W F FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- W F FOUNDATION (EIN 36-4189166)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-02
- IRS object ID
- 201520929349100337
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-02T17:52:17-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Wacker Drive | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 364189166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WF Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Brian White | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOAN WHITE | InCareOfNm |
| Business Name Control | WFFO | BusinessNameControlTxt |
| Phone | 3128408595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 East Scott | AddressLine1Txt |
| Address Line2 | Suite 6 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian White | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3128408200 | PhoneNum |
| Signature | 2015-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian White | PreparerPersonNm |
| PTIN | P00965239 | PTIN |
| Phone | 3128408200 | 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 | $2,075,337 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $67,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,718 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $89,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,035 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,585 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,585 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,653 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,327 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $27,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,162 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,162 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,425 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,123 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $370,128 | CashBOYAmt |
| Cash EOY | $178,005 | CashEOYAmt |
| Cash EOYFMV | $178,005 | CashEOYFMVAmt |
| Corporate Stock BOY | $486,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $712,427 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,012,090 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $775,005 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $703,205 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $885,242 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,632,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,593,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,075,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,632,027 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,593,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,632,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,593,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,632,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,593,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,632,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,390 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,593,637 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,593,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000 SHS KANSAS CITY SOUTHERN | P | 2014-02-18 | 2014-02-21 | $96,799 | $88,863 | $7,936 | $7,936 |
| 66,000 SHS VERIZON COMMS | P | 2008-12-16 | 2014-11-24 | $82,610 | $68,828 | $13,782 | $13,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,718 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,362 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,972,994 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055936 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $148,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,062,908 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072047 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $124,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,071,841 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060019 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,875 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,889,843 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08248 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,766 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,668,510 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020837 | DistributionYr5Rt |
| Total Distribution | 0.291319 | TotalDistributionRt |
| Average Distribution | 0.058264 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,036,301 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $118,643 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $641 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $119,284 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,162 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,282 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,282 | SubtotalAmt |
| Tax Based On Investment Income | $1,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,415 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,415 | TotalPaymentsAndCreditsAmt |
| Overpayment | $133 | OverpaymentAmt |
| Applied To ES Tax | $133 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN WHITE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8475014707 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NO 6 REGENT WOOD | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|
| Joan V White | ||||||
| No 6 Regent Wood | Northfield | IL | 60093 | PRESIDENT | 0 | $0 |
| Blair W White | ||||||
| 14 HAWTHORNE AVE | LARKSPUR | CA | 94399 | SECRETARY | 0 | $0 |
| Brian J White | ||||||
| 12 East Scott | Chicago | IL | 60610 | TREASURER | 0 | $22,585 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,811,856 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $255,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,067,311 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,067,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,036,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,282 | TotalTaxAmt |
| Distributable Before Adj | $100,533 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,533 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,533 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,162 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $100,162 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $100,162 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,071 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,071 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,162 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $100,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $371 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $371 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,700 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,700 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,700 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Chicago Symphony Orchestra | |||||||
| 220 S Michigan AVE | Chicago | IL | 60604 | NONE | To further the mission of the donee | $10,000 | |
| Good News Partners | |||||||
| 1600 W Jonquil Terrace | Chicago | IL | 60626 | none | to further the mission of the donee | $500 | |
| Evans Scholarship Foundation | |||||||
| One Briar Road | Golf | IL | 60029 | none | to further the mission of the donee | $500 | |
| Lurie Children's Hospital of Chicago | |||||||
| 225 E Chicago Ave | Chicago | IL | 60611 | none | to further the mission of the donee | $25,000 | |
| Infant Welfare Society | |||||||
| 1600 W Fullerton Ave | Chicago | IL | 60647 | none | to further the mission of the donee | $150 | |
| Lincoln Park Zoological Society | |||||||
| 2001 N Clark st | Chicago | IL | 60614 | none | to further the mission of the donee | $10,000 | |
| Lost Tree Chapel | |||||||
| 11149 Turtle Beach Road | North Palm Beach | FL | 33408 | none | to further the mission of the donee | $10,000 | |
| Lost Tree Village Charitable Foundation | |||||||
| 11555 Lost Tree Way | North Palm Beach | FL | 33408 | none | to further the mission of the donee | $3,700 | |
| MD Anderson Cancer Center | |||||||
| The University of Texas MD Anderson | Houston | TX | 77030 | none | to further the mission of the donee | $1,000 | 1515 Holcombe Blvd |
| Metropolitan Family Services | |||||||
| One North Dearborn St 10 | Chicago | IL | 60602 | None | to further the mission of the donee | $5,000 | |
| Jupiter Medical Center | |||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | none | to further the mission of the donee | $1,000 | |
| Northwestern University Leadership Circle | |||||||
| Office of Alumni Relations Developm | Evanston | IL | 60208 | none | to further the mission of the donee | $1,000 | 2020 Ridge Ave |
| The Springboard Foundation | |||||||
| 737 N Michigan Avenue Suite 2000 | Chicago | IL | 60611 | none | to further the mission of the donee | $5,000 | |
| Rush University Medical Center | |||||||
| 1653 W Congress Parkway | Chicag | IL | 60612 | none | to further the mission of the donee | $5,000 | |
| Skokie CC Educational Foundation | |||||||
| 1500 McDaniel Ave | Evanston | IL | 60201 | none | to further the mission of the donee | $500 | |
| LAF | |||||||
| 120 S LaSalle Street Suite 900 | Chicago | IL | 60603 | none | to further the mission of the donee | $3,000 | |
| Working in the Schools | |||||||
| 27 East Monroe Street | Chicago | IL | 60603 | none | to further the mission of the donee | $500 | |
| World Vision | |||||||
| PO Box 9716 | Fderal Way | WA | 980639716 | none | to further the mission of the donee | $312 | |
| American Red Cross | |||||||
| 2025 E Street NW | Washington | DC | 20006 | none | To further the mission of the donee | $1,000 | |
| The Salvation Army | |||||||
| 615 Slaters Lane | Alexandria | VA | 22313 | none | to further the mission of the donee | $1,000 | PO Box 269 |
| NorthShore University HealthSystem | |||||||
| 1033 University Place | Evanston | IL | 60201 | none | to further the mission of the donee | $5,000 | Suite 450 |
| United Services Organization | |||||||
| PO Box 96322 | Washington | DC | 20090 | none | To further the mission of the donee | $1,000 | |
| Northwestern Memorial Foundation | |||||||
| Office of Alumni Relations Developm | Evanston | IL | 60208 | none | To further the mission of the donee | $10,000 | 2020 Ridge Ave |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,162 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,718 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,035 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,035 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PWC TAX PREP FEES | $3,825 | $1,913 |
| BOOKKEEPING/ADMIN FEE | $828 | $414 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $703,205 | EOYBookValueAmt |
| EOYFMV | $885,242 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $712,427 | EOYBookValueAmt |
| EOYFMV | $1,012,090 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| IL SECRETARY OF STATE | $10 |
| IL CHARITY BUREAU FUND | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOK KEEPING/ADMIN FEES | CategoryTxt |
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