1111 FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- 1111 FOUNDATION (EIN 46-1463656)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-19
- IRS object ID
- 201801709349100215
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-19T12:40:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364268995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBINS & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N STETSON AVE STE 2550 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 | 461463656 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 1111 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1111 | BusinessNameControlTxt |
| Phone | 8476434343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAKES DRIVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES D ABRAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8476434343 | PhoneNum |
| Signature | 2018-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY L ROBBINS | PreparerPersonNm |
| PTIN | P01201817 | PTIN |
| Phone | 3126091100 | PhoneNum |
| Preparation | 2018-05-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.87.50.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-06-19 | IPDt |
| IP Tm | 09:29:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 90E494C25A8C589EF910BB02D2B8E134A1097908 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 90E494C25A8C589EF910BB02D2B8E134A1097908 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,662,655 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $228,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $228,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,672,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,306 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,277,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,771 | 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 |
| Other Prof Fees Rev And Expnss | $67,547 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,547 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,863,077 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,863,077 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,931,268 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,863,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,346,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,224 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,079,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,478,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,478,533 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,746,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,482,817 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,817,454 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,118,442 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,329,806 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,366,668 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,944,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,291,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,662,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,944,651 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,291,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,944,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,291,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,944,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,291,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,944,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,346,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $17,291,156 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,291,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPMORGAN S2009 | P | $4,633,679 | $4,623,506 | $10,173 | $10,173 |
| CAPITAL GAINS DIVIDENDS | P | $39,133 | $39,133 | $39,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,306 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,302,113 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,838,433 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.166119 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,491,823 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,283,375 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.180098 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,603,468 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,195,533 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.174375 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,059,401 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,255,003 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103306 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,726,087 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.623898 | TotalDistributionRt |
| Average Distribution | 0.124780 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,352,219 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,915,650 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,102 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,917,752 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,863,087 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,483 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,483 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,279 | OverpaymentAmt |
| Applied To ES Tax | $10,279 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LAURA KNUDSON | IndividualWithBooksNm |
| Phone | 8476434343 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAKES DRIVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES D ABRAMS | ||||||||
| THREE LAKES DRIVE | NORTHFIELD | IL | 60093 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| WENDY D ABRAMS | ||||||||
| THREE LAKES DRIVE | NORTHFIELD | IL | 60093 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| LAURA KNUDSON | ||||||||
| THREE LAKES DRIVE | NORTHFIELD | IL | 60093 | DIRECTOR | 1.00 | $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 | $13,305,070 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,280,939 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,586,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,586,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,352,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $767,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $767,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,204 | TotalTaxAmt |
| Distributable Before Adj | $763,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $763,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $763,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,863,087 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,863,087 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,863,087 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $763,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $508,094 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,153,357 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,080,012 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $912,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,654,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,863,087 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $763,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,099,680 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,754,082 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,754,082 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $508,094 | ExcessFromYear4Amt |
| Excess From Year3 | $1,153,357 | ExcessFromYear3Amt |
| Excess From Year2 | $1,080,012 | ExcessFromYear2Amt |
| Excess From Year1 | $912,939 | ExcessFromYear1Amt |
| Excess From Current Year | $1,099,680 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES D ABRAMS | ContributingManagerNm |
| Contributing Manager | WENDY D ABRAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AJC - AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AKR YELLOW UMBRELLA FOUNDATION | ||||||||
| 1111 W WASHINGTON ST SUITE 1500 | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $111,111 | |
| AM SHALOM | ||||||||
| 840 VERNON AVE | GLENCOE | IL | 60022 | NONE | PC | GENERAL SUPPORT | $3,100 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 208 S LASALLE STREET | CHICAGO | IL | 60604 | NONE | PC | GENERAL SUPPORT | $500 | |
| BEST BUDDIES INTERNATIONAL | ||||||||
| 100 SOUTHEAST SECOND STREET | MIAMI | FL | 33131 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BLAIR THOMAS & CO | ||||||||
| 410 S MICHIGAN AVENUE STUDIO 501 | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BROWN UNIVERSITY | ||||||||
| 164 ANGELL STREET | PROVIDENCE | RI | 02912 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| BROWN UNIVERSITY | ||||||||
| BROWN UNIVERSITY DIVISION OF | PROVIDENCE | RI | 02912 | NONE | PC | GENERAL SUPPORT | $250,000 | ADVANCEMENT BOX 1893 |
| CANINE THERAPY CORPS INC | ||||||||
| 1700 W IRVING PARK ROAD SUITE 311 | CHICAGO | IL | 60613 | NONE | PC | GENERAL SUPPORT | $2,230 | |
| CENTER FOR AMERICAN PROGRESS | ||||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $12,500 | |
| CHICAGO CHILDREN'S THEATRE | ||||||||
| 100 S RACINE | CHICAGO | IL | 60607 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CHICAGO CHILDREN'S THEATRE | ||||||||
| 100 S RACINE | CHICAGO | IL | 60607 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHICAGO IDEAS WEEKINNOVATION FOUNDATION | ||||||||
| 600 WEST CHICAGO SUITE 620 | CHICAGO | IL | 60654 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CLIMATE CENTRAL | ||||||||
| ONE PALMER SQUARE SUITE 330 | PRINCETON | NJ | 08542 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| COMMON GROUND FOUNDATION | ||||||||
| 1136 S DELANO COURT WEST SUITE B201 | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| COUNCIL FOR CANADIAN AMERICAN RELATIONS | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DESIGNS FOR DIGNITY | ||||||||
| 445 N WELLS SUITE 402 | CHICAGO | IL | 60654 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| DIGESTIVE HEALTH FOUNDATION | ||||||||
| 251 E HURON ST SUITE 3-200 | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $37,500 | |
| ERIKSON INSTITUTE | ||||||||
| 451 NORTH LASALLE ST | CHICAGO | IL | 60654 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| FOCUS ON THE ARTS | ||||||||
| 433 VINE AVENUE | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| FOUNDATIONS FOR A BETTER PUERTO RICO | ||||||||
| PO BOX 938 | CULEBRE | PR | 00775 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FRACTURED ATLAS | ||||||||
| 248 W 35TH 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| HIGHLAND PARK COMMUNITY FOUNDATION | ||||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HPHS CHARITY DRIVE - TOWNSHIP HS DISTRICT 113 | ||||||||
| 433 VINE AVENUE | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ILLINOIS EXECUTIVE MANSION ASSOCIATION | ||||||||
| 410 E JACKSON ST | SPRINGFIELD | IL | 62701 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ILLINOIS HOLOCAUST MUSEUM | ||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ILLINOIS HOLOCAUST MUSEUM | ||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| JEWISH UNITED FUND JEWISH FEDERATION | ||||||||
| 30 SOUTH WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $500 | |
| JEWISH UNITED FUND JEWISH FEDERATION | ||||||||
| 30 SOUTH WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $33,500 | |
| JOHN HOWARD ASSOCIATION | ||||||||
| 70 EAST LAKE STREET SUITE 410 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| JORDAN MICHAEL FILLER FOUNDATION | ||||||||
| 2621 SHADOW CREEK | RIVERWOODS | IL | 60015 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| KESHET | ||||||||
| 600 ACADEMY DRIVE SUITE 130 | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 640 N LASALLE DRIVE SUITE 280 | CHICAGO | IL | 60654 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MONTANA LAND RELIANCE | ||||||||
| PO BOX 355 | HELENA | MT | 59624 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||||
| 654 WEST 170TH ST | NEW YORK | NY | 10032 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ONE WORLD SURGERY | ||||||||
| 510 LAKE COOK ROAD | DEERFIELD | IL | 60015 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| OUNCE OF PREVENTION | ||||||||
| 33 WEST MONROE ST SUITE 2400 | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| OUR CHILDREN'S TRUST | ||||||||
| PO BOX 5181 | EUGENE | OR | 97405 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PARTNERS IN HEALTH (ZAMNI LASANTE) | ||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PLACER SPCA | ||||||||
| 150 CORPORATION YARD RD | ROSEVILLE | CA | 95678 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| RAVINIA FESTIVAL ASSOCIATION | ||||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL SUPPORT | $49,636 | |
| SAVE THE CHILDREN FEDERATION | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SEED GLOBAL HEALTH | ||||||||
| 20 ASHBURTON PLACE | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| TOP BOX FOODS | ||||||||
| 222 MERCHANDISE MART PLAZA | CHICAGO | IL | 60654 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| TOP BOX FOODS | ||||||||
| 222 MERCHANDISE MART PLAZA | CHICAGO | IL | 60654 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| TULANE UNIVERSITY | ||||||||
| 1555 POYDRAS STREET SUITE 1000 | NEW ORLEANS | LA | 70112 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| UNITED WAY OF LAKE COUNTY | ||||||||
| 330 SOUTH GREENLEAF STREET | GURNEE | IL | 60031 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 S HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 S HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 SOUTH STATE STREET SUITE 8000 | ANN ARBOR | MI | 48109 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| WATER KEEPER ALLIANCE | ||||||||
| 180 MAIDEN LANE SUITE 603 | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| WINDOW TO THE WORLD COMMUNICATIONS INC (WTTW) | ||||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ZACHARIAS CENTER | ||||||||
| 4275 OLD GRAND AVE | GURNEE | IL | 60031 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ZANMI BENI FOUNDATION | ||||||||
| 6201 RIVIERA DRIVE | CORAL GABLES | FL | 33146 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,863,077 | 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 | $228,465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,306 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $277,771 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $277,771 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES D AND WENDY D ABRAMS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAKES DR | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK HIGH YIELD BOND | $253,952 | $258,411 |
| DODGE & COX INCOME FUND | $519,010 | $523,902 |
| DOUBLELINE TOTAL RET BD | $528,891 | $523,912 |
| ISHARES JP MORGAN EM BOND FUND | $273,887 | $277,943 |
| JPM STRAT INC OPP FD-SEL | $428,309 | $427,235 |
| JPM INFLATION MGD BD FD - SEL | $407,377 | $405,010 |
| PIMCO FUND PAC INV MGMT SERIES | $173,484 | $175,839 |
| PRUDENTIAL TOTAL RETURN BD-Z | $100,833 | $105,231 |
| WELLS FARGO CORE BOND FUND - CLASS | $2,644,063 | $2,669,185 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIBABA GROUP HOLDING-SP ADR | $295,763 | $569,019 |
| ALPHABET INC/CA-CL C | $809,491 | $1,064,189 |
| APPLE, INC. | $99,213 | $572,167 |
| BERKSHIRE HATHAWAY INC. | $809,128 | $2,083,200 |
| DIAMOND HILL LARGE CAP FD-I | $245,239 | $277,157 |
| FINANCIAL SELECT SECTOR SPDR | $274,801 | $323,365 |
| HEALTH CARE SELECT SECTOR | $327,542 | $366,190 |
| ISHARES CORE DIVIDEND GROWTH | $426,673 | $482,051 |
| ISHARES EDGE MSCI USA VALUE | $419,451 | $486,585 |
| JOHN HANCOCK LRF CP CORE | $250,405 | $268,374 |
| LOOMIS SAYLES GROWTH | $249,124 | $308,175 |
| SPDR S&P 500 ETF TRUST | $1,968,970 | $2,629,372 |
| VANGUARD INFO TECH ETF | $307,017 | $387,610 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $10 | $0 | $10 |
| MISCELLANEOUS | $634 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $51,185 | $51,185 | $0 |
| LEGAL AND PROFESSIONAL FEES | $16,362 | $16,362 | $0 |
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