BETA

HESED FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HESED FOUNDATION (EIN 36-4158247)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-22
IRS object ID
201942959349100809
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)
Return2019-10-22T13:16:16-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271180831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CERITY PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 PUBLIC SQUARE 2700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44113ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364158247EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HESED FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CERITY PARTNERSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHESEBusinessNameControlTxt
Phone3127153802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1227 W MONROE ST NO 2090AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE S CHOOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3127153802PhoneNum
Signature2019-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW WOJTOWICZ CPAPreparerPersonNm
PTINP00969025PTIN
Phone2164646266PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address3.13.226.155IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-10IPDt
IP Tm14:01:55IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6410079965079D3074AAD5C60F569B728853E432AtSubmissionCreationDeviceId
At Submission Filing Device Id62DB629EAACAFACF499932B92FA90E46D85DE72CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$957,889FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$174,163ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,624DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,624DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$170,802NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$186,074GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$170,802CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$729OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$91OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$367,319TotalRevAndExpnssAmt
Total Net Invst Incm$192,518TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,586OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,720OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$866OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,565TaxesRevAndExpnssAmt
Taxes Net Invst Incm$410TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$61OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,212TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,166TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$891TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$141,212TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,166TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$118,891TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$226,107ExcessRevenueOverExpensesAmt
Net Investment Income$188,352NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$130,138SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,905SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,905SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$366,030CorporateStockBOYAmt
Corporate Stock EOY$471,297CorporateStockEOYAmt
Corporate Stock EOYFMV$581,508CorporateStockEOYFMVAmt
Corporate Bonds BOY$356,019CorporateBondsBOYAmt
Corporate Bonds EOY$362,481CorporateBondsEOYAmt
Corporate Bonds EOYFMV$339,476CorporateBondsEOYFMVAmt
Total Assets BOY$852,187TotalAssetsBOYAmt
Total Assets EOY$870,683TotalAssetsEOYAmt
Total Assets EOYFMV$957,889TotalAssetsEOYFMVAmt
Other Liabilities BOY$45,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$5,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$45,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$807,187CapitalStockBOYAmt
Capital Stock EOY$865,683CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$807,187TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$865,683TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$852,187TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$870,683TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$807,187TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$226,107ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,033,294SubtotalAmt
Other Decreases$167,611OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$865,683TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$5,190$5,810-$620-$620
PUBLICLY TRADED SECURITIESP$173,843$9,462$164,381$164,381
CAPITAL GAINS DIVIDENDSP$7,041$7,041$7,041
FieldValueIRS element (for citing)
Capital Gain Net Income$170,802CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$620NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$93,629AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$907,934NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.103123DistributionYr1Rt
Adjusted Qlfy Distri Yr2$87,280AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$719,382NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.121326DistributionYr2Rt
Adjusted Qlfy Distri Yr3$85,275AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$716,760NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.118973DistributionYr3Rt
Adjusted Qlfy Distri Yr4$110,746AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$688,693NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.160806DistributionYr4Rt
Adjusted Qlfy Distri Yr5$117,946AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$608,008NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.193988DistributionYr5Rt
Total Distribution0.698216TotalDistributionRt
Average Distribution0.139643AverageDistributionRt
Net Vl Noncharitable Assets$986,058NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$137,696AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,884NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$139,580AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,891QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,767InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,767SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,767TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,002EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,002TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,235OverpaymentAmt
Applied To ES Tax$6,235AppliedToESTaxAmt
Refund$0RefundAmt

