THE SMITH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE SMITH FAMILY FOUNDATION (EIN 36-4401344)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201513169349101041
- 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
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T13:24:01-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 | 364401344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SMITH FAMILY FOUNDATION ICO TODD A SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMIT | BusinessNameControlTxt |
| Phone | 3122369381 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WELLINGTON | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOOD SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3122369381 | PhoneNum |
| Signature | 2015-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C BEIEN | PreparerPersonNm |
| PTIN | P00095595 | PTIN |
| Phone | 6305738600 | PhoneNum |
| 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 | $417,849 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $225,378 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $232,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,511 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $175 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $175 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $66 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $203 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $418,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,345 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,345 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $276,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $276,504 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $426,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $417,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $417,849 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $426,977 | RetainedEarningBOYAmt |
| Retained Earning EOY | $417,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $426,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $417,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $426,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $417,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $426,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,427 | OtherIncreasesAmt |
| Subtotal | $417,849 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $417,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1178.319 SHS NORTHERN INTERNATIONAL EQUITY INDEX FUND | P | 2014-02-20 | 2014-05-29 | $15,000 | $14,540 | $460 | $460 |
| 253.293 SHS NORTHERN GLOBAL REAL ESTATE INDEX FUND | P | 2014-02-20 | 2014-05-29 | $2,500 | $2,358 | $142 | $142 |
| 1958.225 SHS NORTHERN HIGH YIELD FIXED INCOME | P | 2014-02-20 | 2014-05-29 | $15,000 | $14,825 | $175 | $175 |
| 208.16 SHS NORTHERN SMALL CAP INDEX FUND | P | 2014-02-20 | 2014-05-29 | $2,500 | $2,548 | -$48 | -$48 |
| 632.644 SHS NORTHERN STOCK INDEX SOLICITED ORDER | P | 2014-02-20 | 2014-05-29 | $15,000 | $14,437 | $563 | $563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,292 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $273,239 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $202,947 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.346356 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $152,242 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.312003 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $302,490 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $168,537 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.794799 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $133,990 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $159,729 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.838858 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $112,962 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $243,949 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.463056 | DistributionYr5Rt |
| Total Distribution | 4.755072 | TotalDistributionRt |
| Average Distribution | 0.951014 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $362,246 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $344,501 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $73 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $344,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $248,203 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $145 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | 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 | TODD SMITH | IndividualWithBooksNm |
| Phone | 3122369381 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WELLINGTON | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| TODD A SMITH | ||||||||
| 333 W WELLINGTON | CHICAGO | IL | 60657 | DIRECTOR & PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARCIA L FRIEDL | ||||||||
| 333 W WELLINGTON | CHICAGO | IL | 60657 | DIRECTOR & SECRETARY | 0.00 | $0 | $0 | $0 |
| JOSEPH A POWER JR | ||||||||
| 344 W WELLINGTON | CHICAGO | IL | 60657 | DIRECTOR & TREASURER | 0.00 | $0 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $286,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $367,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $367,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $362,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $145 | TotalTaxAmt |
| Distributable Before Adj | $17,967 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,967 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,967 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $248,203 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $248,203 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,967 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $100,791 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,024 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $294,083 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,053 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $263,114 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $824,065 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $248,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $230,236 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,054,301 | 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 | $100,791 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $953,510 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,024 | ExcessFromYear4Amt |
| Excess From Year3 | $294,083 | ExcessFromYear3Amt |
| Excess From Year2 | $40,053 | ExcessFromYear2Amt |
| Excess From Year1 | $263,114 | ExcessFromYear1Amt |
| Excess From Current Year | $230,236 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TODD A SMITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | PC | COMMUNITY | $1,000 |
| AUXILIARY OF COOK COUNTY HOSPITAL | ||||||
| 2020 W HARRISON STREET SUITE 2-200 | CHICAGO | IL | 60612 | PC | HEALTHCARE | $1,000 |
| BCF (BERRIEN COMMUNITY FOUNDATION) TOWER HILL FUND | ||||||
| 2900 S STATE STREET STE 2E | ST JOSEPH | MI | 49085 | PC | COMMUNITY | $5,000 |
| BIG SHOULDERS FUND | ||||||
| 212 W VAN BUREN STREET SUITE 900 | CHICAGO | IL | 60607 | PC | COMMUNITY | $5,000 |
| CBA-TV (CHICAGO BAR ASSOCIATION) PRODUCTIONS INC | ||||||
| 321 S PLYMOUTH COURT | CHICAGO | IL | 60604 | PC | COMMUNITY | $500 |
| CYCLE FOR SURVIVAL | ||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | PC | COMMUNITY | $500 |
| FW PARKER SCHOOL | ||||||
| 330 W WEBSTER | CHICAGO | IL | 60614 | PC | EDUCATION | $10,000 |
| GERALD SMITH INDIANA STATE UNIVERSITY SCHOLARSHIP FUND | ||||||
| 200 NORTH SEVENTH STREET | TERRE HAUTE | IN | 478091902 | PC | EDUCATION | $25,000 |
| JOURNEYCARE FOUNDATION | ||||||
| 405 N LAKE ZURICH ROAD | BARRINGTON | IL | 60010 | PC | COMMUNITY | $1,000 |
| LOYOLA UNIVERSITY | ||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | PC | EDUCATION | $135,000 |
| NATIONAL CENTER FOR STATE COURTS | ||||||
| 300 NEWPORT AVE | WILLIAMSBURG | VA | 23185 | PC | COMMUNITY | $10,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | COMMUNITY | $20,000 |
| NPH - FRIENDS OF THE ORPHANS | ||||||
| 134 NORTH LASALLE STREET SUITE 500 | CHICAGO | IL | 606021036 | PC | COMMUNITY | $1,000 |
| PIONEER CENTER FOR HUMAN SERVICES | ||||||
| 4100 VETERANS PARKWAY | MCHENRY | IL | 60050 | PC | COMMUNITY | $5,000 |
| ROSCOE POUND CIVIL JUSTICE INSTITUTE | ||||||
| 777 SIXTH STREET NW SUITE 200 | WASHINGTON | DC | 20001 | PC | EDUCATION | $2,000 |
| ST GABRIEL BUILDING FUND | ||||||
| 4522 SOUTH WALLACE STREET | CHICAGO | IL | 60609 | PC | COMMUNITY | $5,000 |
| ST PAUL'S UNITED CHURCH OF CHRIST | ||||||
| 2335 N ORCHARD | CHICAGO | IL | 60614 | PC | COMMUNITY | $10,000 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | PC | COMMUNITY | $1,000 |
| WESLEYAN UNIVERSITY | ||||||
| 45 WYLLYS | MIDDLETON | CT | 06459 | PC | EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,212 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,511 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,511 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TODD SMITH MARCIA FRIEDL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WELLINGTON | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $225,378 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY HOLDINGS | $147,400 | $147,400 |
| MUTUAL FUND HOLDINGS | $129,104 | $129,104 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $350 | LegalFeesAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $175 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT FILING FEE | Desc |
| Revenue And Expenses Per Books | $28 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MARKET VALUES OF STOCK | Desc |
| Amt | $6,427 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $66 | Amt |
| Net Investment Income | $66 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD SMITHMARCIA FRIEDL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WELLINGTON | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
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