STAR FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
STAR FAMILY FOUNDATION (EIN 46-1477949)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-22
IRS object ID
201942039349100319
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

FieldValueIRS element (for citing)
Return2019-07-22T09:25:56-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363963131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANN WEITZ & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 DEER LAKE ROAD SUITE 125AddressLine1Txt
CityDEERFIELDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461477949EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STAR FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTARBusinessNameControlTxt
Phone3123464100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 NORTH LASALLE STREET 2000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES A STARPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3123464100PhoneNum
Signature2019-07-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELLYN SAMSKYPreparerPersonNm
PTINP00626208PTIN
Phone8472673400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.225.221.110IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-22IPDt
IP Tm09:25:48IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE74A19A0F1F0CAD81232780F6B89B4FFD5B78694AtSubmissionCreationDeviceId
At Submission Filing Device IdCAFB5C9C123FBA50312E98C662C50AD8AE74D4A6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,426,734FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$183,566DividendsRevAndExpnssAmt
Dividends Net Invst Incm$183,566DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$394,558NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,124,640GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$283,975CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,017OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$21OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$579,141TotalRevAndExpnssAmt
Total Net Invst Incm$467,562TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,195LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,597LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,598LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,225AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,225AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$16,837TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,139TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,544OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,519OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,026TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,480TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,838TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$677,451ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$677,451ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$707,477TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,480TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$682,289TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$128,336ExcessRevenueOverExpensesAmt
Net Investment Income$458,082NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,307,890SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,884,058SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,884,058SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$7,717PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$7,717PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$6,400,116CorporateStockBOYAmt
Corporate Stock EOY$5,355,214CorporateStockEOYAmt
Corporate Stock EOYFMV$12,193,086CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$501,495CorporateBondsEOYAmt
Corporate Bonds EOYFMV$326,200CorporateBondsEOYFMVAmt
Other Investments BOY$156,731OtherInvestmentsBOYAmt
Other Investments EOY$14,296OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,296OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,206,154OtherAssetsBOYAmt
Other Assets EOY$1,207,531OtherAssetsEOYAmt
Other Assets EOYFMV$1,377OtherAssetsEOYFMVAmt
Total Assets BOY$9,070,891TotalAssetsBOYAmt
Total Assets EOY$8,970,311TotalAssetsEOYAmt
Total Assets EOYFMV$14,426,734TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,070,891RetainedEarningBOYAmt
Retained Earning EOY$8,970,311RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,070,891TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,970,311TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,070,891TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,970,311TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,070,891TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$128,336ExcessRevenueOverExpensesAmt
Other Increases$27,756OtherIncreasesAmt
Subtotal$8,970,311SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,970,311TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$4,124,608$3,840,665$283,943$283,943
PLAINS ALL AMERICAN PIPLINE$32$32$32
FieldValueIRS element (for citing)
Capital Gain Net Income$283,975CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$515,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,597,291NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037875DistributionYr1Rt
Adjusted Qlfy Distri Yr2$561,070AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,706,717NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052404DistributionYr2Rt
Adjusted Qlfy Distri Yr3$378,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,547,460NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.035838DistributionYr3Rt
Adjusted Qlfy Distri Yr4$264,933AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,225,097NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.025910DistributionYr4Rt
Adjusted Qlfy Distri Yr5$100,801AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,051,742NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.014294DistributionYr5Rt
Total Distribution0.166321TotalDistributionRt
Average Distribution0.033264AverageDistributionRt
Net Vl Noncharitable Assets$15,165,202NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$504,455AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,581NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$509,036AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$682,289QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,581InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,581SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,581TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,717EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,717TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$11,136OverpaymentAmt
Applied To ES Tax$4,800AppliedToESTaxAmt
Refund$6,336RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES A STARIndividualWithBooksNm
Phone3123464100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 NORTH LASALLE STREET 2000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES A STAR
222 NLASALLE ST SUITE 2000CHICAGOIL60601PRESIDENT/TREASURER0.00$0$0$0
SARA CROWN STAR
222 NLASALLE ST SUITE 2000CHICAGOIL60601SECRETARTY/DIRECTOR0.00$0$0$0
DAN L DREXLER
222 NLASALLE ST SUITE 2000CHICAGOIL60601DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,074,945AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,321,199AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,396,144TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,396,144AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$230,942CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,165,202NetVlNoncharitableAssetsAmt
Minimum Investment Return$758,260MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$758,260MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,581TaxBasedOnInvestmentIncomeAmt
Income Tax$6,029IncomeTaxAmt
Total Tax$10,610TotalTaxAmt
Distributable Before Adj$747,650DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$747,650DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$747,650DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$682,289ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$682,289QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,581PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$677,708AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$747,650DistributableAsAdjustedAmt
Undistributed Income PY$672,110UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$682,289QualifyingDistributionsAmt
Applied To Year1$672,110AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,179AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$737,471UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES A STARContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANNAPOLIS ELEMENTARY SCHOOLPTA
180 GREEN STREETANNAPOLISMD21401N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$5,000
BIG GREEN
1637 PEARL STREET 201BOULDERCO80302N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$15,000
CROSSROADS OF AMERICA BSA
7125 FALL CREEK RD NINDIANAPOLISIN46256N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$5,000
EDUCATE GIRLS GLOBALLY
5178 MOWRY AVEFREMONTCA94538N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$10,000
HARVARD UNIVERSTIY
MASSACHUSETTS HALLCAMBRIDGEMA02138N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$179,451
HISTORIC ROYAL PALACES INC
1000 NORTH WEST NO 1200WILMINGTONDE19801N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$100,000
INDEPENDENT FEATURE PROJECT
30 JOHN STREETBROOKLYNNY11201N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$20,000
LULU & LEO FUND
115 EAST 57TH STREET SUITE 1113NEW YORKNY10022N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$15,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55905N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$50,000
MISERICORDIA HEART OF MERCY
6300 N RIDGE AVECHICAGOIL60660N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$75,000
NATIONAL DEFENSE UNIVERSITY
300 5TH AVE MARSHALL HALL NO 209FORT MCNAIRDC20319N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$25,000
NORTHWESTERN KELLOGG SCHOOL OF BUSINESS
2211 CAMPUS DREVANSTONIL60208N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$30,000
NORTHWESTERN UNIVERSITY MEDICINE
420 E SUPERIOR STCHICAGOIL60611N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$60,000
PEGGY NOTEBAERT NATURE MUSEUM
2430 N CANNON DRCHICAGOIL60614N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$10,000
PTA FLORIDA DESIGN & ARCHITECTURE
4001 NE 2ND AVEMIAMIFL33137N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$15,000
ROYAL PARKS FOUNDATION (USA)
3127 GOLF COURSE ROAD WESTOWING MILLSMD21117N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$50,000
TEACH FOR AMERICA
25 BROADWAY 12TH FLOORNEW YORKNY10004N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$10,000
WISH FOR WHEELS
8101 E PRENTICE AVE SUITE 800GREENWOOD VILLAGECO80111N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$677,451TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$183,566ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$1,017ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$394,558ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$579,141ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$579,141TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,450Amt
Net Investment Income$2,225NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,225DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondJ.P.MORGAN CHASE FIXED INCOMEBondNm
EOY Book Value$501,495EOYBookValueAmt
EOYFMV$326,200EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
J.P MORGAN CHASE EQUITY$4,837,276$11,738,284
J.P.MORGAN CHASE ALTERNATIVE ASSETS$517,938$454,802

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemRADIAL I, LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$14,296BookValueAmt
EOYFMV$14,296EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,195LegalFeesAmt
Net Investment Income$2,597NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,598DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UNREALIZED APPRECIATION$1,206,154$1,206,154$0
DISTRIBUTION RECEIVABLE$0$1,377$1,377

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PENALTIES$320$0$0
INTEREST EXPENSE$39$0$0
FEES & COMMISSIONS$2,519$2,519$0
REGISTRATION FEES$15$0$15
OTHER DEDUCTIONS$651$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$21$21$21
INCOME FROM PASSTHROUGHS$996$0$996

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
PRIOR PERIOD ADJUSTMENT OF 2017 FEDERAL OVERPAYMENT CARRYFORWARD TO 2018$13,756
PRIOR PERIOD ADJUSTMENT OF 2017 FEDERAL REFUND ISSUED IN 2018$14,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$2,139$2,139$0
FEDERAL TAX$11,535$0$0
ILLINOIS TAX$3,163$0$0

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