THE GROSSINGER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE GROSSINGER FOUNDATION (EIN 36-6108185)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-03-13
- IRS object ID
- 201520729349100007
- Schema version
- 2013v4.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-13T10:31:57-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SWACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366108185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM & SARAH GROSSINGER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAM& | BusinessNameControlTxt |
| Phone | 8476758300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 NORTH MCCORMICK BLVD | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLINE GROSSINGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8476758300 | PhoneNum |
| Signature | 2015-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL M BLAKEY | PreparerPersonNm |
| PTIN | P00657342 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $4,172,702 | 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 | $98,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $210,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $711,132 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $210,016 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,641 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,639 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $349,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $310,642 | 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 |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,698 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,698 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,142 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,909 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,489 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,489 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $115,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,053 | CashBOYAmt |
| Cash EOY | $1,617 | CashEOYAmt |
| Cash EOYFMV | $1,617 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $109,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,570 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $111,698 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,050 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $102,104 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,063 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,245,803 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,580,610 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,020,411 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,529,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,687,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,172,702 | 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 | $3,529,909 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,687,847 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,529,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,687,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,529,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,687,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,529,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $115,146 | ExcessRevenueOverExpensesAmt |
| Other Increases | $42,792 | OtherIncreasesAmt |
| Subtotal | $3,687,847 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,687,847 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $711,132 | $548,964 | $162,168 | $162,168 |
| BA PARTNERS FUND II, LP K-1 | P | $5,531 | $5,531 | ||
| CAPITAL GAIN DISTRIBUTIONS | P | $42,317 | $42,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $210,016 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,178 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,692,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034714 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $147,324 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,629,199 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040594 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $139,218 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,401,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040923 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,878 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,138,154 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049672 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $211,569 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,913,941 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072606 | DistributionYr5Rt |
| Total Distribution | 0.238509 | TotalDistributionRt |
| Average Distribution | 0.047702 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,115,557 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $196,320 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,874 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $199,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,118 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,748 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,748 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $3,071 | 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 | 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 | CAROLINE GROSSINGER | IndividualWithBooksNm |
| Phone | 8476758300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 N MCCORMICK BLVD | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | ZIPCode |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLINE GROSSINGER | ||||||||
| 6900 N MCCORMICK BLVD | LINCOLNWOOD | IL | 60712 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| GARY GROSSINGER | ||||||||
| 6900 N MCCORMICK BLVD | LINCOLNWOOD | IL | 60712 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| SHARON GROSSINGER | ||||||||
| 6900 N MCCORMICK BLVD | LINCOLNWOOD | IL | 60712 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUZANNE GROSSINGER-GOULD | ||||||||
| 6900 N MCCORMICK BLVD | LINCOLNWOOD | IL | 60712 | VICE PRESIDENT | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,166,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,178,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,178,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,115,557 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,748 | TotalTaxAmt |
| Distributable Before Adj | $200,030 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,030 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,030 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,118 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,118 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $181,958 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $36,814 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,118 | QualifyingDistributionsAmt |
| Applied To Year1 | $181,958 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,160 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $36,814 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $36,814 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $185,870 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON GROSSINGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 NORTH MCCORMICK BOULEVARD | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8476758300 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| 220 W HURON ST | CHICAGO | IL | 60654 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ALTERNATIVE INC | |||||||
| 4730 N SHERIDAN RD | CHICAGO | IL | 60640 | NONE | PC | GENERAL OPERATING SUPPORT | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| AM SHALOM | |||||||
| 840 VERNON AVE | GLENCOE | IL | 60022 | NONE | PC | GENERAL OPERATING SUPPORT | $2,950 |
| ARIE CROWN HEBREW DAY SCHOOL | |||||||
| 4600 MAIN ST | SKOKIE | IL | 60076 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| BOYS AND GIRLS CLUBS OF AMERICA | |||||||
| 65 W JACKSON BLVD | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| CHICAGO ACADEMY OF SCIENCES | |||||||
| 2430 N CAMERON DR | CHICAGO | IL | 60614 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHICAGO BLACKHAWKS CHARITIES | |||||||
| 1901 W MADISON ST | CHICAGO | IL | 60612 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHICAGO CHESED FUND INC | |||||||
| 7045 N RIDGEWAY AVE | LINCOLNWOOD | IL | 60712 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHICAGO CHILDREN'S CHOIR | |||||||
| 78 E WASHINGTON ST 5 | CHICAGO | IL | 60115 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CHICAGO RABBINICAL COUNCIL | |||||||
| 2701 W HOWARD ST | CHICAGO | IL | 60645 | NONE | PC | GENERAL OPERATING SUPPORT | $100 |
| COMMITTEE FOR SENIOR HOUSING AID GLENCOE | |||||||
| 675 VILLAGE COURT | GLENCOE | IL | 60022 | NONE | PC | GENERAL OPERATING SUPPORT | $50 |
| DUNDEE-CROWN ATHLETIC BOOSTER CLUB | |||||||
| 1 CHARGER COUNTY RD | CARPENTERSVILLE | IL | 60110 | NONE | PC | GENERAL OPERATING SUPPORT | $100 |
| ELGIN COMMUNITY COLLEGE | |||||||
| 1700 SPARTAN DR | ELGIN | IL | 60123 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| FAMILY SERVICES OF GLENCOE | |||||||
| 325 HAZEL AVE | GLENCOE | IL | 60022 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 29 E MADISON ST | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| GESHER HATORAH DAY SCHOOL | |||||||
| 5130 W TOUHY AVE | SKOKIE | IL | 60077 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| GIVING ROCKS FOUNDATION | |||||||
| 300 APPLETREE LANE | WILMETTE | IL | 60091 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| GLENCOE PTO | |||||||
| 620 GREENWOOD AVENUE | GLENCOE | IL | 60022 | NONE | PC | GENERAL OPERATING SUPPORT | $100 |
| HATZALAH CHICAGO | |||||||
| PO BOX 59816 | CHICAGO | IL | 60659 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| HILLEL TORAH NORTH SUBURBAN DAY SCHOOL | |||||||
| 7120 LARAMIE AVE | SKOKIE | IL | 60077 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| HORIZONS FOR YOUTH | |||||||
| 703 W MONROE ST | CHICAGO | IL | 60661 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 |
| ILLINOIS STATE UNIVERSITY | |||||||
| 100 N UNIVERSITY ST | NORMAL | IL | 61761 | NONE | PC | GENERAL OPERATING SUPPORT | $1,395 |
| ITASCA RUNNERS CLUB | |||||||
| PO BOX 973 | ITASCA | IL | 60143 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| JOAN DACHS BAIS YAAKOV | |||||||
| 3200 W PETERSON AVE | CHICAGO | IL | 60659 | NONE | PC | GENERAL OPERATING SUPPORT | $450 |
| KESHET | |||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL OPERATING SUPPORT | $1,250 |
| LAKE FOREST ACADEMY | |||||||
| 1500 WEST KENNEDY ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| LINCOLNWOOD CHAMBER OF COMMERCE | |||||||
| 4433 W TOUHY AVE | LINCOLNWOOD | IL | 60712 | NONE | PC | GENERAL OPERATING SUPPORT | $100 |
| LOU MALNATI'S CANCER RESEARCH FUND | |||||||
| 3685 WOODHEAD DR | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| LUBAVITCH OF NH | |||||||
| 7 CAMELOT PLACE | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| LURIE CHILDREN'S HOSPITAL OF CHICAGO | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| MACLEAN CENTER FOR CLINCIAL MEDICAL ETHICS | |||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| MIRAM & ARTHUR BECKER SCHOLARSHIP FUND | |||||||
| 900 HUNGERFORD DRIVE | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| MISERICORDIA HOME | |||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| NCSY - MIDWEST MESORAH REGION | |||||||
| 3200 W TOUHY AVE | CHICAGO | IL | 60645 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| NEW TRIER PARENT'S ASSOCIATION | |||||||
| 385 WINNETKA AVE | WINNETKA | IL | 60093 | NONE | PC | GENERAL OPERATING SUPPORT | $50 |
| NEW TRIER HIGH SCHOOL | |||||||
| 385 WINNETKA AVE | WINNETKA | IL | 60093 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NEW TRIER NOW | |||||||
| 385 WINNETKA AVE | WINNETKA | IL | 60093 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| NORTH PARK UNIVERSITY | |||||||
| 3225 W FOSTER AVE | CHICAGO | IL | 60625 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NORTH SUBURBAN SYNAGOGUE BETH EL | |||||||
| 1175 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL OPERATING SUPPORT | $1,410 |
| NORTHERN ILLINOIS UNIVERSITY | |||||||
| 300 NORMAL ROAD | DEKALB | IL | 60115 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SPECIAL KIDS NETWORK | |||||||
| 1121 LAKE COOK RD | DEERFIELD | IL | 60015 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SPRAGUE HIGH SCHOOL | |||||||
| 2373 KUEBLER BLVD | SALEM | OR | 97302 | NONE | PC | GENERAL OPERATING SUPPORT | $50 |
| TEMPLE JEREMIAH | |||||||
| 937 HAPP RD | NORTHFIELD | IL | 60093 | NONE | PC | GENERAL OPERATING SUPPORT | $2,810 |
| THE CHICAGO LIGHTHOUSE | |||||||
| 1850 W ROOSEVELT RD | CHICAGO | IL | 60608 | NONE | PC | GENERAL OPERATING SUPPORT | $4,200 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| UNIVERSITY OF ILLINOIS-CHICAGO | |||||||
| 1200 W HARRISON ST | CHICAGO | IL | 60607 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| UNIVERSITY OF ILLINOIS-SPRINGFIELD | |||||||
| 1 WILLIAM MAXWELL LN | SPRINGFIELD | IL | 62703 | NONE | PC | GENERAL OPERATING SUPPORT | $6,148 |
| UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN | |||||||
| 506 S WRIGHT ST | URBANA | IL | 61801 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| UNIVERSITY OF MISSOURI-COLUMBIA | |||||||
| 202 ELLIS LIBRARY | COLUMBIA | MO | 65211 | NONE | PC | GENERAL OPERATING SUPPORT | $2,726 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | PC | GENERAL OPERATING SUPPORT | $19,000 |
| YESHIVAS TIFERES TZVI | |||||||
| 6122 N CALIFORNIA AVE | CHICAGO | IL | 60659 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,489 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,987 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,639 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $210,016 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $39,002 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $349,644 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $349,644 | 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 | MCGLADREY LLP | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $2,480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,720 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS GROUP INC | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ISHARES S&P 500 | StockNm |
| EOY Book Value | $57,050 | EOYBookValueAmt |
| EOYFMV | $102,104 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN FUNDS EURO-PACIFIC GROWTH F-1 | FMV | $142,436 | $189,110 |
| CREDIT SUISSE COMMODITY RETURN INSTL | FMV | $358,940 | $330,588 |
| DELAWARE EMERGING MARKETS - I | FMV | $266,008 | $285,309 |
| DODGE & COX INTL STOCK FUND | FMV | $185,747 | $278,042 |
| DODGE & COX STOCK FUND | FMV | $176,262 | $208,321 |
| HARBOR CAPITAL APPRECIATION FUND - INST | FMV | $90,420 | $136,076 |
| ING GLOBAL REAL ESTATE FD-I | FMV | $0 | $0 |
| MANNING & NAPIER EQUITY SERIES FUND | FMV | $128,412 | $133,795 |
| NUVEEN REAL ESTATE SECURITIES CLASS I | FMV | $149,567 | $187,184 |
| STEELPATH MLP SELECT 40 FUND - INST. SHRS | FMV | $297,281 | $354,202 |
| VANGUARD SMALL-CAP GR IDX ADM #5861 | FMV | $41,695 | $125,986 |
| VANGUARD SMALL-CAP GR IDX ADM #5860 | FMV | $37,049 | $80,139 |
| VOYA GLOBAL REAL ESTATE I | FMV | $59,378 | $65,571 |
| PIMCO EMERGING LOCAL BOND FUND | FMV | $171,866 | $155,824 |
| PIMCO FOREIGN BOND FUND | FMV | $177,372 | $182,387 |
| PIMCO HIGH YIELD INSTL FUND | FMV | $436,629 | $454,159 |
| PIMCO TOTAL RETURN FUND INSTL | FMV | $519,383 | $509,414 |
| VANGUARD INFLATION PROT. SEC. ADM. #5119 | FMV | $200,778 | $210,853 |
| WELLS FARGO ADVANTAGE INT'L BOND FUND INST. | FMV | $141,387 | $133,451 |
| BA 1998 PARTNER FUND II L.P. | FMV | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $60 | $60 | $0 |
| ILLINOIS CHARITY BUREAU FUND | $115 | $0 | $115 |
| MISCELLANEOUS EXPENSES | $14,794 | $0 | $14,794 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BA PARTNERS FUND II, LP K-1 | $1,639 | $1,639 | $1,639 |
| OTHER INCOME | $39,002 | $39,002 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $42,792 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIRST BANK & TRUST - INVESTMENT MNGT FEES | CategoryTxt |
| Amt | $20,698 | Amt |
| Net Investment Income | $20,698 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | CategoryTxt |
| Amt | $15,142 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments