BETA

JOHN HART FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JOHN HART FOUNDATION (EIN 20-0156873)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-30
IRS object ID
201601829349100220
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-30T14:43:06-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364458862PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEMARCO KINNAMAN LEWIS & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 KNIGHTSBRIDGE PARKWAY STE 350AddressLine1Txt
CityLINCOLNSHIRECityNm
State AbbreviationILStateAbbreviationCd
ZIP60069ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200156873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN H HART FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone3125025427PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 NORTH LAKE SHORE DRIVE NO 13-AAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606106686ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN H HARTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3124829996PhoneNum
Signature2016-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD A LEWISPreparerPersonNm
PTINP00723534PTIN
Phone8474151313PhoneNum
Preparation2016-06-24PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,024,364FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$280,818ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$62,825DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,825DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$118,188NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$222,651GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$176,998CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,721OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,721OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$469,558TotalRevAndExpnssAmt
Total Net Invst Incm$247,550TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$175LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$175LegalFeesDsbrsChrtblAmt
Interest Rev And Expnss$1,070InterestRevAndExpnssAmt
Interest Net Invst Incm$1,070InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,671OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,661OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,916TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,731TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$185TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$193,820ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$193,820ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$198,736TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,731TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$194,005TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$270,822ExcessRevenueOverExpensesAmt
Net Investment Income$242,819NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2CashBOYAmt
Sav And Temp Cash Invst BOY$63,144SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$357,964SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$357,964SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$9,722AcctRcvblBOYAmt
Corporate Stock BOY$1,225,507CorporateStockBOYAmt
Corporate Stock EOY$1,211,233CorporateStockEOYAmt
Corporate Stock EOYFMV$1,666,400CorporateStockEOYFMVAmt
Total Assets BOY$1,298,375TotalAssetsBOYAmt
Total Assets EOY$1,569,197TotalAssetsEOYAmt
Total Assets EOYFMV$2,024,364TotalAssetsEOYFMVAmt
Accounts Payable BOY$30AccountsPayableBOYAmt
Accounts Payable EOY$30AccountsPayableEOYAmt
Total Liabilities BOY$30TotalLiabilitiesBOYAmt
Total Liabilities EOY$30TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,298,345RetainedEarningBOYAmt
Retained Earning EOY$1,569,167RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,298,345TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,569,167TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,298,375TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,569,197TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,298,345TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$270,822ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,569,167SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,569,167TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
600 SHS PHILIP MORRIS INT'LD2010-12-232015-02-13$49,902$7,543$42,359$42,359
1000 SHS PHILIP MORRIS INT'LD2009-12-232015-09-28$80,222$12,571$67,651$67,651
100 SHS PROCTER & GAMBLED2010-12-232015-02-13$8,606$5,108$3,498$3,498
400 SHS PROCTER & GAMBLED2010-12-232015-02-13$34,421$20,431$13,990$13,990
GAIN ON KRAFT-HEINZ MERGERD2015-07-06$49,500$49,500$49,500
FieldValueIRS element (for citing)
Capital Gain Net Income$176,998CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$365,351AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,866,637NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.195727DistributionYr1Rt
Adjusted Qlfy Distri Yr2$315,925AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,900,819NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.166205DistributionYr2Rt
Adjusted Qlfy Distri Yr3$236,542AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,863,393NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.126942DistributionYr3Rt
Adjusted Qlfy Distri Yr4$115,715AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,822,483NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063493DistributionYr4Rt
Adjusted Qlfy Distri Yr5$158,016AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$772,698NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.204499DistributionYr5Rt
Total Distribution0.756866TotalDistributionRt
Average Distribution0.151373AverageDistributionRt
Net Vl Noncharitable Assets$1,738,775NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$263,204AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,428NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$265,632AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$194,005QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,856InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,856SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,856TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,612EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$5,475AppliedToEsTaxAmt
Total Payments And Credits$9,087TotalPaymentsAndCreditsAmt
Overpayment$4,231OverpaymentAmt
Applied To ES Tax$4,231AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOHN H HARTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3124829996PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11500 N LAKE SHORE DR 13AAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN H HART
1500 N LAKE SHORE DRIVE UNIT 13ACHICAGOIL60610PRES/TREAS/DIRECTOR0.00$0$0$0
CAROL PRINS
1500 N LAKE SHORE DRIVE UNIT 13ACHICAGOIL60610VICE PRES/ DIRECTOR0.00$0$0$0
RONALD SCHREIBER
131 SOUTH DEARBORN SUITE 2400CHICAGOIL60603SECRETARY/ DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,665,217AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,037AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,765,254TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,765,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,479CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,738,775NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,939MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,939MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,856TaxBasedOnInvestmentIncomeAmt
Total Tax$4,856TotalTaxAmt
Distributable Before Adj$82,083DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$82,083DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$82,083DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$194,005ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$194,005QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$194,005AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$82,083DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$120,877ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,444ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$147,003ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$232,082ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$275,995ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$802,401TotalExcessDistributionCyovAmt
Qualifying Distributions$194,005QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$82,083AppliedToCurrentYearAmt
Remaining Distri From Corpus$111,922RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$914,323TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$120,877ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$793,446ExcessDistriCyovToNextYrAmt
Excess From Year4$26,444ExcessFromYear4Amt
Excess From Year3$147,003ExcessFromYear3Amt
Excess From Year2$232,082ExcessFromYear2Amt
Excess From Year1$275,995ExcessFromYear1Amt
Excess From Current Year$111,922ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANTI-CRUELTY SOCIETY
157 WEST GRAND AVENUECHICAGOIL60654NONEPUBLICCHARITABLE CONTRIBUTION$100
ART INSTITUTE OF CHICAGO
116 S MICHIGAN AVECHICAGOIL60603NONEPUBLICCHARITABLE CONTRIBUTION$2,500
ASPEN SANTA FE BALLET
550B ST MICHAELS DRIVE STE 1SANTA FENM87505NONEPUBLICCHARITABLE CONTRIBUTION$2,500
CAMP OF DREAMS
1235A N CLYBOURN AVENUE SUITE 362CHICAGOIL60610NONEPUBLICCHARITABLE CONTRIBUTION$300
CHI ARTS
521 EAST 35TH STREETCHICAGOIL60616NONEPUBLICCHARITABLE CONTRIBUTION$10,040
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPUBLICCHARITABLE CONTRIBUTION$230
CHICAGO SINAI CONGREGATION
15 WEST DELAWARE PLACECHICAGOIL60610NONEPUBLICCHARITABLE CONTRIBUTION$2,500
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUECHICAGOIL60604NONEPUBLICCHARITABLE CONTRIBUTION$74,150
CHICAGO YOUTH CENTERS
218 S WABASH AVENUE SUITE 600CHICAGOIL60604NONEPUBLICCHARITABLE CONTRIBUTION$500
FIRST SERVE NEW MEXICO
PO BOX 31904SANTA FENM87594NONEPUBLICCHARITABLE CONTRIBUTION$2,500
GEORGIA O'KEEFE MUSEUM
217 JOHNSON STSANTA FENM87501NONEPUBLICCHARITABLE CONTRIBUTION$2,500
GOODMAN THEATRE
170 NORTH DEARBORNCHICAGOIL60601NONEPUBLICCHARITABLE CONTRIBUTION$8,000
ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER
9603 WOODS DRIVESKOKIEIL60077NONEPUBLICCHARITABLE CONTRIBUTION$500
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPUBLICCHARITABLE CONTRIBUTION$10,000
MERIT SCHOOL OF MUSIC
38 SOUTH PEORIA STREETCHICAGOIL60607NONEPUBLICCHARITABLE CONTRIBUTION$25,000
MUSEUM OF CONTEMPORARY ART
200 EAST CHICAGOCHICAGOIL60611NONEPUBLICCHARITABLE CONTRIBUTION$18,500
MUSIC INSTITUTE OF CHICAGO
517 GREEN BAY ROADWILMETTEIL60091NONEPUBLICCHARITABLE CONTRIBUTION$5,000
SANTA FE CHAMBER MUSIC FESTIVAL
PO BOX 2227SANTA FENM875011826NONEPUBLICCHARITABLE CONTRIBUTION$11,000
SANTA FE OPERA
PO BOX 2408SANTA FENM87504NONEPUBLICCHARITABLE CONTRIBUTION$2,500
SMART MUSEUM OF ART
5550 S GREENWOOD AVENUECHICAGOIL60637NONEPUBLICCHARITABLE CONTRIBUTION$2,500
STEPPENWOLF THEATER
1650 N HALSTED STREETCHICAGOIL60614NONEPUBLICCHARITABLE CONTRIBUTION$1,000
UCLA FOUNDATION
10920 WILSHIRE BLVD STE 900LOS ANGELESCA90024NONEPUBLICCHARITABLE CONTRIBUTION$10,000
UNM CANCER CENTER
1201 CAMINO DE SELUD NEALBUQUERQUENM87102NONEPUBLICCHARITABLE CONTRIBUTION$500
WBEZ 915
PO BOX 71956CHICAGOIL60611NONEPUBLICCHARITABLE CONTRIBUTION$500
WRITER'S THEATRE
376 PARK AVENUEGLENCOEIL60022NONEPUBLICCHARITABLE CONTRIBUTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$193,820TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,825ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,721ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$118,188ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$188,740ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$188,740TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN H HARTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11500 LAKE SHORE DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Total Contributions$280,818TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
12000 SHS ALTRIA$298,200$698,520
7000 SHS ASCENA RETAIL GROUPS$93,380$68,950
1000 PHILIP MORRIS INT'L$44,902$87,910
1000 SHS PROCTER & GAMBLE$0$0
26000 SHS REDIFF.COM INDIA LTD$55,307$17,160
3000 SHS KRAFT HEINZ COMPANY$100,680$218,280
4000 SHS CYS INVESTMENTS$51,139$28,520
9000 MONDELEZ INTL$186,240$403,560
2500 OMEGA$73,407$87,450
10000 SANDRIDGE MISS TRUST II$109,180$19,600
ENDURO REALTY TRUST$198,798$36,450

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySEYFARTH SHAW LLPCategoryTxt
Legal Fees$175LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$175DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES & FEES$10$0$10
ADR PASS THRU FEES$400$400$0
ROYALTY EXPENSE - SANDRIDGE$447$447$0
INVESTMENT EXPENSE - SANDRIDGE$117$117$0
DEPLETION - SANDRIDGE$2,697$2,697$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SANDRIDGE MISSIPIAN TRUST ROYALTIES$4,098$4,098$4,098
SANDRIDGE MISSIPIAN TRUST$3,623$3,623$3,623

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.