CAROL LAVIN BERNICK FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CAROL LAVIN BERNICK FAMILY FOUNDATION (EIN 36-4134174)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-28
- IRS object ID
- 201601809349100310
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-28T17:08:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S Riverside Plaza 9th Floor | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 364134174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL BERNICK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | c/o Polished Nickel Capital Mgmt | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 3124777603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N Wacker No 1680 | AddressLine1Txt |
| City | chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL BERNICK | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 3124777603 | PhoneNum |
| Signature | 2016-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John F Barsella | PreparerPersonNm |
| PTIN | P00083925 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2016-06-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,335,164 | 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 | $356 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $356 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $185,484 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $257,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,944,563 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $257,617 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $443,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $443,457 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,899 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,899 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,459 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $923,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $923,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $978,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $923,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$535,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $395,099 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $686,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $466,021 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $466,021 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,793,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,278,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,869,143 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,479,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,744,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,335,164 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,479,797 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,744,266 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,479,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,744,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,479,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,744,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,479,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$535,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,944,266 | SubtotalAmt |
| Other Decreases | $200,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,744,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 02226 | P | 2015-01-01 | 2015-12-31 | $76,962 | $88,531 | -$11,569 | -$11,569 |
| MERRILL LYNCH 02226 | P | 2014-01-01 | 2015-12-31 | $331,331 | $273,685 | $57,646 | $57,646 |
| MERRILL LYNCH 02227 | P | 2015-01-01 | 2015-12-31 | $3,929 | $3,704 | $225 | $225 |
| MERRILL LYNCH 02227 | P | 2014-01-01 | 2015-12-31 | $62,823 | $45,150 | $17,673 | $17,673 |
| MERRILL LYNCH 02228 | P | 2015-01-01 | 2015-12-31 | $4,914 | $5,062 | -$148 | -$148 |
| MERRILL LYNCH 02228 | P | 2014-01-01 | 2015-12-31 | $46,938 | $24,865 | $22,073 | $22,073 |
