ALBERT & ANNE MANSFIELD FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT & ANNE MANSFIELD FOUNDATION (EIN 36-4244272)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201521329349102257
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T12:31:31-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364409576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRONSWICK REICIN POLLACK LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 E LAKE COOK ROAD SUITE 430 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600891862 | 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 | 364244272 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT AND ANNE MANSFIELD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARLENE HOPMAYER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 3127511124 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 NORTH LAKE SHORE DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606111305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEME HOPMAYER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3127511124 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY D BRONSWICK | PreparerPersonNm |
| PTIN | P00440208 | PTIN |
| Phone | 8478089800 | 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 | $7,036,407 | 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 | $583 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $583 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $183,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,421 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $650,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,285,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $650,918 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $834,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $834,922 | 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 | $5,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,370 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90,698 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,698 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,771 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,771 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $571 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $433 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $128 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $347,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $487,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $729,650 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,249 | CashBOYAmt |
| Cash EOY | $4,240 | CashEOYAmt |
| Cash EOYFMV | $4,240 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,471 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $259,076 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $259,076 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $11,761 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,743 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,743 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $40,495 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,902,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,370,602 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,833,573 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $990,368 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $995,046 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,038,539 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $860,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $712,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $885,236 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,875,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,356,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,036,407 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,876 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,869,866 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,356,878 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,869,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,356,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,875,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,356,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,869,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $487,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,356,878 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,356,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES KOVITZ | P | $1,821,353 | $1,278,486 | $542,867 | $542,867 | ||
| PUBLICLY TRADED OPTIONS | P | $5,876 | $5,876 | $5,876 | 2013-08-01 | 2014-01-18 | |
| PUBLICLY TRADED SECURITIES HARRIS | P | $455,106 | $355,859 | $99,247 | $99,247 | ||
| HARRIS CAPITAL GAIN DISTRIBUTIONS | P | $2,928 | $2,928 | $2,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $650,918 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $191,458 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,220,852 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036672 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $207,380 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,318,907 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $246,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,094,218 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048440 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $174,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,817,332 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036165 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $182,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,174,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043710 | DistributionYr5Rt |
| Total Distribution | 0.203976 | TotalDistributionRt |
| Average Distribution | 0.040795 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,719,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $274,102 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,297 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $281,399 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $242,628 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,593 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,593 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,240 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,353 | 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 | WWW.MANSFIELDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE HOPMAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127511124 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 NORTH LAKE SHORE DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606111305 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| JUSTIN MANSFIELD | ||||||||
| 1423 SOUTH PLYMOUTH COURT | CHICAGO | IL | 60605 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRIANA NICHOLS | ||||||||
| 1003 SPRUCE ST APT 3F | PHILADELPHIA | PA | 19107 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ADAM NICHOLS | ||||||||
| 700 EAST 9TH STREET 12 | NEW YORK | NY | 10009 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARLENE HOPMAYER | ||||||||
| 999 NORTH LAKE SHORE DRIVE | CHICAGO | IL | 60611 | EXECUTIVE DIREC | 0.00 | $0 | $0 | $0 |
| BENETTA MANSFIELD | ||||||||
| 727 S RACINE UNIT B | CHICAGO | IL | 60607 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SEYMOUR MANSFIELD | ||||||||
| 2837 SUNSET BOULEVARD | MINNEAPOLIS | MN | 55416 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEXIS MANSFIELD | ||||||||
| 2908 N RIVERSIDE DRIVE | CHICAGO | IL | 60618 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARCY SHINBAUM | ||||||||
| 343 ROLLING HILLS DRIVE | FAIRFIELD | CT | 06824 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEC HOPMAYER | ||||||||
| 120 EAST CULLERTON AVE 402 | CHICAGO | IL | 60616 | PRESIDENT & CEO | 0.00 | $0 | $0 | $0 |
| JEFFREY HOPMAYER | ||||||||
| 525 ARDEN WOOD PLACE | BRENTWOOD | TN | 37027 | 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 | $6,592,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,719 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,821,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,821,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,719,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $335,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $335,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,593 | TotalTaxAmt |
| Distributable Before Adj | $321,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $321,357 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $321,357 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,628 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $242,628 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $242,628 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $183,781 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $183,781 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,847 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $262,510 | 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 | FOCUSED PHILANTHROPY CELENE PEURYE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 FOURTH STREET | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2026243500 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARISE CHICAGO | |||||||
| 1020 W BRYN MAWR SUITE 300 | CHICAGO | IL | 60660 | NONE | N/A | CHARITABLE | $10,000 |
| AVODAH THE JEWISH SERVICE CORPS | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | N/A | CHARITABLE | $15,000 |
| CABRINI GREEN LEGAL AID FUND | |||||||
| 740 N MILWAUKEE AVE | CHICAGO | IL | 60642 | NONE | N/A | CHARITABLE | $20,000 |
| CHICAGO ARTS PARTNERSHIP | |||||||
| 228 S WABASH SUITE 500 | CHICAGO | IL | 606042377 | NONE | N/A | CHARITABLE | $10,000 |
| CHICAGO LEGAL ASSISTANCE TO INCARCERATED MOTHERS | |||||||
| 5245 N CLARK ST 2ND FLOOR | CHICAGO | IL | 60640 | NONE | N/A | CHARITABLE | $15,000 |
| DE PAUL UNIV COLLEGE OF LAW | |||||||
| 25 E JACKSON BLVD | CHICAGO | IL | 60604 | NONE | N/A | CHARITABLE | $3,500 |
| EQUAL JUSTICE WORKS | |||||||
| 1730 M ST NW SUITE 1010 | WASHINGTON | DC | 200364511 | NONE | N/A | CHARITABLE | $56,000 |
| GROWING HOME | |||||||
| 2732 N CLARK ST SUITE 310 | CHICAGO | IL | 60614 | NONE | N/A | CHARITABLE | $10,000 |
| JEWISH COMMUNITY ACTION | |||||||
| 2375 UNIVERSITY AVE WEST 150 | ST PAUL | MN | 55114 | NONE | N/A | CHARITABLE | $15,000 |
| JEWISH COUNCIL ON URBAN AFFAIRS | |||||||
| 618 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | N/A | CHARITABLE | $25,000 |
| MANSFIELD INSTITUTE FOR SOCIAL JUSTICE & TRANSFORMATION | |||||||
| 430 S MICHIGAN AVENUE | CHICAGO | IL | 60605 | NONE | N/A | CHARITABLE | $20,000 |
| NORTHEASTERN U SCHOOL OF LAW | |||||||
| 400 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | N/A | CHARITABLE | $6,000 |
| NORTHWESTERN U SCHOOL OF LAW | |||||||
| 357 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | N/A | CHARITABLE | $6,000 |
| U OF MINN HUMAN RIGHTS CNTR | |||||||
| 229 - 19TH AVENUE SOUTH | MINNEAPOLIS | MN | 55455 | NONE | N/A | CHARITABLE | $12,000 |
| UNIV OF MINN LAW SCHOOL | |||||||
| 229 - 19TH AVENUE SOUTH | MINNEAPOLIS | MN | 55455 | NONE | N/A | CHARITABLE | $3,500 |
| WILLIAM MITCHELL COLLEGE OF LAW | |||||||
| 875 SUMMIT AVE | ST PAUL | MN | 55104 | NONE | N/A | CHARITABLE | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,500 | 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 | $583 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $650,918 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $834,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $834,922 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,370 | Amt |
| Net Investment Income | $5,370 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | KOVITZ INVESTMENT GROUP | BondNm |
| EOY Book Value | $995,046 | EOYBookValueAmt |
| EOYFMV | $1,038,539 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | KOVITZ INVESTMENT GROUP | StockNm |
| EOY Book Value | $3,370,602 | EOYBookValueAmt |
| EOYFMV | $4,833,573 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HARRIS BANK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $712,171 | BookValueAmt |
| EOYFMV | $885,236 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU | $15 | $0 | $15 |
| REIMBURSABLE EXPENSES | $113 | $0 | $113 |
| ILLINOIS FILING FEE | $10 | $0 | $0 |
| MISCELLANEOUS | $381 | $381 | $0 |
| FOREIGN DIVIDEND FEES | $52 | $52 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHORT CALLS | Desc |
| BOY Book Value | $5,876 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MGMT FEES - HARRIS BANK | $12,470 | $12,470 | $0 |
| MGMT FEES - KOVITZ INVESTMENT GROUP,LLC | $66,228 | $66,228 | $0 |
| MGMT FEES - CELENE PEURYE | $12,000 | $0 | $12,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $20,461 | $20,461 | $0 |
| FOREIGN TAXES ON INCOME | $310 | $310 | $0 |
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