GOLDBERG KOHN FOUNDTION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GOLDBERG KOHN FOUNDTION (EIN 36-3879526)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201711329349101866
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:05:57-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 363879526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBERG KOHN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 3122014000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST MONROE STREET NO 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN LEVY | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT OF THE BOARD | PersonTitleTxt |
| Phone | 3122014000 | PhoneNum |
| Signature | 2017-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC D VOGEL | PreparerPersonNm |
| PTIN | P00934100 | PTIN |
| Phone | 3126343400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-03 | IPDt |
| IP Tm | 09:28:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C83F7364F759A2A32B19BB390A633F2D80A9ACF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EA3E903AA8EBF5CA8EFC4287E2A03F83F62129AD | 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 | $111,602 | 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 | $187,166 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $187,176 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10 | 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 | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $571 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $546 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $746 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,521 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $746 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $93,947 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,602 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,602 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $93,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $111,602 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $93,947 | RetainedEarningBOYAmt |
| Retained Earning EOY | $111,602 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,655 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $111,602 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $111,602 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,225 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $68,997 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.785947 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $181,125 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $68,584 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.640922 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,275 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,271 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.766113 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $170,666 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,394 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 8.368442 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,925 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,383 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 5.615593 | DistributionYr5Rt |
| Total Distribution | 23.177017 | TotalDistributionRt |
| Average Distribution | 4.635403 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $87,156 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $404,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $404,003 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | WENDY L SCHLOSSBERG | IndividualWithBooksNm |
| Phone | 3122014000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST MONROE STREET 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN A LEVY | ||||||||
| 55 EAST MONROE STREET SUITE 3300 | CHICAGO | IL | 60603 | CHAIRMAN/PRESIDENT | 0.25 | $0 | $0 | $0 |
| ZACHARY J GARRETT | ||||||||
| 55 EAST MONROE STREET SUITE 3300 | CHICAGO | IL | 60603 | SECRETARY/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOEL F BROWN | ||||||||
| 55 EAST MONROE STREET SUITE 3300 | CHICAGO | IL | 60603 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SETH H GOOD | ||||||||
| 55 EAST MONROE STREET SUITE 3300 | CHICAGO | IL | 60603 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DANIELLE D JUHLE | ||||||||
| 55 EAST MONROE STREET SUITE 3300 | CHICAGO | IL | 60603 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,483 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,358 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $4,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,358 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $168,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $168,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $136,925 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $169,646 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $142,761 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $177,696 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $119,775 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $746,803 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,358 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164,417 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $911,220 | 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 | $136,925 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $774,295 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $169,646 | ExcessFromYear4Amt |
| Excess From Year3 | $142,761 | ExcessFromYear3Amt |
| Excess From Year2 | $177,696 | ExcessFromYear2Amt |
| Excess From Year1 | $119,775 | ExcessFromYear1Amt |
| Excess From Current Year | $164,417 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOEL BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 E MONROE SUITE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3122014000 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION FORM EXISTS. A LETTER REQUESTING A CONTRIBUTION IS SUFFICIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS ARE MADE ONLY TO ORGANIZATIONS QUALIFYING UNDER IRC SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU-MN FOUNDATION | |||||||
| 2300 MYRTLE AVE 180 | ST PAUL | MN | 55114 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $2,500 |
| AMERICAN COLLEGE OF BANKRUPTCY | |||||||
| PO BOX 249 | STANARDSVILLE | VA | 22973 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $1,300 |
| AMERICAN HEART ASSOCIATION | |||||||
| 4701 WEST 77TH STREET | EDINA | MN | 55435 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $1,000 |
| CAMP RAMAH | |||||||
| 65 E WACKER PLACE SUITE 1200 | CHICAGO | IL | 60601 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $5,000 |
| CFA EDUCATION FOUNDATION INC | |||||||
| 370 7TH AVENUE SUITE 1801 | NEW YORK | NY | 10001 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $20,000 |
| CHICAGO BAR FOUNDATION | |||||||
| 321 SOUTH PLYMOUTH COURT SUITE 3B | CHICAGO | IL | 60604 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $25,000 |
| CHICAGO CHILDREN'S CHOIR | |||||||
| 78 EAST WASHINGTON STREET 5TH FLOOR | CHICAGO | IL | 60602 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $1,000 |
| DUCKS UNLIMITED INC | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $1,000 |
| FRIENDS OF EDUCATION | |||||||
| 200 EAST LAKE STREET | WAYZATA | MN | 55391 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $4,000 |
| HOLY TRINITY HIGH SCHOOL | |||||||
| 1443 WEST DIVISION STREET | CHICAGO | IL | 60642 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $5,000 |
| ILLINOIS LEGAL AID ONLINE | |||||||
| 120 SOUTH LASALLE STREET SUITE 900 | CHICAGO | IL | 60603 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $1,000 |
| JDRF | |||||||
| ONE NORTH LASALLE STREET SUITE 1200 | CHICAGO | IL | 60602 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $250 |
| JEWISH UNITED FUND | |||||||
| 30 SOUTH WELLS STREET | CHICAGO | IL | 60606 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $5,000 |
| JOHN HOWARD ASSOCIATION OF ILLINOIS | |||||||
| 70 EAST LAKE STREET SUITE 1116 | CHICAGO | IL | 60601 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $500 |
| LAKEVIEW PANTRY | |||||||
| 3945 NORTH SHERIDAN ROAD | CHICAGO | IL | 60613 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $5,000 |
| LEGAL ASSISTANCE FOUNDATION | |||||||
| 120 SOUTH LASALLE STREET SUITE 900 | CHICAGO | IL | 60603 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $5,000 |
| LOVING ARMS MINISTRY OF BELIEVERS | |||||||
| PO BOX 2181 | OTTAWA | IL | 61350 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $100 |
| SARAH'S INN | |||||||
| 309 HARRISON STREET | OAK PARK | IL | 60304 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $1,000 |
| SHAMBHALA CHICAGO | |||||||
| 1017 W WASHINGTON BLVD SUITE 102 | CHICAGO | IL | 60607 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $500 |
| SHRIVER CENTER | |||||||
| 50 E WASHINGTON ST SUITE 500 | CHICAGO | IL | 60602 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $18,000 |
| THE CARA FOUNDATION | |||||||
| 237 S DESPLAINES STREET | CHICAGO | IL | 60661 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $40,000 |
| WORLD BUSINESS CHICAGO | |||||||
| 177 NORTH STATE STREET SUITE 500 | CHICAGO | IL | 60601 | N/A | PC | TO SUPPORT THE RECIPIENT'S GENERAL CHARITABLE ACTIVITIES. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,150 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (14 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID L DRANOFF | ||||||
| 1 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $11,782 | Yes (X) |
| DAVID M MASON | ||||||
| 2 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $11,782 | Yes (X) |
| GARY T ZUSSMAN | ||||||
| 3 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $11,782 | Yes (X) |
| RANDALL L KLEIN | ||||||
| 4 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $11,782 | Yes (X) |
| FREDERIC R KLEIN | ||||||
| 5 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $5,498 | Yes (X) |
| JOEL F BROWN | ||||||
| 6 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $7,331 | Yes (X) |
| DEMETRIOS G KARCAZES | ||||||
| 7 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $5,498 | Yes (X) |
| RICHARD M KOHN | ||||||
| 8 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $5,498 | Yes (X) |
| DAVID J CHIZEWER | ||||||
| 9 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $5,498 | Yes (X) |
| JONATHAN M COOPER | ||||||
| 10 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $5,498 | Yes (X) |
| MICHAEL C HAINEN | ||||||
| 11 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $9,426 | Yes (X) |
| JEREMY DOWNS | ||||||
| 12 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $5,498 | Yes (X) |
| KEITH G RADNER | ||||||
| 13 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $5,498 | Yes (X) |
| WILLIAM A STARSHAK | ||||||
| 14 | 55 EAST MONROE STREET | CHICAGO | IL | 60603 | $5,498 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,800 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $546 | $546 | $0 |
| FILING FEES | $25 | $0 | $25 |
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