MELVA BUCKSBAUM FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MELVA BUCKSBAUM FAMILY FOUNDATION (EIN 42-6122182)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-06
IRS object ID
201511269349100041
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-06T13:36:44-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421489255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MB INVESTMENTS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 N FRANKLIN ST SUITE 625AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN426122182EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELVA BUCKSBAUM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMELVBusinessNameControlTxt
Phone3129602524PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 N FRANKLIN ST NO 625AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD B DENNERTPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone3129602524PhoneNum
Signature2015-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD B DENNERTPreparerPersonNm
PTINP00745803PTIN
Phone3129602524PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$234,157FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$90,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$114DividendsRevAndExpnssAmt
Dividends Net Invst Incm$114DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$370NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$370GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$370CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$90,501TotalRevAndExpnssAmt
Total Net Invst Incm$501TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,250TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$131,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$131,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$132,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$131,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$42,249ExcessRevenueOverExpensesAmt
Net Investment Income$501NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$249,721CashBOYAmt
Cash EOY$207,124CashEOYAmt
Cash EOYFMV$207,124CashEOYFMVAmt
Corporate Stock BOY$12,689CorporateStockBOYAmt
Corporate Stock EOY$13,052CorporateStockEOYAmt
Corporate Stock EOYFMV$27,019CorporateStockEOYFMVAmt
Other Assets BOY$27OtherAssetsBOYAmt
Other Assets EOY$14OtherAssetsEOYAmt
Other Assets EOYFMV$14OtherAssetsEOYFMVAmt
Total Assets BOY$262,437TotalAssetsBOYAmt
Total Assets EOY$220,190TotalAssetsEOYAmt
Total Assets EOYFMV$234,157TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$262,437CapitalStockBOYAmt
Capital Stock EOY$262,437CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY-$42,247RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$262,437TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$220,190TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$262,437TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$220,190TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$262,437TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$42,249ExcessRevenueOverExpensesAmt
Other Increases$2OtherIncreasesAmt
Subtotal$220,190SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$220,190TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$370GrossSalesPriceAmt
Gain Or Loss$370GainOrLossAmt
Gains Minus Excess Or Losses$370GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$370CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$54,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$135,338NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.399001DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,154,999AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$157,327NetVlNoncharitableAssetsYr2Amt
Distribution Yr27.341391DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,112,194AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$621,981NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.395914DistributionYr3Rt
Adjusted Qlfy Distri Yr4$670,451AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$301,255NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.225527DistributionYr4Rt
Adjusted Qlfy Distri Yr5$750,170AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$475,618NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.577253DistributionYr5Rt
Total Distribution14.939086TotalDistributionRt
Average Distribution2.987817AverageDistributionRt
Net Vl Noncharitable Assets$239,305NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$715,000AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$715,005AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$131,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,490EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,490TotalPaymentsAndCreditsAmt
Overpayment$1,480OverpaymentAmt
Applied To ES Tax$1,480AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMB INVESTMENTS LLCIndividualWithBooksNm
Phone3129602524PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 N FRANKLIN ST SUITE 625AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MELVA BUCKSBAUM
C/O MB INV 1 N FRANKLIN ST STE 625CHICAGOIL60606PRESIDENT/DIRECTOR1.00$0$0$0
MARY BUCKSBAUM SCANLAN
C/O MB INV 1 N FRANKLIN ST STE 625CHICAGOIL60606VICE PRESIDENT/DIRECTOR1.00$0$0$0
GENE BUCKSBAUM
C/O MB INV 1 N FRANKLIN ST STE 625CHICAGOIL60606VICE PRESIDENT/DIRECTOR1.00$0$0$0
RICHARD B DENNERT
C/O MB INV 1 N FRANKLIN ST STE 625CHICAGOIL60606SECRETARY/TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,491AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$217,458AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$242,949TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$242,949AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,644CashDeemedCharitableAmt
Net Vl Noncharitable Assets$239,305NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,965MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,965MinimumInvestmentReturnAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Total Tax$10TotalTaxAmt
Distributable Before Adj$11,955DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,955DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,955DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$131,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$131,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$131,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,955DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$726,436ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$655,406ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,115,107ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,147,135ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$47,242ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,691,326TotalExcessDistributionCyovAmt
Qualifying Distributions$131,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,955AppliedToCurrentYearAmt
Remaining Distri From Corpus$119,545RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,810,871TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$726,436ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,084,435ExcessDistriCyovToNextYrAmt
Excess From Year4$655,406ExcessFromYear4Amt
Excess From Year3$2,115,107ExcessFromYear3Amt
Excess From Year2$1,147,135ExcessFromYear2Amt
Excess From Year1$47,242ExcessFromYear1Amt
Excess From Current Year$119,545ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMELVA BUCKSBAUMContributingManagerNm
Contributing ManagerMARY BUCKSBAUM SCANLANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASPEN MUSIC FESTIVAL AND SCHOOL
225 MUSIC SCHOOL ROADASPENCO81611PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$26,500
BUSINESS EXECUTIVES FOR NATIONAL SECURITY
1030 15TH STREET NW SUITE 200 EASTWASHINGTONDC20005PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$5,000
CREATIVE TIME
59 EAST 4TH STREET SUITE 6ENEW YORKNY10003PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$25,000
DES MOINES ART CENTER
4700 GRAND AVENUEDES MOINESIA50312PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$25,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$131,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$114RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$370RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$501RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$501TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3ALL FUNDS PROVIDED FOR EXEMPT GIFTS
4ALL FUNDS PROVIDED FOR EXEMPT GIFTS
8ALL FUNDS PROVIDED FOR EXEMPT GIFTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMELVA BUCKSBAUMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 N FRANKLINS ST SUITE 625AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Total Contributions$90,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEQUOIA FUND, INC.$10,717$19,084
GENERAL GROWTH PROPERTIES, INC.$1,823$5,457
HOWARD HUGHES CORP$435$2,348
ROUSE PROPERTIES, INC.$77$130

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$27BOYBookValueAmt
EOY Book Value$14EOYBookValueAmt
EOYFMV$14EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCOME FROM NATIONAL FINANCIAL SERVICES (663-068357) - TAX LESS THAN BOOKDesc
Amt$2Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX - 2014CategoryTxt
Amt$1,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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