BETA

WEDNER FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WEDNER FAMILY FOUNDATION (EIN 26-3863441)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-09
IRS object ID
201833139349100423
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-09T11:04:24-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TOPEL FORMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 NORTH MICHIGAN AVE SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263863441EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEDNER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARCUS D WEDNERInCareOfNm
Business Name ControlWEDNBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 KENT ROADAddressLine1Txt
CityWINNETKACityNm
State AbbreviationILStateAbbreviationCd
ZIP60093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCUS D WEDNERPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone3128737320PhoneNum
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWilliam J RunowskiPreparerPersonNm
PTINP01395005PTIN
Phone3126420006PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address168.93.161.34IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id36207920183135000000FederalOriginalSubmissionId
Federal Original Submission Id2018-11-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBB5149BB8CF8FB2692FD5392BD8B182ED7D132F8AtSubmissionCreationDeviceId
At Submission Filing Device IdFDCD7F9C01925AAE670EA97CDB6291526366A04DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,600,063FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$828,501ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,116InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,116InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,691DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,691DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$109,370NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,427,601GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$489,134CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$988,678TotalRevAndExpnssAmt
Total Net Invst Incm$539,941TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,255AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,255AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$682OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$682OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,947TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,947TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$230,952ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$230,952ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$237,899TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$234,899TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$750,779ExcessRevenueOverExpensesAmt
Net Investment Income$539,941NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$763,598CashBOYAmt
Cash EOY$1,013,488CashEOYAmt
Cash EOYFMV$1,013,488CashEOYFMVAmt
Corporate Stock BOY$1,548,114CorporateStockBOYAmt
Corporate Stock EOY$1,989,812CorporateStockEOYAmt
Corporate Stock EOYFMV$2,284,963CorporateStockEOYFMVAmt
Corporate Bonds BOY$318,138CorporateBondsBOYAmt
Corporate Bonds EOY$322,199CorporateBondsEOYAmt
Corporate Bonds EOYFMV$322,452CorporateBondsEOYFMVAmt
Other Investments BOY$816,663OtherInvestmentsBOYAmt
Other Investments EOY$875,048OtherInvestmentsEOYAmt
Other Investments EOYFMV$979,160OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,446,513TotalAssetsBOYAmt
Total Assets EOY$4,200,547TotalAssetsEOYAmt
Total Assets EOYFMV$4,600,063TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$3,255AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,255TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,446,513UnrestrictedBOYAmt
Unrestricted EOY$4,197,292UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,446,513TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,197,292TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,446,513TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,200,547TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,446,513TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$750,779ExcessRevenueOverExpensesAmt
Subtotal$4,197,292SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,197,292TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFIDELITY #2606 - SEE ATTACHMENTPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$2,427,601GrossSalesPriceAmt
Cost Or Other Basis$1,938,467CostOrOtherBasisAmt
Gain Or Loss$489,134GainOrLossAmt
Gains Minus Excess Or Losses$489,134GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$489,134CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$232,694AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,953,109NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078796DistributionYr1Rt
Adjusted Qlfy Distri Yr2$127,203AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,609,581NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048745DistributionYr2Rt
Adjusted Qlfy Distri Yr3$133,939AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,915,714NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.069916DistributionYr3Rt
Adjusted Qlfy Distri Yr4$122,696AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,312,681NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.09347DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$341,347NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03662DistributionYr5Rt
Total Distribution0.327547TotalDistributionRt
Average Distribution0.065509AverageDistributionRt
Net Vl Noncharitable Assets$3,435,463NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$225,054AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,399NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$230,453AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$234,899QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,399InvestmentIncomeExciseTaxAmt
Subtotal$5,399SubtotalAmt
Tax Based On Investment Income$5,399TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,158EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$7,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$11,658TotalPaymentsAndCreditsAmt
Overpayment$6,259OverpaymentAmt
Applied To ES Tax$6,259AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARCUS D WEDNERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3128737300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1544 W DICKENS AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60614ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
Marcus D Wedner
3 KENT ROADWINNETKAIL60093PRESIDENT, DIRECTOR0$0$0$0
Anne T Wedner
3 KENT ROADWINNETKAIL60093SECRETARY, TREASURER, Director0$0$0$0
Phil Perelmuter
65 Paul Revere RoadNeedhamMA02494director0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,309,185AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$555,246AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$623,349FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,487,780TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,487,780AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,317CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,435,463NetVlNoncharitableAssetsAmt
Minimum Investment Return$171,773MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$171,773MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,399TaxBasedOnInvestmentIncomeAmt
Total Tax$5,399TotalTaxAmt
Distributable Before Adj$166,374DistributableBeforeAdjAmt
Distributable Before Ded$166,374DistributableBeforeDedAmt
Distributable As Adjusted$166,374DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$234,899ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$234,899QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,399PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$229,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$166,374DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$57,936ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$43,403ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,404ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$92,025ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$202,768TotalExcessDistributionCyovAmt
Qualifying Distributions$234,899QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$166,374AppliedToCurrentYearAmt
Remaining Distri From Corpus$68,525RemainingDistriFromCorpusAmt
Total Corpus$271,293TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$271,293ExcessDistriCyovToNextYrAmt
Excess From Year4$57,936ExcessFromYear4Amt
Excess From Year3$43,403ExcessFromYear3Amt
Excess From Year2$9,404ExcessFromYear2Amt
Excess From Year1$92,025ExcessFromYear1Amt
Excess From Current Year$68,525ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARCUS D WEDNERContributingManagerNm
Contributing ManagerANNE T WEDNERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADL
120 S LASALLE STCHICAGOIL60603NONEPCTO FURTHER PROGRAM SERVICES$2,000
AJC
165 EAST 56TH STNEW YORKNY10022NONEPCTO FURTHER PROGRAM SERVICES$5,000
CAMP KESEM
10586 WEST PICO BOULEVARDLOS ANGELESCA90064NONEPCTO FURTHER PROGRAM SERVICES$2,500
CCGA
180 N STETSON AVE 1400CHICAGOIL60601NONEPCTO FURTHER PROGRAM SERVICES$25,000
CHICAGO IDEAS WEEK
600 WEST CHICAGOCHICAGOIL60654NONEPCTO FURTHER PROGRAM SERVICES$2,002SUITE 620
CHICAGO PUBLIC LIBRARY FOUND
20 N MICHIGAN AVE 520CHICAGOIL60602NONEPCTO FURTHER PROGRAM SERVICES$25,000
CHICAGO SINAI FOUNDATION
15 W DELAWARE PLCHICAGOIL60610NONEPCTO FURTHER PROGRAM SERVICES$5,000
CHILDREN'S HOME & AID
125 S WACKER DRCHICAGOIL60606NONEPCTO FURTHER PROGRAM SERVICES$1,000
CIVIC FEDERATION
10 N DEARBORN ST 800CHICAGOIL60602NONEPCTO FURTHER PROGRAM SERVICES$5,250
CONNECTICUT PUBLIC BROADCASTING
1049 ASYLUM AVEHARTFORDCT06105NONEPCTO FURTHER PROGRAM SERVICES$2,500
HARVARD BUSINESS SCHOOL
HARVARD SCHOOLBOSTONMA02163NONEPCTO FURTHER PROGRAM SERVICES$120,500
INVEST FOR KIDS
875 N MICHIGANCHICAGOIL60611NONEPCTO FURTHER PROGRAM SERVICES$1,200
LOGGERHEAD MARINE LIFE CENTER
14200 US HWY 1JUNO BEACHFL33408NONEPCTO FURTHER PROGRAM SERVICES$1,000
MARWEN
833 N ORLEANS STCHICAGOIL60610NONEPCTO FURTHER PROGRAM SERVICES$2,500
MAZON
10850 WILSHIRE BLVDLOS ANGELESCA90024NONEPCTO FURTHER PROGRAM SERVICES$1,000400
MINORITIES IN BROADCASTING
PO BOX 212PALOS VERDES ESTATESCA90274NONEPCTO FURTHER PROGRAM SERVICES$4,000
NATIONAL REDISTRICTING FDN
PO BOX 7456WASHINGTONDC20044NONEPCTO FURTHER PROGRAM SERVICES$10,000
ONE MILLION DEGREES
226 W JACKSON BLVD 528CHICAGOIL60606NONEEOFTO FURTHER PROGRAM SERVICES$5,000
THE JAZZ BAKERY
1836 BENEDICT CANYON DRBEVERLY HILLSCA90210NONEPCTO FURTHER PROGRAM SERVICES$2,000
UNITED STATES HOLOCAUST MEMO
100 RAOUL WALLENBERG PLACEWASHINGTONDC200242126NONEPCTO FURTHER PROGRAM SERVICES$1,000
UNIVERSITY OF CHICAGO
5235 S HARPER COURTCHICAGOIL60615NONEPCTO FURTHER PROGRAM SERVICES$5,000
VOCEL
5317 W CHICAGOCHICAGOIL60651NONEPCTO FURTHER PROGRAM SERVICES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$230,952TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,116ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,691ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$109,370ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$160,177ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$160,177TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARCUS WEDNERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13 KENT ROADAddressLine1Txt
CityWINNETKACityNm
State AbbreviationILStateAbbreviationCd
ZIP60093ZIPCd
FieldValueIRS element (for citing)
Total Contributions$828,501TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySEE ATTACHMENTNoncashPropertyDesc
Fair Market Value$828,501FairMarketValueAmt
Received2017-12-28ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY SHORT TERM BONDBondNm
EOY Book Value$322,199EOYBookValueAmt
EOYFMV$322,452EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES MSCI
ISHARES MSCI EAFE
RYDEX ETF TRUST
ISHARES TRUST CORE MSCI EAFE$620,285$705,709
ISHARES INC CORE MSCI EMERGING$573,165$676,200
SPDR S&P 500 ETF TRUST UNIT SE$796,362$903,054

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
GRESHAM OPP GRWTH STRAT OFFSHR$816,663$921,006
JD COM INC$58,385$58,154

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescIL SECRETARY OF STATEDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGRESHAM OPPORTUNISTIC GROWTH STRAT. LPDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACTOR FEESCategoryTxt
Amt$682Amt
Disbursements Charitable Prps$682DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$3,000Amt

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