BETA

KAREN AND JASON SUSSMAN FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
KAREN AND JASON SUSSMAN FAMILY FOUNDATION (EIN 27-3586426)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-12
IRS object ID
201831939349100118
Schema version
2017v2.3
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)
Return2018-07-12T14:58:13-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19500 Bryn Mawr Ave Suite 300AddressLine1Txt
CityRosemontCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273586426EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Karen and Jason Sussman Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JASON SUSSMANInCareOfNm
Business Name ControlKAREBusinessNameControlTxt
Phone8479248669PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14485 Normandy CourtAddressLine1Txt
CityLong GroveCityNm
State AbbreviationILStateAbbreviationCd
ZIP60047ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON SUSSMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8479248669PhoneNum
Signature2018-05-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames McGeePreparerPersonNm
PTINP00258016PTIN
Phone8476762000PhoneNum
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$214,374FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$46,357ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,026DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,026DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,684NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$86,684GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,684CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$61,087TotalRevAndExpnssAmt
Total Net Invst Incm$14,730TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,641AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$821AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$820AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,741TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$821TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$845TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,755ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,755ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,496TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$821TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$70,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,409ExcessRevenueOverExpensesAmt
Net Investment Income$13,909NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$124,491CashBOYAmt
Cash EOY$51,789CashEOYAmt
Cash EOYFMV$51,789CashEOYFMVAmt
Other Investments BOY$75,108OtherInvestmentsBOYAmt
Other Investments EOY$137,401OtherInvestmentsEOYAmt
Other Investments EOYFMV$162,585OtherInvestmentsEOYFMVAmt
Total Assets BOY$199,599TotalAssetsBOYAmt
Total Assets EOY$189,190TotalAssetsEOYAmt
Total Assets EOYFMV$214,374TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$199,599RetainedEarningBOYAmt
Retained Earning EOY$189,190RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$199,599TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$189,190TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$199,599TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$189,190TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$199,599TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,409ExcessRevenueOverExpensesAmt
Subtotal$189,190SubtotalAmt
Tot Net Ast Or Fund Balances EOY$189,190TotNetAstOrFundBalancesEOYAmt

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
7,500 SHS - SP500 CLIRN ISSUER CIBCD2016-10-272017-12-22$81,345$75,000$6,345$6,345
CAPITAL GAIN DIVIDENDSP$5,339
FieldValueIRS element (for citing)
Capital Gain Net Income$11,684CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$55,248AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$207,201NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.26664DistributionYr1Rt
Adjusted Qlfy Distri Yr2$53,333AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$243,958NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.218615DistributionYr2Rt
Adjusted Qlfy Distri Yr3$53,645AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,640NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.013701DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,754AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$24,294NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.13032DistributionYr4Rt
Adjusted Qlfy Distri Yr5$47,636AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,047NetVlNoncharitableAssetsYr5Amt
Distribution Yr53.391187DistributionYr5Rt
Total Distribution8.020463TotalDistributionRt
Average Distribution1.604093AverageDistributionRt
Net Vl Noncharitable Assets$223,444NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$358,425AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$139NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$358,564AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$70,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$278InvestmentIncomeExciseTaxAmt
Subtotal$278SubtotalAmt
Tax Based On Investment Income$278TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$300ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$320TotalPaymentsAndCreditsAmt
Overpayment$42OverpaymentAmt
Applied To ES Tax$42AppliedToESTaxAmt