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 Limit0UnrelatedBusIncmOverLimitInd
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 BooksCERITY PARTNERSIndividualWithBooksNm
Phone3127153802PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1227 W MONROE ST SUITE 2090AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHANIE S CHOO
12 LANCASTER STCAMBRIDGEMA02140PRES/SECRETARY0.00$0$0$0
CYNTHIA S DOUGLASS
5688 COLLEGE PLACEBOULDERCO80303VICE PRESIDENT0.00$0$0$0
LOUISE WALKER
32 HALIFAX STJAMAICA PLAINMA02130DIRECTOR0.00$0$0$0
PETER W CHOO
12 LANCASTER STCAMBRIDGEMA02140TREASURER0.00$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$936,328AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,001,074TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,001,074AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,016CashDeemedCharitableAmt
Net Vl Noncharitable Assets$986,058NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,303MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,303MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,767TaxBasedOnInvestmentIncomeAmt
Total Tax$3,767TotalTaxAmt
Distributable Before Adj$45,536DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,536DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,536DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,891ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$118,891QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$118,891AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,536DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$88,770ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$78,869ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$51,528ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,141ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$58,215ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$330,523TotalExcessDistributionCyovAmt
Qualifying Distributions$118,891QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,536AppliedToCurrentYearAmt
Remaining Distri From Corpus$73,355RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$403,878TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$88,770ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$315,108ExcessDistriCyovToNextYrAmt
Excess From Year4$78,869ExcessFromYear4Amt
Excess From Year3$51,528ExcessFromYear3Amt
Excess From Year2$53,141ExcessFromYear2Amt
Excess From Year1$58,215ExcessFromYear1Amt
Excess From Current Year$73,355ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHANIE S CHOOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
RESERVOIR CHURCH
170 RINDGE AVECAMBRIDGEMA02410NONEPUBLICADAM & MARY REYNOLDS SUPPORT$2,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218NONEPUBLICBALTIMORE SCHOLARS$5,000
SPECIAL HOPE NETWORK
PO BOX 50543BELLEVUEWA98015NONEPUBLICGENERAL$4,000
LIFEWORK DIRECTION
32 HALIFAX STREETJAMAICA PLAINMA02130NONEPUBLICGENERAL$6,000
VILLAGE ENTERPRISE
1161 CHERRY STREETSAN CARLOSCA94070NONEPUBLICGENERAL$4,000
REBUILD AFRICA
38 PORTER ROADCAMBRIDGEMA02410NONEPUBLICGENERAL$20,000
RESERVOIR CHURCH
170 RINDGE AVECAMBRIDGEMA02410NONEPUBLICGENERAL$30,000
AMERICAN SOCIETY FOR HEALTH FOR ALL
150 NOTRE DAME AVECAMBRIDGEMA02140NONEPUBLICGENERAL$5,000
HARVARD TA CHAN SCHOOL OF PUBLIC HEALTH
677 HUNGTINGTON AVEBOSTONMA02115NONEPUBLICHESED AFRICA SCHOLARSHIP FUND$22,500
REBUILD AFRICA
38 PORTER ROADCAMBRIDGEMA02410NONEPUBLICMASSAQUOI SUPPORT$7,500
GEORGE WASHINGTON UNIVERSITY SCHOOL OF MEDICINE
230 I STREET NWWASHINGTONDC20052NONEPUBLICPETER & STEPHANIE CHOO MEDICAL STUDENT SCHOLARSHIP$10,000
RESERVOIR CHURCH
170 RINDGE AVECAMBRIDGEMA02140NONEPUBLICREYNOLDS COLLEGE MINISTRY$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,624ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$729ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$170,802ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$193,156ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$193,156TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
STEPHANIE S CHOO
112 LANCASTER STCAMBRIDGEMA02140$107,122Yes (X)
STEPHANIE S CHOO
212 LANCASTER STCAMBRIDGEMA02140$64,501Yes (X)
STEPHANIE S CHOO
312 LANCASTER STCAMBRIDGEMA02140$2,540Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,842 SHS STARBUCKS CORP COMMON STOCK (SBUX)$107,1222018-05-07
2450 SHS ILLINOIS TOOL WORKS INC COMMON STOCK (ITW)$64,5012018-10-04

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFO BLACKROCK FDS V HIGH YIELD (BFMSX) (10,605.96 PAR VALUE/RATING)$82,461$75,727
MFO BLACKROCK FDS V LOW DURATION (BFMSX) (5,375.11 PAR VALUE/RATING)$51,815$50,795
MFO AQR MULTISTRATEGY ALTERNATIVE FUND (ASAIX) (5,732.51 PAR VALUE/RATING)$53,963$44,771
MFO ASHMORE FDS ASHMORE EMERGING MKTS (EMKIX) (2,670.87 PAR VALUE/RATING)$22,011$19,925
MFO JP MORGAN TRUST II (WOBDX) (13,107.84 PAR VALUE/RATING)$152,231$147,725
ACCRUAL$0$533

