WEDNER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WEDNER FAMILY FOUNDATION (EIN 26-3863441)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-07
- IRS object ID
- 201603129349100440
- Schema version
- 2015v2.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T16:55:47-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NORTH MICHIGAN AVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263863441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEDNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARCUS D WEDNER | InCareOfNm |
| Business Name Control | WEDN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 544 W DICKENS AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCUS D WEDNER | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 3128737320 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William J Runowski | PreparerPersonNm |
| PTIN | P01395005 | PTIN |
| Phone | 3126420006 | PhoneNum |
| Preparation | 2016-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,961,084 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $747,874 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,813 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,808 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $947,548 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $609,667 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,337 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,337 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $786,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $634,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $352 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $176 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $176 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $385 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $385 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $571 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,632 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,632 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $653,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $633,987 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $703,788 | CashBOYAmt |
| Cash EOY | $599,163 | CashEOYAmt |
| Cash EOYFMV | $599,163 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,534,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,448,051 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,331,046 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $187,445 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $315,033 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $314,212 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $716,663 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $716,663 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,425,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,078,910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,961,084 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,425,811 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,078,910 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,425,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,078,910 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,425,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,078,910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,425,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $653,099 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,078,910 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,078,910 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2,187 SHS: RYDEX ETF TRUST | D | 2015-07-06 | $174,902 | $167,576 | $7,326 | $7,326 |
| 14,483 SHS: JD.COM INC | P | $481,463 | $13,970 | $467,493 | $467,493 | |
| 69 SHS: 3M COMPANY | 2015-12-28 | $10,294 | $6,508 | $3,786 | $3,786 | |
| 21 SHS: ALPHABET INC CL A | 2015-12-28 | $16,077 | $7,912 | $8,165 | $8,165 | |
| 21 SHS: ALPHABET INC CL C | 2015-12-28 | $15,714 | $7,887 | $7,827 | $7,827 | |
| 449 SHS: ALTRIA GROUP INC | 2015-12-28 | $25,896 | $15,697 | $10,199 | $10,199 | |
| 120 SHS: AMDOCS LIMITED | 2015-12-28 | $6,692 | $4,125 | $2,567 | $2,567 | |
| 86 SHS: AMERICOURCE BERGEN | 2015-12-28 | $8,880 | $3,728 | $5,152 | $5,152 | |
| 90 SHS: APPLE INC | 2015-12-28 | $10,518 | $5,843 | $4,675 | $4,675 | |
| 97 SHS: ARCH CAPITAL GROUP | 2015-12-28 | $6,799 | $4,293 | $2,506 | $2,506 | |
| 76 SHS: AUTOMATIC DATA PRO | 2015-12-28 | $6,447 | $3,852 | $2,595 | $2,595 | |
| 4 SHS: AUTOZONE INC | 2015-12-28 | $2,971 | $1,430 | $1,541 | $1,541 | |
| 140 SHS: BOFL HOLDING INC | 2015-12-28 | $2,845 | $997 | $1,848 | $1,848 | |
| 18 SHS: CAMPBELL SOUP CO | 2015-12-28 | $947 | $642 | $305 | $305 | |
| 87 SHS: CHUBB LIMITED | 2015-12-28 | $11,515 | $6,654 | $4,861 | $4,861 | |
| 41 SHS: COSTCO WHOLESALE | 2015-12-28 | $6,598 | $4,137 | $2,461 | $2,461 | |
| 100 SHS: CVS HEALTH CORP | 2015-12-28 | $9,828 | $4,948 | $4,880 | $4,880 | |
| 20 SHS: ELI LILLY & CO | 2015-12-28 | $1,711 | $1,039 | $672 | $672 | |
| 82 SHS: EVEREST RE GROUP | 2015-12-28 | $15,131 | $9,113 | $6,018 | $6,018 | |
| 76 SHS: HORMEL FOODS CORP | 2015-12-28 | $6,101 | $2,423 | $3,678 | $3,678 | |
| 285 SHS: INTEL CORPORATION | 2015-12-28 | $9,890 | $6,083 | $3,807 | $3,807 | |
| 6 SHS: J2 GLOBAL INC | 2015-12-28 | $473 | $191 | $282 | $282 | |
| 61 SHS: KIMBERLY-CLARK CO | 2015-12-28 | $7,702 | $5,005 | $2,697 | $2,697 | |
| 40 SHS: LAKELAND FINANCIAL | 2015-12-28 | $1,854 | $1,160 | $694 | $694 | |
| 70 SHS: MASTERCARD INC | 2015-12-28 | $6,822 | $3,558 | $3,264 | $3,264 | |
| 59 SHS: MCKESSON CORP | 2015-12-28 | $11,608 | $5,722 | $5,886 | $5,886 | |
| 415 SHS: MICROSOFT CORP | 2015-12-28 | $22,968 | $11,393 | $11,575 | $11,575 | |
| 16 SHS: PARTNERRE LTD | 2015-12-28 | $2,219 | $1,436 | $783 | $783 | |
| 25 SHS: RAYTHEON COMPANY | 2015-12-28 | $3,167 | $1,462 | $1,705 | $1,705 | |
| 390 SHS: REYNOLDS AMERICAN | 2015-12-28 | $17,854 | $8,286 | $9,568 | $9,568 | |
| 73 SHS: THE HOME DEPOT | 2015-12-28 | $9,642 | $4,621 | $5,021 | $5,021 | |
| 120 SHS: THE KROGER CO | 2015-12-28 | $5,029 | $1,574 | $3,455 | $3,455 | |
| 2 SHS: THE PRICELINE GRP | 2015-12-28 | $2,546 | $1,274 | $1,272 | $1,272 | |
| 68 SHS: THE TRAVELERS CO | 2015-12-28 | $7,641 | $4,943 | $2,698 | $2,698 | |
| 43 SHS: THE WALT DISNEY CO | 2015-12-28 | $4,583 | $2,188 | $2,395 | $2,395 | |
| 40 SHS: UNITED HEALTHCARE | 2015-12-28 | $4,697 | $2,114 | $2,583 | $2,583 | |
| 68 SHS: VISA INC | 2015-12-28 | $5,246 | $2,629 | $2,617 | $2,617 | |
| 42 SHS: WELLS FARGO & CO | 2015-12-28 | $2,278 | $1,468 | $810 | $810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $609,667 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $133,939 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,915,714 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069916 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,696 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,312,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09347 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $341,347 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03662 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,752 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $237,908 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057804 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,912 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $272,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054636 | DistributionYr5Rt |
