539 |
| 1,832 SHS - LORD ABBETT GROWTH | AT COST | $38,857 | $42,044 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $95 | LegalFeesAmt |
| Net Investment Income | $48 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $200 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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