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFC ISHARES TR COHEN & STEERS REIT EF CLOSE END (ICF) (150 SHARES)$15,208$14,355
MFC SPDR S&P 500 ETF TRUST UNITS SER 1 S&P (SPY) (951 SHARES)$97,430$237,674
MFO GATEWAY TR GATEWAY FD CL Y (GTEYX) (773.75 SHARES)$25,389$24,474
MFO VAN ECK EMERGING MARKETS-I (EMRIX) (976.27 SHARES)$15,188$14,546
MFO VANGUARD INDEX TR MID-CAP INDEX (VIMAX) (207.65 SHARES)$36,047$35,516
MFO VANGUARD INDEX TRUST SMALL CAP INDEXFD (VSMAX) (564.20 SHARES)$36,004$35,674
MFO JANUS INVT FD HENDESON INTL (HFOIX) (2,159.73 SHARES)$57,497$44,728
MFO JOHCM INTERNATIONAL (JOHX) (2,508.43 SHARES)$51,407$51,097
MFO ROWE T PRICE INTERNATIONAL FUNDS (PRIDX) (412.83 SHARES)$27,264$22,905
MFO HARDING LOEVNER FDS INC (HLMEX) (779.60 SHARES)$15,270$14,204
ACCRUAL$0$1,365
EATON CORP PLC COM (44 SHARES)$3,568$3,021
APTIV PLC COM USDO.01 (24 SHARES)$2,136$1,478
ASML HOLDING N V N Y REGISTRY SHS ((6 SHARES)$1,212$934
AIA GROUP LTD SPONSORED ADR (88 SHARES)$2,983$2,922
ACUITY BRANDS INC (10 SHARES)$1,480$1,150
ALLIANZ SE ADR EACH REP 1/10 ORD SH (48 SHARES)$1,033$961
ALPHABET INC CAP STK CL A (4 SHARES)$4,896$4,180
AMAZON.COM INC (1 SHARE)$1,910$1,502
AMERICAN WTR WKS CO INC NEW COM (25 SHARES)$2,295$2,269
BYD UNSP ADR EAQCH REPR 2 ORD (99 SHARES)$1,199$1,263
CHR HANSEN HOLDING - SPON ADR (29 SHARES)$1,510$1,281
COLOPLAST UNSP ADR EACH REPR 0..10 ORD SHS (86 SHARES)$916$797
DANAHER CORP COM USD 0.01 (32 SHARES)$3,200$3,300
DANONE ADR-EA CNV INTO 1/5 EURO.25(CBK) (87 SHARES)$1,384$1,223
EBAY INC (33 SHARES)$944$926
ECOLAB INC (22 SHARES)$3,248$3,242
ELLIE MAE INC COM USD0.0001 (4 SHARES)$414$251
ESSILORLUXOTTICA UNSPONSERED ADR (43 SHARES)$3,104$2,715
FRESENIUS SE&CO KGAA SPON ADR EA REP 0.125 ORD SHS (51 SHARES)$989$617
GILEAD SCIENCES INC (25 SHARES)$1,833$1,564
ILLUMINA INC COM (2 SHARES)$674$600
INTL FLAVORS & FRANGRANCES INC (6 SHARES)$783$806
KBC GROUP NV UNSPONSERED ADR (74 SHARES)$2,687$2,397
ESTEE LAUDER COMPANIES INC CL A (7 SHARES)$939$911
LEGAL & GENERAL GROUP SPON ADR EACH CNV INTO 5 ORD GBPO .025 (85 SHARES)$1,405$1,250
MASTERCARD INCORPORATED CL A (23 SHARES)$4,763$4,339
MICROSOFT CORP (43 SHARES)$4,646$4,368
NEXTERA ENERGY INC COM (15 SHARES)$2,575$2,607
NOVO-NORDISK A S ADR (74 SHARES)$3,613$3,409
NOVOZYMES A/S UNSP ADR EACH REP 1 SER B DKK10 (25 SHARES)$1,356$1,114
ORACLE CORP COM (24 SHARES)$1,181$1,084
PRUDENTIAL ADR EACH REPR 2 ORD (43 SHARES)$1,923$1,521
ROPER TECHNOLOGIES INC (9 SHARES)$2,639$2,399
SEKISUI HOUSE LTD SPONSORED ADR (96 SHARES)$1,598$1,417
SIGNATURE BK NEW YORK N Y COM (12 SHARES)$1,421$1,234
SMITH A O CORP (33 SHARES)$1,928$1,409
SYMRISE AG UNSP ADR EACH REPR 0.25 ORD (160 SHARES)$3,605$2,949
THERMO FISHER SCIENTIFIC INC (19 SHARES)$4,479$4,252
TOYOTA MOTOR CORP SP ADR REP2COM (15 SHARES)$1,841$1,741
UNILEVER NV EURO.16(NEW YORK SHARES) (31 SHARES)$1,782$1,668
VALEO ADR-EACH REPR O.5 ORD EUR3 (69 SHARES)$1,330$1,006
VESTAS WIND SYSTEMS ADR EACH REPR 0.33333 SHS (10S SHARES)$2,344$2,638
VISA INC COM CL A (21 SHARES)$3,014$2,771
WATTS WATER TECHNOLOGIES CL A (23 SHARES)$1,776$1,484
ACCRUAL$37$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescAPPRECIATION ON SECURITIES RECEIVEDDesc
Amt$167,611Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$36$36$0$0
SECRETARY OF STATE FEE$10$0$0$10
IL ATTORNEY GENERAL FEE$15$0$0$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NONDIVIDEND DISTRIBUTIONS$638$0$0
OTHER INCOME - NORTHERN TRUST$91$91$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING CHECKSDesc
BOY Book Value$45,000BOYBookValueAmt
EOY Book Value$5,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NORTHERN TRUST$866$0$0$866
CERITY PARTNERS$3,720$3,720$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$18,155$0$0$0
FOREIGN TAX$410$410$0$0

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