| MERRILL LYNCH 02231 | P | 2015-01-01 | 2015-12-31 | $20,888 | $22,039 | -$1,151 | -$1,151 |
| MERRILL LYNCH 02231 | P | 2014-01-01 | 2015-12-31 | $88,117 | $77,874 | $10,243 | $10,243 |
| MERRILL LYNCH 02480 | P | 2015-01-01 | 2015-12-31 | $16,082 | $17,093 | -$1,011 | -$1,011 |
| MERRILL LYNCH 02480 | P | 2014-01-01 | 2015-12-31 | $124,101 | $124,590 | -$489 | -$489 |
| MERRILL LYNCH 02497 | P | 2015-01-01 | 2015-12-31 | $128,097 | $132,025 | -$3,928 | -$3,928 |
| MERRILL LYNCH 02497 | P | 2014-01-01 | 2015-12-31 | $373,616 | $319,403 | $54,213 | $54,213 |
| MERRILL LYNCH 02498 | P | 2015-01-01 | 2015-12-31 | $9,169 | $6,554 | $2,615 | $2,615 |
| MERRILL LYNCH 02498 | P | 2014-01-01 | 2015-12-31 | $91,323 | $77,265 | $14,058 | $14,058 |
| MERRILL LYNCH 02499 | P | 2015-01-01 | 2015-12-31 | $9,741 | $10,216 | -$475 | -$475 |
| MERRILL LYNCH 02499 | P | 2014-01-01 | 2015-12-31 | $208,324 | $161,993 | $46,331 | $46,331 |
| MERRILL LYNCH 02500 | P | 2015-01-01 | 2015-12-31 | $21,589 | $17,729 | $3,860 | $3,860 |
| MERRILL LYNCH 02500 | P | 2014-01-01 | 2015-12-31 | $144,281 | $104,182 | $40,099 | $40,099 |
| MERRILL LYNCH 04203 | P | 2014-01-01 | 2015-12-31 | $180,014 | $174,986 | $5,028 | $5,028 |
| Capital Gains Dividends | P | $2,324 | $2,324 | $2,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $257,617 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,383,866 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.005904 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $723,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,432,415 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085806 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $782,148 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,305,711 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.094170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,045,172 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,456,297 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123597 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $365,798 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,703,488 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042029 | DistributionYr5Rt |
| Total Distribution | 0.351506 | TotalDistributionRt |
| Average Distribution | 0.070301 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,853,343 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $552,098 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,951 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $556,049 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $923,450 | 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 | $3,951 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,951 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,854 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,854 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,903 | OverpaymentAmt |
| Applied To ES Tax | $2,903 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TOM EBERHARDT | IndividualWithBooksNm |
| Phone | 3124777603 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE SUITE 1680 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL BERNICK | ||||||||
| 155 N WACKER STE 1680 | CHICAGO | IL | 60606 | PRES/TREAS | 0.10 | $0 | $0 | $0 |
| CRAIG BERNICK | ||||||||
| 155 N WACKER STE 1680 | CHICAGO | IL | 60606 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| PETER BERNICK | ||||||||
| 155 N WACKER STE 1680 | CHICAGO | IL | 60606 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ELIZABETH BERNICK HUBER | ||||||||
| 155 N WACKER STE 1680 | CHICAGO | IL | 60606 | VICE PRESIDENT/SECRETARY/D | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,402,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $570,849 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,972,937 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,972,937 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,853,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $392,667 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $392,667 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,951 | TotalTaxAmt |
