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HERRENDORF FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HERRENDORF FAMILY FOUNDATION INC (EIN 36-3553268)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-01-11
IRS object ID
201640119349100309
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)
Return2016-01-11T14:31:46-08:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Linda Forman CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 Davis St Ste 812AddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP602014655ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363553268EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HERRENDORF FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2co JOSEPH D AMENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHERRBusinessNameControlTxt
Phone3125212401PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1191 N WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH D AMENTPersonNm
Person TitleTREAS/DIRPersonTitleTxt
Signature2016-01-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLinda Forman CPAPreparerPersonNm
PTINP00496275PTIN
Phone8473161040PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$295,493FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$280,599ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$109InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$109InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$109InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,755DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,755DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,755DividendsAdjNetIncmAmt
Total Rev And Expnss$283,463TotalRevAndExpnssAmt
Total Net Invst Incm$2,864TotalNetInvstIncmAmt
Total Adj Net Incm$2,864TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,450LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,450LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$1,450LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,576AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,576AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,576AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$125OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$125OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$125OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,151TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,151TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,151TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,278ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,278ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,429TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,151TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,151TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$40,278TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$240,034ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$47,531CashBOYAmt
Cash EOY$4,102CashEOYAmt
Cash EOYFMV$4,102CashEOYFMVAmt
Sav And Temp Cash Invst EOY$177,146SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$177,146SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$106,317CorporateStockEOYAmt
Corporate Stock EOYFMV$114,245CorporateStockEOYFMVAmt
Total Assets BOY$47,531TotalAssetsBOYAmt
Total Assets EOY$287,565TotalAssetsEOYAmt
Total Assets EOYFMV$295,493TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$47,531RetainedEarningBOYAmt
Retained Earning EOY$287,565RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$47,531TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$287,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$47,531TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$287,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$47,531TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$240,034ExcessRevenueOverExpensesAmt
Subtotal$287,565SubtotalAmt
Tot Net Ast Or Fund Balances EOY$287,565TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH D AMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3125212401PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1191 N WACKER DRIVE STE 1800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061615ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
SUZI GLASSMAN
120 N VILLAGE WAYJUPITERFL33458Vice President0.00$0
JOSHUA HERRENDORF
120 N VILLAGE WAYJUPITERFL33458President1.00$0
JOSEPH D AMENT
191 N WACKER DR SUITE 1800CHICAGOIL606061615TREAS/DIR1.00$0
KASONDRA COHEN-HERRENDORF
Vice President0.00$01203 1925 ALBERNIVANCOUVERBRITISH COLUMBIACAV6G 0A3
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$110,281AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$199,516AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$309,797TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$309,797AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,647CashDeemedCharitableAmt
Net Vl Noncharitable Assets$305,150NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,258MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,258MinimumInvestmentReturnAmt
Distributable Before Adj$15,258DistributableBeforeAdjAmt
Distributable Before Ded$15,258DistributableBeforeDedAmt
Distributable As Adjusted$15,258DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,278ExpensesAndContributionsAmt
Qualifying Distributions$40,278QualifyingDistributionsAmt
Adjusted Qualifying Distri$40,278AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,258DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$19,356ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,534ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,695ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,613ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$61,198TotalExcessDistributionCyovAmt
Qualifying Distributions$40,278QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,258AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,020RemainingDistriFromCorpusAmt
Total Corpus$86,218TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$86,218ExcessDistriCyovToNextYrAmt
Excess From Year4$19,356ExcessFromYear4Amt
Excess From Year3$22,534ExcessFromYear3Amt
Excess From Year2$12,695ExcessFromYear2Amt
Excess From Year1$6,613ExcessFromYear1Amt
Excess From Current Year$25,020ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONGREGATION ANSHE MOTELE
6520 N CALIFORNIA AVENUECHICAGOIL60645NONE501c3UNRESTRICTED.$1,800
FRIENDS OF THE IDF
29 E MADISONCHICAGOIL60602NONE501c3UNRESTRICTED$30,000
STEVE'S CAMP AT HORIZON FARMS
325 GOLD ST 605BROOKLYNNY11201NONE501c3UNRESTRICTED$5,000
WOLCOTT SCHOOL
524 N WOLCOTT AVENUECHICAGOIL60622NONE501c3UNRESTRICTED$1,000
TEAM LIFELINE
151 WEST 30TH STREETNEW YORKNY10001NONE501c3UNRESTRICTED$118
LAP CHICAGO ALL STAR SOFTBALL
180 N STETSON AVENUE SUITE 1250CHICAGOIL60601NONE501c3UNRESTRICTED$2,000
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021NONE501c3UNRESTRICTED$360
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,278TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$109RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,755RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,864RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,864TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonHERSHEL HERRENDORF BENFICIARY IRAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1191 N WACKER DR STE 1800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Total Contributions$280,599TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3,000 SH CORUS BANKSHARES1,000 SH INTEL CORP2 SH MABVAX THERAPEUTICS2,500 SH PFIZERNoncashPropertyDesc
Fair Market Value$106,317FairMarketValueAmt
Received2014-09-12ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,576Amt
Net Investment Income$1,576NetInvestmentIncomeAmt
Adjusted Net Income$1,576AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORUS BANKSHARES$27,510
INTEL CORP$20,769$30,415
MABVAX THEURAPUTICS$2,279$5
PFIZER INC$55,759$83,825

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,450LegalFeesAmt
Net Investment Income$1,450NetInvestmentIncomeAmt
Adjusted Net Income$1,450AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$125RevenueAndExpensesPerBooksAmt
Net Investment Income$125NetInvestmentIncomeAmt
Adjusted Net Income$125AdjustedNetIncomeAmt

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