BETA

MORTON FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MORTON FAMILY FOUNDATION (EIN 36-3605391)
Tax period
2015-01-01 to 2015-12-31
Filed
2018-08-30
IRS object ID
201822429349100007
Schema version
2015v3.0
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)
Return2018-08-30T12:01:23-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER COOPER & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11751 Lake Cook Road Suite 400AddressLine1Txt
CityDeerfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363605391EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Morton Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CHARLES FREYInCareOfNm
Business Name ControlMORTBusinessNameControlTxt
Phone3129441620PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 East Ohio Street Unit 4FAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60011ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES FREYPersonNm
Person TitlePresidentPersonTitleTxt
Phone8473814403PhoneNum
Signature2016-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAvrum KatzPreparerPersonNm
PTINP00033618PTIN
Phone8472055000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,177,339FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$160,989DividendsRevAndExpnssAmt
Dividends Net Invst Incm$160,989DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$276,811NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,166,012GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$276,811CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$437,800TotalRevAndExpnssAmt
Total Net Invst Incm$437,800TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$57,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,108AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,108AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$21,667OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,337OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,330OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$49,173OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$133,948TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,337TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,438TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$219,890ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$219,890ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$353,838TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,337TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$228,328TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$83,962ExcessRevenueOverExpensesAmt
Net Investment Income$418,463NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$71,795CashBOYAmt
Cash EOY$450,667CashEOYAmt
Cash EOYFMV$450,667CashEOYFMVAmt
Rcvbl From Officers BOY$216RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$215RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$215RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$2,912,828CorporateStockBOYAmt
Corporate Stock EOY$2,617,919CorporateStockEOYAmt
Corporate Stock EOYFMV$2,571,246CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$23,200LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$23,200LandBldgEquipAccumDeprecAmt
Other Assets BOY$155,211OtherAssetsBOYAmt
Other Assets EOY$155,211OtherAssetsEOYAmt
Other Assets EOYFMV$155,211OtherAssetsEOYFMVAmt
Total Assets BOY$3,140,050TotalAssetsBOYAmt
Total Assets EOY$3,224,012TotalAssetsEOYAmt
Total Assets EOYFMV$3,177,339TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,140,050RetainedEarningBOYAmt
Retained Earning EOY$3,224,012RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,140,050TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,224,012TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,140,050TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,224,012TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,140,050TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$83,962ExcessRevenueOverExpensesAmt
Subtotal$3,224,012SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,224,012TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
NEUBERGER 19414 STMTP$102,121$106,110-$3,989-$3,989
NEUBERGER 19414 STMTP$325,092$328,629-$3,537-$3,537
NEUBERGER 19415 STMTP$552,240$564,279-$12,039-$12,039
NEUBERGER 19415 STMTP$101,514$109,030-$7,516-$7,516
NEUBERGER 27013 STMTP$93,703$121,124-$27,421-$27,421
NEUBERGER 27013 STMTP$991,341$645,775$345,566$345,566
TETON PREFERRED TRANSPORT, LLCP$0$14,253-$14,253-$14,2532002-12-07
FieldValueIRS element (for citing)
Capital Gain Net Income$276,811CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$360,775AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,779,388NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.095459DistributionYr1Rt
Adjusted Qlfy Distri Yr2$378,211AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,006,835NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.094391DistributionYr2Rt
Adjusted Qlfy Distri Yr3$408,224AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,657,557NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05331DistributionYr3Rt
Adjusted Qlfy Distri Yr4$610,147AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,137,727NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.074978DistributionYr4Rt
Adjusted Qlfy Distri Yr5$299,531AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,571,776NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.065517DistributionYr5Rt
Total Distribution0.383655TotalDistributionRt
Average Distribution0.076731AverageDistributionRt
Net Vl Noncharitable Assets$3,203,221NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$245,786AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,185NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$249,971AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$228,328QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,369InvestmentIncomeExciseTaxAmt
Subtotal$8,369SubtotalAmt
Tax Based On Investment Income$8,369TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,080EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$6,500AppliedToEsTaxAmt
Total Payments And Credits$10,580TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Overpayment$2,208OverpaymentAmt
Applied To ES Tax$2,208AppliedToESTaxAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHARLES FREYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8473814403PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1162 BUCKLEY ROADAddressLine1Txt
CityBarringtonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60010ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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
CHARLES FREY
420 East Ohio Street Unit 4FCHICAGOIL60011PRESIDENT5.0$57,000$0$0
WILLIAM O'KEEFE
420 East Ohio Street Unit 4FCHICAGOIL60011SEC/TREAS1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,933,776AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$162,799AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$155,426FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,252,001TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,252,001AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,780CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,203,221NetVlNoncharitableAssetsAmt
Minimum Investment Return$160,161MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$160,161MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,369TaxBasedOnInvestmentIncomeAmt
Total Tax$8,369TotalTaxAmt
Distributable Before Adj$151,792DistributableBeforeAdjAmt
Distributable Before Ded$151,792DistributableBeforeDedAmt
Distributable As Adjusted$151,792DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$228,328ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$228,328QualifyingDistributionsAmt
Adjusted Qualifying Distri$228,328AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$151,792DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$79,580ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$215,149ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,766ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$178,923ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$179,930ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$684,348TotalExcessDistributionCyovAmt
Qualifying Distributions$228,328QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$151,792AppliedToCurrentYearAmt
Remaining Distri From Corpus$76,536RemainingDistriFromCorpusAmt
Total Corpus$760,884TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$79,580ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$681,304ExcessDistriCyovToNextYrAmt
Excess From Year4$215,149ExcessFromYear4Amt
Excess From Year3$30,766ExcessFromYear3Amt
Excess From Year2$178,923ExcessFromYear2Amt
Excess From Year1$179,930ExcessFromYear1Amt
Excess From Current Year$76,536ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCharles FreyRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1420 E Ohio St 4FAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60011ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8473814403RecipientPhoneNum
Form And Info And MaterialsLETTER FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED SCHEDULEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1451 McCormick RdAddressLine1Txt
CityCoraopolisCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15108ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTEDGrantOrContributionPurposeTxt
Amt$219,890Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$219,890TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160,989ExclusionAmt
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$276,811ExclusionAmt
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$437,800ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$437,800TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,108Amt
Disbursements Charitable Prps$6,108DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyCHEVY TRAILBLAZERPropertyDesc
Acquired2005-11-21AcquiredDt
Cost Or Other Basis$23,200CostOrOtherBasisAmt
Prior Year Depreciation$23,200PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Life5LifeRt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RACHLIN GROUP$0$0
KAMINSKY FI ACCOUNT$963,436$961,507
MUTUAL FUND HOUSING ACCOUNT$1,654,483$1,609,739

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemCHEVY TRAILBLAZERCategoryOrItemTxt
Cost Or Other Basis$23,200CostOrOtherBasisAmt
Accumulated Depreciation$23,200AccumulatedDepreciationAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescJACKSON HOLE INVESTMENTDesc
BOY Book Value$155,211BOYBookValueAmt
EOY Book Value$155,211EOYBookValueAmt
EOYFMV$155,211EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
MISCELLANEOUS EXPENSE$41,574
US TREASURY$7,584
IL FILING FEE$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTeton Preferred Transport, LLC IncomeDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY/MANAGEMENT$19,337$19,337
PROFESSIONAL FEES$2,330$2,330

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp

FieldValueIRS element (for citing)
Borrower PersonSCOTT SMITHBorrowerPersonNm
Loan Original$216LoanOriginalAmt
Balance Due$215BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt

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