HANSON FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HANSON FAMILY FOUNDATION (EIN 36-3750504)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-18
- IRS object ID
- 201501389349100765
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-18T13:34:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363900376 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLOCK AND ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25W644 COVENTRY DRIVE | AddressLine1Txt |
| City | WHEATON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601873002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363750504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 CLEVELAND ROAD | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS HANSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2015-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J WHITLOCK III CPA | PreparerPersonNm |
| PTIN | P00193586 | PTIN |
| Phone | 6302218022 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $454,373 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,665 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,646 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,296 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,961 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $800 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $4,744 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,744 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $918 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $918 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $46 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $46 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,508 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $846 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $846 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,089 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,716 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $313,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $295,172 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $452,657 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $315,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $296,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $454,373 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $315,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | $296,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $315,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $296,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $315,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $296,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $315,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,622 | ExcessRevenueOverExpensesAmt |
| Subtotal | $296,888 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $296,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA ACORN Z | P | 2014-01-01 | 2014-04-28 | $1,537 | $1,495 | $42 | $42 |
| DODGE COX STOCK | P | 2014-01-01 | 2014-05-19 | $5,531 | $4,760 | $771 | $771 |
| FRANKLIN FLOAT RATE | P | 2014-01-01 | 2014-10-06 | $279 | $283 | -$4 | -$4 |
| PYXIS LONG SHORT EQUITY | P | 2013-12-20 | 2014-07-01 | $1,833 | $1,796 | $37 | $37 |
| PYXIS LONG SHORT EQUITY | P | 2014-12-02 | 2014-12-15 | $590 | $598 | -$8 | -$8 |
| TROWE PRICE INST INTL EMR MKTS | P | 2013-12-18 | 2014-04-07 | $170 | $169 | $1 | $1 |
| COLUMBIA ACORN Z | P | 2012-01-01 | 2014-04-28 | $5,463 | $4,623 | $840 | $840 |
| FRANKLIN FLOAT RATE | P | 2012-01-01 | 2014-10-06 | $3,647 | $3,688 | -$41 | -$41 |
| FRANKLIN FLOAT RATE | P | 2013-06-07 | 2014-10-06 | $74 | $74 | ||
| PYXIS LONG SHORT EQUITY | P | 2012-08-09 | 2014-07-01 | $8,167 | $7,485 | $682 | $682 |
| PYXIS LONG SHORT EQUITY | P | 2012-08-09 | 2014-12-15 | $2,410 | $2,359 | $51 | $51 |
| TROWE PRICE INST INTL EMR MKTS | P | 2012-01-01 | 2014-04-07 | $19,954 | $20,127 | -$173 | -$173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,296 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $839 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $422,244 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048787 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $386,842 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060748 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $403,562 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050178 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $410,092 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063400 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $373,365 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075529 | DistributionYr5Rt |
| Total Distribution | 0.298642 | TotalDistributionRt |
| Average Distribution | 0.059728 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $450,247 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,892 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $113 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,005 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,425 | 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 | $113 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $113 | SubtotalAmt |
| Tax Based On Investment Income | $113 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $113 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS HANSON | IndividualWithBooksNm |