| Total Distribution | 0.312446 | TotalDistributionRt |
| Average Distribution | 0.062489 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,609,581 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $163,070 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,340 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $169,410 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $127,203 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,680 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,680 | SubtotalAmt |
| Tax Based On Investment Income | $12,680 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,334 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,334 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $4,651 | OverpaymentAmt |
| Applied To ES Tax | $4,651 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | false | 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 | MARCUS D WEDNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128737300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 544 W DICKENS AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Marcus D Wedner | ||||||||
| 544 W DICKENS AVE | CHICAGO | IL | 60614 | PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
| Anne T Wedner | ||||||||
| 544 W DICKENS AVE | CHICAGO | IL | 60614 | SECRETARY, TREASURER, Director | 0 | $0 | $0 | $0 |
| Phil Perelmuter | ||||||||
| 65 Paul Revere Road | Needham | MA | 02494 | director | 0 | $0 | $0 | $0 |
| 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 | $1,727,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $531,828 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $389,743 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,649,321 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,649,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,609,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,680 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,680 | TotalTaxAmt |
| Distributable Before Adj | $117,799 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $117,799 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $117,799 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,203 | 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 | $127,203 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $127,203 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,799 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,265 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,963 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $57,936 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,403 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $117,799 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,404 | RemainingDistriFromCorpusAmt |
| Total Corpus | $113,971 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,265 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $112,706 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,963 | ExcessFromYear4Amt |
| Excess From Year2 | $57,936 | ExcessFromYear2Amt |
| Excess From Year1 | $43,403 | ExcessFromYear1Amt |
| Excess From Current Year | $9,404 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARCUS D WEDNER | ContributingManagerNm |
| Contributing Manager | ANNE T WEDNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJC GLOBAL JEWISH ADVOCACY | |||||||
| NOT AVAILABLE | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| CHICAGO COUNCIL ON GLOBAL AFFAIRS | |||||||
| 180 N STETSON SUITE 1400 | CHICAGO | IL | 60601 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 |
| CHICAGO IDEAS WEEK | |||||||
| 600 WEST CHICAGO | CHICAGO | IL | 60654 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,182 |
| CONNCTICUT PUBLIC BROADCAST | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,500 |
| HARVARD UNIVERSITY | |||||||
| HARVARD UNIVERSITY | CAMBRIDGE | MA | 02138 | NONE | PC | TO FURTHER PROGRAM SERVICES | $67,000 |
| INVEST FOR KIDS | |||||||
| 875 N MICHIGAN AVE SUITE 3400 | CHICAGO | IL | 60611 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,200 |
| PGA | |||||||
| NOT AVAILABLE | CHICAOG | IL | 60601 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| SGA YOUTH & FAMILY SERVICE | |||||||
| 11 E ADAMS STREET SUITE 1500 | CHICAGO | IL | 60603 | NONE | PC | TO FURTHER PROGRAM SERVICES | $15,000 |
| THE CIVIC FEDERATION | |||||||
| 10 N DEARBORN SUITE 800 | CHICAGO | IL | 60602 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250 |
| THE JAZZ BAKERY | |||||||
| 1836 BENEDICT CANYON DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,000 |
| WASHINGTON ENGLISH CENTER | |||||||
| 2200 CALIFORNIA ST NW | WASHINGTON | DC | 20008 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 |
| YOUNG WOMEN'S LEADERSHIP CHARTER SCHOOL | |||||||
| 2641 S CALUMET AVE | CHICAGO | IL | 60616 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,632 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,813 | 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 | $13,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRESHAM OPPORTUNISTIC GROWTH STRATEGIES LP | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,337 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,334 | 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 | MARCUS WEDNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 KENT ROAD | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $747,252 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY SHORT TERM BOND | BondNm |
| EOY Book Value | $315,033 | EOYBookValueAmt |
| EOYFMV | $314,212 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI | $474,581 | $366,354 |
| JD COM INC | $0 | $0 |
| ISHARES MSCI EAFE | $474,312 | $420,318 |
| RYDEX ETF TRUST | $499,158 | $544,374 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GRESHAM OPP GRWTH STRAT OFFSHR | CategoryOrItemTxt |
| Book Value | $716,663 | BookValueAmt |
| EOYFMV | $716,663 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $352 | LegalFeesAmt |
| Net Investment Income | $176 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $176 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $30 | $30 | |
| IL SECRETARY OF STATE | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRESHAM OPPORTUNISTIC GROWTH STRAT. LP | Desc |
| Revenue And Expenses Per Books | -$8,337 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$8,337 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACTOR FEES | CategoryTxt |
| Amt | $385 | Amt |
| Disbursements Charitable Prps | $385 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $5,700 | Amt |
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