BELLICK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BELLICK FOUNDATION (EIN 30-0064562)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349104135
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:28:08-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363745114 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN K FLAHERTY & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W JACKSON BLVD SUITE 1300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300064562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BELLICK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WOLVERINE TRADING LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 3128844000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD 2ND FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606043034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT R BELLICK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3128843724 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN K FLAHERTY | PreparerPersonNm |
| PTIN | P01338544 | PTIN |
| Phone | 3123410615 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.229.144.165 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-11 | IPDt |
| IP Tm | 14:11:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C342FD2AAEE16ABC2F1726A780E6507B1C1FF51 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C342FD2AAEE16ABC2F1726A780E6507B1C1FF51 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,169,242 | 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 | $3,514,320 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,254 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,505,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,854,990 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,509,111 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,855,035 | 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 |
| Accounting Fees Rev And Expnss | $2,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,443 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $224 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $446,557 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $446,557 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $451,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $446,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,057,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,849,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $111,780 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,169,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,169,242 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $111,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,169,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,169,242 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $338,776 | CapitalStockBOYAmt |
| Capital Stock EOY | $338,776 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$226,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,830,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,169,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,169,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,057,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,169,242 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,169,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6100 SH RUSSELL 3000 ISHARES | D | 2006-08-14 | 2016-04-21 | $500,814 | $237,507 | $263,307 | $263,307 |
| 4545 SH SPDR S&P 500 | D | 2004-07-27 | 2016-11-23 | $999,771 | $497,361 | $502,410 | $502,410 |
| 45,893 SH RUSSELL 3000 ISHARES | D | 2006-08-14 | 2016-12-20 | $2,004,838 | $915,565 | $1,089,273 | $1,089,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,854,990 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $622,658 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $214,072 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.908638 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $420,324 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $325,639 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.290767 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $374,282 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $143,455 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.609055 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $274,810 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $60,753 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.523398 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $242,658 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $121,113 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.003567 | DistributionYr5Rt |
| Total Distribution | 13.335425 | TotalDistributionRt |
| Average Distribution | 2.667085 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $461,255 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,230,206 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,499 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,248,705 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $446,557 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,999 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,999 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,240 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $35,759 | TaxDueAmt |
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 | JUDY KULA CO WOLVERINE TRADING | IndividualWithBooksNm |
| Phone | 3128844000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BOULEVARD 2ND FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT R BELLICK | ||||||||
| 1856 N ORCHARD STREET | CHICAGO | IL | 60614 | DIRECTOR, TREAS & SEC | 0.50 | $0 | $0 | $0 |
| SHERYL D BELLICK | ||||||||
| 1856 N ORCHARD STREET | CHICAGO | IL | 60614 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER L GUST | ||||||||
| 1871 N BURLING STREET | CHICAGO | IL | 60614 | DIRECTOR | 0.25 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $468,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $468,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $468,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $461,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,999 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $446,557 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $446,557 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $446,557 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $236,602 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $271,772 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $367,109 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $404,043 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $614,398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,893,924 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $446,557 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $446,557 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,340,481 | 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 | $236,602 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,103,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $271,772 | ExcessFromYear4Amt |
| Excess From Year3 | $367,109 | ExcessFromYear3Amt |
| Excess From Year2 | $404,043 | ExcessFromYear2Amt |
| Excess From Year1 | $614,398 | ExcessFromYear1Amt |
| Excess From Current Year | $446,557 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT R BELLICK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AUTISM SPEAKS | |||||||||||
| 2700 S RIVER ROAD 304 | DES PLAINES | IL | 60018 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | ||||
| ORT AMERICA | |||||||||||
| 75 MAIDEN LANE 10TH FL | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $180 | ||||
| MEMORIAL SLOAN KETTERING | |||||||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | NONE | HOSPITAL | GENERAL PURPOSE | $100 | ||||
| ALS | |||||||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200 | ||||
| MATERNITY CARE COALITION | |||||||||||
| 2000 HAMILTON ST | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50 | ||||
| ERIKSON INSTITUTE | |||||||||||
| 451 N LASALLE ST | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||
| CHICAGO WEST SIDE BRANCH NAACP | |||||||||||
| 5820 W CHICAGO AVE | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $750 | ||||
| HIGH JUMP | |||||||||||
| 59 W NORTH BOULEVARD | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||
| COMIC RELIEF | |||||||||||
| NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50 | 89 ALBERT EMBANKMENT | LONDON | UK | SE1 7TP | ||||
| CURE ALZHEIMERS | |||||||||||
| 34 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $136 | ||||
| HYDE PARK DAY SCHOOL | |||||||||||
| 1980 OLD WILLOW ROAD | NORTHFIELD | IL | 60093 | NONE | EDUCATION INSTITUTIO | GENERAL PURPOSES | $60,000 | ||||
| FRANCIS W PARKER SCHOOL | |||||||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | NONE | EDUCATION INSTITUTIO | GENERAL PURPOSES | $22,667 | ||||
| HOSPICE | |||||||||||
| 833 W CHICAGO | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50 | ||||
| JOLIET AREA COMMUNITY HOSPICE | |||||||||||
| 250 WATERSTONE CIRCLE | JOLIET | IL | 60431 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $100 | ||||
| JEWISH UNITED FUND | |||||||||||
| 1 SOUTH FRANKLIN STREET | CHICAGO | IL | 606064594 | NONE | RELIGIOUS ORGANIZATI | GENERAL PURPOSES | $13,100 | ||||
| LAKEVIEW PANTRY | |||||||||||
| 1414 W OAKDALE | CHICAGO | IL | 60657 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $154 | ||||
| LATIN SCHOOL OF CHICAGO | |||||||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | EDUCATION INSTITUTIO | GENERAL PURPOSES | $35,000 | ||||
| MAKE A WISH FOUNDATION | |||||||||||
| 640 N LASALLE | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $6,000 | ||||
| MICHAEL ROLFE PANCREATIC CANCER FOUNDATION | |||||||||||
| 17 NORTH STATE STREET SUITE 1550 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | GENERAL PURPOSESGENERAL PURPOSES | $20,580 | ||||
| MUSEUM OF CONTEMPORARY ART CHICAGO | |||||||||||
| 220 E CHICAGO AVENUE | CHICAGO | IL | 606112644 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $85,000 | ||||
| LIVE IT TO LEARN IT | |||||||||||
| 735 8TH ST SE | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | ||||
| MARFAN FOUNDATION | |||||||||||
| 22 MANHASSET AVE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $180 | ||||
| SHALVA | |||||||||||
| 315 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $500 | ||||
| SWIM ACROSS AMERICA | |||||||||||
| 1 INTERNATIONAL PLACE | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | ||||
| TEMPLE SHALOM | |||||||||||
| 3480 N LAKE SHORE DRIVE | CHICAGO | IL | 60657 | NONE | RELIGIOUS ORGANIZATI | GENERAL PURPOSES | $4,540 | ||||
| THE WOLCOTT SCHOOL | |||||||||||
| 524 N WOLCOTT AVENUE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $54,500 | ||||
| TULANE UNIVERSITY | |||||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | NONE | UNIVERSITY | GENERAL FUNDS | $5,000 | ||||
| NEW YORK UNIVERSITY | |||||||||||
| 530 1ST AVE | NEW YORK | NY | 10016 | NONE | UNIVERSITY | GENERAL PURPOSES | $2,100 | ||||
| UNIVERSITY OF MICHIGAN | |||||||||||
| 3003 S STATE ST STE 9000 | ANN ARBOR | MI | 481091268 | NONE | UNIVERSITY | GENERAL PURPOSES | $5,000 | ||||
| US HOLOCAUST MEMORIAL MUSEUM | |||||||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | ||||
| XS TENNIS & EDUCATION FOUNDATION | |||||||||||
| 1301 E 47TH STREET | CHICAGO | IL | 60653 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $70,000 | ||||
| NFG MERCY CORPS | |||||||||||
| PO BOX 2669 | PORTLAND | OR | 97208 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $620 | ||||
| PLANNED PARENTHOOD | |||||||||||
| 18 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL PURPOSEGENERAL PURPOSE | $1,000 | ||||
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||||||
| 1938 WEST UNIVERSITY AVENUE | GAINESVILLE | FL | 32603 | NONE | PUBLIC CHARITY | GENERAL PURPOSEGENERAL PURPOSEGENERAL PURPOSE | $35,000 | ||||
| THE CHILDRENS FUND | |||||||||||
| 5773 WOODWAY DRIVE | HOUSTON | TX | 77057 | NONE | PUBLIC CHARITY | GENERAL PURPOSEGENERAL PURPOSEGENERAL PURPOSE | $2,500 | ||||
| RED CROSS | |||||||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $446,557 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,254 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$5,209 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,209 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | WHILE PROGRAMS ARE BEING DEVELOPED BY THE FOUNDATION'S DIRECTORS, |
| 3 | CONTRIBUTIONS ARE BEING INVESTED IN INTEREST BEARING ACCOUNTS. |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT R AND SHERYL D BELLICK | |||||||
| 1 | 1856 N ORCHARD STREET | CHICAGO | IL | 606145106 | $3,510,677 | Yes (X) | |
| ROBERT R AND SHERYL D BELLICK | |||||||
| 2 | 1856 N ORCHARD STREET | CHICAGO | IL | 606145106 | $3,643 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 51,993 SH RUSSELL 3000 ISHARES AND 4545 SH SPDR S & P 500COST - 1,153,072 AND 497,361, RESPECTIVE | NoncashPropertyDesc |
| Fair Market Value | $3,510,677 | FairMarketValueAmt |
| Received | 2016-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,425 | Amt |
| Net Investment Income | $2,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL STATE FEES | $15 | $15 | $0 |
| MISCELLANEOUS EXPENSES | $209 | $209 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $2,443 | Amt |
| Net Investment Income | $2,443 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |