MARTIN AND MARY L BOYER FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MARTIN AND MARY L BOYER FOUNDATION (EIN 26-0587477)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-09
IRS object ID
201821299349102262
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

FieldValueIRS element (for citing)
Return2018-05-09T14:31:02-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320077509PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Harrison & Held LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 W Wacker Dr STE 1700AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260587477EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARTIN AND MARY L BOYER FOUNDATIONBusinessNameLine1Txt
Business Name Line2CO HARRISON & HELD LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBOYEBusinessNameControlTxt
Phone8475641340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 W WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN I BOYERPersonNm
Person TitlePRES. & DIR.PersonTitleTxt
Signature2018-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET A NAGELAPreparerPersonNm
PTINP00439254PTIN
Phone3123321111PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,069,238FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$733InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$733InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$296,923DividendsRevAndExpnssAmt
Dividends Net Invst Incm$296,923DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,596NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$302,773GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,596CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$313,252TotalRevAndExpnssAmt
Total Net Invst Incm$313,252TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$4,790LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,115LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,675LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$47,060OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,060OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,379TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,379TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,665OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,076OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$589OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$59,894TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$57,630TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,264TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$520,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$520,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$579,894TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$57,630TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$522,264TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$266,642ExcessRevenueOverExpensesAmt
Net Investment Income$255,622NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$125,412SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$90,256SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$90,256SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$9,471,394OtherInvestmentsBOYAmt
Other Investments EOY$9,237,109OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,978,982OtherInvestmentsEOYFMVAmt
Other Assets BOY-$14,655OtherAssetsBOYAmt
Other Assets EOY-$11,856OtherAssetsEOYAmt
Total Assets BOY$9,582,151TotalAssetsBOYAmt
Total Assets EOY$9,315,509TotalAssetsEOYAmt
Total Assets EOYFMV$12,069,238TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$9,582,151RetainedEarningBOYAmt
Retained Earning EOY$9,315,509RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,582,151TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,315,509TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,582,151TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,315,509TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,582,151TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$266,642ExcessRevenueOverExpensesAmt
Subtotal$9,315,509SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,315,509TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH A/C 7A32 - VARIOUSP2017-12-312017-12-31$302,075$287,177$14,898$14,898
Capital Gain Dividends$698
FieldValueIRS element (for citing)
Capital Gain Net Income$15,596CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$560,931AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,041,424NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05080DistributionYr1Rt
Adjusted Qlfy Distri Yr2$521,525AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,518,599NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04528DistributionYr2Rt
Adjusted Qlfy Distri Yr3$579,473AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,120,837NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04781DistributionYr3Rt
Adjusted Qlfy Distri Yr4$649,776AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,889,777NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05465DistributionYr4Rt
Adjusted Qlfy Distri Yr5$474,578AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,270,238NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04211DistributionYr5Rt
Total Distribution0.240646TotalDistributionRt
Average Distribution0.048129AverageDistributionRt
Net Vl Noncharitable Assets$11,627,142NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$559,603AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,556NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$562,159AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$522,264QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,112InvestmentIncomeExciseTaxAmt
Subtotal$5,112SubtotalAmt
Tax Based On Investment Income$5,112TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,819EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,819TotalPaymentsAndCreditsAmt
Tax Due$1,293TaxDueAmt

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 LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
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 FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALAN I BOYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8475641340PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1333 W WACKER DRIVE SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ALAN I BOYER
333 W WACKER DRIVE STE 1700CHICAGOIL60606PRES. & DIR.1.00$0
LOUIS S HARRISON
333 W WACKER DRIVE STE 1700CHICAGOIL60606SEC. & DIR.0.50$0
CRAIG BOYER
333 W WACKER DRIVE STE 1700CHICAGOIL60606TREAS. & DIR.0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,636,685AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$167,520AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,804,205TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$11,804,205AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$177,063CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,627,142NetVlNoncharitableAssetsAmt
Minimum Investment Return$581,357MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$581,357MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,112TaxBasedOnInvestmentIncomeAmt
Total Tax$5,112TotalTaxAmt
Distributable Before Adj$576,245DistributableBeforeAdjAmt
Distributable Before Ded$576,245DistributableBeforeDedAmt
Distributable As Adjusted$576,245DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$522,264ExpensesAndContributionsAmt
Qualifying Distributions$522,264QualifyingDistributionsAmt
Adjusted Qualifying Distri$522,264AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$576,245DistributableAsAdjustedAmt
Undistributed Income PY$521,342UndistributedIncomePYAmt
Qualifying Distributions$522,264QualifyingDistributionsAmt
Applied To Year1$521,342AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$922AppliedToCurrentYearAmt
Undistributed Income CY$575,323UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WWCIWFMTWTTW
5400 N ST LOUIS AVENUECHICAGOIL60625NONEPCGENERAL PURPOSES$20,000
THE NORA PROJECT
1418 W GEORGE STREETCHICAGOIL60657NONEPCGENERAL PURPOSES$15,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVENUECHICAGOIL60601NONEPCGENERAL PURPOSES$5,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 1784NEW YORKNY10156NONEPCGENERAL PURPOSES$10,000
CHICAGO BOTANIC GARDENS
1000 LAKE COOK ROADGLENCOEIL60022NONEPCGENERAL PURPOSES$10,000
COUNCIL FOR THE JEWISH ELDERLY
3003 W TOUHY AVENUECHICAGOIL60645NONEPCGENERAL PURPOSES$10,000
DEBORAH'S PLACE
2822 W JACKSON BLVDCHICAGOIL60612NONEPCGENERAL PURPOSES$5,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD21741NONEPCGENERAL PURPOSES$25,000
FISHER HOUSE FOUNDATION
111 ROCKVILLE PIKEROCKVILLEMD20850NONEPCGENERAL PURPOSES$10,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W 42ND PLACECHICAGOIL60632NONEPCGENERAL PURPOSES$10,000
HADLEY SCHOOL FOR THE BLIND
700 ELM STREETWINNETKAIL60093NONEPCGENERAL PURPOSES$15,000
JEWISH FEDERATION OF METRO CHICAGO
30 S WELLS STREETCHICAGOIL60606NONEPCGENERAL PURPOSES$110,000
KESNET
3210 DUNDEE ROADNORTHBROOKIL60062NONEPCGENERAL PURPOSES$15,000
LARABIDA CHILDREN'S HOSPITAL
EAST 65TH LAKE MICHIGANCHICAGOIL60649NONEPCGENERAL PURPOSES$10,000
MISERICORDIA
6300 N RIDGE AVENUECHICAGOIL60660NONEPCGENERAL PURPOSES$15,000
NATIONAL JEWISH HEALTH FOUNDATION
PO BOX 17169DENVERCO80217NONEPCGENERAL PURPOSES$10,000
NORTH SHORE SENIOR CENTER
161 NORTHFIELD ROADNORTHFIELDIL60093NONEPCGENERAL PURPOSES$10,000
OLD TOWN SCHOOL OF MUSIC
4644 N LINCOLN AVENUECHICAGOIL60625NONEPCGENERAL PURPOSES$5,000
PLANNED PARENTHOOD OF ILLINOIS
18 S MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL PURPOSES$5,000
RAVINIA
418 SHERIDAN ROADHIGHLAND PARKIL60035NONEPCGENERAL PURPOSES$50,000
SPECIAL KIDS FOUNDATION
2218 N MONTICELLO AVENUECHICAGOIL60647NONEPCGENERAL PURPOSES$15,000
THE ARK
6450 N CALIFORNIA AVENUECHICAGOIL60645NONEPCGENERAL PURPOSES$5,000
GLOBAL CITIZENS YEAR
1625 CLAY STREETOAKLANDCA94612NONEPCGENERAL PURPOSES$10,000
EVANSTON SCHOLARS
1234 SHERMAN AVENUEEVANSTONIL60202NONEPCGENERAL PURPOSES$5,000
CANCER WELLNESS CENTER
215 REVERE DRIVENORTHBROOKIL60062NONEPCGENERAL PURPOSES$5,000
CONQUER CANCER FOUNDATION
2318 MILL ROADALEXANDRIAVA22314NONEPCGENERAL PURPOSES$5,000
LEUKEMIA RESEARCH FOUNDATION
191 WAUKEGAN ROADNORTHFIELDIL60093NONEPCGENERAL PURPOSES$5,000
BILLINGS CLINIC FOUNDATION
2917 10TH AVENUEBILLINGSMT59101NONEPCGENERAL PURPOSES$5,000
AMERICAN COMMITTEE - ZEDEK MEDICAL
55 W 39TH STREETNEW YORKNY10018NONEPCGENERAL PURPOSES$5,000
WORLD JEWISH CONGRESS
501 MADISON AVENUENEW YORKNY10022NONEPCGENERAL PURPOSES$5,000
MICHAEL J FOX FOUNDATION - PARKINSO
GRAND CENTRAL STATIONNEW YORKNY10163NONEPCGENERAL PURPOSES$5,000
AMERICAN JEWISH WORLD SERVICE
45 W 36TH STREETNEW YORKNY10018NONEPCGENERAL PURPOSES$5,000
BREAST CANCER RESEARCH FOUNDATION
60 E 56TH STREETNEW YORKNY10022NONEPCGENERAL PURPOSES$20,000
BOYS TOWN JERUSALEM FOUNDATION
1 PENNSYLVANIA PLAZANEW YORKNY10119NONEPCGENERAL PURPOSES$5,000
AMERICAN FRIENDS OF HEBREW UNIVERSI
20 N UPPER WACKER DRIVE STE 2020CHICAGOIL60606NONEPCGENERAL PURPOSES$10,000
CITY OF HOPE
20 N UPPER WACKER DRIVE STE 1530CHICAGOIL60606NONEPCGENERAL PURPOSES$5,000
FAMILY ACTION NETWORK
PO BOX 322WINNETKAIL60093NONEPCGENERAL PURPOSES$25,000
REMOTE AREA MEDICAL
2200 STOCK CREEK BLVDROCKFORDTN37853NONEPCGENERAL PURPOSES$5,000
SABIN VACCINE INSTITUTE
2175 K STREET NW STE 400WASHINGTONDC20037NONEPCGENERAL PURPOSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$520,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$733ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$296,923ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,898ExclusionAmt
Related Or Exempt Function Incm$698RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$312,554ExclusionAmt
Related Or Exempt Function Incm$698RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$313,252TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$9,237,109BookValueAmt
EOYFMV$11,978,982EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryHARRISON & HEL;D, LLP - LEGAL/TAXCategoryTxt
Legal Fees$4,790LegalFeesAmt
Net Investment Income$3,115NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,675DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
BOY Book Value-$14,655BOYBookValueAmt
EOY Book Value-$11,856EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$1,655$1,076$579
SECRETARY OF STATE REGISTRATION FEES$10$10

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMERRILL LYNCH FEESCategoryTxt
Amt$47,060Amt
Net Investment Income$47,060NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$6,379Amt
Net Investment Income$6,379NetInvestmentIncomeAmt

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