JAMES B TAFEL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JAMES B TAFEL FOUNDATION (EIN 36-3475140)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-02-06
- IRS object ID
- 201720379349100452
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-06T11:19:21-06:00 | ReturnTs |
| Tax Period End | 2016-09-30 | 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 | 20 N MARTINGALE RD STE 500 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363475140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES B TAFEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8474620322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 895 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IDA M TAFEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8474620322 | PhoneNum |
| Signature | 2017-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA SCOTT | PreparerPersonNm |
| PTIN | P00657342 | PTIN |
| Phone | 8475177070 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,461,677 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,299 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,299 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $859,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $865,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $859,380 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $891,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $891,403 | 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 | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $948 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,433 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,783 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,783 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,508 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $702,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $890,678 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,249 | CashBOYAmt |
| Cash EOY | $27,394 | CashEOYAmt |
| Cash EOYFMV | $27,394 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,411,651 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,099,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,099,141 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,530 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,335,142 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,427,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,129,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,461,677 | 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 | $1,427,430 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,129,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,427,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,129,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,427,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,129,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,427,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $702,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,129,617 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,129,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $865,828 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,448 | CostOrOtherBasisAmt |
| Gain Or Loss | $859,380 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $859,380 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $859,380 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $189,909 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,514,799 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054031 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $179,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,415,824 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052520 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $170,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,200,155 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053185 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $222,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,248,058 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068579 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $191,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,421,696 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056054 | DistributionYr5Rt |
| Total Distribution | 0.284369 | TotalDistributionRt |
| Average Distribution | 0.056874 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,294,241 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,357 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,907 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $196,264 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $187,508 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,814 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,814 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,814 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $17,214 | 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 | IDA M TAFEL | IndividualWithBooksNm |
| Phone | 8474620322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 895 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | 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 |
|---|---|---|---|---|---|---|---|---|
| IDA MAY TAFEL | ||||||||
| PO BOX 895 | CARY | IL | 60013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JULIE K TAFEL-KLAUS | ||||||||
| PO BOX 895 | CARY | IL | 60013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JAMES B TAFEL JR | ||||||||
| PO BOX 895 | CARY | IL | 60013 | TRUSTEE | 0.00 | $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 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,001,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,343,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,344,407 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,344,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,294,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,814 | TotalTaxAmt |
| Distributable Before Adj | $146,898 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,898 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,898 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,508 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,508 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $187,508 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,968 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,517 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,139 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,767 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $115,836 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,508 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,898 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,610 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $156,446 | 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 | $20,968 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $135,478 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,517 | ExcessFromYear4Amt |
| Excess From Year3 | $10,445 | ExcessFromYear3Amt |
| Excess From Year2 | $9,139 | ExcessFromYear2Amt |
| Excess From Year1 | $14,767 | ExcessFromYear1Amt |
| Excess From Current Year | $40,610 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | IDA MAY TAFEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 895 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8474620322 | RecipientPhoneNum |
| Form And Info And Materials | THE REQUEST SHOULD BE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THIS ORGANIZATION ONLY MAKES CONTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN IRC SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHIEVEMENT CENTER FOR CHILDREN AND FAMILIES | ||||||
| 555 NW 4TH STREET | DELRAY BEACH | FL | 33444 | PC | CHARITABLE | $300 |
| ACTIVE OUTREACH MISSION FUND | ||||||
| 3291 NE 4TH AVENUE | BOCA RATON | FL | 33431 | PC | CHARITABLE | $300 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | PC | MEDICAL | $200 |
| AMERSON MUSIC MINISTRIES | ||||||
| 11856 BALBOA BLVD 337 | GRANADA HILLS | CA | 91344 | PC | RELIGIOUS | $9,000 |
| ANIMAL HOUSE SHELTER | ||||||
| 13005 ERNESTI ROAD | HUNTLEY | IL | 60142 | PC | CHARITABLE | $500 |
| ARTHRITIS FOUNDATION | ||||||
| 14499 N DALE MABRY HWY SUITE 139 | TAMPA | FL | 33618 | PC | MEDICAL | $800 |
| ATLANTA CHARITY CLAYS INC | ||||||
| PO BOX 52686 | ATLANTA | GA | 30355 | PC | CHARITABLE | $5,733 |
| BETHESDA HOSPITAL FOUNDATION | ||||||
| 2815 S SEACREST BLVD | BOYNTON BEACH | FL | 33435 | PC | MEDICAL | $35,000 |
| BURNHAM MINISTRY | ||||||
| PO BOX 811625 | BOCA RATON | FL | 33481 | PC | RELIGIOUS | $2,000 |
| CARY FIRE DEPARTMENT | ||||||
| 400 N CARY-ALGONQUIN ROAD | CARY | IL | 60013 | PC | EDUCATIONAL | $3,000 |
| CARY FOOD PANTRY | ||||||
| 8901 CARY-ALGONQUIN ROAD | CARY | IL | 60013 | PC | CHARITABLE | $500 |
| CARY-GROVE HIGH SCHOOL BOOSTER CLUB | ||||||
| 2208 THREE OAKS ROAD | CARY | IL | 60013 | PC | EDUCATIONAL | $7,200 |
| CC OF FLORIDA SCHOLARSHIP FOUNDATION | ||||||
| 25 COUNTRY ROAD | VILLAGE OF GOLF | FL | 33436 | PC | EDUCATIONAL | $1,000 |
| CLEMSON UNIVERSITY FUND | ||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | PC | EDUCATIONAL | $3,000 |
| CRC RECOVERY FOUNDATION | ||||||
| 309 NE 1ST STREET | DELRAY BEACH | FL | 33483 | PC | CHARITABLE | $400 |
