BLANE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BLANE FOUNDATION (EIN 36-4153045)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201801359349103415
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T15:01:24-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362663249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 PATRIOT BOULEVARD - SUITE 400 | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | 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 | 364153045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLANE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAN | BusinessNameControlTxt |
| Phone | 8472172174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1649 HUNTINGTON LANE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK BLANE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8472172174 | PhoneNum |
| Signature | 2018-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE J SEXAUER | PreparerPersonNm |
| PTIN | P00357844 | PTIN |
| Phone | 8474418800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $85,328 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,895 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,184 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,099 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,184 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,079 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $825 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $815 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,254 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,622 | CashBOYAmt |
| Cash EOY | $6,825 | CashEOYAmt |
| Cash EOYFMV | $6,825 | CashEOYFMVAmt |
| Corporate Stock BOY | $38,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,503 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $51,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $51,746 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,035 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,746 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,035 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES RUS 1000 VAL ETF | P | 2008-10-14 | 2017-11-22 | $10,076 | $4,715 | $5,361 | $5,361 |
| MICROSOFT CORP COM | P | 2002-12-20 | 2017-11-22 | $10,023 | $3,200 | $6,823 | $6,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,184 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,385 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $103,323 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.226329 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,825 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $122,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.218776 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,353 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $143,351 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.169884 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,328 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $139,759 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.174071 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,050 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $147,576 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.203624 | DistributionYr5Rt |
| Total Distribution | 0.992684 | TotalDistributionRt |
| Average Distribution | 0.198537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $96,978 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,254 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $133 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,163 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $347 | OverpaymentAmt |
| Applied To ES Tax | $347 | 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 | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN BLANE | IndividualWithBooksNm |
| Phone | 8472172174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1649 HUNTINGTON LANE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | 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 |
|---|---|---|---|---|---|---|---|---|
| JACK BLANE | ||||||||
| 2750 RIDGE ROAD | HIGHLAND PARK | IL | 60035 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| BARBARA B TONEY | ||||||||
| 245 INGALTON AVENUE | WEST CHICAGO | IL | 60185 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JOHN R BLANE | ||||||||
| 1649 HUNTINGTON LANE | HIGHLAND PARK | IL | 60035 | TREASURER | 0.50 | $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 | $98,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,849 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,849 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $133 | TotalTaxAmt |
| Distributable Before Adj | $4,716 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,716 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,716 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,163 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,163 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $133 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,204 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,694 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,219 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,736 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,671 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,524 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,163 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,447 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $119,971 | 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 | $23,204 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $96,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,694 | ExcessFromYear4Amt |
| Excess From Year3 | $17,219 | ExcessFromYear3Amt |
| Excess From Year2 | $20,736 | ExcessFromYear2Amt |
| Excess From Year1 | $18,671 | ExcessFromYear1Amt |
| Excess From Current Year | $22,447 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RAVINIA FESTIVAL ASSOCIATION | ||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PROGRAM SUPPORT | $4,000 |
| ROTARY CLUB OF NORTHBROOK IL | ||||||
| PO BOX 283 | NORTHBROOK | IL | 600650283 | NONE | PROGRAM SUPPORT | $100 |
| THE ROTARY FOUNDATION | ||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | NONE | PROGRAM SUPPORT | $1,000 |
| WHEELING ROTARY GRANT FUND | ||||||
| PO BOX 75 | WHEELING | IL | 60090 | NONE | PROGRAM SUPPORT | $875 |
| SCHAUMBURG ROTARY CLUB | ||||||
| PO BOX 958121 | HOFFMAN ESTATES | IL | 60195 | NONE | PROGRAM SUPPORT | $300 |
| NORTHEAST IL COUNCIL - BOY SCOUTS OF AMERICA | ||||||
| 2745 SKOKIE VALLEY ROAD | HIGHLAND PARK | IL | 60035 | NONE | PROGRAM SUPPORT | $50 |
| ASPIRITECH | ||||||
| 1893 SHERIDAN ROAD SUITE 103 | HIGHLAND PARK | IL | 60035 | NONE | PROGRAM SUPPORT | $5,000 |
| EDUCARE OF WEST DUPAGE | ||||||
| 851 PEARL ROAD | WEST CHICAGO | IL | 60185 | NONE | PROGRAM SUPPORT | $5,000 |
| HISPANIC FEDERATION (HURRICANE RELIEF EFFORT) | ||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 10005 | NONE | PROGRAM SUPPORT | $5,000 |
| ST JUDE CHILDREN'S HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,325 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,895 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,184 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,079 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,079 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $825 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $30,210 | EOYBookValueAmt |
| EOYFMV | $78,503 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS REGISTRATION FEE | $13 | $0 | $13 |
| IRS EXCISE TAXES | $802 | $0 | $0 |
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