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KAREN AND JASON SUSSMAN FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
KAREN AND JASON SUSSMAN FAMILY FOUNDATION (EIN 27-3586426)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-28
IRS object ID
201702409349100310
Schema version
2016v3.1
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)
Return2017-08-28T14:39:49-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19500 Bryn Mawr Ave Suite 300AddressLine1Txt
CityRosemontCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273586426EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON SUSSMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8479248669PhoneNum
Signature2017-08-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames McGeePreparerPersonNm
PTINP00258016PTIN
Phone8476762000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.27.8.130IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id15782020172405000001FederalOriginalSubmissionId
Federal Original Submission Id2017-08-28FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD6D382A89388C1165E36C915A4333A1818535B89AtSubmissionCreationDeviceId
At Submission Filing Device IdD6D382A89388C1165E36C915A4333A1818535B89AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$198,715FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$41,896ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,512DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,512DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,400NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$314,388GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$41,015TotalRevAndExpnssAmt
Total Net Invst Incm$1,519TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,190AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,190AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$129TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,344TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,215TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,033ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,033ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,377TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$55,248TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,362ExcessRevenueOverExpensesAmt
Net Investment Income$1,519NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,961CashBOYAmt
Cash EOY$124,491CashEOYAmt
Cash EOYFMV$124,491CashEOYFMVAmt
Other Investments BOY$150,000OtherInvestmentsBOYAmt
Other Investments EOY$75,108OtherInvestmentsEOYAmt
Other Investments EOYFMV$74,224OtherInvestmentsEOYFMVAmt
Total Assets BOY$213,961TotalAssetsBOYAmt
Total Assets EOY$199,599TotalAssetsEOYAmt
Total Assets EOYFMV$198,715TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$213,961RetainedEarningBOYAmt
Retained Earning EOY$199,599RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$213,961TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$199,599TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$213,961TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$199,599TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$213,961TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,362ExcessRevenueOverExpensesAmt
Subtotal$199,599SubtotalAmt
Tot Net Ast Or Fund Balances EOY$199,599TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
12,500 SHS - SP500 ARN ISSUERP2016-02-252016-10-26$134,612$125,000$9,612$9,612
1,940 SHS - COLUMBIA SELIGMAND2016-02-192016-12-27$48,296$41,788$6,508$6,508
63,025 SHS - FRANKLIN INCOMEP2015-01-142016-02-17$127,311$150,000-$22,689-$22,689
CAPITAL GAIN DIVIDENDSP$4,169
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,400CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$53,333AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$243,958NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.218615DistributionYr1Rt
Adjusted Qlfy Distri Yr2$53,645AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,640NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.013701DistributionYr2Rt
Adjusted Qlfy Distri Yr3$51,754AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,294NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.13032DistributionYr3Rt
Adjusted Qlfy Distri Yr4$47,636AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,047NetVlNoncharitableAssetsYr4Amt
Distribution Yr43.391187DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,400AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$28,871NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.81497DistributionYr5Rt
Total Distribution9.568793TotalDistributionRt
Average Distribution1.913759AverageDistributionRt
Net Vl Noncharitable Assets$207,201NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$396,533AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$396,548AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,248QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Subtotal$30SubtotalAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$50AppliedToEsTaxAmt
Total Payments And Credits$50TotalPaymentsAndCreditsAmt
Overpayment$20OverpaymentAmt
Applied To ES Tax$20AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JASON SUSSMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8479248669PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14485 NORMANDY COURTAddressLine1Txt
CityLong GroveCityNm
State AbbreviationILStateAbbreviationCd
ZIP60047ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$119,285AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,071AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$210,356TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$210,356AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,155CashDeemedCharitableAmt
Net Vl Noncharitable Assets$207,201NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,360MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,360MinimumInvestmentReturnAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$10,330DistributableBeforeAdjAmt
Distributable Before Ded$10,330DistributableBeforeDedAmt
Distributable As Adjusted$10,330DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,248ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$55,248QualifyingDistributionsAmt
Adjusted Qualifying Distri$55,248AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,330DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr5$50,956ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$46,934ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$50,539ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$52,313ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$41,259ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$242,001TotalExcessDistributionCyovAmt
Qualifying Distributions$55,248QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$10,330AppliedToCurrentYearAmt
Remaining Distri From Corpus$44,918RemainingDistriFromCorpusAmt
Total Corpus$286,919TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$50,956ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$235,963ExcessDistriCyovToNextYrAmt
Excess From Year4$46,934ExcessFromYear4Amt
Excess From Year3$50,539ExcessFromYear3Amt
Excess From Year2$52,313ExcessFromYear2Amt
Excess From Year1$41,259ExcessFromYear1Amt
Excess From Current Year$44,918ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKAREN JASON SUSSMANRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Breast Cancer Research Foundation
60 East 56th Street8th FloorNew YorkNY10022nonePCTo enhance the purpose of the organization$500
Jewish United Fund of Metropolitan Chicago
30 South Wells StreetChicagoIL60606nonePCTo enhance the purpose of the organization$12,500
Am Yisrael Conservative Congregation
4 Happ RoadNorthfieldIL60093NonePCTo enhance the purpose of the organization$17,500
Cancer Wellness Center
215 Revere DriveNorthbrookIL60062NonePCTo enhance the purpose of the organization$500
Hazelden Betty Ford Foundation
PO Box 64348St PaulMN55164NonePCTo enhance the purpose of the organization$1,250
Living Beyond Breast Cancer
354 West Lancaster AvenueSuite 224HaverfordPA19041NonePCTo enhance the purpose of the organization$50
Make-A-Wish Illinois
600 North LaSalle DriveSuite 280ChicagoIL60654NonePCTo enhance the purpose of the organization$500
Northshore University HealthSystem Foundation
1033 University PlaceSuite 450EvanstonIL60201NonePCTo enhance the purpose of the organization$1,850
Ronald McDonald Charities Inc
26345 Network PlaceChicagoIL60673NonePCTo enhance the purpose of the organization$200
Simon Wiesenthal Center
1399 S Roxbury DriveLos AngelesCA90035NonePCTo enhance the purpose of the organization$500
LifeBridge Health
2401 W Belvedere AvenueBaltimoreMD21215NonePCTo enhance the purpose of the organization$1,000
The Ark
6450 N California AvenueChicagoIL60645NonePCTo enhance the purpose of the organization$1,800
WBEZ
848 East Grand AvenueChicagoIL60611NonePCTo enhance the purpose of the organization$365
World Jewish Congress American Section
PO Box 11032LewistonME04243NonePCTo enhance the purpose of the organization$500
United States Holocaust Memorial Museum
PO Box 6033Albert LeaMN56007NonePCTo enhance the purpose of the organization$500
American Cancer Society
250 Williams Street NWAtlantaGA30303NonePCTo enhance the purpose of the organization$7,500
Kellogg Cancer Center
2650 Ridge AvenueEvanstonIL60201NonePCTo enhance the purpose of the organization$250
Karen Dave Cabral Foundation
2521 Hartzell StreetEvanstonIL60201NonePCTo enhance the purpose of the organization$200
Lure Children's Hospital Foundation
225 E Chicago AvenueChicagoIL60611NonePCTo enhance the purpose of the organization$200
Pan-Mass Challenge
77 Fourth AvenueNeedhamMA02494NonePCTo enhance the purpose of the organization$250
St Jude Children's Research Hospital
501 St Jude PlaceMemphisTN38105NonePCTo enhance the purpose of the organization$5,000
St Francis Xavier Parish
524 N Ninth StWilmetteIL60091NONEPCTo enhance the purpose of the organization$250
Southern Poverty Law Center
400 Washington AvenueMontgomeryAL36104NONEPCTo enhance the purpose of the organization$500
KESHET
600 Academy DriveNorthbrookIL60062NONEPCTo enhance the purpose of the organization$118
National Brain Tumor Society
55 Chapel StreetNewtonMA02458NONEPCTo enhance the purpose of the organization$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,033TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,512ExclusionAmt
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-$2,400ExclusionAmt
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-$881ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$881TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

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

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14485 NORMANDY COURTAddressLine1Txt
CityLONG GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60047ZIPCd
FieldValueIRS element (for citing)
Total Contributions$41,896TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,945 SHS - COLUMBIA SELIGMAN GLOBALNoncashPropertyDesc
Fair Market Value$41,896FairMarketValueAmt
Received2016-08-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,190Amt
Disbursements Charitable Prps$1,190DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
7,500 SHS - SP500 CLIRN ISSUER$75,000$74,100
5 SHS - COLUMBIA SELIGMAN$108$124

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE REGISTRATION FEESDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$129Amt

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