1111 FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- 1111 FOUNDATION (EIN 46-1463656)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349101441
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T12:39:58-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364268995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBINS & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N STETSON AVE STE 2550 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 | 461463656 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 1111 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1111 | BusinessNameControlTxt |
| Phone | 8476434343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MEDLINE PL | AddressLine1Txt |
| City | MUNDELEIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES D ABRAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8476434343 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY L ROBBINS | PreparerPersonNm |
| PTIN | P01201817 | PTIN |
| Phone | 3126091100 | PhoneNum |
| Preparation | 2016-11-11 | 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 | $8,018,126 | 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 | $1,094,684 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $129,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,573,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,607 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,251,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,597 | 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 |
| Other Prof Fees Rev And Expnss | $38,674 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,674 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,299 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,517,977 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,492,977 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,563,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,493,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$312,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,923 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $151,924 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $248,992 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $248,992 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,582,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,372,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,298,509 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,676,279 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,522,282 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,470,625 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,574 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $7,456,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,143,979 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,018,126 | 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 | $7,456,645 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,143,979 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,456,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,143,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,456,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,143,979 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,456,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$312,669 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $7,143,979 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,143,979 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS ACCT 356-6 | D | $647,295 | $550,000 | $97,295 | $97,295 |
| GOLDMAN SACHS ACCT 304-5 | D | $21,289 | $3,253 | $18,036 | $18,036 |
| JPM ACCT S9009 | P | $682,996 | $704,796 | -$21,800 | -$21,800 |
| JPM ACCT S9009 | P | $1,204,741 | $1,288,632 | -$83,891 | -$83,891 |
| CAPITAL GAINS DIVIDENDS | P | $16,967 | $16,967 | $16,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,607 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,603,468 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,195,533 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.174375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,059,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,255,003 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103306 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,726,087 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.277681 | TotalDistributionRt |
| Average Distribution | 0.092560 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,283,375 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $766,709 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,179 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $767,888 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,493,002 | 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 | $1,179 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,179 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,036 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,036 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,857 | OverpaymentAmt |
| Applied To ES Tax | $5,857 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA KNUDSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476434343 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MEDLINE PL | AddressLine1Txt |
| City | MUNDELEIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60060 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES D ABRAMS | ||||||||
| ONE MEDLINE PLACE | MUNDELEIN | IL | 60060 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| WENDY D ABRAMS | ||||||||
| ONE MEDLINE PLACE | MUNDELEIN | IL | 60060 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| LAURA KNUDSON | ||||||||
| ONE MEDLINE PLACE | MUNDELEIN | IL | 60060 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $8,038,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $371,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,409,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,409,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,143 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,283,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,179 | TotalTaxAmt |
| Distributable Before Adj | $412,990 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,990 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,990 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,493,002 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,493,002 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,179 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,491,823 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,990 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $508,094 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,153,357 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,661,451 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,493,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $412,990 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,080,012 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,741,463 | 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 | $2,741,463 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $508,094 | ExcessFromYear2Amt |
| Excess From Year1 | $1,153,357 | ExcessFromYear1Amt |
| Excess From Current Year | $1,080,012 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES D ABRAMS | ContributingManagerNm |
| Contributing Manager | WENDY D ABRAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3ARTS INC | |||||||
| 180 N MICHIGAN AVE 305 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ADAM DON FOUNDATION | |||||||
| 9801 ADAM DON PKWY | WOODRIDGE | IL | 60517 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AM SHALOM | |||||||
| 840 VERNON AVE | GLENCOE | IL | 60022 | NONE | PC | GENERAL SUPPORT | $7,950 |
| AMERICAN TECHNOLOGY SOCIETY | |||||||
| 55 EAST 95TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BROWN UNIVERSITY | |||||||
| 164 ANGELL STREET | PROVIDENCE | RI | 02912 | NONE | PC | GENERAL SUPPORT | $32,500 |
| CANINE THERAPY CORPS INC | |||||||
| 1700 W IRVING PARK ROAD | CHICAGO | IL | 60613 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||
| 2201 BROADWAY SUITE 302 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $9,830 |
| CHICAGO CHILD ADVOC | |||||||
| 1240 SOUTH DAMEN AVE | CHICAGO | IL | 60608 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CIVIC LEADERSHIP FOUNDATION | |||||||
| PO BOX 456 | GLENCOE | IL | 60022 | NONE | PC | GENERAL SUPPORT | $250 |
| CLINTON GLOBAL INITIATIVE | |||||||
| 610 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72201 | NONE | PC | GENERAL SUPPORT | $19,000 |
| COMMON GROUND FOUNDATION | |||||||
| 47 WEST POLK 172 | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITY HOUSING FOR AFFORDABLE LIVING | |||||||
| 400 CENTRAL AVE 111 | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL SUPPORT | $250 |
| COOL GLOBES | |||||||
| 1 MEDLINE PLACE | MUNDELEIN | IL | 60060 | NONE | PC | GENERAL SUPPORT | $200,000 |
| DARE 2 TRI | |||||||
| 516 N OGDEN AVE 172 | CHICAGO | IL | 60642 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DESIGNED FOR DIGNITY | |||||||
| 445 N WELLS SUITE 402 | CHICAGO | IL | 60654 | NONE | PC | GENERAL SUPPORT | $3,000 |
| DIGESTIVE HEALTH FOUNDATION | |||||||
| 251 E HURON ST SUITE 3-200 | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $37,500 |
| FOOL PROOF | |||||||
| 516 DELAMMOY AVE | COCOA | FL | 32922 | NONE | PC | GENERAL SUPPORT | $2,500 |
| FOUNDATION OF MITOCHONDRIAL MEDICINE | |||||||
| 1266 W PACES FERRY RD | ATLANTA | GA | 30327 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOUNDATION OF MUSIC | |||||||
| 1801 W BELLE PLAINE SUITE 206 | CHICAGO | IL | 60613 | NONE | PC | GENERAL SUPPORT | $25,000 |
| FRIENDS OF ETHIOPIAN JEWS | |||||||
| PO BOX 960059 | BOSTON | MA | 02196 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FROM THE HEART PRODUCTIONS INC | |||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | NONE | PC | GENERAL SUPPORT | $15,000 |
| GO MERCURY FREE | |||||||
| PO BOX 921 | MALIBU | CA | 90265 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HALCYON THEATRE | |||||||
| 3253 W WILSON AVE | CHICAGO | IL | 60625 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HASHTAG LUNCH BAG CHICAGO | |||||||
| 12000 W PICO BLVD | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL SUPPORT | $1,500 |
| HIGHLAND PARK COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | GENERAL SUPPORT | $18,750 |
| INTER-NATION CULTURAL FOUNDATION | |||||||
| PO BOX 1271 | KILAUEA | HI | 96754 | NONE | PC | GENERAL SUPPORT | $5,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD SUITE 980 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL SUPPORT | $25,000 |
| JACPAC EDUCATIONAL FUND | |||||||
| PO BOX 105 | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL SUPPORT | $15,000 |
| JEWISH UNITED FUND | |||||||
