DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION (EIN 36-7483654)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-02-23
- IRS object ID
- 201810549349100606
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-23T13:46:55-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 361220454 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPARD SCHWARTZ & HARRIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N WACKER DRIVE 1400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 367483654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUORE E MANI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DECL | BusinessNameControlTxt |
| Phone | 3129484504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER VILIM | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3129484504 | PhoneNum |
| Signature | 2018-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STAN LAZAR | PreparerPersonNm |
| PTIN | P00632513 | PTIN |
| Phone | 3127268353 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,472,119 | 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 | $809,602 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $44,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $339,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $952,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,451 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,029 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,362 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,362 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,516 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $778,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $778,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $806,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $778,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,935 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,046,250 | CashBOYAmt |
| Cash EOY | $313,376 | CashEOYAmt |
| Cash EOYFMV | $313,376 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,926,992 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,805,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,158,743 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,973,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,119,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,472,119 | 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 | $2,973,242 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,119,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,973,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,119,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,973,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,119,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,973,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,037 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,119,279 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,119,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,230.226 SHS COLUMBIA DIVIDEND INCOME FD CL Z | 2016-09-14 | 2017-05-03 | $24,826 | $22,882 | $1,944 | $1,944 |
| 2,486.325 SHS COLUMBIA DIVIDEND INCOME FD CL Z | 2014-12-12 | 2017-05-03 | $50,174 | $50,000 | $174 | $174 |
| 3,452.512 SHS COLUMBIA STRATEGIC INCOME FD CL Z | 2017-05-04 | $20,473 | $20,613 | -$140 | -$140 | |
| 860.00 SHS ISHARES RUSSELL 1000 GROWTH ETF | 2014-12-17 | 2017-05-02 | $100,446 | $80,547 | $19,899 | $19,899 |
| 1,555.149 SHS PRUDENTIAL JENNISON MID-CAP GROWTH | 2017-08-10 | $61,724 | $59,010 | $2,714 | $2,714 | |
| 700.00 SHS ISHARES RUSSELL 1000 VALUE ETF | 2017-08-14 | $81,756 | $73,278 | $8,478 | $8,478 | |
| LTCG DISTRIBUTION | $65,092 | $65,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,161 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,944 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $199,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,066,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096312 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $234,166 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,264,883 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103390 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,667 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,478,582 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075523 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,138 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $504,704 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.180577 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $451,223 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.144053 | DistributionYr5Rt |
| Total Distribution | 0.599855 | TotalDistributionRt |
| Average Distribution | 0.119971 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,769,932 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $332,312 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $333,461 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $778,500 | 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 | $1,149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $109 | TaxDueAmt |
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 | PETER AND JOAN VILIM | IndividualWithBooksNm |
| Phone | 3129484504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PETER M VILIM | ||||||||
| 171 HAWTHORNE | ELMHURST | IL | 60126 | TRUSTEE - AS REQUIRED | 0.00 | $0 | $0 | $0 |
| JOAN M VILIM | ||||||||
| 171 HAWTHORNE | ELMHURST | IL | 60126 | TRUSTEE - AS REQUIRED | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT CONDUCT ANY DIRECT CHARITABLEACTIVITIES OR MAKE PROGRAM RELATED INTESTMENTS, ACCORDINGLY,THERE IS NO RELEVANT STATISTICAL INFORMATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT CONDUCT ANY DIRECT CHARITABLEACTIVITIES OR MAKE PROGRAM RELATED INVESTMENTS, THEREFORE,NO INCOME WAS PRODUCED BY ANY PROGRAM RELATED INVESTMENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,237,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $574,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,812,114 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,812,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,182 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,769,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,149 | TotalTaxAmt |
| Distributable Before Adj | $137,348 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,348 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,348 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $778,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $778,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,149 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $777,351 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,348 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,685 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,961 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $121,557 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $372,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $778,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,348 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $641,152 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,014,034 | 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 | $42,685 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $971,349 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,961 | ExcessFromYear4Amt |
| Excess From Year3 | $44,982 | ExcessFromYear3Amt |
| Excess From Year2 | $121,557 | ExcessFromYear2Amt |
| Excess From Year1 | $96,697 | ExcessFromYear1Amt |
| Excess From Current Year | $641,152 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER M VILIM | ContributingManagerNm |
| Contributing Manager | JOAN M VILIM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER AND JOAN VILIM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3129484504 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT ORGANIZATIONS MUST BE QUALIFIED 501(C)(3) ORGS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FOREFRONT | ||||||
| 208 S LA SALLE ST 1540 | CHICAGO | IL | 60604 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $100,000 |
| DIOCESE OF JOLIET SEMINARIAN FUND | ||||||
| 16555 WEBER RD | CREST HILL | IL | 60403 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $20,000 |
| ALL CHICAGO MAKING HOMELESSNESS | ||||||
| 651 W WASHINGTON SUITE 504 | CHICAGO | IL | 60661 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $20,000 |
| THRESHOLDS | ||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| SANFORD C BERNSTEINAMERICAN ENDOWMENT FOUNDATION | ||||||
| 5700 DARROW ROAD STE 118 | HUDSON | OH | 44236 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $500,000 |
| THE CARA PROGRAM | ||||||
| 237 S DESPLAINES ST | CHICAGO | IL | 60661 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $25,000 |
| BRIDGE COMMUNITIES | ||||||
| 505 CRESCENT BLVD | GLEN ELLYN | IL | 60137 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $25,000 |
| CHICAGO COALITION FOR THE HOMELESS | ||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $7,500 |
| BREAKTHROUGH URBAN MINISTRIES | ||||||
| PO BOX 47200 | CHICAGO | IL | 60647 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| LA CASA NORTE | ||||||
| 2845 W MCLEAN AVE | CHICAGO | IL | 60647 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| INSPIRATION CORPORATION | ||||||
| 4554 NORTH BROADWAY 207 | CHICAGO | IL | 60640 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| CHICAGO REHAB NETWORK | ||||||
| 140 S DEARBORN ST 1420 | CHICAGO | IL | 60603 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| ALBANY PARK THEATER PROJECT | ||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $1,000 |
| THE KEYSTONE FOUNDATION | ||||||
| 1925 N CLYBOURN SUITE 201 | CHICAGO | IL | 60614 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| CHICAGO PUBLIC LIBRARY FOUNDATION | ||||||
| 20 N MICHIGAN AVE 520 | CHICAGO | IL | 60602 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| FRANCISCAN OUTREACH ASSOCIATION | ||||||
| 1645 W LEMOYNE STREET | CHICAGO | IL | 60622 | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $778,500 | 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 | $44,290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,451 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PETER JOAN VILIM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $809,602 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6211.180 SHS COLUMBIA ACORN INTERNATIONAL FD | $300,994 | 2017-12-15 |
| 1 | 3173.989 SHS COLUMBIA ACORN INTERNATIONAL FD | $153,812 | 2017-12-15 |
| 1 | 650 SHS ISHARES RUSSELL 2000 VALUE ETF | $80,918 | 2017-12-15 |
| 1 | 700 SHS ISHARES RUSSELL 2000 VALUE ETF | $87,143 | 2017-12-15 |
| 1 | 1500 SHS ISHARES RUSSELL 2000 VALUE ETF | $186,735 | 2017-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,125 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT-CORPORATE STOCK | StockNm |
| EOY Book Value | $2,805,903 | EOYBookValueAmt |
| EOYFMV | $3,158,743 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $25,029 | Amt |
| Net Investment Income | $25,029 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IL CHARITY FUND | $15 | $15 | $0 | $0 |
| FEDERAL TAX | $1,347 | $1,347 | $0 | $0 |
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