THE GROSSINGER FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE GROSSINGER FOUNDATION (EIN 36-6108185)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-08-15
IRS object ID
201822279349100707
Schema version
2016v3.0
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)
Return2018-08-15T10:18:11-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S WACKER DRIVE STE 800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366108185EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAM & SARAH GROSSINGER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAM&BusinessNameControlTxt
Phone8476758300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1573 LONGWOOD AVENUEAddressLine1Txt
CityGLENCOECityNm
State AbbreviationILStateAbbreviationCd
ZIP60022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLINE GROSSINGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8476758300PhoneNum
Signature2018-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL M BLAKEYPreparerPersonNm
PTINP00419017PTIN
Phone3126343400PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,971,611FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$98,731DividendsRevAndExpnssAmt
Dividends Net Invst Incm$98,731DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,301NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,301GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,301CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$138,032TotalRevAndExpnssAmt
Total Net Invst Incm$138,032TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,737AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,213AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24,280OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,280OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$114OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$114OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,844TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,017TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,327TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$193,528ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$193,528ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$226,372TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,017TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$198,855TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$88,340ExcessRevenueOverExpensesAmt
Net Investment Income$112,015NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,990CashBOYAmt
Cash EOY$49,468CashEOYAmt
Cash EOYFMV$49,468CashEOYFMVAmt
Sav And Temp Cash Invst BOY$47,386SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,404SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,404SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$57,050CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$3,453,487OtherInvestmentsBOYAmt
Other Investments EOY$3,425,701OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,872,739OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,612,913TotalAssetsBOYAmt
Total Assets EOY$3,524,573TotalAssetsEOYAmt
Total Assets EOYFMV$3,971,611TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,612,913RetainedEarningBOYAmt
Retained Earning EOY$3,524,573RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,612,913TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,524,573TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,612,913TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,524,573TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,612,913TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$88,340ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,524,573SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,524,573TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAIN DISTRIBUTIONSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$39,301GrossSalesPriceAmt
Gain Or Loss$39,301GainOrLossAmt
Gains Minus Excess Or Losses$39,301GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$39,301CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$184,934AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,649,445NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050675DistributionYr1Rt
Adjusted Qlfy Distri Yr2$190,871AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,697,781NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051618DistributionYr2Rt
Adjusted Qlfy Distri Yr3$196,118AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,115,557NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047653DistributionYr3Rt
Adjusted Qlfy Distri Yr4$128,178AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,692,404NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.034714DistributionYr4Rt
Adjusted Qlfy Distri Yr5$147,324AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,629,199NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040594DistributionYr5Rt
Total Distribution0.225254TotalDistributionRt
Average Distribution0.045051AverageDistributionRt
Net Vl Noncharitable Assets$3,796,754NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$171,048AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,120NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$172,168AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$198,855QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,120InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,120SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,120TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,500AppliedToEsTaxAmt
Total Payments And Credits$3,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Overpayment$1,971OverpaymentAmt
Applied To ES Tax$1,971AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROLINE GROSSINGERIndividualWithBooksNm
Phone8476758300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1573 LONGWOOD AVENUEAddressLine1Txt
CityGLENCOECityNm
State AbbreviationILStateAbbreviationCd
ZIP60022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLINE GROSSINGER
6900 N MCCORMICK BLVDLINCOLNWOODIL60712PRESIDENT0.50$0$0$0
GARY GROSSINGER
6900 N MCCORMICK BLVDLINCOLNWOODIL60712VICE PRESIDENT0.50$0$0$0
SHARON GROSSINGER
6900 N MCCORMICK BLVDLINCOLNWOODIL60712VICE PRESIDENT0.50$0$0$0
SUZANNE GROSSINGER-GOULD
6900 N MCCORMICK BLVDLINCOLNWOODIL60712VICE PRESIDENT0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,842,900AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,673AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,854,573TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,854,573AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,819CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,796,754NetVlNoncharitableAssetsAmt
Minimum Investment Return$189,838MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$189,838MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,120TaxBasedOnInvestmentIncomeAmt
Total Tax$1,120TotalTaxAmt
Distributable Before Adj$188,718DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$188,718DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$188,718DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$198,855ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$198,855QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,120PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$197,735AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$188,718DistributableAsAdjustedAmt
Undistributed Income PY$171,564UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$198,855QualifyingDistributionsAmt
Applied To Year1$171,564AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,291AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$161,427UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSHARON GROSSINGERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1573 LONGWOOD AVENUEAddressLine1Txt
CityGLENCOECityNm
