BETA

THE SMITH FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE SMITH FAMILY FOUNDATION (EIN 36-4401344)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-27
IRS object ID
202543009349101024
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-27T16:37:31-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362938874PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OSTROW REISIN BERK & ABRAMS LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1455 N CITYFRONT PLAZA DR SUITE 1600AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364401344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SMITH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSMITBusinessNameControlTxt
Phone3125098900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO TODD SMITH 70 W MADISON 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTODD SMITHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3125098900PhoneNum
Signature2025-10-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL NEWMANPreparerPersonNm
PTINP01971729PTIN
Phone3126707444PhoneNum
Preparation2025-10-21PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,352,776FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,034,883ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$976InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$976InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$36,898DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,898DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$418,023NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,201,494GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$418,023CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$770OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$770OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,491,550TotalRevAndExpnssAmt
Total Net Invst Incm$456,667TotalNetInvstIncmAmt
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$20,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$133OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$133OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,130TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$115OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$115OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,378TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,133TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,115TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$436,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$436,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$457,878TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,133TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$446,615TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,033,672ExcessRevenueOverExpensesAmt
Net Investment Income$446,534NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,484CashBOYAmt
Cash EOY$16,985CashEOYAmt
Cash EOYFMV$16,985CashEOYFMVAmt
Sav And Temp Cash Invst BOY$102,203SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,120SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,120SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$25,000AcctRcvblBOYAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$1,806,570CorporateStockEOYAmt
Corporate Stock EOYFMV$4,333,671CorporateStockEOYFMVAmt
Other Investments BOY$1,349,114OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,491,801TotalAssetsBOYAmt
Total Assets EOY$1,825,675TotalAssetsEOYAmt
Total Assets EOYFMV$4,352,776TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,633CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,489,168RetainedEarningBOYAmt
Retained Earning EOY$1,825,675RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,491,801TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,825,675TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,491,801TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,825,675TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,491,801TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,033,672ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,525,473SubtotalAmt
Other Decreases$699,798OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,825,675TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$1,201,494GrossSalesPriceAmt
Cost Or Other Basis$783,471CostOrOtherBasisAmt
Gain Or Loss$418,023GainOrLossAmt
Gains Minus Excess Or Losses$418,023GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$418,023CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,207InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,207SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,207TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$5,620TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3125098900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O TODD SMITH 70 W MADISON 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TODD SMITH
70 W MADISON SUITE 2250CHICAGOIL60602DIRECTOR & PRESIDENT0.50$0$0$0
MARCIA FRIEDL
70 W MADISON SUITE 2250CHICAGOIL60602DIRECTOR & SECRETARY0.50$0$0$0
BENJAMIN SMITH
70 W MADISON SUITE 2250CHICAGOIL60602DIRECTOR & TREASURER0.50$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,052,434AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$114,546AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,166,980TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,166,980AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,505CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,119,475NetVlNoncharitableAssetsAmt
Minimum Investment Return$155,974MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$155,974MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,207TaxBasedOnInvestmentIncomeAmt
Total Tax$6,207TotalTaxAmt
Distributable Before Adj$149,767DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$149,767DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$149,767DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$446,615ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$446,615QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$149,767DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,383ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$69,126ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,311ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$95,820ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$191,640TotalExcessDistributionCyovAmt
Qualifying Distributions$446,615QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$149,767AppliedToCurrentYearAmt
Remaining Distri From Corpus$296,848RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$488,488TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$23,383ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$465,105ExcessDistriCyovToNextYrAmt
Excess From Year4$69,126ExcessFromYear4Amt
Excess From Year2$3,311ExcessFromYear2Amt
Excess From Year1$95,820ExcessFromYear1Amt
Excess From Current Year$296,848ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTODD SMITHContributingManagerNm
Contributing ManagerMARCIA FRIEDLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETHANY BIBLE CHAPEL
4507 ROWND STREETCEDAR FALLSIA50613PCGENERAL CHARITABLE SUPPORT$2,500
CHRIST'S HOPE USA
PO BOX 81397ROCHESTERMN48308PCGENERAL CHARITABLE SUPPORT$1,500
DEMOCRACY MATTERS FOUNDATION
996 MAINE AVE SWWASHINGTONDC20024PCGENERAL CHARITABLE SUPPORT$250,000
FRANCIS W PARKER SCHOOL
330 WEST WEBSTER AVENUECHICAGOIL60614PCGENERAL CHARITABLE SUPPORT$10,000
GREATER ORGANIZATION FOR LESS FORTUNATE
816 FOSTER AVE BLDG ALAKE BLUFFIL60044PCGENERAL CHARITABLE SUPPORT$10,000
HORIZONS FOR YOUTH
1327 W WASHINGTON BLVD STE 104CHICAGOIL60607PCGENERAL CHARITABLE SUPPORT$5,000
ILLINOIS EQUAL JUSTICE FOUNDATION
24 E WASHINGTON ST STE 875CHICAGOIL60602PCGENERAL CHARITABLE SUPPORT$5,000
LOYOLA UNIVERSITY CHICAGO
820 N MICHIGAN AVECHICAGOIL60611PCGENERAL CHARITABLE SUPPORT$50,000
MISERICORDIA
6300 NORTH RIDGECHICAGOIL60660PCGENERAL CHARITABLE SUPPORT$10,000
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208PCGENERAL CHARITABLE SUPPORT$50,000
PIONEER CENTER
4031 WEST DAYTON STREETMCHENRYIL60050PCGENERAL CHARITABLE SUPPORT$10,000
THE ACADEMY AT ST JOAN OF ARC
9245 LAWNDALE AVENUEEVANSTONIL60203PCGENERAL CHARITABLE SUPPORT$2,500
THE ASPEN INSTITUTE
2300 N STREET NW STE 700WASHINGTONDC20037PCGENERAL CHARITABLE SUPPORT$25,000
URBAN MINISTRIES OF DURHAM
PO BOX 249DURHAMNC27702PCGENERAL CHARITABLE SUPPORT$2,500
WITS CHICAGO
150 N WACKER DR STE 1120CHICAGOIL60606PCGENERAL CHARITABLE SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$436,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$976ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,898ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$770ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$418,023ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$456,667ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$456,667TotalIncomeProducingActyAmt

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

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 PersonTODD SMITH AND MARCIA FRIEDLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1333 W WELLINGTONAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60657ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,034,883TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$1,034,883FairMarketValueAmt
Received2024-12-27ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$20,000Amt
Net Investment Income$10,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJP MORGANStockNm
EOY Book Value$1,806,570EOYBookValueAmt
EOYFMV$4,333,671EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDONATED & PY STOCK BASIS ADJUSTMENTSDesc
Amt$699,798Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescANNUAL FILING FEESDesc
Revenue And Expenses Per Books$115RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$115DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescJP MORGAN #0009Desc
Revenue And Expenses Per Books$770RevenueAndExpensesPerBooksAmt
Net Investment Income$770NetInvestmentIncomeAmt
Adjusted Net Income$770AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$133Amt
Net Investment Income$133NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$1,130Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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