ELM FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ELM FAMILY FOUNDATION (EIN 47-6500826)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-26
- IRS object ID
- 201741779349100304
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-26T11:00:39-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 476500826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elm Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID N JONAS | InCareOfNm |
| Business Name Control | ELMF | BusinessNameControlTxt |
| Phone | 8472429160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o David N Jonas Suite STE 380 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID N JONAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9999999999 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joel B Polakow | PreparerPersonNm |
| PTIN | P00845521 | PTIN |
| Phone | 8472055000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.98.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15866820171775000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-06-26 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 57B757D208DC56841B4D0A09351A95EF4EFCB052 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 57B757D208DC56841B4D0A09351A95EF4EFCB052 | 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 | $23,380,027 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $109,876 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $427,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $427,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$337,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,406,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $200,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $427,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $31,913 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,913 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,841 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,117 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $820 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $820 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $47,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $510,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $510,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $558,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $510,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$357,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,804 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,475 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $20,717 | AcctRcvblAmt |
| Acct Rcvbl BOY | $22,012 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $20,717 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $20,717 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $22,104,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,292,835 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,292,835 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,165,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,380,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,380,027 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $22,165,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,380,027 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,165,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,380,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,165,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,380,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,165,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$357,669 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,572,504 | OtherIncreasesAmt |
| Subtotal | $23,380,027 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,380,027 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| JP MORGAN 17844 SHORT TERM COVERED CAPITAL GAIN | $226,692 | $212,891 | $13,801 | $13,801 |
| JP MORGAN 17844 LONG TERM COVERED CAPITAL GAIN | $252,404 | $338,143 | -$85,739 | -$85,739 |
| CAP GAIN DISTRIBUTION | $767 | $767 | $767 | |
| JP MORGAN 17844 LONG TERM NONCOVERED CAPITAL GAIN | $53 | $53 | $53 | |
| JP MORGAN 95834 LONG TERM COVERED CAPITAL GAIN | $2,926,569 | $3,192,476 | -$265,907 | -$265,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$337,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $438,861 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,035,359 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036464 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,767,458 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.011047 | DistributionYr2Rt |
| Total Distribution | 0.047511 | TotalDistributionRt |
| Average Distribution | 0.023756 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,659,809 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $514,550 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,918 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $518,468 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $510,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,836 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,836 | SubtotalAmt |
| Tax Based On Investment Income | $7,836 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,140 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $16,140 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,304 | OverpaymentAmt |
| Applied To ES Tax | $8,304 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID N JONAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472429160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 DUNDEE RD STE 380 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Jonas | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Dundee Rd STE 380 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,915,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,989,654 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,989,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $329,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,659,809 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,082,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,082,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,836 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,836 | TotalTaxAmt |
| Distributable Before Adj | $1,075,154 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,075,154 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,075,154 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $510,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $510,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $510,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,075,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,964 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $510,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,964 | AppliedToYear1Amt |
| Applied To Current Year | $473,636 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $601,518 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID N JONAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Solomon Schecter Day School | ||||||||
| 3210 Dundee Road | Northbrook | IL | 60062 | None | PC | Unrestricted | $10,000 | |
| Jewish United Fund | ||||||||
| 30 S Wells Street | Chicago | IL | 60606 | None | PC | Unrestricted | $175,000 | |
| Sinai Health System | ||||||||
| 1500 S California Ave | Chicago | IL | 60608 | None | PC | Unrestricted | $10,000 | |
| Friends of the IDF | ||||||||
| 1430 Broadway | New York | NY | 10018 | None | PC | Unrestricted | $123,600 | Suite 1301 |
| Kellogg School - Northwestern University | ||||||||
| 2001 Sheridan Road | Evanston | IL | 60208 | NONE | PC | Unrestricted | $2,500 | |
| Friends of Elnet | ||||||||
| 400 Skokie Blvd | Northbrook | IL | 60062 | NONE | PC | Unrestricted | $100,000 | |
| Weizmann Institute of Science | ||||||||
| 180 N LaSalle Dr 3110 | Chicago | IL | 60601 | NONE | PC | Unrestricted | $2,000 | |
| Hillel | ||||||||
| 1429 Hill Street | Ann Arbor | MI | 48104 | NONE | PC | Unrestricted | $2,000 | |
| University of Illinois Chicago | ||||||||
| 1200 W Harrison St | Chicago | IL | 60607 | NONE | PC | Unrestricted | $2,500 | |
| Cheder Lubavitch Day School | ||||||||
| 5201 Howard Street | Skokie | IL | 60077 | NONE | PC | Unrestrcited | $1,000 | |
| Wounded Warrior Project | ||||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | NONE | PC | Unrestricted | $2,000 | |
| American Israel Education Foundation | ||||||||
| 251 H Street NW | Washington | DC | 20001 | NONE | PC | Unrestricted | $75,000 | |
| Stand with Us | ||||||||
| PO Box 341069 | Los Angeles | CA | 90034 | NONE | PC | Unrestricted | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $510,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $427,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$337,025 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,629 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,629 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | David N Jonas | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1059 Elm Ridge Drive | AddressLine1Txt |
| City | Glencoe | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $109,876 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JP MORGAN INVESTMENT ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $23,292,835 | BookValueAmt |
| EOYFMV | $23,292,835 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DEPOSITORY FEES | $805 | $805 |
| DUES & SUBSCRIPTIONS | $15 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,572,504 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $31,913 | Amt |
| Net Investment Income | $31,913 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David N Jonas | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1059 Elm Ridge Drive | AddressLine1Txt |
| City | Glencoe | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60022 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $3,117 | $3,117 |
| TAXES | $11,724 |
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