THOMAS W DOWER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS W DOWER FOUNDATION (EIN 36-6071665)
- Tax period
- 2015-05-01 to 2016-04-30
- Filed
- 2016-10-25
- IRS object ID
- 201632999349100008
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-25T11:32:21-07:00 | ReturnTs |
| Tax Period End | 2016-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTTE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 S CASS AVE STE 210 | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605615066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366071665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas W Dower Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8472560600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 416 | AddressLine1Txt |
| City | Kenilworth | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY K HARTIGAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2016-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH KNUTTE CPA | PreparerPersonNm |
| PTIN | P01317776 | PTIN |
| Phone | 6309603317 | 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 | $248,705 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $110 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $110 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $110 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $175,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $175,529 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $175,529 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$45,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,368,205 | GrossSalesPriceAmt |
| Total Rev And Expnss | $129,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,639 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $175,639 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,332 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,266 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,066 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,727 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,382 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $345 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,822 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,660 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,162 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $112,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $343,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $343,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $456,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $371,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$326,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,331 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $175,639 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $607,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $248,705 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $248,705 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $250,000 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $5,761,391 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,985,459 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $142,743 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $35,075 | CorporateBondsEOYAmt |
| Other Investments BOY | $649,163 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $593,908 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $7,411,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,863,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $248,705 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,411,296 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,863,147 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,411,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,863,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,411,296 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,863,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,411,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$326,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,918 | OtherIncreasesAmt |
| Subtotal | $7,086,642 | SubtotalAmt |
| Other Decreases | $223,495 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,863,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 449.00 CHESAPEAKE ENERGY CORP | P | 2014-11-14 | 2015-05-08 | $6,835 | $10,181 | -$3,346 | -$3,346 |
| 400.00 DOW CHEMICAL | P | 2014-10-31 | 2015-05-13 | $20,280 | $19,650 | $630 | $630 |
| .109 GOOGLE INC CL C | P | 2015-03-20 | 2015-05-04 | $61 | $61 | ||
| 500.00 Limelight Networks Inc | P | 2014-09-23 | 2015-05-13 | $2,075 | $1,245 | $830 | $830 |
| 250.00 STRATASYS LTD ILS | P | 2014-01-01 | 2015-05-08 | $8,787 | $29,959 | -$21,172 | -$21,172 |
| 200.00 TRIPADVISIOR | P | 2015-01-06 | 2015-05-13 | $16,296 | $14,300 | $1,996 | $1,996 |
| 250.00 United States Treas Bil | P | 2015-02-02 | 2015-05-07 | $250,000 | $249,998 | $2 | $2 |
| 600.00 EXELIS | P | 2014-10-09 | 2015-06-01 | $14,871 | $20,054 | -$5,183 | -$5,183 |
| .50 HARRIS CORP | P | 2015-05-29 | 2015-06-01 | $40 | $40 | ||
| 910.00 CHESAPEAKE ENERGY CORP | P | 2015-01-01 | 2015-07-07 | $10,584 | $19,219 | -$8,635 | -$8,635 |
| 1000.00 POTASH CORP SASK INC | P | 2015-01-01 | 2015-07-27 | $27,640 | $34,374 | -$6,734 | -$6,734 |
| 50.00 STRATASYS LTD ILS | P | 2015-01-20 | 2015-07-15 | $1,713 | $3,614 | -$1,901 | -$1,901 |
| 150.00 United States Treas Bil | P | 2015-05-11 | 2015-07-16 | $150,000 | $149,999 | $1 | $1 |
| 250.00 CHEVRON CORP | P | 2015-01-01 | 2015-09-01 | $19,685 | $25,126 | -$5,441 | -$5,441 |
| 60.00 Autodesk Inc. | P | 2015-01-20 | 2015-11-02 | $3,329 | $3,443 | -$114 | -$114 |
| 61.00 HARRIS CORP | P | 2015-05-29 | 2015-11-02 | $4,841 | $4,832 | $9 | $9 |
| 300.00 AIRGAS INC | P | 2015-01-01 | 2015-11-30 | $30,816 | $30,322 | $494 | $494 |
| 240.00 Autodesk Inc. | P | 2014-10-21 | 2015-11-02 | $13,315 | $12,653 | $662 | $662 |
| 291.00 ORCHIDS PAPER PRODS | P | 2014-09-02 | 2015-11-02 | $5,645 | $5,292 | $353 | $353 |
| 309.00 ORCHIDS PAPER PRODS | P | 2014-09-02 | 2015-11-03 | $9,142 | $8,562 | $580 | $580 |
| 300.00 ORCHIDS PAPER PRODS | P | 2014-01-01 | 2015-11-03 | $8,875 | $7,402 | $1,473 | $1,473 |
| 600.00 LEIDOS HOLDINGS | P | 2014-10-02 | 2015-11-11 | $33,590 | $20,611 | $12,979 | $12,979 |
| 700.00 MANTECH INTL CORP | P | 2014-09-04 | 2015-11-16 | $21,167 | $20,612 | $555 | $555 |
| 100.00 MANTECH INTL CORP | P | 2014-10-20 | 2015-11-16 | $3,022 | $2,710 | $312 | $312 |
| 300.00 MC DONALDS CORP | P | 2015-05-13 | 2013-01-25 | $36,521 | $29,270 | $7,251 | $7,251 |
| 1200.00 BARRICK GOLD CORP | P | 2015-05-19 | 2016-02-24 | $16,662 | $15,190 | $1,472 | $1,472 |
| 800.00 BARRICK GOLD CORP | P | 2015-05-22 | 2016-02-24 | $11,108 | $9,828 | $1,280 | $1,280 |
| 500.00 NEWELL RUBBERMAID | P | 2015-06-17 | 2016-03-18 | $21,491 | $20,600 | $891 | $891 |
| 200.00 DOMINION RES INC | P | 2014-09-25 | 2016-03-10 | $14,337 | $13,541 | $796 | $796 |
| .2745 GOOGLE INC CL C | P | 2014-10-10 | 2015-05-04 | $153 | $151 | $2 | $2 |
| 60.00 NUCOR CORP | P | 2009-06-30 | 2015-05-15 | $2,976 | $4,358 | -$1,382 | -$1,382 |
| 400.00 BLACKBERRY LTD | P | 2013-03-20 | 2015-05-11 | $4,191 | $6,428 | -$2,237 | -$2,237 |
| .9176 CPFL ENERGIA | P | 2009-01-28 | 2015-05-13 | $12 | $16 | -$4 | -$4 |
| .2683 KON PHILIPS ADR | P | 2015-05-08 | 2015-06-10 | $8 | $7 | $1 | $1 |
| 300.00 TRINITY INDUSTRIES | P | 2015-01-28 | 2015-06-10 | $8,718 | $8,109 | $609 | $609 |
| 300.00 TENET HEALTHCARE | P | 2015-04-20 | 2015-06-11 | $15,769 | $15,424 | $345 | $345 |
| 300.00 DEERE &CO | P | 2013-05-17 | 2015-06-11 | $27,872 | $26,583 | $1,289 | $1,289 |
| 400.00 DEERE &CO | P | 2014-01-08 | 2015-06-11 | $37,162 | $35,809 | $1,353 | $1,353 |
| 1700.00 DUFF & PHLPS TUIL | P | 2005-09-19 | 2015-06-01 | $15,937 | $24,995 | -$9,058 | -$9,058 |
| 1000.00 METLIFE INC | P | 2005-06-09 | 2015-06-29 | $25,000 | $25,000 | ||
| 14210.0120 DEUTSCHE HIGH INCOME | P | 2013-01-01 | 2015-07-06 | $67,355 | $77,096 | -$9,741 | -$9,741 |
| 14842.8860 FRANKLIN FD CL C | P | 2013-01-01 | 2015-07-06 | $34,732 | $36,205 | -$1,473 | -$1,473 |
| 300.00 LIONS GATE ENTMT | P | 2015-05-06 | 2015-08-12 | $11,250 | $9,234 | $2,016 | $2,016 |
| 300.00 UNITED TECHNOL | P | 2012-07-23 | 2015-08-03 | $15,606 | $15,606 | ||
| .900 UNITED TECHNOL | P | 2012-07-23 | 2015-08-04 | $89 | $91 | -$2 | -$2 |
| 26.000 GENERAL MOTORS | P | 2013-01-01 | 2015-08-12 | $781 | $754 | $27 | $27 |
| 300.00 GENERAL MOTORS | P | 2014-01-03 | 2015-08-12 | $9,017 | $11,859 | -$2,842 | -$2,842 |
| 300.00 PENGROWTH ENERGY | P | 2013-01-01 | 2015-08-12 | $387 | $5,722 | -$5,335 | -$5,335 |
| 100.000 CHEMOURS COMPANY | P | 2004-05-24 | 2015-08-13 | $1,090 | $1,087 | $3 | $3 |
| 500.00 NETAPP INC | P | 2010-10-06 | 2015-08-13 | $15,491 | $23,885 | -$8,394 | -$8,394 |
| 500.00 USG CORPORTATION | P | 2014-01-21 | 2015-08-13 | $15,991 | $15,659 | $332 | $332 |
| 2000.000 FIFTH STREET FINANCE | P | 2011-02-23 | 2015-08-20 | $12,991 | $26,790 | -$13,799 | -$13,799 |
| 400.00 FIRST SOLAR INC | P | 2014-11-07 | 2015-10-14 | $20,791 | $20,409 | $382 | $382 |
| .500 PJT PARTNERS INCORP | P | 2013-03-21 | 2015-10-01 | $10 | $10 | $10 | |
| 105.00 OWENS ILLINOIS | P | 2008-12-31 | 2015-10-08 | $2,406 | $4,769 | -$2,363 | -$2,363 |
| 400.00 KITE PHARMA | P | 2015-07-06 | 2015-11-09 | $29,991 | $25,609 | $4,382 | $4,382 |
| 400.00 TRANSOCEAN | P | 2013-03-13 | 2015-11-02 | $6,269 | $21,209 | -$14,940 | -$14,940 |
| 100.00 TRANSOCEAN | P | 2014-03-13 | 2015-11-02 | $1,567 | $4,079 | -$2,512 | -$2,512 |
| 24.0000 GENERAL MOTORS | P | 2013-01-01 | 2015-11-03 | $616 | $543 | $73 | $73 |
| 400.00 ISIS PHARMACEUTICALS | P | 2014-06-13 | 2015-11-09 | $22,791 | $12,781 | $10,010 | $10,010 |
| 1000.000 BGC PARTNERS | P | 2011-08-08 | 2015-11-24 | $8,701 | $6,641 | $2,060 | $2,060 |
| .64000 RMR GROUP INC | P | 2015-12-15 | 2015-12-15 | $9 | $8 | $1 | $1 |
| 200.000 CELGENE CORP | P | 2015-04-01 | 2015-12-23 | $24,410 | $22,609 | $1,801 | $1,801 |
| 12.00 PJT PARTNERS INCORP | P | 2013-03-21 | 2015-11-25 | $263 | $46 | $217 | $217 |
| 200.00 VARIAN MEDICAL SYSTEM | P | 2012-06-01 | 2015-11-27 | $16,190 | $11,608 | $4,582 | $4,582 |
| 500.00 AMERICAN INTL | P | 2013-01-01 | 2015-12-01 | $31,990 | $22,118 | $9,872 | $9,872 |
| 200.00 LINKEDIN | P | 2013-10-23 | 2015-12-01 | $49,790 | $47,785 | $2,005 | $2,005 |
| 350.00 PHILIP MORRIS INTL INC | P | 2005-10-13 | 2015-12-16 | $31,490 | $13,030 | $18,460 | $18,460 |
| 500.00 UIL HOLDINGS CO | P | 2013-03-19 | 2015-12-17 | $5,250 | $5,250 | $5,250 | |
| 200.00 AMERICA MOVIL SAB | P | 2008-03-17 | 2016-01-19 | $2,466 | $5,887 | -$3,421 | -$3,421 |
| 300.00 VANGUARD FTSE EMERGING MARKETS | P | 2011-08-04 | 2016-01-27 | $8,775 | $13,635 | -$4,860 | -$4,860 |
| 200.00 AES TIETE SA | P | 2010-09-08 | 2016-02-12 | $585 | $2,098 | -$1,513 | -$1,513 |
| 1000.00 AES TIETE SA | P | 2010-09-13 | 2016-02-12 | $2,926 | $10,490 | -$7,564 | -$7,564 |
| 300.00 Qualcomm Inc: QCOM | P | 2016-01-04 | 2016-03-10 | $15,496 | $15,008 | $488 | $488 |
| .100 AMERICA MOVIL SAB | P | 2016-03-22 | 2016-03-22 | $117 | $117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$45,830 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,471 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $322,977 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,394,822 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04368 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $293,788 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,706,266 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04381 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $289,306 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,129,156 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04720 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $106,727 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,021,831 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01772 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,978 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,980,824 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02825 | DistributionYr5Rt |
| Total Distribution | 0.180662 | TotalDistributionRt |
| Average Distribution | 0.036132 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,025,412 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $253,842 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $903 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $254,745 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $371,073 | 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 | $903 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $903 | SubtotalAmt |
| Tax Based On Investment Income | $903 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $923 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | Mary K Hartigan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472560600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 416 | AddressLine1Txt |
| City | Kenilworth | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60043 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| MARY K HARTIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | Trustee | 30.00 | $85,000 |
| MARY HARTIGAN ESQUIRE | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | TRUSTEE | 20.00 | $0 |
| EILEEN MADIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | TRUSTEE | 5.00 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,574,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $558,391 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,132,398 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,132,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,025,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $351,271 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $351,271 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $903 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $903 | TotalTaxAmt |
| Distributable Before Adj | $350,368 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $350,368 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $350,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $371,073 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $371,073 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $903 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $370,170 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $350,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $342,634 | UndistributedIncomePYAmt |
| Qualifying Distributions | $371,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $342,634 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,439 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $321,929 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ATTENTION MARY K HARTIGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 416 | AddressLine1Txt |
| City | KENILWORTH | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472560600 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST MAILED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| ANDERSON RANCH ART CENTER | |||||||
| PO BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | To provide for personal charitable activities as determined by the receipient organization | $5,500 | ||
| AUGUSTINIAN MISSION | |||||||
| PO BOX 340 | VILLANOVA | PA | 19085 | To provide for personal charitable activities as determined by the receipient organization | $7,500 | NONE | |
| BLAKE SCHOOL | |||||||
| 511 Kenwood Pkwy | Minneapolis | MN | 55403 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | NONE | N/A |
| Brain Research Foundation | |||||||
| 111 West Washington st | Chicago | IL | 60602 | To provide for personal charitable activities as determined by the receipient organization | $6,000 | none | N/A |
| Career Transition Center | |||||||
| 703 W Monroe St | chicago | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | N/A | |
| CHARIS MINISTRIES | |||||||
| 1333 W DEVON AVE BOX 415 | CHICAGO | IL | 60660 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | NONE | N/A |
| CHICAGO HUMANITIES FESTIVAL | |||||||
| 500 N Dearborn Suite 825 | chicago | IL | 60654 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | NONE | N/A |
| Christian Brothers | |||||||
| 7650 South County Line Rd | Burr Ridge | IL | 60527 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | N/A | |
| College of the Holy Cross | |||||||
| 1 College st | Worcester | MA | 01610 | To provide for personal charitable activities as determined by the receipient organization | $500 | none | N/A |
| creighton university | |||||||
| 2500 california plaza | Omaha | NE | 68102 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | none | N/A |
| DE LASALLE INSTITUTE | |||||||
| 3434 South Micigan Ave | Chicago | IL | 60616 | To provide for personal charitable activities as determined by the receipient organization | $8,000 | none | N/A |
| Erika's Lighthouse | |||||||
| PO Box 616 | Winnetka | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | n/a | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | To provide for personal charitable activities as determined by the receipient organization | $11,000 | N/A | |
| GLENWOOD ACADEMY | |||||||
| 500 WEST 187 ST | GLENWOOD | IL | 60425 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | NONE | N/A |
| Illinois Club for Catholic Women | |||||||
| 25 E Pearson St | Chicago | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | NONE | N/A |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 PMB609 | OCEANSIDE | CA | 92057 | To provide for personal charitable activities as determined by the receipient organization | $6,000 | N/A | |
| IRISH GEORGIAN SOCIETY | |||||||
| 115 EAST 89TH APT 3B | NEW YORK | NY | 10128 | To provide for personal charitable activities as determined by the receipient organization | $7,500 | NONE | N/A |
| JOHN PAUL II NEUMAN CENTER | |||||||
| 700 S MORGAN ST | CHICAGO | IL | 60607 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | N/A | |
| Kenilworth Beautification | |||||||
| 419 Richmond Road | Kenilworth | IL | 60043 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | N/A | |
| Little Sisters of the Poor | |||||||
| 80 w Northwest Highway | Palatine | IL | 60067 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | none | N/A |
| LYRIC OPERA | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON | CHICAGO | IL | 60607 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| MINNEAPOLIS INSTITUTE OF ART | |||||||
| 2400 THIRD AVE S | MINNEAPOLIS | MN | 55404 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | ||
| NOTRE DAME COLLEGE PREP-BURKE SCHOL | |||||||
| 7655 WEST DEMPSTER ST | NILES | IL | 60714 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| OLD ST PAT'S CHURCH | |||||||
| 711 W MONROE | CHICAGO | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $500 | ||
| OPERATION HELMET | |||||||
| C/O BOB MEADERS 74 GREENVIEW ST | MONTGOMERY | TX | 77356 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| OX BOW SCHOOL OF ART INSTITUTE | |||||||
| 36 S WABASH AVE | CHICAGO | IL | 60603 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| PALOS COMMUNITY HOSPITAL | |||||||
| 12251 90TH AVE | PALOS HEIGHTS | IL | 60463 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| QUEEN OF PEACE HIGH SCHOOL | |||||||
| 7659 S LINDER AVE | BURBANK | IL | 60459 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | ||
| RAVINIA FESTIVAL | |||||||
| 418 SHERIDIAN RD | HIGHLAND PARK | IL | 60035 | To provide for personal charitable activities as determined by the receipient organization | $4,000 | ||
| RETIREMENT BOARD FOR REGLIOUS | |||||||
| PO BOX 1979 | CHICAGO | IL | 60690 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| SAFER FOUNDATION | |||||||
| 571 W JACKSON BLVD | CHICAGO | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | ||
| SISTERS OF CHARITY | |||||||
| 1100 CARMEL DRIVE | DUBUQUE | IA | 52005 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| SISTERS OF ST CASIMIR MARIA HS | |||||||
| 2601 W MARQUETTE RD | CHICAGO | IL | 60629 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ST COLETTA OF WISCONSIN | |||||||
| N4637 COUNTY RD Y | JEFFERSON | WI | 53549 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ST JOSEPH SEMINARY | |||||||
| 1120 W LOYOLA AVE | CHICAGO | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $4,000 | ||
| ST MALACHY'S SCHOOL | |||||||
| 2252 W WASHINTON BLVD | CHICAGO | IL | 60612 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ST MARTIN DE PORRES HOUSE OF HOPE | |||||||
| 6423 S WOODLAWN AVE | CHICAGO | IL | 60637 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| ST MARY PARRISH | |||||||
| 126 HERRICK ROAD | RIVERSIDE | IL | 60546 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| ST MARY'S COLLEGE | |||||||
| 5445 ST RD 993 N | NOTRE DAME | IN | 46556 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ST PATRICK'S RESIDENCE | |||||||
| 1400 BROOKDALE RD | NAPERVILLE | IL | 60563 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| ST PETER'S CHURCH | |||||||
| 110 W MADISON ST | CHICAGO | IL | 60602 | To provide for personal charitable activities as determined by the receipient organization | $4,000 | ||
| ST RITA HIGH SCHOOL | |||||||
| 7740 S WESTERN | CHICAGO | IL | 60620 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | ||
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| BRIGHT STAR COMMUNITY | |||||||
| 4518 S COTTAGE GROVE AVE | CHICAGO | IL | 60653 | To provide for personal charitable activities as determined by the receipient organization | $6,500 | ||
| STEPPENWOLF THEATRE | |||||||
| 1650 N HALSTED ST | CHICAGO | IL | 60614 | To provide for personal charitable activities as determined by the receipient organization | $25,000 | ||
| STS FAITH HOPE CHARITY | |||||||
| 191 LINDEN ST | WINNETKA | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $1,500 | ||
| THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| TRILOGY INC | |||||||
| 1400 W GREENLEAF | CHICAGO | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| UNI OF ST MARY OF THE LAKE SEMINARY | |||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| UNIVERSITY OF NOTRE DAME | |||||||
| 2100 ECK HALL OF LAW | NOTRE DAME | IN | 46556 | To provide for personal charitable activities as determined by the receipient organization | $15,000 | ||
| PASTORAL SUPPORT SERVICES | |||||||
| 100 N Lavergne Ave | Northlake | IL | 60164 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| Capuchin Friars | |||||||
| 220 37th street | Pittsburgh | PA | 15201 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| Children's Theatre of Winnetka | |||||||
| 620 Lincoln avenue | Winnetka | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| Midwest Young Artist | |||||||
| 878 Lyster Rd | Highwood | IL | 60040 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | To provide for personal charitable activities as determined by the receipient organization | $65,000 | NONE | |
| BELLARMINE HALL | |||||||
| 6628 N SHERIDAN RD | CHICAGO | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| CHRIST THE KING FOUNDATION | |||||||
| 9240 S HAMILTON | CHICAGO | IL | 60643 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ESPERANZA | |||||||
| 520 N MARSHFIELD | CHICAGO | IL | 60622 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| LUMEN CHRISTI | |||||||
| 1220 E 58TH ST | CHICAGO | IL | 60637 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| MARINE CORPS ASSOC FOUNDATION | |||||||
| 715 BROADWAY ST | QUANTICO | VA | 22134 | To provide for personal charitable activities as determined by the receipient organization | $3,500 | ||
| NETWORK AGAINST MALARIA | |||||||
| 5720 WEST MAIN STREET | BELLEVILLE | IL | 62226 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | ||
| PIVEN THEATER WORKSHOP | |||||||
| 927 NOYES ST | EVANSTON | IL | 60201 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $343,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175,529 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$45,830 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $175,639 | ExclusionAmt |
| Related Or Exempt Function Incm | -$45,830 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,809 | 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 AND AUDITING | CategoryTxt |
| Amt | $5,332 | Amt |
| Net Investment Income | $4,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,066 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $35,075 | EOYBookValueAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $5,985,459 | EOYBookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Publically Traded Prtships & Trust | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $593,908 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,170 | $1,170 | |
| FINANCIAL CONSULTING | $2,642 | $1,983 | $659 |
| OFFICE EXPENSES | $2,010 | $1,507 | $503 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX REFUND | Desc |
| Amt | $1,918 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $1,727 | Amt |
| Net Investment Income | $1,382 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $345 | DisbursementsCharitablePrpsAmt |
Comments