JOHN HART FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HART FOUNDATION (EIN 20-0156873)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349101476
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T11:34:58-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364458862 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMARCO KINNAMAN LEWIS & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 KNIGHTSBRIDGE PARKWAY STE 350 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | 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 | 200156873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H HART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3125025427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 NORTH LAKE SHORE DRIVE NO 13A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H HART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3124829996 | PhoneNum |
| Signature | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD A LEWIS | PreparerPersonNm |
| PTIN | P00723534 | PTIN |
| Phone | 8474151313 | PhoneNum |
| Preparation | 2015-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,720,283 | 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 |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,233 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $505,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,930 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,166 | 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 | $1,109 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,109 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,559 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $383 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $383 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $366,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $366,205 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $383 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $367,339 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$248,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $198,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $142,656 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,144 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,722 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,946 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $9,722 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,722 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,398,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,225,507 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,647,415 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,547,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,298,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,720,283 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $30 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $30 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30 | 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 | $1,547,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,298,345 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,547,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,298,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,547,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,298,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,547,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$248,932 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,298,345 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,298,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 SHS MCDONALDS | D | 2002-03-13 | 2014-01-24 | $28,406 | $8,586 | $19,820 | $19,820 |
| 1000 SHS SALESFORCE.COM | P | 2013-12-18 | 2014-02-05 | $60,540 | $52,654 | $7,886 | $7,886 |
| 1000 SHS SALESFORCE.COM | P | 2013-11-18 | 2014-01-15 | $59,717 | $58,259 | $1,458 | $1,458 |
| 1500 SHS OMEGA | P | 2013-06-06 | 2014-01-15 | $62,450 | $64,578 | -$2,128 | -$2,128 |
| 55 SHS MCDONALDS | D | 2002-03-13 | 2014-03-14 | $5,358 | $1,574 | $3,784 | $3,784 |
| 245 SHS MCDONALDS | D | 2002-03-13 | 2014-03-14 | $23,865 | $7,012 | $16,853 | $16,853 |
| 100 SHS PROCTER & GAMBLE | D | 2010-12-23 | 2014-03-24 | $7,954 | $3,397 | $4,557 | $4,557 |
| 400 SHS PROCTER & GAMBLE | D | 2010-12-23 | 2014-03-24 | $31,813 | $13,590 | $18,223 | $18,223 |
| 1000 SHS CELLDEX | P | 2014-04-15 | 2014-05-14 | $15,555 | $12,999 | $2,556 | $2,556 |
| 5000 SHS NEW YORK TIMES | P | 2013-02-22 | 2014-10-31 | $65,340 | $45,903 | $19,437 | $19,437 |
| 3000 SHS VARONIS | P | 2014-01-01 | 2014-11-17 | $67,189 | $60,814 | $6,375 | $6,375 |
| 1000 SHS MONDELEZ INTL | D | 2000-01-04 | 2014-12-10 | $38,596 | $2,870 | $35,726 | $35,726 |
| 250 SHS RICEBRAN TECH | P | 2008-04-23 | 2014-12-11 | $1,021 | $52,505 | -$51,484 | -$51,484 |
| 100 SHS MCDONALDS | D | 2002-03-13 | 2014-12-08 | $9,329 | $2,862 | $6,467 | $6,467 |
| 300 SHS MCDONALDS | D | 2002-03-13 | 2014-12-08 | $27,986 | $8,586 | $19,400 | $19,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,930 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $315,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,900,819 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.166205 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $236,542 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,863,393 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.126942 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,715 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,822,483 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063493 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $158,016 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $772,698 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.204499 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $187,585 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $540,190 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.347257 | DistributionYr5Rt |
| Total Distribution | 0.908396 | TotalDistributionRt |
| Average Distribution | 0.181679 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,866,637 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $339,129 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,988 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $341,117 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $367,339 | 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 | $1,988 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,988 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,612 | OverpaymentAmt |
| Applied To ES Tax | $3,612 | 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 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H HART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124829996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 N LAKE SHORE DR 13A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H HART | ||||||||
| 1500 N LAKE SHORE DRIVE UNIT 13A | CHICAGO | IL | 60610 | PRES/TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAROL PRINS | ||||||||
| 1500 N LAKE SHORE DRIVE UNIT 13A | CHICAGO | IL | 60610 | VICE PRES/ DIRECTOR | 0.00 | $0 | $0 | $0 |
| RONALD SCHREIBER | ||||||||
| 131 SOUTH DEARBORN SUITE 2400 | CHICAGO | IL | 60603 | SECRETARY/ DIRECTOR | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,839,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,895,063 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,895,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,426 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,866,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,988 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,988 | TotalTaxAmt |
| Distributable Before Adj | $91,344 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,344 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,344 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $367,339 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $367,339 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,988 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $365,351 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,344 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $162,565 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,877 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,444 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $147,003 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $232,082 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $688,971 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $367,339 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,344 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $275,995 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $964,966 | 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 | $162,565 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $802,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,877 | ExcessFromYear4Amt |
| Excess From Year3 | $26,444 | ExcessFromYear3Amt |
| Excess From Year2 | $147,003 | ExcessFromYear2Amt |
| Excess From Year1 | $232,082 | ExcessFromYear1Amt |
| Excess From Current Year | $275,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS LIVING | ||||||||
| 115 W CHICAGO AVE | CHICAGO | IL | 60654 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| AIFI SCHOLARSHIP FUND | ||||||||
| 17 E PEARSON ST | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $450 | |
| AMERICAN JEWISH WORLD SERVICES | ||||||||
| 435 W 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| APPAREL INDUSTRY FOUNDATION | ||||||||
| 350 N ORLEANS | CHICAGO | IL | 60654 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $450 | |
| ART INSTITUTE OF CHICAGO | ||||||||
| 116 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| ASPEN SANTA FE BALLET | ||||||||
| 550B ST MICHAELS DRIVE STE 1 | SANTA FE | NM | 87505 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| CAMPERSHIPS FOR NEBAGAMON | ||||||||
| PO BOX 331 | EAST TROY | WI | 53120 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,500 | |
| CENTER ON HALSTED | ||||||||
| 3656 N HALSTED | CHICAGO | IL | 60613 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| CHI ARTS | ||||||||
| 521 EAST 35TH STREET | CHICAGO | IL | 60616 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $34,600 | |
| CHICAGO CHILDREN'S THEATRE | ||||||||
| 1464 N MILWAUKEE | CHICAGO | IL | 60622 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| CHICAGO COUNCIL FOR GLOBAL AFFAIRS | ||||||||
| 332 S MICHIGAN AVENUE | CHICAGO | IL | 606044416 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| CHICAGO FOUNDATION FOR WOMEN | ||||||||
| 1 E WACKER DRIVE STE 1620 | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| CHICAGO HEARING SOCIETY | ||||||||
| 2001 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $200 | |
| CHICAGO SINAI CONGREGATION | ||||||||
| 15 WEST DELAWARE PLACE | CHICAGO | IL | 60610 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,000 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $72,930 | |
| CHICAGO YOUTH CENTERS | ||||||||
| 218 S WABASH AVENUE SUITE 600 | CHICAGO | IL | 60604 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| COMPASSION BEYOND BORDERS | ||||||||
| PO BOX 22991 | SANTA FE | NM | 87502 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| CREATIVITY FOR PEACE | ||||||||
| 369 MONTEZUMA AVE 566 | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $750 | |
| FIRST SERVE NEW MEXICO | ||||||||
| PO BOX 31904 | SANTA FE | NM | 87594 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| FOUNDATION FOR HEARING AND SPEECH REHABILITATION | ||||||||
| 810 EDGEWOOD LANE | GLENVIEW | IL | 60025 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $3,500 | |
| GEORGIA O'KEEFE MUSEUM | ||||||||
| 217 JOHNSON ST | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| GLOBAL FUND FOR WOMEN | ||||||||
| 222 SUTTER ST SUITE 500 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| GOLDEN APPLE AWARDS | ||||||||
| 8 S MICHIGAN AVE SUITE 700 | CHICAGO | IL | 60603 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| GOODMAN THEATRE | ||||||||
| 170 NORTH DEARBORN | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $8,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W 42ND PL | CHICAGO | IL | 60632 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| HOME WORKS | ||||||||
| 225 LINDEN AVE | ST LOUIS | MO | 63105 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| HUBBARD STREET DANCE CHICAGO | ||||||||
| 1147 WEST JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $375 | |
| ILLINOIS HUMANITIES COUNCIL | ||||||||
| 17 NORTH STATE ST STE 1400 | CHICAGO | IL | 60602 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| INTERNATIONAL FOLK ART ALLIANCE | ||||||||
| 404 KIVA CT | SANTA FE | NM | 87505 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,000 | |
| INVEST FOR KIDS | ||||||||
| 875 N MICHIGAN AVE STE 3400 | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| LINCOLN PARK ZOO | ||||||||
| PO BOX 14903 CANNON DRIVE AT | CHICAGO | IL | 60614 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $35,000 | FULLERTON PARKWAY |
| LYNN SAGE CANCER RESEARCH FOUNDATION | ||||||||
| 251 E HURON ST | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $8,500 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 38 SOUTH PEORIA STREET | CHICAGO | IL | 60607 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $23,200 | |
| MUSEUM OF CONTEMPORARY ART | ||||||||
| 200 EAST CHICAGO | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $42,500 | |
| NATIONAL DANCE INSTITUTE OF NEW MEXICO | ||||||||
| 1140 ALTO STREET | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,750 | |
| NEW MEXICO SCHOOL FOR THE ARTS | ||||||||
| 275 EAST ALAMEDA | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| REHABILITATION INSTITUTE OF CHICAGO | ||||||||
| 345 E SUPERIOR ST | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $700 | |
| ROCKETSHIP EDUCATION | ||||||||
| 350 TWIN DOLPHIN DR STE 109 | REDWOOD CITY | CA | 94065 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| SANTA FE CHAMBER MUSIC FESTIVAL | ||||||||
| PO BOX 2227 | SANTA FE | NM | 875011826 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $21,500 | |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| SANTA FE OPERA | ||||||||
| PO BOX 2408 | SANTA FE | NM | 87504 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,100 | |
| STEPPENWOLF THEATER | ||||||||
| 1650 N HALSTED STREET | CHICAGO | IL | 60614 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $49,500 | |
| SUSAN KOMEN BREAST CANCER FOUNDATION | ||||||||
| 8765 W HIGGINS RD | CHICAGO | IL | 60631 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $200 | |
| THE CHILDREN'S AID SOCIETY | ||||||||
| 105 E 22ND ST SUITE 504 | NEW YORK | NY | 10010 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| THE FISTULA FOUNDATION | ||||||||
| 1900 THE ALAMEDA SUITE 500 | SAN JOSE | CA | 95126 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| THE STUTTERING FOUNDATION OF AMERICA | ||||||||
| 1805 MORIAH WOODS BLVD SUITE 3 | MEMPHIS | TN | 381177119 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| THINK NEW MEXICO | ||||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| TREASURED TIME | ||||||||
| PO BOX 152 | SEYMOUR | CT | 06483 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| UCLA LAB SCHOOL | ||||||||
| PO BOX 951521 | LOS ANGELES | CA | 90095 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $10,000 | |
| WRITER'S THEATRE | ||||||||
| 376 PARK AVENUE | GLENCOE | IL | 60022 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,000 | |
| WTTW11 | ||||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $366,205 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,349 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,349 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12000 SHS ALTRIA | $298,200 | $591,240 |
| 1000 SHS MCDONALDS CORP | $0 | $0 |
| 250 SHS RICEBRAN TECHNOLOGIES | $0 | $0 |
| 2600 PHILIP MORRIS INT'L | $116,744 | $211,770 |
| 1000 SHS PROCTER & GAMBLE | $32,620 | $45,545 |
| 10000 SHS REDIFF.COM INDIA LTD | $50,499 | $39,400 |
| 3000 SHS KRAFT FOODS | $100,680 | $187,980 |
| 4000 SHS CYS INVESTMENTS | $51,139 | $34,880 |
| 10000 MONDELEZ INTL | $186,240 | $326,925 |
| 2000 SALESFORCE.COM | $0 | $0 |
| 5000 NEW YORK TIMES | $0 | $0 |
| 4500 OMEGA | $73,407 | $97,675 |
| 10000 SANDRIDGE MISS TRUST II | $117,180 | $39,700 |
| ENDURO REALTY TRUST | $198,798 | $72,300 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEYFARTH SHAW LLP | CategoryTxt |
| Legal Fees | $1,109 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,109 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES & FEES | $25 | $0 | $25 |
| ADR PASS THRU FEES | $383 | $383 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL IRS PAYMENTS | CategoryTxt |
| Amt | $7,559 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments