BELLICK FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BELLICK FOUNDATION (EIN 30-0064562)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349103524
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T10:47:13-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363745114 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN K FLAHERTY & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W JACKSON BLVD SUITE 1300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606043878 | 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 | 300064562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BELLICK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WOLVERINE TRADING LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 3128844000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD NO 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606043034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT R BELLICK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3128843724 | PhoneNum |
| Signature | 2019-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN K FLAHERTY | PreparerPersonNm |
| PTIN | P01338544 | PTIN |
| Phone | 3123410615 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.229.144.165 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-24 | IPDt |
| IP Tm | 11:52:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5BC6D6887A53E1BAE520F9AE002884836F5332B6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5BC6D6887A53E1BAE520F9AE002884836F5332B6 | 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 | $2,119,733 | 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 | $12,215 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,731 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,731 | 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 | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $512 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $720,828 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $720,828 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $723,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $720,828 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$675,615 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,790,550 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,114,935 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,114,935 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,798 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,798 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,798 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,798 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $2,795,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,119,733 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,119,733 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $338,776 | CapitalStockBOYAmt |
| Capital Stock EOY | $338,776 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,456,572 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,780,957 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,795,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,119,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,795,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,119,733 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,795,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$675,615 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,119,733 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,119,733 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $343,469 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,909,375 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.118056 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $446,557 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $461,255 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.968135 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $622,658 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $214,072 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.908638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $420,324 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $325,639 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.290767 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $374,282 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $143,455 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.609055 | DistributionYr5Rt |
| Total Distribution | 7.894651 | TotalDistributionRt |
| Average Distribution | 1.578930 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,336,717 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,689,513 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,689,865 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $720,828 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $734 | 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 | JUDY KULA CO WOLVERINE TRADING | IndividualWithBooksNm |
| Phone | 3128844000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BOULEVARD 2ND FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT R BELLICK | ||||||||
| 1856 N ORCHARD STREET | CHICAGO | IL | 60614 | DIRECTOR, TREAS & SEC | 0.50 | $0 | $0 | $0 |
| SHERYL D BELLICK | ||||||||
| 1856 N ORCHARD STREET | CHICAGO | IL | 60614 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER L GUST | ||||||||
| 1871 N BURLING STREET | CHICAGO | IL | 60614 | DIRECTOR | 0.25 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,372,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,372,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,372,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,336,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $704 | TotalTaxAmt |
| Distributable Before Adj | $116,132 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,132 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $720,828 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $720,828 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $720,828 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $367,109 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $404,043 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $614,398 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $446,557 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $198,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,030,107 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $720,828 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $604,696 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,634,803 | 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 | $367,109 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,267,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $404,043 | ExcessFromYear4Amt |
| Excess From Year3 | $614,398 | ExcessFromYear3Amt |
| Excess From Year2 | $446,557 | ExcessFromYear2Amt |
| Excess From Year1 | $198,000 | ExcessFromYear1Amt |
| Excess From Current Year | $604,696 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT R BELLICK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHIRLEY RYAN ABILITY INSTITUTE (RIC) | |||||||
| 355 EAST ERIE STREET | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 |
| LURIE CHILDRENS HOSPITAL | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL PURPOSEGENERAL PURPOSE | $25,000 |
| AUTISM SPEAKS | |||||||
| 2700 S RIVER ROAD 304 | DES PLAINES | IL | 60018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 560 W LAKE | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,033 |
| COLUMBIA UNIVERSITY | |||||||
| 116TH BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50 |
| KESHET | |||||||
| 8180 MCCORMICK BLVD | SKOKIE | IL | 60076 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $108 |
| ERIKSON INSTITUTE | |||||||
| 451 N LASALLE ST | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 208 EAST 51ST ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $136 |
| HIGH JUMP | |||||||
| 59 W NORTH BOULEVARD | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 |
| BERNARD ZELL JEWISH SCHOOL | |||||||
| 3751 N BROADWAY | CHICAGO | IL | 60613 | NONE | EDUCATION INSTITUTIO | GENERAL PURPOSE | $50,000 |
| HYDE PARK DAY SCHOOL | |||||||
| 1980 OLD WILLOW ROAD | NORTHFIELD | IL | 60093 | NONE | EDUCATION INSTITUTIO | GENERAL PURPOSE | $55,000 |
| FRANCIS PARKER SCHOOL | |||||||
| 330 W WEBSTER | CHICAGO | IL | 60614 | NONE | EDUCATION INSTITUTIO | GENERAL PURPOSE | $28,667 |
| JEWISH UNITED FUND | |||||||
| 1 SOUTH FRANKLIN STREET | CHICAGO | IL | 606064594 | NONE | RELIGIOUS ORGANIZATI | GENERAL PURPOSE | $111,654 |
| CHICAGO HOPE ACADEMY | |||||||
| 2189 W BOWLER STREET | CHICAGO | IL | 60612 | NONE | EDUCATION INSTITUTIO | GENERAL PURPOSE | $50,000 |
| LATIN SCHOOL OF CHICAGO | |||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | EDUCATION INSTITUTIO | GENERAL PURPOSE | $35,020 |
| JENSEN SCHOLASTIC ACADEMY | |||||||
| 3030 W HARRISON ST | CHICAGO | IL | 60612 | NONE | EDUCATION INSTITUTIO | GENERAL PURPOSE | $500 |
| MAKE A WISH FOUNDATION | |||||||
| 640 N LASALLE | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 |
| LES TURNER ALS FOUNDATION | |||||||
| 5550 W TOUHY AVE | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100 |
| LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $103 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | EDUCATION INSTITUTIO | GENERAL PURPOSE | $5,000 |
| MICHAEL ROLFE PANCREATIC CANCER FOUNDATION | |||||||
| 17 NORTH STATE STREET SUITE 1550 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | GENERAL PURPOSEGENERAL PURPOSES | $30,930 |
| MUSEUM OF CONTEMPORARY ART CHICAGO | |||||||
| 220 E CHICAGO AVENUE | CHICAGO | IL | 606112644 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $195,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $72 |
| NEW YORK UNIVERSITY | |||||||
| 530 1ST AVE | NEW YORK | NY | 10016 | NONE | UNIVERSITY | GENERAL PURPOSE | $1,000 |
| RODEF SHALOM | |||||||
| 5200 SOUTH HYDE PARK BLVD | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $74 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $260 |
| SHALVA | |||||||
| 315 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| TEMPLE SHALOM | |||||||
| 3480 N LAKE SHORE DRIVE | CHICAGO | IL | 60657 | NONE | RELIGIOUS ORGANIZATI | GENERAL PURPOSE | $2,500 |
| THE WOLCOTT SCHOOL | |||||||
| 524 N WOLCOTT AVENUE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $44,621 |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | NONE | UNIVERSITY | GENERAL FUNDS | $5,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 S STATE ST STE 9000 | ANN ARBOR | MI | 481091268 | NONE | UNIVERSITY | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $720,828 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $35,731 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $35,731 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,731 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | WHILE PROGRAMS ARE BEING DEVELOPED BY THE FOUNDATION'S DIRECTORS, |
| 3 | CONTRIBUTIONS ARE BEING INVESTED IN INTEREST BEARING ACCOUNTS. |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT R AND SHERYL D BELLICK | ||||||
| 1 | 1856 N ORCHARD STREET | CHICAGO | IL | 606145106 | $2,215 | Yes (X) |
| JOSEPH & NATALIE SACCHETTI | ||||||
| 2 | 2049 N MOHAWK STREET | CHICAGO | IL | 60614 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL SECRETARY OF STATE FEES | $15 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $512 | $512 | $0 |
| BANK FEES | $6 | $0 | $0 |