RIES FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RIES FOUNDATION (EIN 36-2545485)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201641339349100149
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T09:46:31-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 362545485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ries Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DR MICHAEL RIES | InCareOfNm |
| Business Name Control | RIES | BusinessNameControlTxt |
| Phone | 3127871496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N State Street Suite Unit 11 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR MICHAEL RIES | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8472055000 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Avrum Katz | PreparerPersonNm |
| PTIN | P00033618 | PTIN |
| Phone | 8472055000 | PhoneNum |
| 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 | $1,015,542 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $254,671 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $200,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $393,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,148 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $476,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,663 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,267 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,649 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,931 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,808 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,808 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $412,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62 | CashBOYAmt |
| Cash EOY | $2,860 | CashEOYAmt |
| Cash EOYFMV | $2,860 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,248 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,191 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,191 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $284,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $392,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $669,517 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $152,777 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $253,469 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $250,974 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $548,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $740,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,015,542 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $16,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $28,550 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,550 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $532,167 | UnrestrictedBOYAmt |
| Unrestricted EOY | $712,148 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $532,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $712,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $548,417 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $740,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $532,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $412,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $945,762 | SubtotalAmt |
| Other Decreases | $233,614 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $712,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $393,384 | GrossSalesPriceAmt |
| Cost Or Other Basis | $193,236 | CostOrOtherBasisAmt |
| Gain Or Loss | $200,148 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $200,148 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,148 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,238 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $754,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $706,036 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039941 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,567 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $669,716 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066546 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $399,774 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042587 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $363,352 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04322 | DistributionYr5Rt |
| Total Distribution | 0.249582 | TotalDistributionRt |
| Average Distribution | 0.049916 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $986,109 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,223 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,180 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,403 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,808 | 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 | $2,180 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,180 | SubtotalAmt |
| Tax Based On Investment Income | $2,180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,603 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,603 | TotalPaymentsAndCreditsAmt |
| Tax Due | $577 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR MICHAEL RIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127871496 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N STATE STREET | AddressLine1Txt |
| City | chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|
| Dr Michael H Ries | ||||||
| 1000 N State Street | Chicago | IL | 60610 | president, treas, director | 0 | $0 |
| Dr Elaine Leboff-Ries | ||||||
| 1000 N State Street | Chicago | IL | 60610 | vice president, secr, director | 0 | $0 |
| Jeffrey Ries | ||||||
| 1000 N State Street | Chicago | IL | 60610 | director | 0 | $0 |
| Laura Ries | ||||||
| 1000 N State Street | Chicago | IL | 60610 | director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $917,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,001,126 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,001,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $986,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,180 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,180 | TotalTaxAmt |
| Distributable Before Adj | $47,125 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,125 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,125 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,808 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $52,808 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,180 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,628 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,125 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,932 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $6,374 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,306 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,808 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $48,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,683 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,989 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,989 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,932 | ExcessFromYear3Amt |
| Excess From Year1 | $6,374 | ExcessFromYear1Amt |
| Excess From Current Year | $4,683 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| jewish united fund | ||||||||
| 30 s wells | chicago | IL | 60606 | none | PC | charitable gift | $21,775 | |
| us holocaust memorial | ||||||||
| 595 elm place | highland park | IL | 60035 | none | PC | charitable gift | $5,000 | |
| am shalom | ||||||||
| 840 vernon ave | glencoe | IL | 60022 | none | PC | charitable gift | $2,825 | |
| advocate health care | ||||||||
| 205 w touhy ave | park ridge | IL | 60068 | none | PC | charitable gift | $1,363 | |
| ezra-habonim niles township jewish congregation | ||||||||
| 4500 dempster st | skokie | IL | 60076 | none | PC | charitable gift | $100 | |
| the selfhelp home | ||||||||
| 908 w argyle street | chicago | IL | 60640 | none | PC | charitable gift | $1,550 | |
| rosalind franklin universtiy | ||||||||
| 3333 n green bay rd | north chicago | IL | 60064 | none | PC | charitable gift | $500 | |
| hillel | ||||||||
| G-34 Anabel Taylor Hall | Ithaca | NY | 14853 | none | PC | charitable gift | $500 | |
| respiratory health association | ||||||||
| 1440 w washington blvd | chicago | IL | 60607 | none | PC | charitable gift | $50 | |
| rush university | ||||||||
| 600 s paulina st | chicago | IL | 60612 | none | PC | charitable gift | $1,000 | |
| cornell university | ||||||||
| Day Hall Lobby | ithaca | NY | 14853 | none | PC | charitable gift | $3,000 | Cornell University |
| harvard business school | ||||||||
| development operations teele hall | boston | MA | 02163 | none | PC | charitable gift | $1,500 | soldiers field |
| anti-defamation league | ||||||||
| 120 s lasalle st 1150 | chicago | IL | 60603 | none | PC | charitable gift | $1,500 | |
| kellog school of management | ||||||||
| office of advancement donald p ja | evanston | IL | 60208 | none | PC | charitable gift | $3,000 | 2001 sheridan road |
| alzheimer's association | ||||||||
| 225 n michigan ave fl 17 | chicago | IL | 60601 | none | PC | charitable gift | $1,500 | |
| american jewish committee | ||||||||
| 165 east 56th street | new york | NY | 10022 | none | PC | charitable gift | $1,250 | |
| friends of the idf | ||||||||
| 29 e madison street | chicago | IL | 60602 | none | PC | charitable gift | $720 | |
| chicago symphony orchestra | ||||||||
| 220 s michigan ave | chicago | IL | 60604 | none | PC | charitable gift | $500 | |
| weizmann institute of science | ||||||||
| 180 n lasalle st 3110 | chicago | IL | 60601 | none | PC | charitable gift | $250 | |
| simon wiesenthal center | ||||||||
| 1399 roxbury dr | los angeles | CA | 90035 | none | PC | charitable gift | $250 | |
| north shore university health system | ||||||||
| 1033 university place suite 450 | evanston | IL | 60201 | none | PC | charitable gift | $50 | |
| american cancer society | ||||||||
| 225 n michigan ave | chicago | IL | 60601 | none | PC | charitable gift | $180 | ste 1200 |
| lurie children's fund | ||||||||
| 225 e chicago ave | chicago | IL | 60611 | none | PC | charitable gift | $500 | |
| latin school of chicago | ||||||||
| 59 w north blvd | chicago | IL | 60610 | none | PC | charitable gift | $50 | |
| illinois holocaust museum | ||||||||
| 9603 woods dr | skokie | IL | 60077 | none | PC | charitable gift | $1,400 | |
| lookingglass theatre | ||||||||
| 821 n michigan ave | chicago | IL | 60611 | none | PC | charitable gift | $1,000 | |
| aids lifecycle | ||||||||
| 1035 market street | san francisco | CA | 94103 | none | PC | charitable gift | $100 | suite 400 |
| changing worlds | ||||||||
| 329 w 18th st 506 | chicago | IL | 60616 | none | PC | charitable gift | $100 | |
| urban gateways | ||||||||
| 205 w randolph st 1700 | chicago | IL | 60606 | none | PC | charitable gift | $50 | |
| northwestern memorial foundation | ||||||||
| 251 east huron street | chicago | IL | 60611 | none | PC | charitable gift | $150 | galter pavilion suite 3-200 |
| university of michigan | ||||||||
| 3003 south state street | ann arbor | MI | 48109 | none | PC | charitable gift | $500 | suite 8000 |
| american heart association | ||||||||
| 208 s la salle st | chicago | IL | 60604 | none | PC | charitable gift | $25 | ste 1500 |
| cje seniorlife | ||||||||
| 3003 west touhy avenue | chicago | IL | 60645 | none | PC | charitable gift | $450 | |
| the chicago council on global affairs | ||||||||
| 332 s michigan ave | chicago | IL | 60604 | none | PC | charitable gift | $120 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,808 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $200,148 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $221,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221,663 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | dr michael ries | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 n state street unit 11 | AddressLine1Txt |
| City | chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $254,671 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | publicly traded securities | NoncashPropertyDesc |
| Fair Market Value | $253,833 | FairMarketValueAmt |
| Received | 2015-01-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,267 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $253,469 | EOYBookValueAmt |
| EOYFMV | $250,974 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $392,178 | EOYBookValueAmt |
| EOYFMV | $669,517 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OVER COST OF DONATED SECURITIES | Desc |
| Amt | $233,614 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PREVIOUS DISTRIBUTION | Desc |
| Amt | $1,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $16,250 | BOYBookValueAmt |
| EOY Book Value | $28,550 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,649 | Amt |
| Net Investment Income | $3,649 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
Comments