STEELE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STEELE FOUNDATION (EIN 36-3512880)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201731259349101378
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T14:13:51-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800216187 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Malley & Kwit LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N Clark St Suite 930 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | 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 | 363512880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steele Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEE | BusinessNameControlTxt |
| Phone | 3124744110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6569 | AddressLine1Txt |
| City | Evanston | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ralph Segall | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 3124744110 | PhoneNum |
| Signature | 2017-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patrick W O'Malley | PreparerPersonNm |
| PTIN | P00446247 | PTIN |
| Phone | 3122450077 | PhoneNum |
| Preparation | 2017-04-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.65.108.173 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-28 | IPDt |
| IP Tm | 17:00:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5613A10474E06408B042E8D1E2F1C76962533C29 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 741C1A60CAFEA60049C6E6CEE3C69CFCD664E37A | 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 | $1,037,201 | 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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $544,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $582,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $544,587 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $553,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $552,939 | 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 | $1,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,057 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $236 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $212,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $338,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $552,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,111 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,819 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,819 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $58,772 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $61,109 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $62,454 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $523,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $563,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $579,170 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $93,735 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105,911 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $105,758 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $681,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,020,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,037,201 | 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 | $681,696 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,020,470 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $681,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,020,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $681,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,020,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $681,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $338,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,020,470 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,020,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Advansix Inc. | P | 2015-10-06 | 2016-10-03 | $6 | $5 | $1 | $1 |
| I H S Inc. | P | 2014-03-06 | 2016-03-22 | $6,200 | $6,003 | $197 | $197 |
| I H S Inc. | P | 2014-03-06 | 2016-03-28 | $12,203 | $12,006 | $197 | $197 |
| Stericycle Inc. | P | 2007-06-01 | 2016-01-27 | $152,699 | $4,112 | $148,587 | $148,587 |
| Stericycle Inc. | P | 2007-06-01 | 2016-04-29 | $95,027 | $3,163 | $91,864 | $91,864 |
| Stericycle Inc. | P | 2007-06-01 | 2016-08-16 | $43,007 | $1,582 | $41,425 | $41,425 |
| Stericycle Inc. | P | 2007-06-01 | 2016-09-21 | $6,240 | $253 | $5,987 | $5,987 |
| Stericycle Inc. | P | 2007-06-01 | 2016-09-21 | $116,997 | $4,745 | $112,252 | $112,252 |
| Stericycle Inc. | P | 2007-06-01 | 2016-09-21 | $149,756 | $6,074 | $143,682 | $143,682 |
| Capital Gains Dividends | P | $395 | $395 | $395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $544,587 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,413,154 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,250,865 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025183 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,438 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $323,892 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $299,771 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059212 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $304,707 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039382 | DistributionYr5Rt |
| Total Distribution | 0.233424 | TotalDistributionRt |
| Average Distribution | 0.046685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,027,711 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,979 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,529 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,508 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $212,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,529 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,529 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,529 | 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 | 0 | 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 | Ralph Segall | IndividualWithBooksNm |
| Phone | 3124744110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1131 Sheridan Road | AddressLine1Txt |
| City | Evanston | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60202 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ralph Segall | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6569 | AddressLine1Txt |
| City | Evanston | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President/Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $916,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,043,361 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,043,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,027,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,529 | TotalTaxAmt |
| Distributable Before Adj | $45,857 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,857 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,857 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $212,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $212,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,529 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $206,971 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,660 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $212,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,660 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,983 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $152,983 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $152,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $152,983 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Beyond the Baby Blues | |||||||
| PO Box 6579 | Evanston | IL | 60204 | None | Public Charity | Educational | $20,000 |
| Caring Outreach by Parents in Evanston | |||||||
| PO BOX 7075 | Evanston | IL | 60201 | None | Public Charity | Educational | $1,000 |
| Evanston Township High School | |||||||
| 1600 Dodge Ave | Evanston | IL | 60201 | None | Public High School | Educational | $1,000 |
| Evanston Township High School | |||||||
| 1600 Dodge Ave | Evanston | IL | 60201 | None | Public High School | Educational | $1,000 |
| Evanston Township High School | |||||||
| 1600 Dodge Ave | Evanston | IL | 60201 | None | Public High School | Educational | $1,000 |
| LaRabida Children's Hospital | |||||||
| 6501 S Promontory Dr | Chicago | IL | 60649 | None | Hospital | Health | $166,000 |
| Pop Culture Hero Coalition | |||||||
| 12400 Ventura Blvd 1200 | Studio City | CA | 91604 | None | Public Charity | Educational | $2,500 |
| Youth Job Center of Evanston Inc | |||||||
| 1114 Church Street | Evanston | IL | 60201 | None | Public Charity | Educational | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,500 | 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 | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,342 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $544,587 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $553,942 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $553,942 | 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 | Accounting Fees | CategoryTxt |
| Amt | $1,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $563,631 | EOYBookValueAmt |
| EOYFMV | $579,170 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $61,109 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $62,454 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Equity Funds | AT COST | $82,196 | $83,836 |
| SPDR Gold Trust | AT COST | $23,715 | $21,922 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PO Box Rental | $48 | $0 | $0 |
| Investment Expense | $188 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Illinois charitable Trust Bureau | $15 | $0 | $0 |
| Foreign Tax Paid | $302 | $0 | $0 |
| Federal Tax | $740 | $0 | $0 |
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