W F FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- W F FOUNDATION (EIN 36-4189166)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201741319349100849
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T10:26:36-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N WACKER DRIVE | 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 | 364189166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WF Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRIAN WHITE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WFFO | BusinessNameControlTxt |
| Phone | 3128408595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 East Scott No 6 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN V WHITE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3128408595 | PhoneNum |
| Signature | 2017-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven Scheibe | PreparerPersonNm |
| PTIN | P00965239 | PTIN |
| Phone | 3122982000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.34.13 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-12 | IPDt |
| IP Tm | 18:42:42 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CBB65FDB36F01827F03D36BCF5A9A497A1E0B51 | 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 | $1,991,831 | 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 |
| Dividends Rev And Expnss | $59,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,518 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,518 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,382 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,382 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,082 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,082 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,082 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $258,626 | CashBOYAmt |
| Cash EOY | $342,085 | CashEOYAmt |
| Cash EOYFMV | $342,085 | CashEOYFMVAmt |
| Corporate Stock BOY | $638,275 | CorporateStockBOYAmt |
| Corporate Stock EOY | $536,649 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $842,388 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $653,135 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $653,135 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $807,358 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,550,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,531,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,991,831 | 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 | $1,550,036 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,531,869 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,550,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,550,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,531,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,550,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,531,869 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1000 SHARES CHEVRON CORPORATION | 2007-01-03 | 2016-07-08 | $103,699 | $72,067 | $31,632 | $31,632 |
| 500 SHARES BRISTOL-MYERS SQUIBB | 2015-10-06 | 2016-11-10 | $28,444 | $29,558 | -$1,114 | -$1,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,518 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,212 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,979,432 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,162 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,036,301 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049188 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,362 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,972,994 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055936 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $148,627 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,062,908 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072047 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $124,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,071,841 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060019 | DistributionYr5Rt |
| Total Distribution | 0.287311 | TotalDistributionRt |
| Average Distribution | 0.057462 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,005,659 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,249 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $749 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,998 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,082 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,499 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,499 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,303 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,303 | TotalPaymentsAndCreditsAmt |
| Tax Due | $196 | 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 | JOAN WHITE | IndividualWithBooksNm |
| Phone | 8475014707 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NO 6 REGENT WOOD | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Joan V White | ||||||||
| No 6 Regent Wood | Northfield | IL | 60093 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| Blair W White | ||||||||
| 14 HAWTHORNE AVE | LARKSPUR | CA | 94399 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Brian J White | ||||||||
| 12 East Scott Apt 6 | Chicago | IL | 60610 | TREASURER | 5.00 | $15,382 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | 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 | $1,718,854 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $317,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,036,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,036,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,005,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,499 | TotalTaxAmt |
| Distributable Before Adj | $98,784 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,784 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,784 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,082 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,082 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $93,082 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,700 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,403 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,082 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,702 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,702 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $401 | 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 | $401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $401 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Cancer Society | ||||||||
| 225 N Michigan Avenue | Chicago | IL | 60601 | none | PC | To further the mission of the donee | $75 | |
| American Federation of Police | ||||||||
| 6350 HORIZON DR | TITUSVILLE | FL | 32780 | none | PC | To further the mission of the donee | $45 | |
| American Heart Association | ||||||||
| 208 S LaSalle St | Chicago | IL | 60604 | none | PC | To further the mission of the donee | $75 | |
| American Red Cross | ||||||||
| 2025 E Street NW | Washington | DC | 20006 | none | PC | To further the mission of the donee | $1,000 | |
| Boys Town | ||||||||
| 14100 Crawford Street | Boys Town | NE | 68010 | none | PC | To further the mission of the donee | $50 | |
| Chicago Symphony Orchestra | ||||||||
| 220 S Michigan AVE | Chicago | IL | 60604 | NONE | PC | To further the mission of the donee | $20,000 | |
| Easter Seals | ||||||||
| 1939 West 13th Street Suite 300 | Chicago | IL | 60608 | none | PC | To further the mission of the donee | $75 | |
| EVANS SCHOLARSHIP FOUNDATION | ||||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $500 | |
| GEORGETOWN VISITATION SCHOLARSHIP FUND | ||||||||
| 1524 THIRTY-FIFTH STREET NW | WASHINGTON | DC | 20007 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $500 | |
| Good News Partners | ||||||||
| 1600 W Jonquil Terrace | Chicago | IL | 60626 | none | PC | to further the mission of the donee | $500 | |
| INFANT WELFARE SOCIETY OF EVANSTON | ||||||||
| 2200 MAIN STREET | EVANSTON | IL | 60202 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $250 | |
| Jupiter Medical Center | ||||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | none | PC | to further the mission of the donee | $2,000 | |
| Lincoln Park Zoological Society | ||||||||
| 2001 N Clark st | Chicago | IL | 60614 | none | PC | to further the mission of the donee | $10,000 | |
| Lost Tree Chapel | ||||||||
| 11149 Turtle Beach Road | North Palm Beach | FL | 33408 | none | PC | to further the mission of the donee | $5,000 | |
| Lost Tree Village Charitable Foundation | ||||||||
| 11555 Lost Tree Way | North Palm Beach | FL | 33408 | none | PC | to further the mission of the donee | $5,000 | |
| Lurie Children's Hospital of Chicago | ||||||||
| 225 E Chicago Ave | Chicago | IL | 60611 | none | pc | to further the mission of the donee | $20,000 | |
| March of Dimes | ||||||||
| 111 West Jackson Blvd Suite 1650 | Chicago | IL | 60604 | none | PC | To further the mission of the donee | $75 | |
| MD Anderson Cancer Center | ||||||||
| The University of Texas MD Anderson | Houston | TX | 77030 | none | PC | to further the mission of the donee | $1,000 | Medical Center 1515 Holcombe Blvd |
| Metropolitan Family Services | ||||||||
| One North Dearborn St 10 | Chicago | IL | 60602 | None | PC | to further the mission of the donee | $5,000 | |
| NorthShore University HealthSystem | ||||||||
| 1033 University Place Suite 450 | Evanston | IL | 60201 | none | PC | to further the mission of the donee | $5,000 | |
| Northwestern University | ||||||||
| Office of Alumni Relations | Evanston | IL | 60208 | none | PC | to further the mission of the donee | $1,000 | Development 2020 Ridge Ave |
| PARALYZED VETERANS | ||||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $75 | |
| Rush University Medical Center | ||||||||
| 1653 W Congress Parkway | Chicag | IL | 60612 | none | PC | to further the mission of the donee | $3,000 | |
| Skokie CC Educational Foundation | ||||||||
| 1500 McDaniel Ave | Evanston | IL | 60201 | none | PC | to further the mission of the donee | $500 | |
| The Salvation Army | ||||||||
| 615 Slaters Lane PO Box 269 | Alexandria | VA | 22313 | none | PC | to further the mission of the donee | $1,000 | |
| The Springboard Foundation | ||||||||
| 737 N Michigan Avenue Suite 2000 | Chicago | IL | 60611 | none | PC | to further the mission of the donee | $10,000 | |
| United Services Organization | ||||||||
| PO Box 96322 | Washington | DC | 20090 | none | PC | To further the mission of the donee | $1,000 | |
| World Vision | ||||||||
| 633 Third Avenue | New York | NY | 10017 | none | PC | To further the mission of the donee | $312 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,082 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,807 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,518 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,325 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,325 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $653,135 | EOYBookValueAmt |
| EOYFMV | $807,358 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $536,649 | EOYBookValueAmt |
| EOYFMV | $842,388 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL SECRETARY OF STATE | $13 | $0 | $0 |
| IL CHARITY BUREAU FUND | $15 | $0 | $0 |
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