| 30 SOUTH WELLS ST | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $33,500 |
| JOHN HOWARD ASSOCIATION | |||||||
| 70 EAST LAKE STREET SUITE 1116 | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $7,500 |
| JORDAN MICHAEL FILLER FOUNDATION | |||||||
| 2421 SHADOW CREEK LANE | RIVERWOODS | IL | 60015 | NONE | PC | GENERAL SUPPORT | $10,000 |
| KESHET | |||||||
| 600 ACADEMY DRIVE SUITE 130 | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MEDLINE FOUNDATION | |||||||
| ONE MEDLINE PLACE | MUNDELEIN | IL | 60060 | NONE | PF | SERVICE AND WELFARE PROGRAMS | $25,000 |
| MY SISTERS PLACE | |||||||
| ONE WATER STREET | WHITE PLAINS | NY | 10601 | NONE | PC | GENERAL SUPPORT | $2,051 |
| NATIONAL MS SOCIETY | |||||||
| 3201 W COMMERCIAL BLVD | FORT LAUDERDALE | FL | 33309 | NONE | PC | GENERAL SUPPORT | $500 |
| NEW YORK PRESBYTERIAN | |||||||
| 654 WEST 170TH ST | NEW YORK | NY | 10032 | NONE | PC | GENERAL SUPPORT | $25,000 |
| NORTH SHORE COUNTRY DAY SCHOOL | |||||||
| 310 GREEN BAY ROAD | WINNETKA | IL | 60093 | NONE | PC | GENERAL SUPPORT | $25,000 |
| ONEGOAL | |||||||
| 215 W SUPERIOR STREET SUITE 700 | CHICAGO | IL | 60654 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PATHWAYS FOUNDATION | |||||||
| 150 N MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PROJECT EXPLORATION | |||||||
| 4511 SOUTH EVANS | CHICAGO | IL | 60653 | NONE | PC | GENERAL SUPPORT | $2,500 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL SUPPORT | $52,136 |
| REDMOON THEATER | |||||||
| 2120 S JEFFERSON ST | CHICAGO | IL | 60616 | NONE | PC | GENERAL SUPPORT | $66,000 |
| RFK CENTER FOR HUMAN RIGHTS | |||||||
| 515 MADISON AVE 718 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $50,000 |
| SGA YOUTH & FAMILY SERVICES | |||||||
| 11 EAST ADAMS SUITE 1500 | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $2,500 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE CLIMATE REALITY PROJECT | |||||||
| 750 NINTH STREET NW SUITE 520 | BOULDER | CO | 80302 | NONE | PC | GENERAL SUPPORT | $40,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | NONE | PC | GENERAL SUPPORT | $200,000 |
| UNICEF | |||||||
| 500 N MICHIGAN AVE SUITE 1000 | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE ST SUITE 8000 | ANN ARBOR | MI | 48109 | NONE | PC | GENERAL SUPPORT | $75,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL SUPPORT | $250,000 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $770 |
| WATERKEEPER ALLIANCE | |||||||
| 17 BATTERY PLACE SUITE 1329 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $54,990 |
| WORLD BUSINESS CHICAGO | |||||||
| 177 N STATE STREET 500 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $50,000 |
| WTTW | |||||||
| 540 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ZACHARIAS CENTER | |||||||
| 4275 OLD GRAND AVE | GURNEE | IL | 60031 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,517,977 | 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 | $129,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,607 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $156,597 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,597 | 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 |
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 | JAMES D AND WENDY D ABRAMS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MEDLINE PLACE | AddressLine1Txt |
| City | MUNDELEIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,094,684 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDLINE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MEDLINE PLACE | AddressLine1Txt |
| City | MUNDELEIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2015-01-06 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | TO PROVIDE FUNDS FOR GRANTEE'S SERVICE AND WELFARE PROGRAMS. | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 02/01/16 | DatesOfReportsByGranteeTxt |
| Results Of Verification | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR ANYTHING OTHER THAN ITS INTENDED PURPOSE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $311,360 | $306,063 |
| PRUDENTIAL TOTAL RETURN BD-Z | $435,804 | $435,493 |
| BLACKROCK HIGH YIELD BOND | $229,481 | $199,294 |
| DOUBLELINETOTAL RET BD | $322,711 | $317,122 |
| JPM STRAT INC OPP FD-SEL | $222,926 | $212,653 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE, INC. | $99,213 | $355,884 |
| BERKSHIRE HATHAWAY INC. | $809,128 | $1,384,600 |
| SPDR S&P 500 ETF TRUST | $835,666 | $1,013,438 |
| GLOBAL ACCESS HEDGE FUND LTD | $1,500,000 | $1,474,039 |
| T ROWE PRICE OVERSEAS STOCK | $271,303 | $261,696 |
| BROWN ADV JAPAN ALPHA OPP-IS | $121,800 | $123,485 |
| JPM GLBL RES ENH INDEX FD-SEL | $349,249 | $340,212 |
| PARNASSUS CORE EQUITY FD-INS | $200,000 | $189,315 |
| JOHN HANCOCK L/C EQUITY | $200,000 | $208,727 |
| ISHARES RUSSELL MIDCAP INDEX FUND | $336,640 | $334,616 |
| CAPITAL GR NON US EQUITY | $226,437 | $210,995 |
| DB NOTE OF NOTES EAFE ASKT | $113,000 | $101,994 |
| ISHARES MSCI EAFE INDEX FUND | $238,309 | $233,118 |
| VANGUARD FTSE EUROPE EFT | $71,960 | $66,390 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $25 | $0 | $25 |
| MISCELLANEOUS | $7,274 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $3 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $38,674 | Amt |
| Net Investment Income | $38,674 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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