State AbbreviationILStateAbbreviationCd
ZIP60022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8476758300RecipientPhoneNum
Form And Info And MaterialsSCHOLARSHIP APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AM SHALOM
840 VERNON AVENUEGLENCOEIL60022NONEPCGENERAL OPERATING SUPPORT$3,000
AMERICAN CANCER SOCIETY
225 N MICHIGAN AVENUECHICAGOIL60601NONEPCGENERAL OPERATING SUPPORT$250
AMERICAN RED CROSS
2200 W HARRISON STREETCHICAGOIL60612NONEPCGENERAL OPERATING SUPPORT$500
BENNINGTON COLLEGE
1 COLLEGE DRIVENORTH BENNINGTONVT05257NONEPCGENERAL OPERATING SUPPORT$500
BIG BROTHERS BIG SISTERS OF CENTRAL IL
560 W LAKE STREET 5TH FLOORCHICAGOIL60661NONEPCGENERAL OPERATING SUPPORT$858
BIRCH FAMILY SERVICES INC
104 W 29TH STREET 3RD FLOORNEW YORKNY10001NONEPCGENERAL OPERATING SUPPORT$500
BOYS AND GIRLS CLUBS OF CHICAGO
550 W VAN BUREN STREET SUITE 350CHICAGOIL60607NONEPCGENERAL OPERATING SUPPORT$1,000
BRIARWOOD SCHOLARSHIP FOUNDATION
355 DEERFIELD ROADDEERFIELDIL60015NONEPCGENERAL OPERATING SUPPORT$100
CHABAD AT ISU
208 GRANDVIEW DRIVENORMALIL61761NONEPCGENERAL OPERATING SUPPORT$350
CHICAGO CHILDREN'S ADVOCACY CENTER
1240 S DAMEN AVENUECHICAGOIL60608NONEPCGENERAL OPERATING SUPPORT$1,250
CHICAGO CHILDREN'S CHOIR
78 E WASHINGTON STREET 5CHICAGOIL60115NONEPCGENERAL OPERATING SUPPORT$7,500
CHICAGO COMMUNITY FOUNDATION
225 N MICHIGAN AVENUECHICAGOIL60601NONEPCGENERAL OPERATING SUPPORT$10,000
CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL60632NONEPCGENERAL OPERATING SUPPORT$5,000
CHICAGO WELLESLEY CLUB
106 CENTRAL STREETWELLESLEYMA02481NONEPCGENERAL OPERATING SUPPORT$80
COOK COUNTY SHERIFF'S POLICE FOP LODGE #4
1401 S MAYBROOK DRIVEMAYWOODIL60153NONEPCGENERAL OPERATING SUPPORT$100
CRISIS CENTER FOR SOUTH SUBURBIA
PO BOX 39TINLEY PARKIL60477NONEPCGENERAL OPERATING SUPPORT$250
FIRST LOOK FOR CHARITY
18W200 BUTTERFIELD ROADOAKBROOK TERRACEIL60181NONEPCGENERAL OPERATING SUPPORT$75
FOR AUTISTIC KIDS FOUNDATION
1200 N MILWAUKEE AVENUEGLENVIEWIL60025NONEPCGENERAL OPERATING SUPPORT$500
FRIENDS OF ACHEINU
212 2ND STREETLAKEWOODNJ08701NONEPCGENERAL OPERATING SUPPORT$40
FRIENDS OF THE LIBRARY
4000 W PRATT AVENUELINCOLNWOODIL60712NONEPCGENERAL OPERATING SUPPORT$3,500
HEBREW IMMIGRANT AID SOCIETY
216 W JACKSON BLVD 700CHICAGOIL60606NONEPCGENERAL OPERATING SUPPORT$2,000
HORIZONS FOR YOUTH
703 W MONROE STREETCHICAGOIL60661NONEPCGENERAL OPERATING SUPPORT$500
INSPIRATION CORPORATION
4554 N BROADWAY SUITE 207CHICAGOIL60640NONEPCGENERAL OPERATING SUPPORT$1,500
JDRF
1 N LASALLE STREET SUITE 1200CHICAGOIL60602NONEPCGENERAL OPERATING SUPPORT$300
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS STREETCHICAGOIL60606NONEPCGENERAL OPERATING SUPPORT$20,000
KESHET
284 AMORY STREETJAMAICA PLAINMA02130NONEPCGENERAL OPERATING SUPPORT$1,000
LAKE FOREST ACADEMY
1500 W KENNEDY ROADLAKE FORESTIL60045NONEPCGENERAL OPERATING SUPPORT$10,000
LEARN CHARTER SCHOOL NETWORK
212 S FRANCISCO AVENUECHICAGOIL60612NONEPCGENERAL OPERATING SUPPORT$1,250
LINCOLNWOOD AMERICAN LEGION
6900 LINCOLN AVENUELINCOLNWOODIL60712NONEPCGENERAL OPERATING SUPPORT$75
LINCOLNWOOD BASEBALL ASSOCIATION
PO BOX 46443CHICAGOIL60646NONEPCGENERAL OPERATING SUPPORT$300
LUBAVITCH CHABAD OF SKOKIE
4059 DEMPSTER STREETSKOKIEIL60076NONEPCGENERAL OPERATING SUPPORT$700
LURIE CHILDREN'S HOSPITAL OF CHICAGO
225 E CHICAGO AVENUECHICAGOIL60611NONEPCGENERAL OPERATING SUPPORT$20,000
MACLEAN CENTER FOR CLINCIAL MEDICAL ETHICS
5841 S MARYLAND AVENUECHICAGOIL60637NONEPCGENERAL OPERATING SUPPORT$7,500
MISERICORDIA HOME
6300 N RIDGE AVENUECHICAGOIL60660NONEPCGENERAL OPERATING SUPPORT$3,500
NEW TRIER FINE ARTS ASSOCIATION BOARD
7 HAPP ROADNORTHFIELDIL60093NONEPCGENERAL OPERATING SUPPORT$100
NO-SHAVE NOVEMBER
2340 POWELL STREET 293EMERYVILLECA94608NONEPCGENERAL OPERATING SUPPORT$500
ONE MILLION DEGREES
226 W JACKSON BLVD 528CHICAGOIL60606NONEPCGENERAL OPERATING SUPPORT$15,500
OXFAM AMERICA
226 CAUSEWAY STREET 5TH FLOORBOSTONMA02114NONEPCGENERAL OPERATING SUPPORT$1,000
PEGGY NOTEBAERT NATURE MUSEUM
2430 N CANNON DRIVECHICAGOIL60614NONEPCGENERAL OPERATING SUPPORT$1,000
PLANNED PARENTHOOD OF ILLINOIS
18 S MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL OPERATING SUPPORT$500
RAVINIA FESTIVAL
418 SHERIDAN ROADHIGHLAND PARKIL60035NONEPCGENERAL OPERATING SUPPORT$10,000
RILEY CHILDREN'S FOUNDATION
30 S MERIDIAN STREET 200INDIANAPOLISIN46204NONEPCGENERAL OPERATING SUPPORT$100
ROSEMONT PUBLIC SAFETY DEPARTMENT
9501 W DEVON AVENUEROSEMONTIL60018NONEPCGENERAL OPERATING SUPPORT$500
SARAH'S CIRCLE
4838 N SHERIDAN ROADCHICAGOIL60640NONEPCGENERAL OPERATING SUPPORT$2,500
SHIRLEY RYAN ABILITYLAB
355 E ERIE STREETCHICAGOIL60611NONEPCGENERAL OPERATING SUPPORT$100
TEMPLE JEREMIAH
937 HAPP ROADNORTHFIELDIL60093NONEPCGENERAL OPERATING SUPPORT$3,100
THE ASSOCIATE BOARD OF THE CHICAGO LIGHTHOUSE
1850 W ROOSEVELT ROADCHICAGOIL60608NONEPCGENERAL OPERATING SUPPORT$300
THE BABY FOLD
108 E WILLOW STREETNORMALIL61761NONEPCGENERAL OPERATING SUPPORT$1,500
THE CHICAGO LIGHTHOUSE
1850 W ROOSEVELT ROADCHICAGOIL60608NONEPCGENERAL OPERATING SUPPORT$5,000
THE CHICAGO POLICE BASEBALL TEAM
706 N DEARBORN PARKWAYCHICAGOIL60654NONEPCGENERAL OPERATING SUPPORT$500
TURNING POINT BEHAVIOR HEALTH CENTER
1500 OGDEN AVENUENAPERVILLEIL60540NONEPCGENERAL OPERATING SUPPORT$250
UNITED WAY
333 S WABASH AVENUECHICAGOIL60604NONEPCGENERAL OPERATING SUPPORT$500
UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUECHICAGOIL60637NONEPCGENERAL OPERATING SUPPORT$30,000
US AGAINST ALZHEIMER'S
2 WISCONSIN CIRCLE SUITE 700CHEVY CHASEMD20815NONEPCGENERAL OPERATING SUPPORT$500
WELLESLEY CENTERS FOR WOMEN
106 CENTRAL STREETWELLESLEYMA02481NONEPCGENERAL OPERATING SUPPORT$1,000
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481NONEPCGENERAL OPERATING SUPPORT$15,000
WILDCAT BASEBALL
1201 DAVIS STREETEVANSTONIL60208NONEPCGENERAL OPERATING SUPPORT$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$193,528TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$98,731ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,301ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$138,032ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$138,032TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRSM US LLPCategoryTxt
Amt$6,950Amt
Net Investment Income$1,737NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,213DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockISHARES S&P 500StockNm
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (18 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS EURO-PACIFIC GROWTH F-1FMV$289,717$357,435
CREDIT SUISSE COMMODITY RETURN INSTLFMV$168,716$112,875
DELAWARE EMERGING MARKETS - IFMV$239,115$332,920
DODGE & COX INTL STOCK FUNDFMV$253,355$352,061
DODGE & COX STOCK FUNDFMV$301,551$356,786
HARBOR CAPITAL APPRECIATION FUND - INSTFMV$273,321$355,315
MANNING & NAPIER EQUITY SERIES FUNDFMV$137,759$97,012
NUVEEN REAL ESTATE SECURITIES CLASS IFMV$119,959$152,355
STEELPATH MLP SELECT 40 FUND - INST. SHRSFMV$229,274$185,745
VANGUARD SMALL-CAP GR IDX ADM #5861FMV$35,534$136,206
VANGUARD SMALL-CAP GR IDX ADM #5860FMV$72,049$138,836
VOYA GLOBAL REAL ESTATE IFMV$0$0
DODGE & COX INCOME FUNDFMV$888,005$884,158
PIMCO EMERGING LOCAL BOND FUNDFMV$98,632$77,179
PIMCO FOREIGN BOND FUNDFMV$38,880$38,665
PIMCO HIGH YIELD INSTL FUNDFMV$127,943$139,453
VANGUARD INFLATION PROT. SEC. ADM. #5119FMV$107,688$113,873
WELLS FARGO ADVANTAGE INT'L BOND FUND INST.FMV$44,203$41,865

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$60$0$60
SECRETARY OF THE STATE FILING FEE$15$0$15
DONATION EXPENSES$39$0$39

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FIRST BANK & TRUST - INVESTMENT MNGT FEES$18,679$18,679$0
DIMEO SCHNEIDER & ASSOCIATES, L.L.C. - INVESTMENT MANAGEMENT FEES$5,601$5,601$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINTERNAL REVENUE SERVICECategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.