| Distributable Before Adj | $388,716 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $388,716 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $388,716 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $923,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $923,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,951 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $919,499 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $388,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $340,354 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $383,766 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $305,032 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,917 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,044,069 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $923,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $388,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $534,734 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,578,803 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,578,803 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $340,354 | ExcessFromYear4Amt |
| Excess From Year3 | $383,766 | ExcessFromYear3Amt |
| Excess From Year2 | $305,032 | ExcessFromYear2Amt |
| Excess From Year1 | $14,917 | ExcessFromYear1Amt |
| Excess From Current Year | $534,734 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Access Living | ||||||||||||
| 115 W Chicago Avenue | Chicago | IL | 60654 | PC | GENERAL FUND | $5,000 | ||||||
| ALS TDI | ||||||||||||
| 300 Technology Sq Suite 400 | Cambridge | MA | 02139 | PC | GENERAL FUND | $1,000 | ||||||
| ALS TDI | ||||||||||||
| 300 Technology Sq Suite 400 | Cambridge | MA | 02139 | PC | GENERAL FUND | $5,000 | ||||||
| Alzheimer's Association | ||||||||||||
| 225 N Michigan Avenue Fl 17 | Chicago | IL | 60601 | PC | GENERAL FUND | $250 | ||||||
| Alzheimer's Association | ||||||||||||
| 225 N Michigan Avenue Fl 17 | Chicago | IL | 60601 | PC | GENERAL FUND | $500 | ||||||
| American Cancer Society | ||||||||||||
| 225 N Michigan Avenue 1210 | Chicago | IL | 60601 | PC | GENERAL FUND | $3,000 | ||||||
| BCCA Scholarship Fund | ||||||||||||
| 8700 Bay Colony Drive | Naples | FL | 34108 | PC | GENERAL FUND | $1,000 | ||||||
| Bear Necessities | ||||||||||||
| 55 W Wacker Drive | Chicago | IL | 60601 | PC | GENERAL FUND | $1,300 | ||||||
| Bear Necessities Pediatric Cancer Foundation | ||||||||||||
| 55 W Wacker Drive | Chicago | IL | 60601 | PC | GENERAL FUND | $1,500 | ||||||
| Benedictine Sisters Of Chicago | ||||||||||||
| 7430 N Ridge Blvd | Chicago | IL | 60645 | PC | GENERAL FUND | $2,500 | ||||||
| Benet Academy | ||||||||||||
| 220 Maple Avenue | Lisle | IL | 60532 | PC | GENERAL FUND | $2,500 | ||||||
| Big Shoulders Fund | ||||||||||||
| 212 West Van Buren Suite 900 | Chicago | IL | 60607 | PC | GENERAL FUND | $10,000 | ||||||
| Big Shoulders Fund | ||||||||||||
| 212 West Van Buren Suite 900 | Chicago | IL | 60607 | PC | GENERAL FUND | $5,000 | ||||||
| Boys & Girls Club Of Chicago | ||||||||||||
| 550 W Van Buren Street Suite 350 | Chicago | IL | 60607 | PC | GENERAL FUND | $7,000 | ||||||
| Boys & Girls Club Of Chicago | ||||||||||||
| 550 W Van Buren Street Suite 350 | Chicago | IL | 60607 | PC | GENERAL FUND | $25,000 | ||||||
| Boys & Girls Club Of Chicago | ||||||||||||
| 550 W Van Buren Street Suite 350 | Chicago | IL | 60607 | PC | GENERAL FUND | $1,000 | ||||||
| Brother Rice High School | ||||||||||||
| 10001 South Pulaski Road | Chicago | IL | 60655 | PC | GENERAL FUND | $20,000 | ||||||
| C200 Foundation | ||||||||||||
| 980 N Michigan Ave Ste 1575 | Chicago | IL | 60611 | PC | GENERAL FUND | $8,000 | ||||||
| C200 Foundation | ||||||||||||
| 980 N Michigan Ave Ste 1575 | Chicago | IL | 60611 | PC | GENERAL FUND | $10,000 | ||||||
| CAAEL | ||||||||||||
| 611 Thomas | Forest Park | IL | 60130 | PC | GENERAL FUND | $10,000 | ||||||
| Casa Central | ||||||||||||
| 1343 N California Ave | Chicago | IL | 60622 | PC | GENERAL FUND | $5,000 | ||||||
| Catholic Theological Union | ||||||||||||
| 5401 S Cornell Ave | Chicago | IL | 60615 | PC | GENERAL FUND | $3,000 | ||||||
| Center Stage | ||||||||||||
| 400 E Illinois Road | Lake Forest | IL | 60045 | PC | GENERAL FUND | $5,000 | ||||||
| Chicago Blackhawks Charities | ||||||||||||
| 1901 W Madison St | Chicago | IL | 60612 | PC | GENERAL FUND | $5,000 | ||||||
| Chicago Foundation For Women | ||||||||||||
| 1 E Upper Wacker Dr | Chicago | IL | 60601 | PC | GENERAL FUND | $5,000 | ||||||
| Cystic Fibrosis Foundation | ||||||||||||
| 150 N Michigan Ave Ste 400 | Chicago | IL | 60601 | PC | GENERAL FUND | $5,000 | ||||||
| Don't Be a Monster | ||||||||||||
| 1550 Larimer St Room 277 | Denver | CO | 80202 | PC | GENERAL FUND | $1,000 | ||||||
| DownLine Ministries | ||||||||||||
| PO Box 770296 | Memphis | TN | 38177 | PC | GENERAL FUND | $5,000 | ||||||
| DuPage P A D S Inc | ||||||||||||
| 705 W Liberty Dr | Wheaton | IL | 60187 | PC | GENERAL FUND | $500 | ||||||
| EMG Fund | ||||||||||||
| 3060 North Shore Drive | Wayzata | MN | 55391 | PC | GENERAL FUND | $500 | ||||||
| Fenwick High School | ||||||||||||
| 705 W Liberty Dr | Wheaton | IL | 60187 | PC | GENERAL FUND | $5,000 | ||||||
| Fold Of Honor Foundation | ||||||||||||
| 5800 N Patriot Dr | Owasso | OK | 74055 | PC | GENERAL FUND | $1,000 | ||||||
| Friends Of Prentice | ||||||||||||
| 251 E Huron Street Suite 3-200 | Chicago | IL | 60611 | PC | GENERAL FUND | $10,000 | ||||||
| Friends Of Prentice | ||||||||||||
| 251 E Huron Street Suite 3-200 | Chicago | IL | 60611 | PC | GENERAL FUND | $37,000 | ||||||
| Geneva Lake Association Inc | ||||||||||||
| PO Box 412 | Lake Geneva | WI | 53147 | PC | GENERAL FUND | $250 | ||||||
| Geneva Lake Conservancy | ||||||||||||
| 398 Mill Street PO Box 388 | Fontana | WI | 53125 | PC | GENERAL FUND | $5,000 | ||||||
| Geneva Lake Water Safety Committee Inc | ||||||||||||
| PO Box 412 | Lake Geneva | WI | 53147 | PC | GENERAL FUND | $5,000 | ||||||
| George Williams College Of Aurora University | ||||||||||||
| 347 S Gladstone Ave | Aurora | IL | 60506 | PC | GENERAL FUND | $10,000 | ||||||
| Girl Scouts GCNWI | ||||||||||||
| 205 W Wacker Dr Suite 1400 | Chicago | IL | 60606 | PC | GENERAL FUND | $5,000 | ||||||
| Greater Chicago Food Depository | ||||||||||||
| 4100 West Ann Lurie Place | Chicago | IL | 60632 | PC | GENERAL FUND | $5,000 | ||||||
| Guerin Prep High School | ||||||||||||
| 8001 W Belmont Ave | River Grove | IL | 60034 | PC | GENERAL FUND | $1,000 | ||||||
| Harvest Church | ||||||||||||
| PO Box 381855 | Germantown | TN | 38183 | PC | GENERAL FUND | $5,000 | ||||||
| Harvest Church | ||||||||||||
| PO Box 381855 | Germantown | TN | 38183 | PC | GENERAL FUND | $2,500 | ||||||
| Hephzibath Children's Association | ||||||||||||
| 1144 Lake Street 5th Floor | Oak Park | IL | 60301 | PC | GENERAL FUND | $1,000 | ||||||
| Holiday Home Camp | ||||||||||||
| 361 N Lake Shore Dr PO Box 10 | Williams Bay | WI | 53191 | PC | GENERAL FUND | $5,000 | ||||||
| Holy Family Villa | ||||||||||||
| 12220 Will Cook Road | Palos Park | IL | 60464 | PC | GENERAL FUND | $300 | ||||||
| Holy Family Villa | ||||||||||||
| 12220 Will Cook Road | Palos Park | IL | 60464 | PC | GENERAL FUND | $1,000 | ||||||
| Hope & Friendship Foundation | ||||||||||||
| 721 Hickory St | Lemont | IL | 60439 | PC | GENERAL FUND | $1,500 | ||||||
| Hospice Of Marion County | ||||||||||||
| 3231 SW 34th Avenue | Ocala | FL | 34474 | PC | GENERAL FUND | $500 | ||||||
| Howard Brown Health Center | ||||||||||||
| 3837 N Broadway Ave 2nd Floor | Chicago | IL | 60613 | PC | GENERAL FUND | $2,500 | ||||||
| Illinithon | ||||||||||||
| PO Box 2097 | Champaign | IL | 62825 | PC | GENERAL FUND | $500 | ||||||
| Invest For Kids | ||||||||||||
| 875 N Michigan Ave Suite 3400 | Chicago | IL | 60611 | PC | GENERAL FUND | $3,000 | ||||||
| Jackson Chance Foundation | ||||||||||||
| 230 N Michigan Avenue 37th Floor | Chicago | IL | 60601 | PC | GENERAL FUND | $1,000 | ||||||
| Kellogg School Of Management | ||||||||||||
| 1201 Davis Street | Evanston | IL | 60208 | PC | GENERAL FUND | $25,000 | ||||||
| Kellogg School Of Management | ||||||||||||
| 1201 Davis Street | Evanston | IL | 60208 | PC | GENERAL FUND | $500 | ||||||
| Lake Geneva Garden Club Foundation Inc | ||||||||||||
| 326 Center St | Lake Geneva | WI | 53147 | PC | GENERAL FUND | $500 | ||||||
| Lambs Farm | ||||||||||||
| 14245 W Rockland Road | Libertyville | IL | 60048 | PC | GENERAL FUND | $5,000 | ||||||
| Legal Momentum | ||||||||||||
| 5 Hanover Square Ste 1502 | New York | NY | 10004 | PC | GENERAL FUND | $5,000 | ||||||
| Lemont Park District Foundation | ||||||||||||
| 16028 127th St | Lemont | IL | 60439 | PC | GENERAL FUND | $500 | ||||||
| Lewis University | ||||||||||||
| 5 Hanover Square Ste 1502 | New York | NY | 10004 | PC | GENERAL FUND | $5,000 | ||||||
| Luther College | ||||||||||||
| 700 College Dr | Decorah | IA | 52101 | PC | GENERAL FUND | $1,000 | ||||||
| Metropolitan Planning Council | ||||||||||||
| 140 S Dearborn St Suite 1400 | Chicago | IL | 60603 | PC | GENERAL FUND | $3,000 | ||||||
| Metropolitan Planning Council | ||||||||||||
| 140 S Dearborn St Suite 1400 | Chicago | IL | 60603 | PC | GENERAL FUND | $15,000 | ||||||
| Milestone Inc | ||||||||||||
| 4060 McFarland Road | Rockford | IL | 61111 | PC | GENERAL FUND | $1,000 | ||||||
| Milestone Inc | ||||||||||||
| 4060 McFarland Road | Rockford | IL | 61111 | PC | GENERAL FUND | $500 | ||||||
| Misericordia | ||||||||||||
| 6300 North Ridge | Chicago | IL | 60660 | PC | GENERAL FUND | $10,000 | ||||||
| Mundelein High School Band Boosters | ||||||||||||
| 1350 W Hawley St | Mundelein | IL | 60060 | PC | GENERAL FUND | $1,000 | ||||||
| Naperville Responds For Our Veterans | ||||||||||||
| 1111 S Washington St | Naperville | IL | 60540 | PC | GENERAL FUND | $500 | ||||||
| National Hurricane Museum & Science Center | ||||||||||||
| 1205 N Lakeshore Dr | Lake Charles | LA | 70601 | PC | GENERAL FUND | $5,000 | ||||||
| National Parkinson's Foundation | ||||||||||||
| 200 SE 1st St Suite 800 | Miami | FL | 33131 | PC | GENERAL FUND | $500 | ||||||
| NCH Healthcare Foundation | ||||||||||||
| PO Box 234 | Naples | FL | 34106 | PC | GENERAL FUND | $10,000 | ||||||
| Network For Teaching Entrepreneurship | ||||||||||||
| 205 West Wacker Drive Suite 1400 | Chicago | IL | 60606 | PC | GENERAL FUND | $5,000 | ||||||
| Noble Network Of Charter Schools | ||||||||||||
| 1 N State Street 7-L | Chicago | IL | 60602 | PC | GENERAL FUND | $4,000 | ||||||
| Northwestern Brain Tumor Institute | ||||||||||||
| Galter Pavilion 251 E Huron St Ste | Chicago | IL | 60611 | PC | GENERAL FUND | $10,000 | 3-200 | |||||
| Northwestern Memorial Hospital | ||||||||||||
| 251 E Huron Street Suite 3-200 | Chicago | IL | 60611 | PC | GENERAL FUND | $20,000 | ||||||
| Northwestern University | ||||||||||||
| 420 E Superior St Rubloff Bldg 9th | Chicago | IL | 60611 | PC | GENERAL FUND | $5,000 | Floor | |||||
| Old St Patrick's Church | ||||||||||||
| 700 W Adams St | Chicago | IL | 60661 | PC | GENERAL FUND | $2,500 | ||||||
| Opportunity Knocks | ||||||||||||
| 8020 Madison St | River Forest | IL | 60305 | PC | GENERAL FUND | $25,000 | ||||||
| Ounce Of Prevention Fund | ||||||||||||
| 33 W Monroe St Suite 2400 | Chicago | IL | 60603 | PC | GENERAL FUND | $5,000 | ||||||
| Pathways Foundation | ||||||||||||
| 150 N Michigan Avenue Suite 2100 | Chicago | IL | 60601 | PC | GENERAL FUND | $5,000 | ||||||
| PAWS | ||||||||||||
| 1997 N Clybourn Avenue | Chicago | IL | 60614 | PC | GENERAL FUND | $1,500 | ||||||
| Permanently Disabled Jockey Fund | ||||||||||||
| PO Box 803 | Elmhurst | IL | 60126 | PC | GENERAL FUND | $2,500 | ||||||
| Receptions For Research | ||||||||||||
| 315 N Racine Ave Suite 501 | Chicago | IL | 60607 | PC | GENERAL FUND | $250 | ||||||
| Rehabilitation Institute of Chicago | ||||||||||||
| 345 E Superior | Chicago | IL | 60611 | PC | GENERAL FUND | $6,000 | ||||||
| River Grove Lions Club | ||||||||||||
| 8420 W Fullerton Ave | River Grove | IL | 60171 | PC | GENERAL FUND | $500 | ||||||
| Roots Of Renewal | ||||||||||||
| 1000 N Broad St | New Orleans | LA | 70019 | PC | GENERAL FUND | $1,000 | ||||||
| Sarah's Inn | ||||||||||||
| 311 Harrison St | Oak Park | IL | 60304 | PC | GENERAL FUND | $1,000 | ||||||
| Sarah's Inn | ||||||||||||
| 311 Harrison St | Oak Park | IL | 60304 | PC | GENERAL FUND | $5,000 | ||||||
| Senior Services Associates | ||||||||||||
| 101 S Grove Ave | Elgin | IL | 60120 | PC | GENERAL FUND | $2,500 | ||||||
| Spectrum Progressive School Of Rockford | ||||||||||||
| 2909 N Main St | Rockford | IL | 61103 | PC | GENERAL FUND | $2,000 | ||||||
| St Alphonsus | ||||||||||||
| 1429 Wellington Ave | Chicago | IL | 60657 | PC | GENERAL FUND | $1,000 | ||||||
| St Cyprian School | ||||||||||||
| 2561 Clinton Street | River Grove | IL | 60171 | PC | GENERAL FUND | $1,500 | ||||||
| St Cyprian School | ||||||||||||
| 2561 Clinton Street | River Grove | IL | 60171 | PC | GENERAL FUND | $1,500 | ||||||
| St Cyril & Methodius Parish | ||||||||||||
| 608 Sobieski St | Lemont | IL | 60439 | PC | GENERAL FUND | $750 | ||||||
| St Edward Central Catholic High School | ||||||||||||
| 3211 4th St NE | Washington | DC | 20017 | PC | GENERAL FUND | $2,500 | ||||||
| St Francis De Sales Catholic Church | ||||||||||||
| 11 S Buesching Road | Lake Zurich | IL | 60047 | PC | GENERAL FUND | $1,000 | ||||||
| St Francis High School | ||||||||||||
| 2130 W Roosevelt Road | Wheaton | IL | 60187 | PC | GENERAL FUND | $1,500 | ||||||
| St Ignatius College Prep | ||||||||||||
| 1076 W Roosevelt Road | Chicago | IL | 60608 | PC | GENERAL FUND | $5,000 | ||||||
| St Luke Development | ||||||||||||
| 519 Ashland Ave | River Forest | IL | 60305 | PC | GENERAL FUND | $2,000 | ||||||
| St Luke's | ||||||||||||
| 519 Ashland Ave | River Forest | IL | 60305 | PC | GENERAL FUND | $5,000 | ||||||
| St Mary Appalachia | ||||||||||||
| 5400 Walnut Ave 402 | Downers Grove | IL | 60515 | PC | GENERAL FUND | $300 | ||||||
| Success Preparatory Academy | ||||||||||||
| 2011 Bienville St | New Orleans | LA | 70112 | PC | GENERAL FUND | $12,000 | ||||||
| Success Preparatory Academy | ||||||||||||
| 2011 Bienville St | New Orleans | LA | 70112 | PC | GENERAL FUND | $25,000 | ||||||
| Teach For America | ||||||||||||
| 2450 N Lakeview | Chicago | IL | 60614 | PC | GENERAL FUND | $20,000 | ||||||
| Teaching Tolerance | ||||||||||||
| 9603 Woods Drive | Skokie | IL | 60077 | PC | GENERAL FUND | $12,500 | ||||||
| Teaching Tolerance | ||||||||||||
| 9603 Woods Drive | Skokie | IL | 60077 | PC | GENERAL FUND | $20,000 | ||||||
| The Auxilary Of NorthShore | ||||||||||||
| 1033 University Place Suite 450 | Evanston | IL | 60201 | PC | GENERAL FUND | $1,000 | ||||||
| The Chicago Community Foundation | ||||||||||||
| 205 W Wacker Dr Suite 1400 | Chicago | IL | 60606 | PC | GENERAL FUND | $5,000 | ||||||
| The Chicago Network | ||||||||||||
| 737 N Michigan Ave Ste 1900 | Chicago | IL | 60611 | PC | GENERAL FUND | $10,000 | ||||||
| The Leukemia And Lymphoma Society | ||||||||||||
| 651 W Washington Blvd 400 | Chicago | IL | 60661 | PC | GENERAL FUND | $3,000 | ||||||
| The Leukemia And Lymphoma Society | ||||||||||||
| 651 W Washington Blvd 400 | Chicago | IL | 60661 | PC | GENERAL FUND | $10,000 | ||||||
| The Leukemia And Lymphoma Society | ||||||||||||
| 651 W Washington Blvd 400 | Chicago | IL | 60661 | PC | GENERAL FUND | $15,000 | ||||||
| The Rock School | ||||||||||||
| 1101 S Broad St | Philadelphia | PA | 19147 | PC | GENERAL FUND | $5,000 | ||||||
| The Shelter | ||||||||||||
| PO Box 10102 | Naples | FL | 34101 | PC | GENERAL FUND | $1,000 | ||||||
| The Shrine Of Our Lady Of Pompeii | ||||||||||||
| 1224 W Lexington St | Chicago | IL | 60607 | PC | GENERAL FUND | $250 | ||||||
| The St Philip The Deacon Foundation | ||||||||||||
| 17205 County Road Six | Plymouth | MN | 55447 | PC | GENERAL FUND | $1,000 | ||||||
| The University Of Chicago | ||||||||||||
| 5801 S Ellis Ave Chicago IL 60637 | Chicago | IL | 60637 | PC | GENERAL FUND | $1,000 | ||||||
| The University Of Iowa Foundation | ||||||||||||
| PO Box 4550 | Iowa City | IA | 52244 | PC | GENERAL FUND | $500 | ||||||
| Thurgood Marshall College Fund | ||||||||||||
| 901 F Street NW Ste 300 | Washington | DC | 20004 | PC | GENERAL FUND | $5,000 | ||||||
| Town Of Linn Police Department DARE Program | ||||||||||||
| W3728 FRANKLIN WALSH ST | ZENDA | WI | 53195 | PC | GENERAL FUND | $5,000 | ||||||
| Trinity Catholic High School | ||||||||||||
| 7574 West Division Street | River Forest | IL | 60305 | PC | GENERAL FUND | $25,000 | ||||||
| Trinity Catholic High School | ||||||||||||
| 7574 West Division Street | River Forest | IL | 60305 | PC | GENERAL FUND | $1,500 | ||||||
| Trinity High School | ||||||||||||
| 7574 West Division Street | River Forest | IL | 60305 | PC | GENERAL FUND | $15,000 | ||||||
| Trinity High School | ||||||||||||
| 7574 West Division Street | River Forest | IL | 60305 | PC | GENERAL FUND | $5,000 | ||||||
| Tulane Educational Brick Fund | ||||||||||||
| 1555 Poydras St Ste 1000 | New Orleans | LA | 70112 | PC | GENERAL FUND | $15,000 | ||||||
| Tulane University | ||||||||||||
| 6823 St Charles Avenue | New Orleans | LA | 70118 | PC | GENERAL FUND | $200,000 | ||||||
| United Jewish Appeal | ||||||||||||
| PC | GENERAL FUND | $5,000 | 4600 Bathurst St | Toronto | ONTARIO | CA | M2R 3V2 | |||||
| WINGSSweet Home Chicago | ||||||||||||
| Three First National Plaza Ste 4600 | Chicago | IL | 60602 | PC | GENERAL FUND | $15,000 | ||||||
| Wittenburg Village | ||||||||||||
| 3150 Salt Creek Lane | Arlington Heights | IL | 60005 | PC | GENERAL FUND | $5,000 | ||||||
| YMCA Of Metropolitan Chicago | ||||||||||||
| 205 W Wacker Drive Suite 1400 | Chicago | IL | 60606 | PC | GENERAL FUND | $5,000 | ||||||
| Young At Heart Pet Rescue | ||||||||||||
| PO Box 1293 | Palatine | IL | 60078 | PC | GENERAL FUND | $1,000 | ||||||
| Young At Heart Pet Rescue | ||||||||||||
| PO Box 1293 | Palatine | IL | 60078 | PC | GENERAL FUND | $300 | ||||||
| Young Life North Shore | ||||||||||||
| PO Box 415 | Wilmette | IL | 60091 | PC | GENERAL FUND | $1,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $923,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,484 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $257,617 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $443,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $443,457 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $6,278,245 | EOYBookValueAmt |
| EOYFMV | $6,869,143 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET TRANSFER TO A PRIVATE FOUNDATION | Desc |
| Amt | $200,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH 02226 | $7,434 | $7,434 | $0 |
| MERRILL LYNCH 02227 | $1,580 | $1,580 | $0 |
| MERRILL LYNCH 02228 | $1,776 | $1,776 | $0 |
| MERRILL LYNCH 02231 | $2,187 | $2,187 | $0 |
| MERRILL LYNCH 02480 | $2,088 | $2,088 | $0 |
| MERRILL LYNCH 02497 | $1,451 | $1,451 | $0 |
| MERRILL LYNCH 02498 | $3,293 | $3,293 | $0 |
| MERRILL LYNCH 02499 | $7,135 | $7,135 | $0 |
| MERRILL LYNCH 02500 | $7,847 | $7,847 | $0 |
| MERRILL LYNCH 04203 | $10,668 | $10,668 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| professional fees | $6,995 | $0 | $0 |
| OTHER FEES | $185 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,899 | Amt |
| Net Investment Income | $2,899 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments