GEORGE M EISENBERG FOUNDATION FOR CHARITIES: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE M EISENBERG FOUNDATION FOR CHARITIES (EIN 36-3689650)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201503169349100220
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T13:54:46-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1665 ELK BOULEVARD | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600164776 | 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 | 363689650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE M EISENBERG FOUNDATION FOR CHARITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 8479810545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 S ARLINGTON HEIGHTS RD NO 560 | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MAROUSIS | PersonNm |
| Person Title | ASST TREASURER | PersonTitleTxt |
| Phone | 8479810545 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIRK AHLBECK | PreparerPersonNm |
| PTIN | P00237637 | PTIN |
| Phone | 8478244000 | PhoneNum |
| Preparation | 2015-11-10 | 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 | $57,319,199 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $812,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $812,863 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,807,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,669,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,434,075 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,790 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$39,632 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,660,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,207,306 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $268,766 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $85,383 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $183,383 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,784 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,392 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,392 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,648 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,648 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $226,735 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $226,735 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,012 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,506 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,506 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,263 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,131 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,132 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,571 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,643 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,928 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,684 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,518 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $646,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $340,924 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $241,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,351,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,351,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,997,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $340,924 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,592,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $663,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,866,382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,686 | CashBOYAmt |
| Cash EOY | $16,490 | CashEOYAmt |
| Cash EOYFMV | $16,490 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $799,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $832,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $832,821 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,993,829 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,374,519 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,546,846 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,488,091 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,284,907 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,048,761 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,329,437 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,976,750 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,419,247 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $39,460,131 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,602,022 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,455,034 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,875 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,875 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $51,107,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,087,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,319,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $51,107,994 | UnrestrictedBOYAmt |
| Unrestricted EOY | $51,087,509 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,107,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,087,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,107,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,087,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,107,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $663,051 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,771,045 | SubtotalAmt |
| Other Decreases | $683,536 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,087,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIXED INCOME ACCOUNT | P | $4,924,546 | $4,852,482 | $72,064 | $72,064 |
| EQUITY SUBACCOUNT | P | $21,452,844 | $19,052,272 | $2,400,572 | $2,400,572 |
| EHANCED EQUITY | P | $2,700 | $2,700 | $2,700 | |
| CHARTWELL INV PARTNERS SM CAP VALUE SMA | P | $984,665 | $803,690 | $180,975 | $180,975 |
| RIVERBRIDGE OARNERS AM CAP GROWTH SMA | P | $893,627 | $743,701 | $149,926 | $149,926 |
| AETHER REAL ASSETS | P | $314,286 | $314,286 | $0 | $0 |
| HEDGED EQUITY FUND | P | $2,968,709 | $2,881,307 | $87,402 | $87,402 |
| OTHER FIXED | P | $2,730,781 | $2,733,982 | -$3,201 | -$3,201 |
| PRIVATE EQUITY FUND | P | $2 | $2 | $0 | $0 |
| GAM ABS RET BOND ABSOLUTE TOTAL RETURN | P | $4,760,000 | $4,480,001 | $279,999 | $279,999 |
| AETHER REAL ASSETS K-1 | P | $1,595 | $1,697 | -$102 | -$102 |
| AETHER REAL ASSETS | P | $75,022 | $292 | $74,730 | $74,730 |
| AETHER REAL ASSETS | P | $304 | $304 | $304 | |
| AETHER REAL ASSETS | P | $560,150 | $371,444 | $188,706 | $188,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,434,075 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,516,106 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,550,108 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,035,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $52,756,448 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057543 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,977,619 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,492,306 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055664 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,762,335 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,104,397 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054053 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,930,393 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,040,388 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063648 | DistributionYr5Rt |
| Total Distribution | 0.293085 | TotalDistributionRt |
| Average Distribution | 0.058617 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,517,260 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,430,106 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,664 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,468,770 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,592,252 | 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 | $38,664 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,664 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,451 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $74,451 | TotalPaymentsAndCreditsAmt |
| Overpayment | $35,787 | OverpaymentAmt |
| Applied To ES Tax | $35,787 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES K MAROUSIS | IndividualWithBooksNm |
| Phone | 8479810545 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 S ARLINGTON HEIGHTS ROAD | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| ERIN K O'BRIEN-CAHILL | ||||||||
| 2340 S ARLINGTON HEIGHTS RD 560 | ARLINGTON HEIGHTS | IL | 60005 | VICE-PRES | 6.00 | $28,000 | $0 | $0 |
| THOMAS C SPELSBERG JR | ||||||||
| 2340 S ARLINGTON HEIGHTS RD 560 | ARLINGTON HEIGHTS | IL | 60005 | SECRETARY | 6.00 | $28,000 | $0 | $0 |
| JAMES K MAROUSIS | ||||||||
| 2340 S ARLINGTON HEIGHTS RD 560 | ARLINGTON HEIGHTS | IL | 60005 | TREAS./HONORARY DIR. | 45.00 | $72,766 | $0 | $0 |
| NANCY T SPELSBERG | ||||||||
| 2340 S ARLINGTON HEIGHTS RD 560 | ARLINGTON HEIGHTS | IL | 60005 | DIRECTOR | 6.00 | $28,000 | $0 | $0 |
| DR THOMAS C SPELSBERG | ||||||||
| 2340 S ARLINGTON HEIGHTS RD 560 | ARLINGTON HEIGHTS | IL | 60005 | DIRECTOR | 6.00 | $28,000 | $0 | $0 |
| DEAN J MAROUSIS | ||||||||
| 2340 S ARLINGTON HEIGHTS RD 560 | ARLINGTON HEIGHTS | IL | 60005 | PRESIDENT | 6.00 | $28,000 | $0 | $0 |
| SOFIA M BISHOP | ||||||||
| 2340 S ARLINGTON HEIGHTS RD 560 | ARLINGTON HEIGHTS | IL | 60005 | ASSIST. TREAS. | 6.00 | $28,000 | $0 | $0 |
| KATIE OWENS | ||||||||
| 2340 S ARLINGTON HEIGHTS RD 560 | ARLINGTON HEIGHTS | IL | 60005 | DIRECTOR | 6.00 | $28,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,378,651 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,408,386 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,408,386 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $891,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,517,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,925,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,925,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,664 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $63,995 | IncomeTaxAmt |
| Total Tax | $102,659 | TotalTaxAmt |
| Distributable Before Adj | $2,823,204 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,823,204 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,823,204 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,592,252 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,592,252 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $38,664 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,553,588 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,823,204 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $709,465 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $709,465 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,592,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,823,204 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $769,048 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,478,513 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,478,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $709,465 | ExcessFromYear1Amt |
| Excess From Current Year | $769,048 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE M EISENBERG FDTN CHARITIES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 S ARLINGTON HEIGHTS ROAD | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8479810545 | RecipientPhoneNum |
| Form And Info And Materials | SEE COPY OF CONTRIBUTION GUIDELINES ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 15TH OF EACH CALENDAR YEAR IN ORDER TO BE CONSIDERED FOR FUNDING FOR THE NEXT CALENDAR YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE COPY OF CONTRIBUTION GUIDELINES ATTACHED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (174 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 225 EAST CHICAGO AVENUE DEVELOPMENT | |||||||
| 309 W NEW INDIAN TRAIL CT | AURORA | IL | 60506 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $30,000 | |
| 360 YOUTH SERVICES | |||||||
| 1305 W OSWEGO ROAD | NAPERVILLE | IL | 60540 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,500 | |
| A JUST HARVEST | |||||||
| 7649 NORTH PAULINA STREET | CHICAGO | IL | 60626 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| A SAFE HAVEN FOUNDATION | |||||||
| 2750 WEST ROOSEVELT ROAD | CHICAGO | IL | 60608 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| A SAFE PLACE | |||||||
| 100 WEST PALATINE RD | PALATINE | IL | 60067 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| AID ASSOC FOR INDIV | |||||||
| 309 W NEW INDIAN TRAIL | AURORA | IL | 605062494 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $4,900 | |
| ALEXIAN BROTHERS AIDS MINISTRY | |||||||
| 825 W WELLINGTON AVENUE | CHICAGO | IL | 606575123 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| ALLENDALE ASSOCIATION INC | |||||||
| 600 W GRAND AVE | LAKE VILLA | IL | 60046 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| ALTERNATIVES INCORPORATED | |||||||
| 4730 N SHERIDAN RD | CHICAGO | IL | 60640 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| AMER CANCER SOCIETY MIDWS | |||||||
| 411 2ND ST N W | ROCHESTER | MN | 55901 | PC | PAYMENT FOR RESEARCH IN MEDICINE | $15,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 100 TRI-STATE INTERNATIONAL SUITE | LINCOLNSHIRE | IL | 60069 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $10,000 | 125 |
| AMERICAN INDIAN HEALTH SERVICE | |||||||
| 1801 W CENTRAL ROAD | ARLINGTON HTS | IL | 60005 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| ANN & ROBERT H LURIE CHILDREN'S HOSPITAL | |||||||
| 225 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $400,000 | |
| ARLINGTON HTS SNR CENTER | |||||||
| 1801 W CENTRAL ROAD | ARLINGTON HTS | IL | 60005 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| ASPIRE OF ILLINOIS | |||||||
| 9901 DERBY LANE | WESTECHESTER | IL | 60154 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| ASSOCIATION HOUSE CHICAGO | |||||||
| 1116 N KEDZIE AVENUE | CHICAGO | IL | 60651 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| AVENUES TO INDEPENDENCE | |||||||
| 515 BUSSE HIGHWAY | PARK RIDGE | IL | 60068 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $4,367 | |
| BARRINGTON AREA COUNCIL ON AGINING INC | |||||||
| 6000 GARLANDS LANE SUITE 100 | BARRINGOTN | IL | 60010 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| BEACON THERAPEUTIC SCHOOL | |||||||
| 1912 WEST 103RD STREET | CHICAGO | IL | 60643 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $4,000 | |
| BOYS & GIRLS CLUB-CHICAGO | |||||||
| 550 W VAN BUREN ST 350 | CHICAGO | IL | 60607 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| BRIDGE TEEN CENTER NFP | |||||||
| 15555 SOUTH 71ST COURT | ORLAND PARK | IL | 60462 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| CAMPUS KITCHENS PROJECT | |||||||
| 2245 B SHERIDAN RD | EVANSTON | IL | 60208 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| CASA CENTRAL SOCIAL | |||||||
| 1343 NORTH CALIFORNIA AVE | CHICAGO | IL | 60622 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| CASA COURT APPOINTED SPECIAL ADVOC | |||||||
| 1100 S HAMILTON AVE 8W | CHICAGO | IL | 60612 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| CASA KANE COUNTY INC | |||||||
| 100 S 3RD STREET SUITE 460 | GENEVA | IL | 60134 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| CASA LAKE COUNTY INC | |||||||
| 1020 MILWAUKEE ST 312 | DEERFIELD | IL | 60015 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| CATH CHARITIES CHICAGO | |||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,500 | |
| CATH CHARITIES JOLIET | |||||||
| 203 N OTTAWA ST | JOLIET | IL | 60432 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| CATH CHARITIES SPRINGFLD | |||||||
| 120 SOUTH 11TH STREET | SPRINGFIELD | IL | 62703 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $30,000 | |
| CEDA NORTHWEST SELF-HELP CENTER INC | |||||||
| 1300 WEST NORTHWEST HWY | MT PROSPECT | IL | 60056 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| CENTER FOR ENRICHED LIVING | |||||||
| 280 SAUNDERS ROAD | RIVERWOODS | IL | 600153835 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $4,000 | |
| CHICAGO CHILDRENS ADVOCACY CNTR | |||||||
| 1580 N NORTHWEST HWY SUITE 310 | CHICAGO | IL | 60622 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| CHICAGO FUND ON AGING AND DIS | |||||||
| 1240 SOUTH DAMEN AVE | CHICAGO | IL | 60608 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,500 | |
| CHILD'S VOICE SCHOOL | |||||||
| 3047 N LINCOLN AVE SUITE 214 | CHICAGO | IL | 60657 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| CHRISTIAN COMM HLTH CNTR | |||||||
| 180 HANSEN CT | CHICAGO | IL | 606281007 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| CHRISTIAN OUTREACH OF LUTHERANS | |||||||
| 9718 S HALSTED ST | CHICAGO | IL | 60628 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| COMMUNITY CRISIS CENTER | |||||||
| 127 WEST WATER STREET | WAUKEGAN | IL | 60085 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,500 | |
| COMMUNITY HEALTH NFP | |||||||
| 37 S GENEVA ST | ELGIN | IL | 60120 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $8,000 | |
| CONCORDIA PLACE | |||||||
| 2611 WEST CHICAGO AVE | CHICAGO | IL | 60022 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| CONNECTIONS FOR THE HOMELESS | |||||||
| 2010 DEWEY AVE 3RD FLR | EVANSTON | IL | 60201 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| CORAZON A CORAZON | |||||||
| 8235 SOUTH SHORE DRIVE | CHICAGO | IL | 60617 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| COUNTRYSIDE ASSN DISBLTY | |||||||
| 21154 W SHIRLEY ROAD | PALATINE | IL | 60074 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| CRISIS CENTER FOR SOUTH SUBURBIA | |||||||
| PO BOX 39 | TINLEY PARK | IL | 60477 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| DEBORAH'S PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,500 | |
| DISABLE PATRIOT FUND | |||||||
| PO BOX 39 | TINLEY PARK | IL | 60477 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| DONKA INCORPORATED | |||||||
| 400 N COUNTY FARM RD | WHEATON | IL | 601873908 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| DUPAGE SNR CITIZEN COUNC | |||||||
| 1919 S HIGHLAND AV ST210 | LOMBARD | IL | 601486153 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| EASTER SEALS DUPAGE | |||||||
| 830 S ADDISON AVENUE | VILLA PARK | IL | 60181 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,000 | |
| EL VALOR CORPORATION | |||||||
| 1850 W 21ST STREET | CHICAGO | IL | 60608 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| ELDER CARE AT CHRIST CHURCH | |||||||
| 410 GRAND AVE | WAUKEGAN | IL | 60085 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| ELIM CHRISTIAN SCHOOL | |||||||
| 13020 S CENTRAL AVENUE | PALOS HEIGHTS | IL | 60463 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| EMERGENCY FUND | |||||||
| 651 W WASHINGTON ST 504 | CHICAGO | IL | 60661 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| ERIE FAMILY HEALTH CENTER INC | |||||||
| 1701 W SUPERIOR ST 3RD FLOOR | CHICAGO | IL | 60622 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| FAITH COMMUNITY HOMES | |||||||
| 302 N DUNTON AVE | ARLINGTON HTS | IL | 60004 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| FAMILY HEALTH PARTNERSHIP CLINIC | |||||||
| 13707 W JACKSON STREET SUITE 1 | WOODSTOCK | IL | 60098 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,500 | |
| FAMILY RESCUE | |||||||
| 5342 W ELM STREET | MCHENRY | IL | 60050 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| FAMILY SHELTER SERVICE INC | |||||||
| 605 E ROOSEVELT RD | WHEATON | IL | 601875568 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| FOX VALLEY VOLUNTEER HOSP | |||||||
| 200 WHITEFIELD DRIVE | GENEVA | IL | 60134 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| GADS HILL CENTER | |||||||
| 1919 W CULLERTON | CHICAGO | IL | 606082697 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| GEORGE M EISENBERG UNIT | |||||||
| 200 WHITEFIELD DRIVE | GENEVA | IL | 60134 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $25,000 | |
| GIFT OF LIFE INC | |||||||
| 705 2ND ST SW | ROCHESTER | MN | 55902 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $15,000 | |
| GIRL SCOUTS OF GREATER CHI | |||||||
| 222 S RIVERSIDE PL 2120 | CHICAO | IL | 60606 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| GOOD NEWS PARTNERS | |||||||
| 1600 W JONQUIL TER | CHICAGO | IL | 60626 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| GREEK AMER NURSING HOME | |||||||
| 20 S CLARK STREET SUITE 200 | CHICAGO | IL | 60603 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $15,000 | |
| HOMEHOUSING OPPORTUN | |||||||
| 5414B W ROOSEVELT RD | CHICAGO | IL | 606441483 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $6,000 | |
| HAVE DREAMS AND CARE CENTER | |||||||
| 220 N FIRST STREET | WHEELING | IL | 60090 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| HEARTLAND HUMAN CARE SERVICES INC | |||||||
| 208 S LASALLE STREET SUITE 1818 | CHICAGO | IL | 606041156 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| HELPING HAND REHABILITATION CENTER | |||||||
| 9649 W 55TH STEET | COUNTRYSIDE | IL | 60525 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| HEPHZIBAH CHILDRENS HOME | |||||||
| 946 N BOULEVARD | OAK PARK | IL | 60301 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| HOME OF THE SPARROW INC | |||||||
| 5342 W ELM STREET | CHICAGO | IL | 60626 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| HOSPICE FOUNDATION | |||||||
| 1144 LAKE STREET 5TH FLOOR | OAK PARK | IL | 60301 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| HOSPITAL OF CHICAGO | |||||||
| 1419 W CARROLL AVE FLOOR 2 | CHICAGO | IL | 60607 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $25,000 | |
| HOUSE OF GOOD SHEPHERD | |||||||
| 1114 W GRACE ST | CHICAGO | IL | 60613 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| HOUSING OPPORTUNITIES | |||||||
| 7649 NORTH PAULINA STREET | CHICAGO | IL | 60626 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| HOUSING OPTIONS FOR THE MENTALLY | |||||||
| 405 LAKE ZURICH ROAD | BARRINGOTN | IL | 60010 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| HOWARD AREA COMMUNITY CENTER | |||||||
| 7648 N PAULINA STREET | CHICAGO | IL | 60626 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| HOWARD BROWN HEALTH CNTR | |||||||
| 4025 N SHERIDAN | CHICAGO | IL | 606132010 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| IL COLLEGE OF OPTOMETRY | |||||||
| 3241 S MICHIGAN AVE | CHICAGO | IL | 60616 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $10,000 | |
| ILLINOIS FOUNDATION OF DENTISTRY | |||||||
| PO BOX 211 | NORTHBROOK | IL | 60065 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $10,000 | |
| IMD GUEST HOUSE FOUNDATION | |||||||
| 818 S WOLCOTT AVE 303 | CHICAGO | IL | 60612 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| INFANT WELFARE SOC OF CH | |||||||
| 3600 WEST FULLERTON AVE | CHICAGO | IL | 60647 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| INFANT WELFARE SOCIETY | |||||||
| 2200 MAIN ST | EVANSTON | IL | 60202 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| INTERFAITH HOUSE | |||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| JEWISH COUNCIL FOR YOUTH SERVICES | |||||||
| 180 W WASHINGTON ST SUITE 1100 | CHICAGO | IL | 606022403 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| JEWISH FEDERATION CHICAGO | |||||||
| 30 S WELLS 3040 | CHICAGO | IL | 60606 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $50,000 | |
| LA CASA NORTE INC | |||||||
| 3533 W NORTH AVENUE | CHICAGO | IL | 60647 | PC | PAYMENT FOR RESEARCH IN MEDICINE | $5,000 | |
| LA RABIDA CHILDRENS HOSPT | |||||||
| 6501 SL PROMONTORY DRIVE | CHICAGO | IL | 60649 | PC | PAYMENT FOR RESEARCH IN MEDICINE | $10,000 | |
| LAKEVIEW PANTRY | |||||||
| 3831 NORTH BROADWAY | CHICAGO | IL | 60613 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $10,000 | |
| LAMBS FARM INC | |||||||
| 14245 W ROCKLAND RD | LIBERTYVILLE | IL | 60048 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| LAWRENCE HALL YOUTH SERV | |||||||
| 4833 N FRANCISCO AVE | CHICAGO | IL | 60625 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| LEUKEMIA RESEARCH FND INC | |||||||
| 3520 LAKE AVE ST202 | WILMETTE | IL | 600911064 | PC | PAYMENT FOR RESEARCH IN MEDICINE | $5,000 | |
| LITTLE BROTHERS FRIENDS | |||||||
| 355 NORTH ASHLAND AVENUE | CHICAGO | IL | 60607 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $1,250 | |
| LITTLE FRIENDS | |||||||
| 140 N WRIGHT ST | NAPERVILLE | IL | 60540 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| LITTLE SISTERS OF THE POOR | |||||||
| 80 WEST NORTHWEST HIGHWAY | PALATINE | IL | 60067 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| LOYOLA UNIVERSITY-CHICAGO | |||||||
| 2160 S FIRST AVENUE | MAYWOOD | IL | 60153 | PC | PAYMENT FOR RESEARCH IN MEDICINE | $57,378 | |
| LUCHALATIN UNITED COMMUNITY HOUSING | |||||||
| 3541 W NORTH AVE | CHICAGO | IL | 60647 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| LYDIA HOME ASSOCIATION | |||||||
| 4300 W IRVING ROAD | CHICAGO | IL | 606412825 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| MAKE-A-WISH FOUNDATION | |||||||
| 640 N LASALLE ST 280 | CHICAGO | IL | 60610 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $12,000 | |
| MARKLUND CHILDREN'S HOME | |||||||
| 1 S 450 WYATT DR | GENEVA | IL | 60134 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $40,000 | |
| MARYVILLE ACADEMY | |||||||
| 1150 N RIVER ROAD | DES PLAINES | IL | 60016 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $25,000 | |
| MATTHEW HOUSE | |||||||
| 3722 S INDIANA AVENUE | CHICAGO | IL | 60653 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $4,000 | |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PC | PAYMENT FOR RESEARCH IN MEDICINE | $1,000,000 | |
| MEALS AT HOME | |||||||
| PO BOX 279 | WILMETTE | IL | 60091 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| MISERICORDIA HOME | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $200,000 | |
| NAMI OF DUPAGE COUNTY ILLINOIS | |||||||
| 2100 MANCHESTER RD BLD B ST 925 | WHEATON | IL | 60187 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| NEW FOUNDATION CENTER | |||||||
| 444 W FRONTAGE ROAD | NORTHFIELD | IL | 60093 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,500 | |
| NEW MOMS INC | |||||||
| 2825 W MCLEAN AVENUE | CHICAGO | IL | 60647 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| NICASA | |||||||
| 31979 N FISH LAKE RD | ROUND LAKE | IL | 60073 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| NORTHERN IL FOOD BANK | |||||||
| 600 INDUSTRIAL DRIVE | ST CHARLES | IL | 60174 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $15,000 | |
| NORTHWEST CMTY HEALTH FDT | |||||||
| 3060 SALT CREEK ST 110 | ARLINGTON HTS | IL | 60005 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| NORTHWEST HOME FOR AGED | |||||||
| 6840 N SACRAMENTO AVE | CHICAGO | IL | 60645 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $50,000 | |
| NWU SCHOOL OF MEDICINE | |||||||
| 710 N LAKE SHORE FLR 4 | CHICAGO | IL | 60611 | PC | PAYMENT FOR RESEARCH IN MEDICINE | $300,000 | |
| NWU SETTLEMENT ASSOCIATN | |||||||
| 1400 AUGUSTA BOULEVARD | CHICAGO | IL | 60642 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,500 | |
| OAK PKRVR FRST FOOD PANT | |||||||
| 848 LAKE ST | OAK PARK | IL | 60301 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| OF ST MARY'S HOSPITAL | |||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| OPERATION BLESSING OF SOUTHWEST CHICAGO | |||||||
| 4330 MIDLOTHIAN TURNPIKE | CRESTWOOD | IL | 604451970 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| ORAL HEALTH AMERICA | |||||||
| 410 N MICHIGAN AVE ST352 | CHICAGO | IL | 60611 | PC | PAYMENT FOR RESEARCH IN MEDICINE | $10,000 | |
| ORCHARD VILLAGE | |||||||
| 7660 MARMORA MANOR | SKOKIE | IL | 60077 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| PADS TO HOPE INC | |||||||
| 1140 E NORTHWEST HWY | PALATINE | IL | 60074 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $8,000 | |
| PEOPLE'S RESOURCE CENTER | |||||||
| 649 BLACKHAWK DRIVE | WESTMONT | IL | 60559 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| PHILOPTOCHOS SCTY ST JOHN | |||||||
| 2350 W DEMPSTER STREET | DES PLAINES | IL | 60016 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $10,000 | |
| PHILOPTOCHOS SCTY ST NECT | |||||||
| 133 S ROSELLE ROAD | PALATINE | IL | 60067 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $10,000 | |
| PHILOXENIA HOUSE | |||||||
| 703 W CENTER STREET | ROCHESTER | MN | 55902 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $15,000 | |
| POLICE CHAPLAINS MINISTRY | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| POVERRELLO FOUNDATION | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $20,000 | |
| PRESENCE MCAULEY MANOR | |||||||
| 400 W SULLIVAN ROAD | AURORA | IL | 60506 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $20,000 | |
| PUBLIC ACT TO DEL SHELTER | |||||||
| 659 S RIVER ST | AURORA | IL | 605065551 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $10,000 | |
| REBUILDING TOGETHER | |||||||
| PO BOX 626 | GLENVIEW | IL | 60025 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| REHABILITATION INST OF CHI | |||||||
| 345 E SUPERIOR ST 0-814 | CHICAGO | IL | 60618 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $100,000 | |
| RESURRECTION DEVELOPMENT FOUNDATION | |||||||
| 2900 N LAKE SHORE DRIVE | CHICAGO | IL | 60657 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| RONALD MCDONALD HOUSE CHI | |||||||
| 515 N STATE ST 2800 | CHICAGO | IL | 60610 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $75,000 | |
| RONALD MCDONALD HOUSE ROCH | |||||||
| 850 2ND ST SW | ROCHESTER | MN | 55902 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $25,000 | |
| ROSELAND TRAINING CENTER | |||||||
| 235 E 136TH PLACE | CHICAGO | IL | 60827 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| SALUTE | |||||||
| 14 N VOTHWELL | PALATINE | IL | 60067 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| SALVATION ARMY CHICAGO | |||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60630 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $20,000 | |
| SALVATION ARMY ROCHESTER | |||||||
| 20 NE FIRST AVENUE | ROCHESTER | MN | 55906 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $15,000 | |
| SARA'S CIRCLE | |||||||
| 4750 N SHERIDAN ST220 | CHICAGO | IL | 60640 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $8,000 | |
| SARAH'S INN | |||||||
| 309-311 HARRISON ST | OAK PARK | IL | 60304 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| SENIORS ASSISTANCE CENTER | |||||||
| 7774 W IRVING PARK ROAD | NORRIDGE | IL | 60706 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| SHELTER INC | |||||||
| 1616 NORTH ARLINGTON HEIGHTS RD | ARLINGTON HTS | IL | 60004 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $10,000 | |
| SISTERHOUSE | |||||||
| 851 N LEAMINGTON AVE | CHICAGO | IL | 60651 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,500 | |
| SOARING EAGLE ACADEMY | |||||||
| 8320 S MADISON STREET | BURR RIDGE | IL | 60527 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| SOUTH SUBURBAN SPECIAL RECREATION ASSOCIATION | |||||||
| 19910 80TH AVENUE | TINLEY PARK | IL | 60477 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $4,000 | |
| SOUTHWEST CHICAGO PADS | |||||||
| 3121 W 71ST STREET | CHICAGO | IL | 60629 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| SOUTHWEST COMMUNITY SERVICE INC | |||||||
| 6775 PROSPERI DRIVE | TINLEY PARK | IL | 60477 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| ST BERNARD HSPT & HEALTH | |||||||
| 326 W 64TH STREET | CHICAGO | IL | 60621 | PC | PAYMENT FOR RESEARCH IN MEDICINE | $7,000 | |
| ST MARY'S SERVICES | |||||||
| 717 W KIRCHHOFF RD | ARLINGTON HTS | IL | 60005 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| ST VINCENT DE PAUL CNTR | |||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $8,000 | |
| SUICIDE PREVENTION SVCS | |||||||
| 528 S BATAVIA AVE | BATAVIA | IL | 60510 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| TEEN LIVING PROGRAMS | |||||||
| 162 W HUBBARD ST 400 | CHICAGO | IL | 60618 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| THE ARK INC | |||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,000 | |
| THE CENTER OF CONCERN | |||||||
| 1580 N NORTHWEST HWY SUITE 310 | PARK RIDGE | IL | 60068 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| THE CRADLE FOUNDATION | |||||||
| 2049 RIDGE AVENUE | EVANSTON | IL | 60201 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| THE FRIEDMAN PLACE | |||||||
| 5527 NORTH MAPLEWOOD | CHICAGO | IL | 60625 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| THE HARBOUR INC | |||||||
| 1440 RENAISSANCE DRIVE SUITE 240 | PARK RIDGE | IL | 60068 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $10,000 | |
| THE HUMANITARIAN SERVICE PROJECT | |||||||
| 465 RANDY ROAD | CAROL STREAM | IL | 60188 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,200 | |
| THE INSTITUTE OF WOMEN TODAY | |||||||
| 7315 SOUTH YALE AVENUE | CHICAGO | IL | 60621 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,000 | |
| THE NIGHT MINISTRY | |||||||
| 4711 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| THE PEACE CORNER INC-YOUTH CENTER | |||||||
| 5022 W MADISON ST | CHICAGO | IL | 60644 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| THE RIVERSIDE FOUNDATION | |||||||
| 14588 W HIGHWAY 22 | LINCOLNSHIRE | IL | 60069 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| THE UNIVERSITY OF CHICAGO MEDICAL | |||||||
| 130 E RANDOLPH STREET SUITE 1400 | CHICAGO | IL | 60601 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $25,000 | |
| THRESHOLDS | |||||||
| 4101 N RAVENSWOOD | CHICAGO | IL | 60613 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| TURNING POINT INC | |||||||
| 11023 US HIGHWAY RT 14 | WOODSTOCK | IL | 60098 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $4,000 | |
| TUTORING CHICAGO | |||||||
| 2145 N HALSTED ST | CHICAGO | IL | 60614 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| UNION LEAGUE BOYSGIRLS | |||||||
| 65 W JACKSON BLVD | CHICAGO | IL | 60604 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 WEST GREEN STREET | URBANA | IL | 61801 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $25,000 | |
| VILLA GUADALUPE SNR SVCS | |||||||
| 3201 E 91ST ST | CHICAGO | IL | 60617 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| WEST SUBURBAN PADS INC | |||||||
| 1851 S 9TH AVENUE | MAYWOOD | IL | 60153 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| WILL COUNTY CENTER FOR COMMUNITY | |||||||
| 304 N SCOTT ST | JOLIET | IL | 60432 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $5,000 | |
| WILLOW HOUSE | |||||||
| 80 OAKWOOD LANE | LINCOLNSHIRE | IL | 60069 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| WINDOW TO THE WORLD COMMUNICATIONS INC | |||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $1,000 | |
| WINGS PROGRAM INC | |||||||
| PO BOX 95615 | SCHAUMBURG | IL | 60095 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $7,500 | |
| WOMEN'S TREATMENT CENTER | |||||||
| 140 N ASHLAND AVENUE | CHICAGO | IL | 60607 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $3,000 | |
| YOUTH CROSSROADS INC | |||||||
| 122 S MICHIGAN AVE SUITE 1510 | CHICAGO | IL | 60603 | PC | PAYMENT FOR SOCIAL ASSISTANCE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,351,095 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $66 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $812,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,807,508 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| INVESTMENT INCOME | 14 | -$39,632 | ||
| INVESTMENT INCOME | 211110 | $79,422 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $79,488 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,580,739 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,660,227 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $15,100 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP. BONDS - SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $4,976,750 | EOYBookValueAmt |
| EOYFMV | $5,419,247 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP. STOCK - SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $1,284,907 | EOYBookValueAmt |
| EOYFMV | $2,048,761 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,374,519 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,546,846 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $34,588,529 | $37,683,433 |
| PARTNERSHIPS AND JOINT VENTURES | AT COST | $5,013,493 | $6,692,782 |
| ACCRUED INTEREST | AT COST | $0 | $78,819 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $6,648 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,648 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AETHER REAL ASSETS I, L.P. K-1 OTHER INCOME (LOSS) | $39,790 |
| AETHER REAL ASSETS I, L.P. K-1 INTEREST INCOME | $6,675 |
| AETHER REAL ASSETS I, L.P. K-1 LONG-TERM GAIN | $637,071 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $25 | $0 | $25 |
| INSURANCE | $22,405 | $11,202 | $11,203 |
| OFFICE SUPPLIES | $1,530 | $0 | $1,530 |
| SEMINAR, SUBSCRIPT., AND PUBLIC. | $964 | $482 | $482 |
| TELEPHONE | $1,278 | $0 | $1,278 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME | -$39,632 | -$39,632 | -$39,632 |
| INVESTMENT INCOME | $79,422 | $79,422 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT. FEES - U.S. BANK | CategoryTxt |
| Amt | $226,735 | Amt |
| Net Investment Income | $226,735 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EMPLOYER FICA TAXES | $2,783 | $1,391 | $1,392 |
| EXCISE TAX | $64,000 | $0 | $0 |
| FOREIGN TAX | $229 | $115 | $114 |
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