BETA

MAGNUS CHARITABLE TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MAGNUS CHARITABLE TR (EIN 36-4049284)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-24
IRS object ID
201712369349100601
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

FieldValueIRS element (for citing)
Return2017-08-24T10:51:29-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362700600PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINEBERG SOLHEIM HOWELL & SHAIN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1180 N LASALLE ST STE 2200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364049284EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAGNUS CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAGNBusinessNameControlTxt
Phone3127872595PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1230 E OHIO ST NO 400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARIA MAGNUSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3127872595PhoneNum
Signature2017-08-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S SOLHEIM CPAPreparerPersonNm
PTINP00570974PTIN
Phone3123720440PhoneNum
Preparation2017-08-22PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.140.55.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-22IPDt
IP Tm15:09:35IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF43F7A8C1B499328ECAC36CA98A9B1E04D27FA1DAtSubmissionCreationDeviceId
At Submission Filing Device Id22154BDFBA977A6D97A187C1C0466BC2088FFE21AtSubmissionFilingDeviceId
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$8,296,936FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,162InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,162InterestOnSavNetInvstIncmAmt
Gross Rents Rev And Expnss$1,654,111GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1,654,111GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$580,151NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,657,273TotalRevAndExpnssAmt
Total Net Invst Incm$1,657,273TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$9,720LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$9,720LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$347,184TaxesRevAndExpnssAmt
Taxes Net Invst Incm$347,184TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$128,608DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$105,731DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$562,291OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$562,291OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$77,631OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$77,631OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,129,934TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,107,057TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$450,157ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$450,157ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,580,091TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,107,057TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$450,157TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$77,182ExcessRevenueOverExpensesAmt
Net Investment Income$550,216NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$465,812CashBOYAmt
Cash EOY$507,642CashEOYAmt
Cash EOYFMV$507,642CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,794,650SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,978,172SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,978,172SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$11,122AcctRcvblAmt
Acct Rcvbl BOY$17,384AcctRcvblBOYAmt
Acct Rcvbl EOY$11,122AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$11,122AcctRcvblEOYFMVAmt
Invst Land Cost Or Other Basis$8,397,676InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$1,240,417InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$7,293,094LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$7,157,259LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$5,800,000LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$9,570,940TotalAssetsBOYAmt
Total Assets EOY$9,654,195TotalAssetsEOYAmt
Total Assets EOYFMV$8,296,936TotalAssetsEOYFMVAmt
Other Liabilities BOY$927,252OtherLiabilitiesBOYAmt
Other Liabilities EOY$715,418OtherLiabilitiesEOYAmt
Total Liabilities BOY$927,252TotalLiabilitiesBOYAmt
Total Liabilities EOY$715,418TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$200CapitalStockBOYAmt
Capital Stock EOY$200CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,643,488RetainedEarningBOYAmt
Retained Earning EOY$8,938,577RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,643,688TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,938,777TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,570,940TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,654,195TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,643,688TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$77,182ExcessRevenueOverExpensesAmt
Other Increases$217,907OtherIncreasesAmt
Subtotal$8,938,777SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,938,777TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$372,028AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,291,406NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040040DistributionYr1Rt
Adjusted Qlfy Distri Yr2$443,263AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,982,637NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055528DistributionYr2Rt
Adjusted Qlfy Distri Yr3$465,294AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,633,630NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053893DistributionYr3Rt
Adjusted Qlfy Distri Yr4$498,266AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,537,203NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052244DistributionYr4Rt
Adjusted Qlfy Distri Yr5$458,501AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,730,008NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047122DistributionYr5Rt
Total Distribution0.248827TotalDistributionRt
Average Distribution0.049765AverageDistributionRt
Net Vl Noncharitable Assets$8,051,283NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$400,672AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,502NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$406,174AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$450,157QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,502InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,502SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,502TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,480EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$12,480TotalPaymentsAndCreditsAmt
Es Penalty$74EsPenaltyAmt
Overpayment$6,904OverpaymentAmt
Applied To ES Tax$6,904AppliedToESTaxAmt
Refund$0RefundAmt

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 Line1MARIA MAGNUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3127872595PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1230 E OHIO ST STE 400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
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

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
MARIA MAGNUS
230 E OHIO STCHICAGOIL60611TRUSTEE20.00$0$0$0
VICTORIA MAGNUS
230 E OHIO STCHICAGOIL60611TRUSTEE20.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,359,638AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,814,253FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,173,891TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,173,891AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$122,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,051,283NetVlNoncharitableAssetsAmt
Minimum Investment Return$402,564MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$402,564MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,502TaxBasedOnInvestmentIncomeAmt
Total Tax$5,502TotalTaxAmt
Distributable Before Adj$397,062DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$397,062DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$397,062DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$450,157ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$450,157QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,502PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$444,655AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$397,062DistributableAsAdjustedAmt
Undistributed Income PY$448,992UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$450,157QualifyingDistributionsAmt
Applied To Year1$448,992AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,165AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$395,897UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE CATHOLIC CHARITIES
721 N LASALLE STCHICAGOIL60654UNRELATED501(C)3GENERAL$5,000
ABOVE AND BEYONG FRC
2942 W LAKE STCHICAGOIL60612UNRELATED501(C)3GENERAL$10,000
CHICAGO COALITION FOR THE HOMELESS
70 E LAKE STCHICAGOIL60601UNRELATED501(C)3GENERAL$5,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL60632UNRELATED501(C)3GENERAL$10,000
IMERMAN ANGELS
205 W RANDOLPHCHICAGOIL60606UNRELATED501(C)3GENERAL$40,000
INNOCENCE PROJECT OF TEXAS
300 BURNETTFT WORTHTX76102UNRELATED501(C)3GENERAL$10,000
ANAD
750 E DIEHL RD 127NAPERVILLEIL60563UNRELATED501(C)3GENERALGENERAL SUPPORT$15,000
NEEDY SCHOLARSHIP RECIPIENTS PAID IN 2014
230 E OHIO ST STE 400CHICAGOIL60611UNRELATED501(C)3COLLEGE SCHOLARSHIPS$217,907
PAWS CHICAGO
1997 N CLYBOURN AVECHICAGOIL60614UNRELATED501(C)3GENERAL$39,500
POLISH AMERICAN ASSOCIATION
3834 N CICEROCHICAGOIL60641UNRELATED501(C)3GENERAL$5,000
SMILE TRAIN
PO BOX 96246WASHINGTONDC20090UNRELATED501(C)3GENERAL$5,000
UNITED CEREBRAL PALSY
547 W JACKSON BLVDCHICAGOIL60661UNRELATED501(C)3GENERAL$5,250
CHICAGO HOPES FOR KIDS
641 W LAKE ST 200CHICAGOIL60661UNRELATED501(C)3GENERAL$12,000
DREAMS FOR KIDS
820 W JACKSON BLVD SUITE 805CHICAGOIL60607UNRELATED501(C)3GENERAL$5,000
THE H FOUNDATION
60 S LAGRANGE RDLAGRANGEIL60525UNRELATED501(C)3GENERALGENERAL$10,000
UCP SEQUIN OF GREATER CHICAGO
3100 S CENTRAL AVECICEROIL60804UNRELATED501(C)3GENERALGENERAL$5,000
SUBURBAN SUGAR LAND WOMEN
PO BOX 2384SUGARLANDTX77478UNRELATED501(C)3GENERAL$5,000
CONNECTIONS FOR ABUSED WOMEN
1116 N KEDZIE AVE 5CHICAGOIL60651UNRELATED501(C)3GENERAL$5,000
ILLINOIS HOLOCAUST MUSEUM
9603 WOODS DRSKOKIEIL60077UNRELATED501(C)3GENERAL$5,000
LOGOS CHRISTIAN CENTER CHURCH
9000 W BELMONT ST STE 205HOUSTONTX77031UNRELATED501(C)3GENERALGENERAL$2,500
MERCY HOME FOR BOYS AND GIRLS
1140 W JACKSON BLVDCHICAGOIL60607UNRELATED501(C)3GENERAL$8,000
PERSECUTION PROJECT FOUNDATION
PO BOX 1327CULPEPERVA22701UNRELATED501(C)3GENERAL$5,000
POPE JOHN PAUL II CATHOLIC SCHOOL
4325 S RAYMOMD STCHICAGOIL60632UNRELATED501(C)3GENERAL$15,000
ST JUDE CHILDERN'S HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105UNRELATED501(C)3GENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$450,157TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NEEDY SCHOLARSHIP RECIPIENTS AWARDED IN 2014 PD IN FUTUREBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1230 E OHIO ST STE 400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipUNRELATEDRecipientRelationshipTxt
Recipient Foundation Status501(C)3RecipientFoundationStatusTxt
Grant Or Contribution PurposeCOLLEGE SCHOLARSHIPSGrantOrContributionPurposeTxt
Amt$260,836Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$260,836TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,162ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$580,151ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$583,313ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$583,313TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX COMPLIANCECategoryTxt
Amt$4,500Amt
Net Investment Income$4,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail (15 entries)

Amortized ExpensesAmortizedExpensesDescAcquired Completed Or ExpendedAcquiredCompletedOrExpendedDtAmortizedAmortizedAmtDeduction For Prior YearsDeductionForPriorYearsAmtAmortization PeriodAmortizationPeriodRtCurrent Year AmortizationCurrentYearAmortizationAmtNet Investment IncomeNetInvestmentIncomeAmtTotal AmortizationTotalAmortizationAmt
LEASE COMM HOOTENANNY2012-03-02$60,800$21,850128.000000000000$5,700$5,700$27,550
LEASE COMM ASUG2012-10-30$193,375$61,237120.000000000000$19,338$19,338$80,575
LEASE COMM PULMONARY2012-12-07$28,770$28,77036.000000000000$0$28,770
LEASE COMM 4002013-01-31$30,363$17,71360.000000000000$6,073$6,073$23,786
LEASE COMM 4032013-05-10$18,769$10,01160.000000000000$3,754$3,754$13,765
LEASE COMM 4052013-07-29$9,555$4,61860.000000000000$1,911$1,911$6,529
LEASE COMM 4082013-11-01$10,125$4,38860.000000000000$2,025$2,025$6,413
LEASE COMM 4102013-11-01$2,168$94060.000000000000$434$434$1,374
LEASE COMM 6002014-06-01$53,331$16,88860.000000000000$10,666$10,666$27,554
LEASE COMM 2102014-01-01$1,925$77060.000000000000$385$385$1,155
LEASE COMM 6032014-07-01$17,106$5,13260.000000000000$3,421$3,421$8,553
LEASE COMM 104/2072014-08-01$17,448$4,94460.000000000000$3,490$3,490$8,434
LEASE COMM 4062014-11-20$4,976$1,07860.000000000000$995$995$2,073
LEASE COMM 3052015-01-14$14,645$2,92960.000000000000$2,929$2,929$5,858
LEASE COMM 1122015-01-22$7,935$1,45560.000000000000$1,587$1,587$3,042

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (43 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
FURNITURE2010-10-15$40,000$29,574200DB7.000000000000$3,572$5,714
BUILDING2005-07-01$2,513,502$750,027SL39.000000000000$64,449$64,449
LAND2005-07-01$4,290,800L$0$0
FORD VEHICLE2008-01-15$18,000$18,000200DB5.000000000000$0$0
EQUIPMENT2008-01-15$8,343$8,343200DB5.000000000000$0$0
CC TV CAMERA2008-10-15$391$309200DB5.000000000000$0$0
BUILDING IMPROVEMENTS2006-08-01$2,775$870SL39.000000000000$71$71
BUILDING IMPROVEMENTS 4TH2013-08-15$41,003$2,540SL39.000000000000$1,051$1,051
BUILDING IMPROVEMENTS 6TH2013-11-18$10,790$577SL39.000000000000$277$277
BUILDING IMPROVEMENTS LOBBY2013-02-19$8,016$583SL39.000000000000$206$206
BUILDING IMPROVEMENTS WASHROOM2013-03-18$29,681$2,093SL39.000000000000$761$761
BUILDING IMPROVEMENTS #2072013-09-18$8,961$517SL39.000000000000$230$230
BUILDING IMPROVEMENTS #2082013-01-15$1,809$138SL39.000000000000$46$46
BUILDING IMPROVEMENTS #4002013-01-31$106,744$7,983SL39.000000000000$2,737$2,737
BUILDING IMPROVEMENTS #4032013-05-10$58,788$4,019SL39.000000000000$1,507$1,507
BUILDING IMPROVEMENTS #4052013-07-29$37,630$2,332SL39.000000000000$965$965
BUILDING IMPROVEMENTS #4082013-11-01$35,490$1,972SL39.000000000000$910$910
BUILDING IMPROVEMENTS #4102013-11-01$27,348$1,519SL39.000000000000$701$701
BUILDING IMPROVEMENTS #5002013-01-15$53,736$4,134SL39.000000000000$1,378$1,378
BUILDING IMPROVEMENTS #7062013-12-17$2,016$104SL39.000000000000$52$52
FURNITURE 20132013-01-18$1,445$406200DB7.000000000000$90$206
BUILDING IMPROVEMENTS 1ST2014-09-04$19,631$671SL39.000000000000$503$503
BUILDING IMPROVEMENTS 4TH2014-04-14$6,681$299SL39.000000000000$171$171
BUILDING IMPROVEMENTS 6TH2014-07-14$28,821$1,109SL39.000000000000$739$739
BUILDING IMPROVEMENTS 1012014-06-16$2,470$95SL39.000000000000$63$63
BUILDING IMPROVEMENTS #1022014-12-15$4,492$125SL39.000000000000$115$115
BUILDING IMPROVEMENTS #1062014-12-15$5,186$144SL39.000000000000$133$133
BUILDING IMPROVEMENTS #2072014-08-01$40,279$1,463SL39.000000000000$1,033$1,033
BUILDING IMPROVEMENTS #3052014-02-01$9,223$453SL39.000000000000$236$236
BUILDING IMPROVEMENTS #4052014-02-17$3,887$183SL39.000000000000$100$100
BUILDING IMPROVEMENTS #4062014-12-15$28,843$802SL39.000000000000$740$740
BUILDING IMPROVEMENTS #6002014-06-01$154,814$6,286SL39.000000000000$3,970$3,970
BUILDING IMPROVEMENTS #6032014-07-01$73,568$2,829SL39.000000000000$1,886$1,886
BUILDING IMPROVEMENTS 1042015-06-01$23,167$347SL39.000000000000$594$594
BUILDING IMPROVEMENTS 1122015-01-01$34,026$872SL39.000000000000$872$872
BUILDING IMPROVEMENTS 3052015-01-01$44,394$1,138SL39.000000000000$1,138$1,138
BUILDING IMPROVEMENTS 4002015-10-01$9,815$63SL39.000000000000$252$252
BUILDING IMPROVEMENTS 4062015-10-01$6,250$40SL39.000000000000$160$160
BUILDING IMPROVEMENTS 6052015-02-01$53,168$1,250SL39.000000000000$1,363$1,363
FRIDGE2015-10-28$500$36200DB7.000000000000$61$71
2016 HONDA HRV2015-08-13$24,037200DB7.000000000000$3,553$3,316
OFFICE FURNITURE 20162016-02-15$47,435200DB7.000000000000$27,106$6,212
OFFICE FURNITURE 20162016-05-15$8,430200DB7.000000000000$4,817$803

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (58 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE$40,000$33,146$6,854
BUILDING$2,513,502$814,476$1,699,026
LAND$4,290,800$0$4,290,800
FORD VEHICLE$18,000$18,000$0
EQUIPMENT$8,343$8,343$0
CC TV CAMERA$391$309$82
BUILDING IMPROVEMENTS$2,775$941$1,834
LEASE COMM HOOTENANNY$60,800$27,550$33,250
LEASE COMM ASUG$193,375$80,575$112,800
LEASE COMM PULMONARY$28,770$28,770$0
BUILDING IMPROVEMENTS 4TH$41,003$3,591$37,412
BUILDING IMPROVEMENTS 6TH$10,790$854$9,936
BUILDING IMPROVEMENTS LOBBY$8,016$789$7,227
BUILDING IMPROVEMENTS WASHROOM$29,681$2,854$26,827
BUILDING IMPROVEMENTS #207$8,961$747$8,214
BUILDING IMPROVEMENTS #208$1,809$184$1,625
BUILDING IMPROVEMENTS #400$106,744$10,720$96,024
BUILDING IMPROVEMENTS #403$58,788$5,526$53,262
BUILDING IMPROVEMENTS #405$37,630$3,297$34,333
BUILDING IMPROVEMENTS #408$35,490$2,882$32,608
BUILDING IMPROVEMENTS #410$27,348$2,220$25,128
BUILDING IMPROVEMENTS #500$53,736$5,512$48,224
BUILDING IMPROVEMENTS #706$2,016$156$1,860
FURNITURE 2013$1,445$1,219$226
LEASE COMM 400$30,363$23,786$6,577
LEASE COMM 403$18,769$13,765$5,004
LEASE COMM 405$9,555$6,529$3,026
LEASE COMM 408$10,125$6,413$3,712
LEASE COMM 410$2,168$1,374$794
BUILDING IMPROVEMENTS 1ST$19,631$1,174$18,457
BUILDING IMPROVEMENTS 4TH$6,681$470$6,211
BUILDING IMPROVEMENTS 6TH$28,821$1,848$26,973
BUILDING IMPROVEMENTS 101$2,470$158$2,312
BUILDING IMPROVEMENTS #102$4,492$240$4,252
BUILDING IMPROVEMENTS #106$5,186$277$4,909
BUILDING IMPROVEMENTS #207$40,279$2,496$37,783
BUILDING IMPROVEMENTS #305$9,223$689$8,534
BUILDING IMPROVEMENTS #405$3,887$283$3,604
BUILDING IMPROVEMENTS #406$28,843$1,542$27,301
BUILDING IMPROVEMENTS #600$154,814$10,256$144,558
BUILDING IMPROVEMENTS #603$73,568$4,715$68,853
LEASE COMM 600$53,331$27,554$25,777
LEASE COMM 210$1,925$1,155$770
LEASE COMM 603$17,106$8,553$8,553
LEASE COMM 104/207$17,448$8,434$9,014
LEASE COMM 406$4,976$2,073$2,903
LEASE COMM 305$14,645$5,858$8,787
LEASE COMM 112$7,935$3,042$4,893
BUILDING IMPROVEMENTS 104$23,167$941$22,226
BUILDING IMPROVEMENTS 112$34,026$1,744$32,282
BUILDING IMPROVEMENTS 305$44,394$2,276$42,118
BUILDING IMPROVEMENTS 400$9,815$315$9,500
BUILDING IMPROVEMENTS 406$6,250$200$6,050
BUILDING IMPROVEMENTS 605$53,168$2,613$50,555
FRIDGE$500$347$153
2016 HONDA HRV$24,037$14,713$9,324
OFFICE FURNITURE 2016$47,435$27,106$20,329
OFFICE FURNITURE 2016$8,430$4,817$3,613

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$9,720LegalFeesAmt
Net Investment Income$9,720NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$20$20$0
SCHOLARSHIP MEEETING$14,903$14,903$0
AMORTIZATION$62,708$62,708$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescSCHOLARSHIPS PREVIOUSLY RESTRICTED PAID IN 2015Desc
Amt$217,907Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
SCHOLARSHIPS COMMITTED BUT UNPAID$642,222$424,315
SECURITY DEPOSITS$285,030$286,103
CONTRIBUTION PAYABLE$0$5,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$26,831$26,831$0
PROPERTY TAXES$320,353$320,353$0

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