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
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 Line1JASON SUSSMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8479248669PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14485 NORMANDY COURTAddressLine1Txt
CityLong GroveCityNm
State AbbreviationILStateAbbreviationCd
ZIP60047ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Karen Sussman
4485 Normandy CourtLong GroveIL60047President0.5$0$0$0
Jason Sussman
4485 Normandy CourtLong GroveIL60047Vice President, Treasurer0.5$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$194,393AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,454AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$226,847TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$226,847AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,403CashDeemedCharitableAmt
Net Vl Noncharitable Assets$223,444NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,172MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,172MinimumInvestmentReturnAmt
Tax Based On Investment Income$278TaxBasedOnInvestmentIncomeAmt
Total Tax$278TotalTaxAmt
Distributable Before Adj$10,894DistributableBeforeAdjAmt
Distributable Before Ded$10,894DistributableBeforeDedAmt
Distributable As Adjusted$10,894DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$70,600QualifyingDistributionsAmt
Adjusted Qualifying Distri$70,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,894DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$46,934ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$50,539ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$52,313ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$41,259ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$44,918ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$235,963TotalExcessDistributionCyovAmt
Qualifying Distributions$70,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$10,894AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,706RemainingDistriFromCorpusAmt
Total Corpus$295,669TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$46,934ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$248,735ExcessDistriCyovToNextYrAmt
Excess From Year4$50,539ExcessFromYear4Amt
Excess From Year3$52,313ExcessFromYear3Amt
Excess From Year2$41,259ExcessFromYear2Amt
Excess From Year1$44,918ExcessFromYear1Amt
Excess From Current Year$59,706ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKAREN JASON SUSSMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14485 NORMANDY COURTAddressLine1Txt
CityLONG GOVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60047ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8479248669RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Breast Cancer Research Foundation
60 East 56th Street8th FloorNew YorkNY10022nonePCTo enhance the purpose of the organization$500
Jewish United Fund of Metropolitan Chicago
30 South Wells StreetChicagoIL60606nonePCTo enhance the purpose of the organization$12,500
Am Yisrael Conservative Congregation
4 Happ RoadNorthfieldIL60093NonePCTo enhance the purpose of the organization$24,700
Cancer Wellness Center
215 Revere DriveNorthbrookIL60062NonePCTo enhance the purpose of the organization$750
Hazelden Betty Ford Foundation
PO Box 64348St PaulMN55164NonePCTo enhance the purpose of the organization$1,000
Living Beyond Breast Cancer
40 Monument RoadSuite 104Bala CynwydPA19004NonePCTo enhance the purpose of the organization$50
Make-A-Wish Illinois
640 North LaSalle DriveSuite 280ChicagoIL60654NonePCTo enhance the purpose of the organization$250
Northshore University HealthSystem Foundation
1033 University PlaceSuite 450EvanstonIL60201NonePCTo enhance the purpose of the organization$1,850
Ronald McDonald Charities Inc
One Kroc DriveOakBrookIL60523NonePCTo enhance the purpose of the organization$200
Simon Wiesenthal Center
1399 S Roxbury DriveLos AngelesCA90035NonePCTo enhance the purpose of the organization$500
LifeBridge Health
2401 W Belvedere AvenueBaltimoreMD21215NonePCTo enhance the purpose of the organization$1,000
The Ark
6450 N California AvenueChicagoIL60645NonePCTo enhance the purpose of the organization$1,800
WBEZ
848 East Grand AvenueChicagoIL60611NonePCTo enhance the purpose of the organization$365
World Jewish Congress American Section
PO Box 11032LewistonME04243NonePCTo enhance the purpose of the organization$500
United States Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC200242126NonePCTo enhance the purpose of the organization$500
American Cancer Society
250 Williams Street NWAtlantaGA303031002NonePCTo enhance the purpose of the organization$16,000
Kellogg Cancer Center
2650 Ridge AvenueEvanstonIL60201NonePCTo enhance the purpose of the organization$250
Karen Dove Cabral Foundation
2521 Hartzell StreetEvanstonIL60201NonePCTo enhance the purpose of the organization$200
Lurie Children's Hospital Foundation
225 E Chicago AvenueChicagoIL60611NonePCTo enhance the purpose of the organization$200
Pan-Mass Challenge
77 Fourth AvenueNeedhamMA02494NonePCTo enhance the purpose of the organization$250
St Jude Children's Research Hospital
501 St Jude PlaceMemphisTN38105NonePCTo enhance the purpose of the organization$5,000
Southern Poverty Law Center
400 Washington AvenueMontgomeryAL36104NONEPCTo enhance the purpose of the organization$500
National Brain Tumor Society
55 Chapel StreetNewtonMA02458NONEPCTo enhance the purpose of the organization$250
Cystic Fibrosis Foundation
6931 Arlington RoadBethesdaMD20814NONEPCTo enhance the purpose of the organization$100
Friends of the Israel Defense Forces
6505 Wilshire Blvd Suite 625Los AngelesCA90048NONEPCTo enhance the purpose of the organization$180
Network For Good
1140 Connecticut Ave NWSuite 700Washington DCDC20036NONEPCTo enhance the purpose of the organization$180
CaringKind
360 Lexington Ave 4th FloorNew YorkNY10017NONETo enhance the purpose of the organization$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$69,755TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,026ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,684ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,730ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,730TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKAREN AND JASON SUSSMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14485 NORMANDY COURTAddressLine1Txt
CityLONG GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60047ZIPCd
FieldValueIRS element (for citing)
Total Contributions$46,357TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,832 SHS - LORD ABBETT GROWTH LEADERS FUND CL ANoncashPropertyDesc
Fair Market Value$38,857FairMarketValueAmt
Received2017-07-27ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,641Amt
Net Investment Income$821NetInvestmentIncomeAmt
Disbursements Charitable Prps$820DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
5,000 SHS - SP500 CLIRN ISSUERAT COST$50,000$52,350
1,944 SHS COLUMBIA SELIGMANAT COST$48,544$59,214
1,832 SHS LORD ABBETT GROWTHAT COST$38,857$51,021

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE REGISTRATION FEES$25
MISCELLANEOUS EXPENSE$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$50Amt

Comments

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