| FIRST CARE | ||||||
| 2200 N FLORIDA MANGO ROAD STE 102 | WEST PALM BEACH | FL | 33409 | PC | MEDICAL | $200 |
| HABITAT FOR HUMANITY | ||||||
| 931 W 75TH STREET SUITE 137-110 | NAPERVILLE | IL | 60565 | PC | HUMANITARIAN | $500 |
| HEINZ CHAPEL | ||||||
| 128 NORTH CRAIG STREET | PITTSBURGH | PA | 15260 | PC | RELIGIOUS | $500 |
| HOSPICE OF PALM BEACH COUNTY FOUNDATION | ||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | PC | MEDICAL | $5,000 |
| IMPACT 100 PALM BEACH COUNTY | ||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | PC | CHARITABLE | $1,050 |
| INSTITUTE FOR EUROPEAN EDUCATION OF STUDENTS | ||||||
| 33 W MONROE STREET SUITE 2300 | CHICAGO | IL | 60603 | PC | EDUCATIONAL | $5,000 |
| JUST IN TIME | ||||||
| 3878 OLD TOWN AVENUE SUITE 200 | SAN DIEGO | CA | 92110 | PC | CHARITABLE | $5,000 |
| KENTUCKY HORSE PARK FOUNDATION | ||||||
| 4089 IRON WORKS PARKWAY | LEXINGTON | KY | 405118400 | PC | CHARITABLE | $100 |
| MAKE-A-WISH SOUTH CAROLINA | ||||||
| 225 SOUTH PLEASANTBURG DRIVE | GREENVILLE | SC | 29607 | PC | CHARITABLE | $200 |
| MIAMI PROJECT | ||||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | PC | CHARITABLE | $400 |
| MOODY BIBLE INSTITUTE | ||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | PC | RELIGIOUS | $400 |
| NATIONAL MUSEUM OF RACING & HALL OF FAME | ||||||
| 191 UNION AVENUE | SARATOGA SPRINGS | NY | 12866 | PC | CHARITABLE | $400 |
| NATIONAL TENNIS FOUNDATION | ||||||
| 2490 MCGINNIS VILLAGE PLACE | ALPHARETTA | GA | 30005 | PC | CHARITABLE | $11,000 |
| PRISON FELLOWSHIP | ||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | PC | CHARITABLE | $400 |
| PROJECT CONCERN INTERNATIONAL | ||||||
| 5151 MURPHY CANYON ROAD SUITE 320 | SAN DIEGO | CA | 92123 | PC | HUMANITARIAN | $10,000 |
| RACETRACK CHAPLAINCY OF AMERICA | ||||||
| 2365 HARRODSBURG ROAD SUITE A120 | LEXINGTON | KY | 40504 | PC | RELIGOUS | $300 |
| SALVATION ARMY | ||||||
| PO BOX 18459 | WEST PALM BEACH | FL | 33416 | PC | HUMANITARIAN | $750 |
| SALVATION ARMY | ||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60630 | PC | HUMANITARIAN | $750 |
| SEACREST PRSBYTRN CHURCH | ||||||
| 2703 N SEACREST BLVD | DELRAY BEACH | FL | 33444 | PC | RELIGIOUS | $59,000 |
| SHRINE CIRCUS FUND | ||||||
| 3650 RCA BLVD | PALM BEACH GARDENS | FL | 33410 | PC | CHARITABLE | $200 |
| SOUP KITCHEN INC | ||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | PC | HUMANITARIAN | $200 |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PC | EDUCATIONAL | $3,000 |
| SPARK VENTURES | ||||||
| 134 N LASALLE STREET 5TH FLOOR | CHICAGO | IL | 60602 | PC | CHARITABLE | $3,000 |
| SPECIAL OLYMPICS | ||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | PC | CHARITABLE | $100 |
| THE BISHOP'S SCHOOL | ||||||
| 7607 LA JOLLA BOULEVARD | LA JOLLA | CA | 920374799 | PC | EDUCATIONAL | $3,000 |
| THE GWINNETT CHILDRENS SHELTER | ||||||
| 1000 MARIETTA STREET SUITE 130 | ATLANTA | GA | 30318 | PC | CHARITABLE | $1,000 |
| THE SALK INSTITUTE | ||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | PC | EDUCATIONAL | $2,500 |
| THOROUGHBRED RETIREMENT FOUNDATION | ||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | PC | CHARITABLE | $500 |
| TOYS FOR TOTS | ||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | HUMANITARIAN | $200 |
| TURNING POINT | ||||||
| PO BOX 723 | WOODSTOCK | IL | 60098 | PC | HUMANITARIAN | $500 |
| VILLAGE OF BARRINGTON HILLS | ||||||
| 112 ALGONQUIN ROAD | BARRINGTON HILLS | IL | 60010 | PC | CHARITABLE | $500 |
| VOICES FOR CHILDREN | ||||||
| 2853 MEADOW LARK DRIVE | SAN DIEGO | CA | 92123 | PC | HUMANITARIAN | $1,000 |
| WAYSIDE HOUSE | ||||||
| 378 NE SIXTH AVENUE | DELRAY BEACH | FL | 33483 | PC | CHARITABLE | $200 |
| WOMENS CIRCLE | ||||||
| 912 SE 4TH STREET | BOYNTON BEACH | FL | 33435 | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,783 | 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 | $1,299 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $859,380 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $891,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $891,403 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $725 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DUN & BRADSTREET-1,500 SHS | $570 | $204,930 |
| EMC CORP-36,000 SHS | $0 | $0 |
| SOUTHWEST AIRLINES-7,425 SHS | $1,040 | $288,758 |
| DELL TECHNOLOGIES INC-4,012 SHS | $1,472 | $191,774 |
| MOODYS CORPORATION-6,000 SHS | $0 | $649,680 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL FILING FEE | $15 | $0 | $0 |
| ETRADE FEES | $20 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $948 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments