THE GROSSINGER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE GROSSINGER FOUNDATION (EIN 36-6108185)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-07-27
IRS object ID
201612099349100706
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-27T14:01:06-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S WACKER DRIVE STE 800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366108185EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAM & SARAH GROSSINGER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAM&BusinessNameControlTxt
Phone8476758300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 NORTH MCCORMICK BLVDAddressLine1Txt
CityLINCOLNWOODCityNm
State AbbreviationILStateAbbreviationCd
ZIP60712ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLINE GROSSINGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8476758300PhoneNum
Signature2016-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAREK ROZOWICZPreparerPersonNm
PTINP01616027PTIN
Phone3126343400PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,635,528FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$128,284DividendsRevAndExpnssAmt
Dividends Net Invst Incm$128,284DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,084NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,034,883GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,084CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,257OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$171,625TotalRevAndExpnssAmt
Total Net Invst Incm$165,368TotalNetInvstIncmAmt
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$236LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$236LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,960AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,440AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,946OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,946OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,597TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,906TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,691TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$184,585ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$184,585ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$217,182TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,906TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$192,276TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,557ExcessRevenueOverExpensesAmt
Net Investment Income$140,462NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,617CashBOYAmt
Cash EOY$121,778CashEOYAmt
Cash EOYFMV$121,778CashEOYFMVAmt
Sav And Temp Cash Invst BOY$48,570SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,903SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,903SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$57,050CorporateStockBOYAmt
Corporate Stock EOY$57,050CorporateStockEOYAmt
Corporate Stock EOYFMV$107,687CorporateStockEOYFMVAmt
Other Investments BOY$3,580,610OtherInvestmentsBOYAmt
Other Investments EOY$3,451,559OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,394,160OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,687,847TotalAssetsBOYAmt
Total Assets EOY$3,642,290TotalAssetsEOYAmt
Total Assets EOYFMV$3,635,528TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$3,687,847RetainedEarningBOYAmt
Retained Earning EOY$3,642,290RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,687,847TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,642,290TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,687,847TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,642,290TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,687,847TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,557ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,642,290SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,642,290TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$978,365$997,799-$19,434-$19,434
CAPITAL GAIN DISTRIBUTIONSP$56,518$56,518$56,518
FieldValueIRS element (for citing)
Capital Gain Net Income$37,084CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$196,118AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,115,557NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047653DistributionYr1Rt
Adjusted Qlfy Distri Yr2$128,178AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,692,404NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034714DistributionYr2Rt
Adjusted Qlfy Distri Yr3$147,324AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,629,199NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040594DistributionYr3Rt
Adjusted Qlfy Distri Yr4$139,218AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,401,972NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040923DistributionYr4Rt
Adjusted Qlfy Distri Yr5$155,878AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,138,154NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049672DistributionYr5Rt
Total Distribution0.213556TotalDistributionRt
Average Distribution0.042711AverageDistributionRt
Net Vl Noncharitable Assets$3,697,781NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$157,936AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,405NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$159,341AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$192,276QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,405InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,405SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,405TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$1,500AppliedToEsTaxAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$31EsPenaltyAmt
Overpayment$64OverpaymentAmt
Applied To ES Tax$64AppliedToESTaxAmt
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 AddressN/AWebsiteAddressTxt
Individual With BooksCAROLINE GROSSINGERIndividualWithBooksNm
Phone8476758300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16900 N MCCORMICK BLVDAddressLine1Txt
CityLINCOLNWOODCityNm
State AbbreviationILStateAbbreviationCd
ZIP60712ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLINE GROSSINGER
6900 N MCCORMICK BLVDLINCOLNWOODIL60712PRESIDENT0.50$0$0$0
GARY GROSSINGER
6900 N MCCORMICK BLVDLINCOLNWOODIL60712VICE PRESIDENT0.50$0$0$0
SHARON GROSSINGER
6900 N MCCORMICK BLVDLINCOLNWOODIL60712VICE PRESIDENT0.50$0$0$0
SUZANNE GROSSINGER-GOULD
6900 N MCCORMICK BLVDLINCOLNWOODIL60712VICE PRESIDENT0.50$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,737,521AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,571AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,754,092TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,754,092AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,311CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,697,781NetVlNoncharitableAssetsAmt
Minimum Investment Return$184,889MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$184,889MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,405TaxBasedOnInvestmentIncomeAmt
Total Tax$1,405TotalTaxAmt
Distributable Before Adj$183,484DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$183,484DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$183,484DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$192,276ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$192,276QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,405PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$190,871AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$183,484DistributableAsAdjustedAmt
Undistributed Income PY$185,870UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$192,276QualifyingDistributionsAmt
Applied To Year1$185,870AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,406AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$177,078UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSHARON GROSSINGERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16900 NORTH MCCORMICK BOULEVARDAddressLine1Txt
CityLINCOLNWOODCityNm
State AbbreviationILStateAbbreviationCd
ZIP60712ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8476758300RecipientPhoneNum
Form And Info And MaterialsSCHOLARSHIP APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION
220 W HURON STCHICAGOIL60654NONEPCGENERAL OPERATING SUPPORT$1,300
AM SHALOM
840 VERNON AVEGLENCOEIL60022NONEPCGENERAL OPERATING SUPPORT$2,950
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022NONEPCGENERAL OPERATING SUPPORT$500
ARIE CROWN HEBREW DAY SCHOOL
4600 MAIN STSKOKIEIL60076NONEPCGENERAL OPERATING SUPPORT$500
BOYS AND GIRLS CLUBS OF AMERICA
65 W JACKSON BLVDCHICAGOIL60604NONEPCGENERAL OPERATING SUPPORT$2,500
BRYAN & AMANDA BICKELL FOUNDATION
2303 W BELMONTCHICAGOIL60618NONEPCGENERAL OPERATING SUPPORT$250
CHICAGO BLACKHAWKS CHARITIES
1901 W MADISON STCHICAGOIL60612NONEPCGENERAL OPERATING SUPPORT$1,000
CHICAGO CHESED FUND INC
7045 N RIDGEWAY AVELINCOLNWOODIL60712NONEPCGENERAL OPERATING SUPPORT$1,000
CHICAGO CHILDREN'S CHOIR
78 E WASHINGTON ST 5CHICAGOIL60115NONEPCGENERAL OPERATING SUPPORT$15,000
COOK COUNTY SHERRIFS POLICE LODGE
PO 5649RIVER FORESTIL60305NONEPCGENERAL OPERATING SUPPORT$125
CONGREGATION SHAAREI TZEDEK
2832 W TOUHY AVECHICAGOIL60645NONEPCGENERAL OPERATING SUPPORT$100
FIRST LOOK FOR CHARITY FOUNDATION
18W200 BUTTERFIELD RDOAKBROOK TERRACEIL60181NONEPCGENERAL OPERATING SUPPORT$1,500
FIRST PRESBYTERIAN CHURCH
1427 CHICAGO AVENUEEVANSTONIL60201NONEPCGENERAL OPERATING SUPPORT$175
FOR AUTISTIC KIDS FOUNDATION
1200 N MILWAUKEE AVEGLENVIEWIL60025NONEPCGENERAL OPERATING SUPPORT$500
FRIENDS OF THE ISRAEL DEFENSE FORCES
29 E MADISON STCHICAGOIL60602NONEPCGENERAL OPERATING SUPPORT$4,000
GESHER HATORAH DAY SCHOOL
5130 W TOUHY AVESKOKIEIL60077NONEPCGENERAL OPERATING SUPPORT$500
GIVING ROCKS FOUNDATION
300 APPLETREE LANEWILMETTEIL60091NONEPCGENERAL OPERATING SUPPORT$500
GOLF 4 HOPE
2806 GILL STREETBLOOMINGTONIL61704NONEPCGENERAL OPERATING SUPPORT$250
HABITAT FOR HUMANITY
2201 S HALSTED STE 1251CHICAGOIL60608NONEPCGENERAL OPERATING SUPPORT$100
HATZALAH CHICAGO
PO BOX 59816CHICAGOIL60659NONEPCGENERAL OPERATING SUPPORT$500
HILLEL TORAH NORTH SUBURBAN DAY SCHOOL
7120 LARAMIE AVESKOKIEIL60077NONEPCGENERAL OPERATING SUPPORT$250
HIAS
1300 SPRING STREET SUITE 500SILVER SPRINGMD20910NONEPCGENERAL OPERATING SUPPORT$5,000
HOLIDAY SPECTACULAR INC
212 FLEETWOODBLOOMINGTONIL61701NONEPCGENERAL OPERATING SUPPORT$2,500
HORIZONS FOR YOUTH
703 W MONROE STCHICAGOIL60661NONEPCGENERAL OPERATING SUPPORT$8,000
INSPIRATION CORPORATION
4554 N BROADWAY NO 207CHICAGOIL60640NONEPCGENERAL OPERATING SUPPORT$1,500
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS STCHICAGOIL60606NONEPCGENERAL OPERATING SUPPORT$20,000
JOAN DACHS BAIS YAAKOV
3200 W PETERSON AVECHICAGOIL60659NONEPCGENERAL OPERATING SUPPORT$250
KESHET
284 AMORY STREETJAMAICA PLAINMA02130NONEPCGENERAL OPERATING SUPPORT$1,000
LAKE FOREST ACADEMY
1500 WEST KENNEDY ROADLAKE FORESTIL60045NONEPCGENERAL OPERATING SUPPORT$10,000
LINCOLNWOOD BASEBALL ASSOCIATION
PO BOX 46443CHICAGOIL60646NONEPCGENERAL OPERATING SUPPORT$600
LOU MALNATI'S CANCER RESEARCH FUND
3685 WOODHEAD DRNORTHBROOKIL60062NONEPCGENERAL OPERATING SUPPORT$2,000
LUBAVITCH OF NH
7 CAMELOT PLACEMANCHESTERNH03104NONEPCGENERAL OPERATING SUPPORT$1,000
LURIE CHILDREN'S HOSPITAL OF CHICAGO
225 E CHICAGO AVECHICAGOIL60611NONEPCGENERAL OPERATING SUPPORT$15,000
MACLEAN CENTER FOR CLINCIAL MEDICAL ETHICS
5841 S MARYLAND AVECHICAGOIL60637NONEPCGENERAL OPERATING SUPPORT$10,000
MISERICORDIA HOME
6300 N RIDGE AVECHICAGOIL60660NONEPCGENERAL OPERATING SUPPORT$3,000
MULTIPLE MYELOMA RESEARCH FOUNDATION
383 MAIN AVE NO 5TH FLNORWALKCT06851NONEPCGENERAL OPERATING SUPPORT$250
NCSY - MIDWEST MESORAH REGION
3200 W TOUHY AVECHICAGOIL60645NONEPCGENERAL OPERATING SUPPORT$250
NEW TRIER HIGH SCHOOL
385 WINNETKA AVEWINNETKAIL60093NONEPCGENERAL OPERATING SUPPORT$1,500
NEW TRIER NOW
385 WINNETKA AVEWINNETKAIL60093NONEPCGENERAL OPERATING SUPPORT$500
NORTH SUBURBAN SYNAGOGUE BETH EL
1175 SHERIDAN RDHIGHLAND PARKIL60035NONEPCGENERAL OPERATING SUPPORT$1,410
ONE MILLION DEGREES
226 W JACKSON BLVD 528CHICAGOIL60606NONEPCGENERAL OPERATING SUPPORT$10,000
SPECIAL KIDS NETWORK
1121 LAKE COOK RDDEERFIELDIL60015NONEPCGENERAL OPERATING SUPPORT$2,500
TEMPLE JEREMIAH
937 HAPP RDNORTHFIELDIL60093NONEPCGENERAL OPERATING SUPPORT$2,895
THE CHICAGO LIGHTHOUSE
1850 W ROOSEVELT RDCHICAGOIL60608NONEPCGENERAL OPERATING SUPPORT$2,600
TURNING POINT BEHAVIORAL HEALTH CARE CENTER
8324 SKOKIE BOULEVARDSKOKIEIL60077NONEPCGENERAL OPERATING SUPPORT$250
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACEWASHINGTONDC20024NONEPCGENERAL OPERATING SUPPORT$2,500
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637NONEPCGENERAL OPERATING SUPPORT$10,000
UNIVERSITY OF ILLINOIS-SPRINGFIELD
1 WILLIAM MAXWELL LNSPRINGFIELDIL62703NONEPCGENERAL OPERATING SUPPORT$5,000
WELLESLEY COLLEGE
106 CENTRAL STWELLESLEYMA02481NONEPCGENERAL OPERATING SUPPORT$30,080
ZETA TAU ALPHA
3450 FOUNDERS ROADINDIANAPOLISIN46268NONEPCGENERAL OPERATING SUPPORT$1,000
YESHIVAS TIFERES TZVI
6122 N CALIFORNIA AVECHICAGOIL60659NONEPCGENERAL OPERATING SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$184,585TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$128,284ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,084ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion01ExclusionCd
Exclusion$6,257ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$171,625ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$171,625TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRSM US LLPCategoryTxt
Amt$12,400Amt
Net Investment Income$4,960NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,440DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockISHARES S&P 500StockNm
EOY Book Value$57,050EOYBookValueAmt
EOYFMV$107,687EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (19 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS EURO-PACIFIC GROWTH F-1FMV$124,717$154,367
CREDIT SUISSE COMMODITY RETURN INSTLFMV$240,065$150,357
DELAWARE EMERGING MARKETS - IFMV$450,255$402,528
DODGE & COX INTL STOCK FUNDFMV$178,355$214,004
DODGE & COX STOCK FUNDFMV$166,551$174,185
HARBOR CAPITAL APPRECIATION FUND - INSTFMV$123,321$162,720
MANNING & NAPIER EQUITY SERIES FUNDFMV$137,759$81,867
NUVEEN REAL ESTATE SECURITIES CLASS IFMV$125,248$166,515
STEELPATH MLP SELECT 40 FUND - INST. SHRSFMV$294,804$226,767
VANGUARD SMALL-CAP GR IDX ADM #5861FMV$35,534$107,726
VANGUARD SMALL-CAP GR IDX ADM #5860FMV$37,049$82,925
VOYA GLOBAL REAL ESTATE IFMV$61,153$70,816
PIMCO EMERGING LOCAL BOND FUNDFMV$93,632$69,049
PIMCO FOREIGN BOND FUNDFMV$187,098$176,068
PIMCO HIGH YIELD INSTL FUNDFMV$409,370$382,922
PIMCO TOTAL RETURN FUND INSTLFMV$0$0
VANGUARD INFLATION PROT. SEC. ADM. #5119FMV$188,691$199,009
WELLS FARGO ADVANTAGE INT'L BOND FUND INST.FMV$149,952$135,627
DODGE & COX INCOME FUNDFMV$448,005$436,708

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLAW OFFICE OF STUART D. GORDONCategoryTxt
Legal Fees$236LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$236DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescILLINOIS CHARITY BUREAU FUNDDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$15DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$6,257RevenueAndExpensesPerBooksAmt
Adjusted Net Income$6,257AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIRST BANK & TRUST - INVESTMENT MNGT FEESCategoryTxt
Amt$19,946Amt
Net Investment Income$19,946NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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