| Phone | 6309868437 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 CLEVELAND ROAD | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS R HANSON | ||||||||
| 924 CLEVELAND ROAD | HINSDALE | IL | 60521 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY HANSON | ||||||||
| 924 CLEVELAND ROAD | HINSDALE | IL | 60521 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $455,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,903 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $457,104 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $457,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $450,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $113 | TotalTaxAmt |
| Distributable Before Adj | $22,399 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,399 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,399 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,425 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $27,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $113 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,312 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,399 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,645 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,635 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $273 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,306 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $231 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,090 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,425 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,399 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,026 | RemainingDistriFromCorpusAmt |
| Total Corpus | $25,116 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,645 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,471 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,635 | ExcessFromYear4Amt |
| Excess From Year3 | $273 | ExcessFromYear3Amt |
| Excess From Year2 | $4,306 | ExcessFromYear2Amt |
| Excess From Year1 | $231 | ExcessFromYear1Amt |
| Excess From Current Year | $5,026 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATE CHARITABLE FOUND | ||||||||
| 205 WEST TOUGHY | SUITE 225 | PARK RIDGE | IL | 60068 | NONE | 501(C)3 ORG | UNRESTRICTED | $1,500 |
| CHILDCARE NETWORK OF EVANSTON | ||||||||
| 1335 DODGE AVENUE | EVANSTON | IL | 60201 | NONE | 501(C)3 ORG | UNRESTRICTED | $1,000 | |
| CONNECTION FOR HOMELESS | ||||||||
| 2121 DEWEY AVENUE | EVANSTON | IL | 60201 | NONE | 501(C)3 ORG | UNRESTRICTED | $2,000 | |
| FAMILY FOCUS | ||||||||
| 310 S PEORIA STREET | SUITE 301 | CHICAGO | IL | 60607 | NONE | 501(C)3 ORG | UNRESTRICTED | $500 |
| GLOBEMED | ||||||||
| PO BOX 292 | EVANSTON | IL | 60204 | NONE | 501(C)3 ORG | UNRESTRICTED | $2,000 | |
| HOUSING OPTIONS | ||||||||
| 1132 FLORENCE AVENUE | EVANSTON | IL | 60202 | NONE | 501(C)3 ORG | UNRESTRICTED | $1,000 | |
| NATIONAL PARKS CONSERVATI | ||||||||
| 1300 19TH STREET NW | SUITE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)3 ORG | UNRESTRICTED | $2,000 |
| NATURE CONSERVANCY IN IL | ||||||||
| 8 SOUTH MICHIGAN AVENUE | SUITE 900 | CHICAGO | IL | 60603 | NONE | 501(C)3 ORG | UNRESTRICTED | $2,000 |
| PEER SERVICES | ||||||||
| 906 DAVIS STREET | EVANSTON | IL | 60202 | NONE | 501(C)3 ORG | UNRESTRICTED | $500 | |
| UNION CHURCH | ||||||||
| 137 S GARFIELD STREET | HINSDALE | IL | 60521 | NONE | 501(C)3 ORG | UNRESTRICTED | $4,750 | |
| WELLNESS HOUSE | ||||||||
| 131 N COUNTY LINE ROAD | HINSDALE | IL | 60521 | NONE | 501(C)3 ORG | UNRESTRICTED | $700 | |
| YOUTH JOBS CENTER | ||||||||
| 1114 CHURCH STREET | EVANSTON | IL | 60201 | NONE | 501(C)3 ORG | UNRESTRICTED | $500 | |
| INTERFAITH HOUSE | ||||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | NONE | 501(C)(3)ORG | UNRESTRICTED | $2,575 | |
| CRLN | ||||||||
| 4750 N SHERIDAN ROAD | SUITE 429 | CHICAGO | IL | 60640 | NONE | 501(C)(3)ORG | UNRESTRICTED | $5,000 |
| LA CASA NORTE | ||||||||
| 3533 W NORTH AVENUE | CHICAGO | IL | 60647 | NONE | 501(C)(3)ORG | UNRESTRICTED | $400 | |
| GRANT PARK ORCHESTRA ASSOC | ||||||||
| 205 E RANDOLPH | CHICAGO | IL | 60601 | NONE | 501(C)(3)ORG | UNRESTRICTED | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,425 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,665 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,296 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,650 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,961 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,650 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,311 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $800 | Amt |
| Adjusted Net Income | $800 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PIMCO COMMODITY | AssetDesc |
| Acquired | 2009-06 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2014-12 | SoldDt |
| Gross Sales Price | $3,000 | GrossSalesPriceAmt |
| Basis | $4,650 | BasisAmt |
| Total Net | -$1,650 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $295,172 | EOYBookValueAmt |
| EOYFMV | $452,657 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEES | $35 | $35 |
| MISC | $11 | $11 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT - HARRIS B | CategoryTxt |
| Amt | $4,744 | Amt |
| Net Investment Income | $4,744 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $746 | $746 |
| FORIEGN TAX | $172 | $172 |
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