ARKES FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ARKES FAMILY FOUNDATION (EIN 46-1536842)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201521349349103202
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-14T16:31:57-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 N MARTINGALE RD STE 500AddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461536842EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARKES FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARKEBusinessNameControlTxt
Phone3122808292PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1641 W WILLOW ST NO 138AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60614ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL A ARKESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3126063200PhoneNum
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRENCE COAKLEYPreparerPersonNm
PTINP00091665PTIN
Phone8475177070PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,589,738FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$272,430DividendsRevAndExpnssAmt
Dividends Net Invst Incm$272,430DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,335NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,051,834GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,335CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,637OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,637OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$357,402TotalRevAndExpnssAmt
Total Net Invst Incm$357,402TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,879AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,940AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,939AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,498TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$48,361OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$47,428OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$56,738TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,368TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,964TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$499,817ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$499,817ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$556,555TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,368TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$501,781TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$199,153ExcessRevenueOverExpensesAmt
Net Investment Income$308,034NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$203,154SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$136,702SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$136,702SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,949,162CorporateStockBOYAmt
Corporate Stock EOY$6,035,810CorporateStockEOYAmt
Corporate Stock EOYFMV$6,745,526CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,862,844CorporateBondsBOYAmt
Corporate Bonds EOY$2,661,286CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,613,870CorporateBondsEOYFMVAmt
Other Investments BOY$1,137,712OtherInvestmentsBOYAmt
Other Investments EOY$1,119,921OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,093,640OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,152,872TotalAssetsBOYAmt
Total Assets EOY$9,953,719TotalAssetsEOYAmt
Total Assets EOYFMV$10,589,738TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$10,152,872CapitalStockBOYAmt
Capital Stock EOY$9,953,719CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,152,872TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,953,719TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,152,872TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,953,719TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,152,872TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$199,153ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,953,719SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,953,719TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NORTHERN TRUST$1,984,632$1,969,499$15,133$15,133
CAPITAL GAINS DIVIDENDS$67,202$67,202$67,202P
FieldValueIRS element (for citing)
Capital Gain Net Income$82,335CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,422AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,030,933NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.004927DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,860,699NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.004927TotalDistributionRt
Average Distribution0.002464AverageDistributionRt
Net Vl Noncharitable Assets$10,708,700NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,386AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,080NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$29,466AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$501,781QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,080InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,080SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,080TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,400TotalPaymentsAndCreditsAmt
Tax Due$680TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL A ARKESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122808292PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1641 W WILLOW ST NO 138AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60614ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL ARKES
641 W WILLOW ST STE 138CHICAGOIL60614PRESIDENT0.00$0$0$0
HELEN ARKES
641 W WILLOW ST STE 138CHICAGOIL60614DIRECTOR0.00$0$0$0
JOHN ERAMO
414 CHURCH STEVANSTONIL60201DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,670,033AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$201,744AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,871,777TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,871,777AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$163,077CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,708,700NetVlNoncharitableAssetsAmt
Minimum Investment Return$535,435MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$535,435MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,080TaxBasedOnInvestmentIncomeAmt
Total Tax$3,080TotalTaxAmt
Distributable Before Adj$532,355DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$532,355DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$532,355DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$501,781ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$501,781QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,080PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$498,701AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$532,355DistributableAsAdjustedAmt
Undistributed Income PY$481,794UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$501,781QualifyingDistributionsAmt
Applied To Year1$481,794AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,987AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$512,368UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL ARKESContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
A BETTER CHICAGO
222 MERCHANDISE MART PLAZA STE 1212CHICAGOIL60654NONEEXEMPT PURPOSE OF ORGANIZATION$1,000
A NEW DAY CAMBODIA
PO BOX 2986HILLSIDEIL60162NONEEXEMPT PURPOSE OF ORGANIZATION$250
ALLIANCE TO END HOMELESSNESS IN SUBURBAN COOK COUNTY
4415 W HARRISON STE 228HILLSIDEIL60162NONEEXEMPT PURPOSE OF ORGANIZATION$1,000
ALZHEIMERS ASSOCIATION GREATER ILLINOIS CHAPTER
8430 W BRYN MAWR STE 800CHICAGOIL60631NONEEXEMPT PURPOSE OF ORGANIZATION$500
AMERICAN FRIENDS OF NEVE SHALOMWAHAT AL-SALAM
12925 RIVERSIDE DR STE 230SHERMAN OAKSCA91423NONEEXEMPT PURPOSE OF ORGANIZATION$250
AMERICAN FRIENDS OF TEL AVIV UNIVERSITY
39 BROADWAY STE 1510NEW YORKNY10006NONEEXEMPT PURPOSE OF ORGANIZATION$250
AMNESTY INTERNATIONAL
5 PENN PLAZANEW YORKNY10001NONEEXEMPT PURPOSE OF ORGANIZATION$100
ANSHE EMET
3751 NORTH BROADWAY STCHICAGOIL60613NONEEXEMPT PURPOSE OF ORGANIZATION$9,212
ANTI-DEFAMATION LEAGUE
120 S LASALLE ST SUITE 1150CHICAGOIL60603NONEEXEMPT PURPOSE OF ORGANIZATION$17,000
ART INSTITUTE OF CHICAGO
111 S MICHIGANCHICAGOIL60603NONEEXEMPT PURPOSE OF ORGANIZATION$135
AUNT MARTHA'S YOUTH SERVICE CENTER
3034 WESTERN AVEPARK FORESTIL60466NONEEXEMPT PURPOSE OF ORGANIZATION$2,600
BARR-HARRIS CHILDREN'S GRIEF CENTER
122 S MICHIGAN STE 1300CHICAGOIL60603NONEEXEMPT PURPOSE OF ORGANIZATION$500
BBYO GREATER MIDWEST REGION
216 W JACKSON 6TH FLOORCHICAGOIL60606NONEEXEMPT PURPOSE OF ORGANIZATION$10,000
BERNARD ZELL ANSHE EMET DAY SCHOOL
3751 NORTH BROADWAY STCHICAGOIL60613NONEEXEMPT PURPOSE OF ORGANIZATION$25,000
BEYOND OCD
2300 LINCOLN PARK WEST STE 206BCHICAGOIL60614NONEEXEMPT PURPOSE OF ORGANIZATION$200
BLUE SKY BAKERY
3720 N LINCOLNCHICAGOIL60613NONEEXEMPT PURPOSE OF ORGANIZATION$600
CAMERA
PO BOX 35040BOSTONMA02135NONEEXEMPT PURPOSE OF ORGANIZATION$2,000
CARE
70 E LAKE STREET ROOM 1430CHICAGOIL60601NONEEXEMPT PURPOSE OF ORGANIZATION$250
CHAI LIFELINE
151 WEST 30TH STNEW YORKNY10001NONEEXEMPT PURPOSE OF ORGANIZATION$100
CHICAGO ACADEMY FOR THE ARTS
1010 W CHICAGOCHICAGOIL60642NONEEXEMPT PURPOSE OF ORGANIZATION$100
CHICAGO AREA RUNNER'S ASSOCIATION
549 WEST RANDOLPH SUITE 704CHICAGOIL60661NONEEXEMPT PURPOSE OF ORGANIZATION$2,500
CHICAGO CHILDRENS CHOIR
78 E WASHINGTONCHICAGOIL60602NONEEXEMPT PURPOSE OF ORGANIZATION$350
CHICAGO CHILDREN'S MUSEUM
700 E GRAND AVECHICAGOIL60611NONEEXEMPT PURPOSE OF ORGANIZATION$500
CHICAGO HOUSE
1925 N CLYBOURN AVE SUITE 401CHICAGOIL60614NONEEXEMPT PURPOSE OF ORGANIZATION$2,000
CHICAGO HUMAN RHYTHM PROJECT
410 S MICHIGAN AVECHICAGOIL60605NONEEXEMPT PURPOSE OF ORGANIZATION$250
CHRISTOPHER & DANA REEVE FOUNDATION
636 MORRIS TURNPIKE SUITE 3ASHORT HILLSNJ07078NONEEXEMPT PURPOSE OF ORGANIZATION$100
CHRISTOPHER HOUSE
5235 W BELDEN AVECHICAGOIL60639NONEEXEMPT PURPOSE OF ORGANIZATION$100
CITY OF HOPE
20 N UPPER WACKER DR 1530CHICAGOIL60606NONEEXEMPT PURPOSE OF ORGANIZATION$50
CONGREGATION RAMOT ZIOT
NONEEXEMPT PURPOSE OF ORGANIZATION$36068 BAR KOKHBA STJERUSALEMFRENCH HILLIS49012
DELTA INSTITUTE
35 E WACKER DR STE 1200CHICAGOIL60601NONEEXEMPT PURPOSE OF ORGANIZATION$500
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENEW YORKNY10001NONEEXEMPT PURPOSE OF ORGANIZATION$500
DONOR SIBLING REGISTRY
PO BOX 1571NEDERLANDCO80466NONEEXEMPT PURPOSE OF ORGANIZATION$500
DR MARTIN LUTHER KING BOYS & GIRLS CLUB
2950 W WASHINGTON STCHICAGOIL60612NONEEXEMPT PURPOSE OF ORGANIZATION$25,000
EPIC ACADEMY
8255 S HOUSTON AVECHICAGOIL60617NONEEXEMPT PURPOSE OF ORGANIZATION$5,000
ERICKSON INSTITUTE
451 N LASALLECHICAGOIL60654NONEEXEMPT PURPOSE OF ORGANIZATION$100
FAMILY INSTITUTE
200 LINCOLN STBOSTONMA02111NONEEXEMPT PURPOSE OF ORGANIZATION$250
FINCA
1201 15TH ST NW 8TH FLOORWASHINGTONDC20005NONEEXEMPT PURPOSE OF ORGANIZATION$750
FRANCIS PARKER SCHOOL
49 ANTIETAM STDEVENSMA01434NONEEXEMPT PURPOSE OF ORGANIZATION$43,450
FRIENDS OF THE SMITHSONIAN
S DILLON RIPLEY CTR STE 3150WASHINGTONDC20013NONEEXEMPT PURPOSE OF ORGANIZATION$75
FRIENDS OF UNITED HATZALAH
208 E 51ST ST STE 303NEW YORKNY10022NONEEXEMPT PURPOSE OF ORGANIZATION$1,000
GATEWAY FOUNDATION
55 E JACKSON STE 1500CHICAGOIL60604NONEEXEMPT PURPOSE OF ORGANIZATION$1,000
GIRF
70 E LAKE ST SUITE 1015CHICAGOIL60601NONEEXEMPT PURPOSE OF ORGANIZATION$2,800
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL60632NONEEXEMPT PURPOSE OF ORGANIZATION$500
GREYHOUNDS ONLY INC
335 E GENEVA RD 173CAROL STREAMIL60188NONEEXEMPT PURPOSE OF ORGANIZATION$100
GROWING HOME
2732 N CLARK ST SUITE 310CHICAGOIL60614NONEEXEMPT PURPOSE OF ORGANIZATION$5,450
HABITAT FOR HUMANITY
2201 S HALSTED ST SUITE 1251CHICAGOIL60608NONEEXEMPT PURPOSE OF ORGANIZATION$250
HADASSAH
50 W 58TH STNEW YORKNY10019NONEEXEMPT PURPOSE OF ORGANIZATION$1,000
HEIFER INTL
1 WORLD AVELITTLE ROCKAR72202NONEEXEMPT PURPOSE OF ORGANIZATION$500
HELPING HANDS INCENTIVES
641 W WILLOW UNIT 138CHICAGOIL60614NONEEXEMPT PURPOSE OF ORGANIZATION$165,000
HIGH JUMP
59 W NORTH BLVDCHICAGOIL60610NONEEXEMPT PURPOSE OF ORGANIZATION$5,000
HIGH SIGHT
315 W WALTON STCHICAGOIL60610NONEEXEMPT PURPOSE OF ORGANIZATION$5,000
HOPE FOR VISIONGREATER CHICAGO COMMUNITY FOR HOPE
1011 S WAIOLA AVELA GRANGEIL60525NONEEXEMPT PURPOSE OF ORGANIZATION$500
IGNITE THE SPIRIT
6400 N NORTHWEST HWY UNIT 402CHICAGOIL60631NONEEXEMPT PURPOSE OF ORGANIZATION$100
IL HOLOCAUST MUSEUM
9603 WOODS DRSKOKIEIL60077NONEEXEMPT PURPOSE OF ORGANIZATION$11,375
IL LEADERSHIP SEMINAR
3225 W FOSTER AVECHICAGOIL60625NONEEXEMPT PURPOSE OF ORGANIZATION$200
ILLINOIS HILLEL
503 E JOHN STCHAMPAIGNIL61820NONEEXEMPT PURPOSE OF ORGANIZATION$150
IMPACT 100 CHICAGO
PO BOX 607PALATINEIL60078NONEEXEMPT PURPOSE OF ORGANIZATION$1,000
INSPIRATION CORPORATION
4554 N BROADWAY STE 207CHICAGOIL60640NONEEXEMPT PURPOSE OF ORGANIZATION$1,000
JEWISH CHILDREN ADOPTION NETWORK
PO BOX 147016DENVERCO80214NONEEXEMPT PURPOSE OF ORGANIZATION$100
JEWISH COUNCIL ON URBAN AFFAIRS
610 S MICHIGAN STE 400CHICAGOIL60605NONEEXEMPT PURPOSE OF ORGANIZATION$250
JEWISH FEDERATION
30 S WELLS STCHICAGOIL60606NONEEXEMPT PURPOSE OF ORGANIZATION$25,000
JEWISH GENEALOGOCIAL SOCIETY
PO BOX 515NORTHBROOKIL60065NONEEXEMPT PURPOSE OF ORGANIZATION$100
JEWISH UNITED FUND
30 S WELLS STCHICAGOIL60606NONEEXEMPT PURPOSE OF ORGANIZATION$75,000
LAKEVIEW PANTRY
3831 N BROADWAY STCHICAGOIL60613NONEEXEMPT PURPOSE OF ORGANIZATION$1,000
LINCOLN PARK COMMUNITY SHELTER
600 W FULLERTON PKWYCHICAGOIL60614NONEEXEMPT PURPOSE OF ORGANIZATION$250
LITERATURE FOR ALL OF US
2010 DEWEY AVEEVANSTONIL60201NONEEXEMPT PURPOSE OF ORGANIZATION$150
LUNGEVITY
218 S WABASH STE 540CHICAGOIL60604NONEEXEMPT PURPOSE OF ORGANIZATION$500
LYNN SAGE CANCER RESEARCH FOUNDATION
251 E HURON STE 3-200CHICAGOIL60611NONEEXEMPT PURPOSE OF ORGANIZATION$500
MAKE A WISH FOUNDATION
640 N LASALLE ST SUITE 280CHICAGOIL60654NONEEXEMPT PURPOSE OF ORGANIZATION$100
MAOT CHITIM
7366 N LINCOLN AVE SUITE 301LINCOLNWOODIL60712NONEEXEMPT PURPOSE OF ORGANIZATION$2,000
MAZON
110495 SANTA MONICA BLVD SUITE 100LOS ANGELESCA90025NONEEXEMPT PURPOSE OF ORGANIZATION$750
MENOMONEE CLUB
1535 N DAYTON STCHICAGOIL60642NONEEXEMPT PURPOSE OF ORGANIZATION$500
MERCADO GLOBAL
33 NASSAU AVE STE 93BROOKLYNNY11222NONEEXEMPT PURPOSE OF ORGANIZATION$2,500
METROPOLITAN FAMILY SERVICES
1 NORTH DEARBORN STE 1000CHICAGOIL60602NONEEXEMPT PURPOSE OF ORGANIZATION$500
NARAGATSU ART INSTITUTENARAGATSU ART INSTITUTE
333 S BRUNT STENGLEWOODNJ07631NONEEXEMPT PURPOSE OF ORGANIZATION$250
NATIONAL COUNCIL OF JEWISH WOMEN
475 RIVERSIDE DRIVE STE 1901NEW YORKNY10115NONEEXEMPT PURPOSE OF ORGANIZATION$500
NATIONAL PARKINSON FOUNDATION
200 SE 1ST ST STE 800MIAMIFL33131NONEEXEMPT PURPOSE OF ORGANIZATION$500
NATIONAL TTT SOCIETY
811 E WASHINGTON ST 102MT PLEASANTLA52641NONEEXEMPT PURPOSE OF ORGANIZATION$100
NIGHT MINISTRY
4711 N RAVENSWOODCHICAGOIL60640NONEEXEMPT PURPOSE OF ORGANIZATION$2,000
NIU FOUNDATION
ALTGELD HALL 135DEKALBIL60115NONEEXEMPT PURPOSE OF ORGANIZATION$1,000
NOW FOUNDATION
1100 H ST NW STE 300WASHINGTONDC20005NONEEXEMPT PURPOSE OF ORGANIZATION$100
OLD ST PATRICK'S CHURCH
700 W ADAMS STCHICAGOIL60661NONEEXEMPT PURPOSE OF ORGANIZATION$100
ONE ACRE FUND
1742 TATUM STFALCON HEIGHTSMN55113NONEEXEMPT PURPOSE OF ORGANIZATION$1,240
OXFAM AMERICA
226 CAUSEWAY STBOSTONMA02114NONEEXEMPT PURPOSE OF ORGANIZATION$500
PLANNED PARENTHOOD
18 S MICHIGAN AVE 6TH FLOORCHICAGOIL60603NONEEXEMPT PURPOSE OF ORGANIZATION$750
PURDUE UNIVERSITY CALUMET
2200 169TH STHAMMONDIN46323NONEEXEMPT PURPOSE OF ORGANIZATION$100
RESPOND NOW
1439 EMERALD AVE PO BOX 215CHICAGO HEIGHTSIL60612NONEEXEMPT PURPOSE OF ORGANIZATION$2,000
SAVE THE CHILDREN
501 KINGS HWY EAST STE 400FAIRFIELDCT06825NONEEXEMPT PURPOSE OF ORGANIZATION$100
SEASON HOSPICE FOUNDATION
6400 SHAFER CT STE 700ROSEMONTIL60018NONEEXEMPT PURPOSE OF ORGANIZATION$100
SHALVA
PO BOX 46375CHICAGOIL60646NONEEXEMPT PURPOSE OF ORGANIZATION$500
SOUTH SUBURBAN FAMILY SHELTER
PO BOX 937HOMEWOODIL60430NONEEXEMPT PURPOSE OF ORGANIZATION$500
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NONEEXEMPT PURPOSE OF ORGANIZATION$1,500
SPERTUS INSTITUTE
610 S MICHIGANCHICAGOIL60605NONEEXEMPT PURPOSE OF ORGANIZATION$250
ST JUDE CHILDRENS HOSPITAL
501 ST JUDE PLMEMPHISTN38105NONEEXEMPT PURPOSE OF ORGANIZATION$100
STORYCATCHER THEATRE
544 W OAK ST STE 1005CHICAGOIL60610NONEEXEMPT PURPOSE OF ORGANIZATION$500
TEACH FOR AMERICA
60 CANAL ST 3RD FLOORBOSTONMA02114NONEEXEMPT PURPOSE OF ORGANIZATION$10,000
THE ARK
6450 N CALIFORNIA AVECHICAGOIL60645NONEEXEMPT PURPOSE OF ORGANIZATION$5,250
THEATRE SEVEN
1341 W FULLERTON STE 325CHICAGOIL60614NONEEXEMPT PURPOSE OF ORGANIZATION$100
THRESHOLDS
4101 N RAVENSWOOD AVECHICAGOIL60613NONEEXEMPT PURPOSE OF ORGANIZATION$200
UNICEF
125 MAIDEN LNNEW YORKNY10038NONEEXEMPT PURPOSE OF ORGANIZATION$500
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
5841 S MARYLAND MC1140CHICAGOIL60637NONEEXEMPT PURPOSE OF ORGANIZATION$1,000
UNIVERSITY OF ILLINOIS FOUNDATION COLLEGE OF EDUCATION
1305 W GREENURBANAIL61801NONEEXEMPT PURPOSE OF ORGANIZATION$100
WBEZ
848 GRAND AVECHICAGOIL60611NONEEXEMPT PURPOSE OF ORGANIZATION$120
WIKIMEDIA FOUNDATION
149 NEW MONTGOMERY ST 6TH FLOORSAN FRANCISCOCA94105NONEEXEMPT PURPOSE OF ORGANIZATION$100
WOLCOTT SCHOOL
154 CENTER STWOLCOTTCT06716NONEEXEMPT PURPOSE OF ORGANIZATION$5,000
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20077NONEEXEMPT PURPOSE OF ORGANIZATION$100
WTTW
5400 SAINT LOUIS AVECHICAGOIL60625NONEEXEMPT PURPOSE OF ORGANIZATION$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$499,817TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$272,430ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,637ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,335ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$357,402ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$357,402TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,879Amt
Net Investment Income$1,940NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,939DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHERN FDS CORE BD FD$623,457$622,286
MFB NORTHERN FDS FIXED INCOME FD$600,000$600,000
MFB NORTHERN FDS ULTRA SHORT FIXED$325,067$324,113
MFB NORTHERN HIGH YIELD FIXED INCOME FUND$356,007$333,478
MFC FLEX SHARES TR IBOXX 3 YR$126,019$121,620
MFO DOUBLELINE CORE FIXED INCOME FUND I$275,010$274,261
MFO PIMCO FDS PAC INVT MGMT SER HIGH$355,726$338,112
MFO PIMCO FDS PAC INVT MGMT SER TOTAL$0$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M CO$22,202$27,770
ABBOTT LABORATORIES$8,578$8,779
ABBVIE INC.COM$17,787$25,783
ALTRIA GROUP INC$10,562$14,732
ANALOG DEVICES INC$16,792$19,488
APPLE INC$0$0
AT&T INC$0$0
AUTOMATIC DATA PROCESSING$7,090$10,671
BAXTER INTL INC$19,497$20,594
BCE INC$12,548$12,887
BLACKROCK INC$19,079$24,672
BRISTOL MYERS SQUIBB$0$0
CHEVRON CORP$22,523$21,314
CISCO SYSTEMS INC$18,610$23,253
COCA COLA CO$17,528$18,450
CULLEN FROST BANKERS INC$0$0
EMERSON ELECTRIC CO$21,386$22,964
GALLAGHER ARTHUR J & CO$10,552$12,005
GENERAL ELECTRIC CO$19,931$21,757
GENUINE PARTS CO$9,102$13,428
GLAXOSMITHKLINE PLC$0$0
HCP INC$0$0
HEALTH CARE REIT INC$17,355$19,372
HERSHEY COMPANY$14,781$16,421
INTEL CORP$0$0
JOHNSON & JOHNSON$22,058$28,234
JP MORGAN CHASE & CO$17,865$18,399
KIMBERLY-CLARK CORP$20,463$25,303
KINDER MORGAN INC$5,376$5,923
KRAFT FOODS GROUP INC$19,183$23,435
LOCKHEED MARTIN CORP$16,954$26,382
LYONDELLBASELL INDUSTRIES$14,404$14,211
MARSH & MCLENNAN CO$7,746$8,586
MATTEL INC$0$0
MAXIM INTEGRATED PRODS INC$11,231$10,740
MCDONALDS CORP$19,730$18,927
MERCK & CO INC$15,965$19,309
MFB NORTHERN FDS STK INDEX$1,699,425$2,190,792
MFB NORTHERN INTL EQUITY INDEX$1,401,332$1,404,003
MFB NORTHERN MID CAP INDEX$383,766$466,945
MFC VANGUARD FTSE EMERGING MKTS$670,326$632,716
MFO DFA INVT DIMENSIONS GROUP INC EMERGING MKTS$664,838$631,017
MFO DFA SMALL CAP PORTFOLIO$352,524$447,648
MICROSOFT CORP$15,561$23,086
NEXTERA ENERGY INC$17,378$20,833
NORTHERN TRUST PRIVATE EQUITY FUND V$181,790$176,858
NOVARTIS AG$15,334$19,922
ONEOK INC$5,507$6,921
PAYCHEX INC$15,772$17,914
PEPSICO INC$14,705$15,413
PHILIP MORRIS INTL$18,318$16,127
PNC FINANCIAL SERVICES GROUP$12,523$12,955
PROCTOR & GAMBLE$16,587$19,493
QUALCOMM INC$15,345$17,839
REALTY INCOME CORP$0$0
SPECTRA ENERGY CORP$17,765$19,130
TUPPERWARE BRANDS CORPORATION$0$0
US BANCORP$18,027$22,925
VENTAS INC$16,654$17,136
WILLIAMS COMPANY$11,183$14,291
WISCONSIN ENERGY$14,272$17,773

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MFC FLEX SHARES TR MORNINGSTAR GLOBALAT COST$414,992$366,307
MFO DFA INVT DIMENSIONS GROUP INC INTL REAL ESTATEAT COST$285,957$285,899
MFO DFA INVT DIMENSIONS GROUP INC REAL ESTATEAT COST$283,426$341,798
MFO PIMCO FDS PAC INVT MGMT SER COMMODITY REAL RETURNAT COST$135,546$99,636

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NORTHERN TRUST FEES$47,428$47,428$0
IL CHARITY BUREAU$15$0$15
IL SECRETARY OF STATE$10$0$10
OTHER EXPENSES$908$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNORTHERN TRUSTDesc
Revenue And Expenses Per Books$2,637RevenueAndExpensesPerBooksAmt
Net Investment Income$2,637NetInvestmentIncomeAmt
Adjusted Net Income$2,637AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$4,498Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.