JOHN HART FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HART FOUNDATION (EIN 20-0156873)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349101181
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T12:52:05-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364458862 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMARCO KINNAMAN LEWIS & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 KNIGHTSBRIDGE PARKWAY STE 350 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200156873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H HART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3125025427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 NORTH LAKE SHORE DRIVE NO 13-A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606106686 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H HART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3124829996 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD A LEWIS | PreparerPersonNm |
| PTIN | P00723534 | PTIN |
| Phone | 8474151313 | PhoneNum |
| Preparation | 2018-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.76.244.221 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 12:51:55 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4869E5F49B9973F149F13A18DEB0F85868CD0247 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CE2E37D982145188185ED530D22A0BCB5FB961D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,630,640 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,178,032 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,859 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,276,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,938 | 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 |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $200 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $815 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $815 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $815 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $401,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $815 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $875,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,123 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $357,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $229,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $229,961 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,747,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,750,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,400,679 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,105,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,980,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,630,640 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $30 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $30 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,105,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,980,817 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,105,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,980,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,105,467 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,980,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,105,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $875,380 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,980,817 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,980,817 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $496,020 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,929,526 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.257068 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $194,005 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,738,775 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111576 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $365,351 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,866,637 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.195727 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $315,925 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,900,819 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.166205 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $236,542 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,863,393 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.126942 | DistributionYr5Rt |
| Total Distribution | 0.857518 | TotalDistributionRt |
| Average Distribution | 0.171504 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,684,931 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $460,476 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $981 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $461,457 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $400,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,962 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,962 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,962 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,310 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,310 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,348 | OverpaymentAmt |
| Applied To ES Tax | $2,348 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H HART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125025427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 N LAKE SHORE DR 13A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H HART | ||||||||
| 1500 N LAKE SHORE DRIVE UNIT 13A | CHICAGO | IL | 60610 | PRES/TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAROL PRINS | ||||||||
| 1500 N LAKE SHORE DRIVE UNIT 13A | CHICAGO | IL | 60610 | VICE PRES/ DIRECTOR | 0.00 | $0 | $0 | $0 |
| RONALD SCHREIBER | ||||||||
| 131 SOUTH DEARBORN SUITE 2400 | CHICAGO | IL | 60603 | SECRETARY/ DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,476,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $248,981 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,725,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,725,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,684,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,962 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,962 | TotalTaxAmt |
| Distributable Before Adj | $132,285 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,285 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,285 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $400,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $400,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,285 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $147,003 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,082 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $275,995 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,922 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $400,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,167,686 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,285 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $268,490 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,436,176 | 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 | $147,003 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,289,173 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,082 | ExcessFromYear4Amt |
| Excess From Year3 | $275,995 | ExcessFromYear3Amt |
| Excess From Year2 | $111,922 | ExcessFromYear2Amt |
| Excess From Year1 | $400,684 | ExcessFromYear1Amt |
| Excess From Current Year | $268,490 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ART INSTITUTE OF CHICAGO | ||||||||
| 116 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $25,000 | |
| ASPEN SANTA FE BALLET | ||||||||
| 550B ST MICHAELS DRIVE STE 1 | SANTA FE | NM | 87505 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| CAMPERSHIPS FOR NEBAGAMON | ||||||||
| PO BOX 331 | EAST TROY | WI | 53120 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| CENTER ON HALSTED | ||||||||
| 3656 N HALSTED | CHICAGO | IL | 60613 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $850 | |
| CHI ARTS | ||||||||
| 521 EAST 35TH STREET | CHICAGO | IL | 60616 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $10,000 | |
| CHICAGO COALITION FOR THE HOMELESS | ||||||||
| 70 EAST LAKE STREET SUITE 720 | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| CHICAGO FOUNDATION FOR WOMEN | ||||||||
| 140 S DEARBORN STREET STE 400 | CHICAGO | IL | 60603 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $15,000 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $55,000 | |
| CLASSICAL MOVEMENTS | ||||||||
| 711 PRINCESS STREET | ALEXANDRIA | VA | 22314 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| COMPASSION BEYOND BORDERS | ||||||||
| PO BOX 22991 | SANTA FE | NM | 87502 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| CREATIVITY FOR PEACE | ||||||||
| 369 MONTEZUMA AVE 566 | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| FEEDING AMERICA | ||||||||
| 35 E WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| FIRST SERVE NEW MEXICO | ||||||||
| PO BOX 31904 | SANTA FE | NM | 87594 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| FOUNDATION FOR HEARING AND SPEECH REHABILITATION | ||||||||
| 810 EDGEWOOD LANE | GLENVIEW | IL | 60025 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| GOLDEN APPLE AWARDS | ||||||||
| 8 S MICHIGAN AVE SUITE 700 | CHICAGO | IL | 60603 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| GOODMAN THEATRE | ||||||||
| 170 NORTH DEARBORN | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $35,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W 42ND PL | CHICAGO | IL | 60632 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $7,500 | |
| HOME WORKS | ||||||||
| 225 LINDEN AVE | ST LOUIS | MO | 63105 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $350 | |
| HUCKLEBERRY YOUTH PROGRAMS | ||||||||
| 3310 GEARY BLVD | SAN FRANCISCO | CA | 94118 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $175 | |
| LINCOLN PARK ZOO | ||||||||
| PO BOX 14903 CANNON DRIVE AT | CHICAGO | IL | 60614 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | FULLERTON PARKWAY |
| LYNN SAGE CANCER RESEARCH FOUNDATION | ||||||||
| 251 E HURON ST | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $6,000 | |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $10,000 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 38 SOUTH PEORIA STREET | CHICAGO | IL | 60607 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $10,000 | |
| MUSEUM OF CONTEMPORARY ART | ||||||||
| 200 EAST CHICAGO | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $58,500 | |
| MUSIC INSTITUTE OF CHICAGO | ||||||||
| 517 GREEN BAY ROAD | WILMETTE | IL | 60091 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $10,000 | |
| NAPLES CHILDREN & EDUCATION FOUNDATION | ||||||||
| 4305 EXCHANGE AVENUE | NAPLES | FL | 34104 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| NATIONAL DANCE INSTITUTE OF NEW MEXICO | ||||||||
| 1140 ALTO STREET | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| NEW MEXICO SCHOOL FOR THE ARTS | ||||||||
| 275 EAST ALAMEDA | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| SANTA FE CHAMBER MUSIC FESTIVAL | ||||||||
| PO BOX 2227 | SANTA FE | NM | 875011826 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $11,700 | |
| SANTA FE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 6401 RICHARDS AVENUE | SANTE FE | NM | 87508 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| 501 HALONA ST | SANTA FE | NM | 87505 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| SANTA FE OPERA | ||||||||
| PO BOX 2408 | SANTA FE | NM | 87504 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| SIERRA CLUB | ||||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| STEPPENWOLF THEATER | ||||||||
| 1650 N HALSTED STREET | CHICAGO | IL | 60614 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $90,500 | |
| THE BRENTWOOD SCHOOL FUND | ||||||||
| 100 SOUTH BARRINGTON PLACE | LOS ANGELES | CA | 90049 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| THE STUTTERING FOUNDATION OF AMERICA | ||||||||
| 1805 MORIAH WOODS BLVD SUITE 3 | MEMPHIS | TN | 381177119 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $3,000 | |
| THINK NEW MEXICO | ||||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| TREASURED TIME | ||||||||
| PO BOX 152 | SEYMOUR | CT | 06483 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $15,000 | |
| WRITER'S THEATRE | ||||||||
| 376 PARK AVENUE | GLENCOE | IL | 60022 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| WTTW11WFMT | ||||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,575 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,859 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,938 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,938 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN H HART | |||||||
| 1 | 1500 LAKE SHORE DRIVE | CHICAGO | IL | 60610 | $100,000 | Yes (X) | |
| LOUISE S HART | |||||||
| 2 | 20 LAKEWOOD DRIVE | GLENCOE | IL | 60022 | $1,003,032 | Yes (X) | Yes (X) |
| LOUISE S & HENRY G HART JR CHARITABLE FOUNDATION | |||||||
| 3 | 20 N WACKER DRIVE SUITE 1520 | CHICAGO | IL | 60606 | $75,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 9570 SHARES PHILIP MORRIS INTL | NoncashPropertyDesc |
| Fair Market Value | $1,003,032 | FairMarketValueAmt |
| Received | 2017-12-28 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12000 SHS ALTRIA | $298,200 | $856,920 |
| 7000 SHS ASCENA RETAIL GROUPS | $93,380 | $16,450 |
| 2000 SHS ASCENA RETAIL GROUP | $9,437 | $4,700 |
| 1000 PHILIP MORRIS INT'L | $44,902 | $105,650 |
| 5496 SHS PHILIP MORRIS INT'L | $499,806 | $580,652 |
| 9570 SHS PHILIP MORRIS INT'L | $1,003,032 | $1,011,071 |
| 26000 SHS REDIFF.COM INDIA LTD | $55,307 | $1,303 |
| 6113 SHS REDIFF.COM INDIA LTD | $1,532 | $306 |
| 7887 SHS REDIFF.COM INDIA LTD | $2,529 | $395 |
| 3000 SHS KRAFT HEINZ COMPANY | $100,680 | $233,280 |
| 4000 SHS CYS INVESTMENTS | $51,139 | $32,120 |
| 9000 MONDELEZ INTL | $186,240 | $385,200 |
| 2500 OMEGA | $73,407 | $68,850 |
| 10000 SANDRIDGE MISS TRUST II | $102,128 | $8,512 |
| ENDURO REALTY TRUST | $198,798 | $47,250 |
| 2000 SHS TWITTER | $30,369 | $48,020 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEYFARTH SHAW LLP | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR PASS THRU FEES | $800 | $800 | $0 |
| BANK FEE | $15 | $15 | $0 |
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