ALBERT & ANNE MANSFIELD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT & ANNE MANSFIELD FOUNDATION (EIN 36-4244272)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-18
- IRS object ID
- 201821699349100312
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-18T16:35:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364409576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRONSWICK BENJAMIN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 E LAKE COOK ROAD SUITE 430 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600891862 | 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 | 364244272 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT AND ANNE MANSFIELD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFFREY HOPMAYER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 6156687696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4707 NEBRASKA AVENUE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEME HOPMAYER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6156687696 | PhoneNum |
| Signature | 2018-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL V SCIALO | PreparerPersonNm |
| PTIN | P00644690 | PTIN |
| Phone | 8478089800 | PhoneNum |
| Preparation | 2018-06-18 | PreparationDt |
| 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 | $7,364,285 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $123,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $258,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,642,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,591 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,812 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,812 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $383,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $383,886 | 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 | $5,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90,010 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,010 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $800 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,420 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $354,351 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $354,351 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $452,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $367,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $299,376 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,307 | CashBOYAmt |
| Cash EOY | $5,215 | CashEOYAmt |
| Cash EOYFMV | $5,215 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $691,776 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,290 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $23,627 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $27,689 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $27,689 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,682,164 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,136,604 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,987,367 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $783,791 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,139,715 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,156,163 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,224,700 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $900,457 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,034,561 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,431,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,362,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,364,285 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,431,365 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,362,970 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,431,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,362,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,431,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,362,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,431,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,395 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,362,970 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,362,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES BMO | $834,031 | $767,352 | $66,679 | $66,679 | |
| BMO FNCL GROUP CAPITAL GAINS DISTRIBUTION | $5,351 | $5,351 | $5,351 | P | |
| PUBLICLY TRADED SECURITIES KOVITZ | $803,328 | $616,767 | $186,561 | $186,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,591 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $391,265 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,368,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061442 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $332,561 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,656,382 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049961 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $242,628 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,719,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036111 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $191,458 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,220,852 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036672 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $207,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,318,907 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038989 | DistributionYr5Rt |
| Total Distribution | 0.223175 | TotalDistributionRt |
| Average Distribution | 0.044635 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,993,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $312,170 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,994 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $315,164 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $367,771 | 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 | $2,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,536 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,536 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,542 | OverpaymentAmt |
| Applied To ES Tax | $3,542 | 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 | WWW.MANSFIELDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY HOPMAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6156687696 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4707 NEBRASKA AVENUE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37209 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| JUSTIN MANSFIELD | ||||||||
| 1423 SOUTH PLYMOUTH COURT | CHICAGO | IL | 60605 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRIANA NICHOLS | ||||||||
| 1003 SPRUCE ST APT 3F | PHILADELPHIA | PA | 19107 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ADAM NICHOLS | ||||||||
| 700 EAST 9TH STREET 12 | NEW YORK | NY | 10009 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARLENE HOPMAYER | ||||||||
| 999 NORTH LAKE SHORE DRIVE | CHICAGO | IL | 60611 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BENETTA MANSFIELD | ||||||||
| 727 S RACINE UNIT B | CHICAGO | IL | 60607 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SEYMOUR MANSFIELD | ||||||||
| 2837 SUNSET BOULEVARD | MINNEAPOLIS | MN | 55416 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEXIS MANSFIELD | ||||||||
| 2908 N RIVERSIDE DRIVE | CHICAGO | IL | 60618 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARCY SHINBAUM | ||||||||
| 343 ROLLING HILLS DRIVE | FAIRFIELD | CT | 06824 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEC HOPMAYER | ||||||||
| 120 EAST CULLERTON AVE 402 | CHICAGO | IL | 60616 | PRESIDENT & CEO | 0.00 | $0 | $0 | $0 |
| JEFFREY HOPMAYER | ||||||||
| 4707 NEBRASKA AVENUE | NASHVILLE | TN | 37209 | EXECUTIVE DIREC & TREASURE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,637,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $427,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,361 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,100,335 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,100,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,505 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,993,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $349,692 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $349,692 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,994 | TotalTaxAmt |
| Distributable Before Adj | $346,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $346,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $346,698 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $367,771 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $367,771 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,994 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $364,777 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $346,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $173,777 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $367,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $173,777 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $152,704 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOCUSED PHILANTHROPY CELENE PEURYE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 FOURTH STREET | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8475253998 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARISE CHICAGO | |||||||
| 1020 W BRYN MAWR SUITE 300 | CHICAGO | IL | 60660 | NONE | N/A | CHARITABLE | $10,000 |
| AVODAH THE JEWISH SERVICE CORPS | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | N/A | CHARITABLE | $15,000 |
| CABRINI GREEN LEGAL AID FUND | |||||||
| 740 N MILWAUKEE AVE | CHICAGO | IL | 60642 | NONE | N/A | CHARITABLE | $15,000 |
| CHICAGO ARTS PARTNERSHIP | |||||||
| 228 S WABASH SUITE 500 | CHICAGO | IL | 606042377 | NONE | N/A | CHARITABLE | $15,000 |
| CURT'S CAFE | |||||||
| 2922 CENTRAL STREET | EVANSTON | IL | 60201 | NONE | N/A | CHARITABLE | $10,000 |
| EDUCATION JUSTICE PROJECT | |||||||
| 805 W PENNSYLVANIA AVE MC 058 | URBANA | IL | 61801 | NONE | N/A | CHARITABLE | $15,851 |
| EQUAL JUSTICE WORKS | |||||||
| 1730 M ST NW SUITE 1010 | WASHINGTON | DC | 200364511 | NONE | N/A | CHARITABLE | $113,000 |
| FRACTURED ATLAS | |||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | N/A | CHARITABLE | $7,000 |
| GOODCITY | |||||||
| 2221 SOUTH STATE STREET | CHICAGO | IL | 60616 | NONE | N/A | CHARITABLE | $10,000 |
| GROWING HOME | |||||||
| 2732 N CLARK ST SUITE 310 | CHICAGO | IL | 60614 | NONE | N/A | CHARITABLE | $15,000 |
| HUMAN RIGHTS CENTER | |||||||
| 215 BOALT HALL | BERKELEY | CA | 94720 | NONE | N/A | CHARITABLE | $12,000 |
| I GROW CHICAGO | |||||||
| 6402 S HONORE | CHICAGO | IL | 60636 | NONE | N/A | CHARITABLE | $25,000 |
| JEWISH COMMUNITY ACTION | |||||||
| 2375 UNIVERSITY AVE WEST 150 | ST PAUL | MN | 55114 | NONE | N/A | CHARITABLE | $15,000 |
| JEWISH COUNCIL ON URBAN AFFAIRS | |||||||
| 618 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | N/A | CHARITABLE | $15,000 |
| REFUGEE ONE | |||||||
| 4753 N BROADWAY ST 401 | CHICAGO | IL | 60640 | NONE | N/A | CHARITABLE | $21,500 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | N/A | CHARITABLE | $10,000 |
| WE WIN INSTITUTE | |||||||
| 3751 17TH AVENUE | MINNEAPOLIS | MN | 55407 | NONE | N/A | CHARITABLE | $10,000 |
| YOUNG CHICAGO AUTHORS | |||||||
| 1180 N MILWAUKEE AVENUE | CHICAGO | IL | 60642 | NONE | N/A | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $354,351 | 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 | $123,483 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,812 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $258,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $383,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $383,886 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $5,500 | $5,500 | $0 |
| ACCOUNTING FEES BMO FNCL GROUP | $200 | $200 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | KOVITZ INVESTMENT GROUP | BondNm |
| EOY Book Value | $1,139,715 | EOYBookValueAmt |
| EOYFMV | $1,156,163 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | KOVITZ INVESTMENT GROUP | StockNm |
| EOY Book Value | $3,136,604 | EOYBookValueAmt |
| EOYFMV | $4,987,367 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BMO HARRIS BANK | AT COST | $811,719 | $938,566 |
| KOVITZ INVESTMENT GROUP | AT COST | $88,738 | $95,995 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU | $15 | $0 | $15 |
| REIMBURSABLE EXPENSES | $1,405 | $0 | $1,405 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1,812 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,812 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,812 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MGMT FEES - BMO INVESTMENT | $12,000 | $12,000 | $0 |
| MGMT FEES - KOVITZ INVESTMENT GROUP,LLC | $66,010 | $66,010 | $0 |
| MGMT FEES - CELENE PEURYE | $12,000 | $0 | $12,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES ON INCOME | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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