GEORGE M EISENBERG FOUNDATION FOR CHARITIES: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE M EISENBERG FOUNDATION FOR CHARITIES (EIN 36-3689650)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-30
- IRS object ID
- 201622749349100607
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-30T14:57:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1665 Elk Boulevard | AddressLine1Txt |
| City | Des Plaines | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600164776 | 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 | 363689650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George M Eisenberg Foundation for Charities | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % James K Marousis | InCareOfNm |
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 8479810545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 S Arlington Heights RdSte560 | AddressLine1Txt |
| City | Arlington Heights | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES K MAROUSIS | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8479810545 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 8478244000 | PhoneNum |
| 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 | $52,347,376 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $817,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $817,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,533,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,804,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,518,867 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$122,998 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$44,941 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,228,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,291,158 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $257,846 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $82,173 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $175,673 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,710 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,355 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,355 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,409 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,409 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $197,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $197,635 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $191,490 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,396 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,355 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,805 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,402 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,403 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,309 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,327 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,982 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,853 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,781 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $735,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $312,041 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $234,558 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,812,055 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,812,055 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,547,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $312,041 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,046,613 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$318,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,979,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,490 | CashBOYAmt |
| Cash EOY | $118,484 | CashEOYAmt |
| Cash EOYFMV | $118,484 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $832,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $677,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $677,337 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,374,519 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,360,028 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,378,782 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,284,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,505,288 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,957,135 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,976,750 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,589,354 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,759,146 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $39,602,022 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,642,213 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,456,492 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,298 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,298 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $51,087,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,892,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,347,376 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $51,087,509 | UnrestrictedBOYAmt |
| Unrestricted EOY | $50,892,704 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,087,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,892,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,087,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,892,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,087,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$318,622 | ExcessRevenueOverExpensesAmt |
| Other Increases | $123,817 | OtherIncreasesAmt |
| Subtotal | $50,892,704 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $50,892,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| AETHER REAL ASSETS K-1 | $22,584 | -$22,584 | -$22,584 | |
| PUBLICLY TRADED SECURITIES | $43,262,850 | $3,541,451 | $3,541,451 | $46,804,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,518,867 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,553,588 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,517,260 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060727 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,516,106 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $56,550,108 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,035,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,756,448 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057543 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,977,619 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,492,306 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055664 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,762,335 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,104,397 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054053 | DistributionYr5Rt |
| Total Distribution | 0.290164 | TotalDistributionRt |
| Average Distribution | 0.058033 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,386,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,272,289 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,791 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,312,080 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,046,613 | 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 | $39,791 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39,791 | SubtotalAmt |
| Tax Based On Investment Income | $39,791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,532 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $52,532 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,741 | OverpaymentAmt |
| Applied To ES Tax | $12,741 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James K Marousis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479810545 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 S Arlington Heights Road | AddressLine1Txt |
| City | Arlington Heights | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Erin K O'Brien-Cahill | ||||||||
| 2340 S Arlington Heights RdSte560 | Arlington Heights | IL | 60005 | Director | 6.0 | $28,000 | $0 | $0 |
| Thomas C Spelsberg Jr | ||||||||
| 2340 S Arlington Heights RdSte560 | Arlington Heights | IL | 60005 | Vice President/Secretary | 6.0 | $28,000 | $0 | $0 |
| James K Marousis | ||||||||
| 2340 S Arlington Heights RdSte560 | Arlington Heights | IL | 60005 | Treasurer | 45.0 | $70,846 | $0 | $0 |
| Nancy T Spelsberg | ||||||||
| 2340 S Arlington Heights RdSte560 | Arlington Heights | IL | 60005 | Director | 6.0 | $28,000 | $0 | $0 |
| Dr Thomas C Spelsberg | ||||||||
| 2340 S Arlington Heights RdSte560 | Arlington Heights | IL | 60005 | Director | 6.0 | $19,000 | $0 | $0 |
| Dean J Marousis | ||||||||
| 2340 S Arlington Heights RdSte560 | Arlington Heights | IL | 60005 | Director | 6.0 | $28,000 | $0 | $0 |
| Sofia M Bishop | ||||||||
| 2340 S Arlington Heights RdSte560 | Arlington Heights | IL | 60005 | Assistant Treasurer | 6.0 | $28,000 | $0 | $0 |
| Katie Owens | ||||||||
| 2340 S Arlington Heights RdSte560 | Arlington Heights | IL | 60005 | President | 6.0 | $28,000 | $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 | $55,380,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,820,001 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,245,376 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,245,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $858,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,386,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,819,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,819,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,791 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,791 | TotalTaxAmt |
| Distributable Before Adj | $2,779,544 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,779,544 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,779,544 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,046,613 | 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 | $4,046,613 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39,791 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,006,822 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,779,544 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $709,465 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $769,048 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,478,513 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,046,613 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,779,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,267,069 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,745,582 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,745,582 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $709,465 | ExcessFromYear2Amt |
| Excess From Year1 | $769,048 | ExcessFromYear1Amt |
| Excess From Current Year | $1,267,069 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | George M Eisenberg Fdtn Charities | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 S Arlington Heights Road | AddressLine1Txt |
| City | Arlington Heights | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8479810545 | RecipientPhoneNum |
| Form And Info And Materials | SEE COPY OF CONTRIBUTION GUIDELINES ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 15TH OF EACH CALENDAR YEAR IN ORDER TO BE CONSIDERED FOR FUNDING FOR THE NEXT CALENDAR YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE COPY OF CONTRIBUTION GUIDELINES ATTACHED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 S Arlington Heights Road | AddressLine1Txt |
| City | Arlington Heights | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Payment for social assistance | GrantOrContributionPurposeTxt |
| Amt | $3,812,055 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,812,055 | 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) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,095 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $811,855 | 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 | 14 | ExclusionCd |
| Exclusion | $3,533,819 | 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 | Investment Income | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$78,057 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$44,941 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$71,962 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,300,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,228,771 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,500 | Amt |
| Net Investment Income | $2,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| CONFERENCE TABLE | 1994-06-25 | $2,186 | $2,186 | SL | 10 |
| 4 Filing Cabinets | 1994-07-29 | $1,158 | $1,158 | SL | 10 |
| Phone & Answering | 1994-03-23 | $696 | $696 | SL | 10 |
| Typewriter | 1994-04-08 | $139 | $139 | SL | 10 |
| Typewriter Table | 1994-04-08 | $49 | $49 | SL | 10 |
| Copier Machine | 1994-04-08 | $2,719 | $2,719 | SL | 10 |
| Desk & 4 Chairs | 1994-04-25 | $1 | $1 | SL | 10 |
| Computer Cart & Pr | 1996-02-19 | $4,447 | $4,447 | SL | 5 |
| Computer Cabinet | 1996-02-14 | $70 | $70 | SL | 5 |
| Reading Machine | 1998-08-07 | $2,033 | $2,033 | SL | 4 |
| 1 Table, 5 Chairs | 1998-12-23 | $560 | $560 | SL | 10 |
| Dell Computer | 2005-09-23 | $1,439 | $1,439 | SL | 5 |
| Photocopy Machine | 2007-01-08 | $2,424 | $2,424 | SL | 5 |
| Laptop Computer | 2008-04-08 | $954 | $954 | SL | 5 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP. BONDS | BondNm |
| EOY Book Value | $5,589,354 | EOYBookValueAmt |
| EOYFMV | $5,759,146 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP. STOCK | StockNm |
| EOY Book Value | $1,505,288 | EOYBookValueAmt |
| EOYFMV | $1,957,135 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,360,028 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,378,782 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Mutual Funds | AT COST | $34,947,620 | $34,572,899 |
| Partnerships and Joint Venture | AT COST | $4,694,593 | $5,813,547 |
| Accrued Interest | AT COST | $70,046 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| CONFERENCE TABLE | $2,186 | $2,186 |
| 4 Filing Cabinets | $1,158 | $1,158 |
| Phone & Answering | $696 | $696 |
| Typewriter | $139 | $139 |
| Typewriter Table | $49 | $49 |
| Copier Machine | $2,719 | $2,719 |
| Desk & 4 Chairs | $1 | $1 |
| Computer Cart & Pr | $4,447 | $4,447 |
| Computer Cabinet | $70 | $70 |
| Reading Machine | $2,033 | $2,033 |
| 1 Table, 5 Chairs | $560 | $560 |
| Dell Computer | $1,439 | $1,439 |
| Photocopy Machine | $2,424 | $2,424 |
| Laptop Computer | $954 | $954 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $7,409 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,409 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Filing Fee | $40 | $40 | |
| Insurance | $26,999 | $13,500 | $13,499 |
| Office Supplies | $3,110 | $3,110 | |
| Seminar, Subscript., and Publi | $708 | $354 | $354 |
| Telephone | $1,777 | $1,777 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Loss from Aether K-1 | Desc |
| Revenue And Expenses Per Books | -$122,998 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$44,941 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AETHER REAL ASSETS I, L.P. | Desc |
| Amt | $123,817 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Mgmt. Fees - U.S. B | CategoryTxt |
| Amt | $197,635 | Amt |
| Net Investment Income | $197,635 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Employer FICA Taxes | $2,710 | $1,355 | $1,355 |
| Excise Tax | $188,739 | ||
| Foreign Tax | $41 | $41 |
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