CAROL LAVIN BERNICK FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAROL LAVIN BERNICK FAMILY FOUNDATION (EIN 36-4134174)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-07-14
- IRS object ID
- 201521959349100617
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-14T16:26:53-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364134174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL BERNICK FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O POLISHED NICKEL CAPITAL MGMT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 7084503434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER NO 840 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL BERNICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7084503434 | PhoneNum |
| Signature | 2015-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORA STAPLETON | PreparerPersonNm |
| PTIN | P00081812 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2015-07-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,567,516 | 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 | $290 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $290 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $207,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,251 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,887,376 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,975 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $377,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $377,516 | 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 |
| Other Prof Fees Rev And Expnss | $3,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,121 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,603 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,577 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $723,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $723,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $807,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $723,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$430,482 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $310,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $331,261 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $356,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $356,468 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,577,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,121,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,211,048 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,908,895 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,478,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,567,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,908,895 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,478,413 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,908,895 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,478,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,908,895 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,478,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,908,895 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$430,482 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,478,413 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,478,413 | 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 |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH - STOCK SALES | P | 2013-12-01 | 2014-11-30 | $1,881,682 | $1,717,401 | $164,281 | $164,281 |
| CAPITAL GAINS DIVIDENDS | P | $5,694 | $5,694 | $5,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,975 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $782,148 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,305,711 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,045,172 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,456,297 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123597 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $365,798 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,703,488 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042029 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $304,427 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,767,147 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039194 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $368,557 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,989,307 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073869 | DistributionYr5Rt |
| Total Distribution | 0.372859 | TotalDistributionRt |
| Average Distribution | 0.074572 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,432,415 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $628,822 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,103 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $631,925 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $723,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,103 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,103 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,980 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,980 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,877 | OverpaymentAmt |
| Applied To ES Tax | $7,877 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | SARAH KIRK | IndividualWithBooksNm |
| Phone | 3124777603 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE SUITE 840 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL BERNICK | ||||||||
| 155 N WACKER STE 840 | CHICAGO | IL | 60606 | PRESIDENT/TREASURER/DIRECTOR | 0.10 | $0 | $0 | $0 |
| CRAIG BERNICK | ||||||||
| 155 N WACKER STE 840 | CHICAGO | IL | 60606 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| PETER BERNICK | ||||||||
| 155 N WACKER STE 840 | CHICAGO | IL | 60606 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ELIZABETH BERNICK HUBER | ||||||||
| 155 N WACKER STE 840 | CHICAGO | IL | 60606 | VICE PRESIDENT/SECRETARY/DIRECTOR | 0.10 | $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 | $8,116,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $443,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,560,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,560,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,432,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $421,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $421,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,103 | TotalTaxAmt |
| Distributable Before Adj | $418,518 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $418,518 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $418,518 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $723,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $723,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,103 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $720,447 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $418,518 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $340,354 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $383,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $724,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $723,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $418,518 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $305,032 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,029,152 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,029,152 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $340,354 | ExcessFromYear2Amt |
| Excess From Year1 | $383,766 | ExcessFromYear1Amt |
| Excess From Current Year | $305,032 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 100 CLUB OF CHICAGO | ||||||||
| 135 S LASALLE ST 1162 | CHICAGO | IL | 60603 | N/A | PC | GENERAL | $2,500 | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 651 W WASHINGTON BLVD 400 | CHICAGO | IL | 60661 | N/A | PC | GENERAL | $10,000 | |
| CHICAGO FOUNDATION FOR WOMEN | ||||||||
| 1 E UPPER WACKER DR | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $2,500 | |
| CATHOLIC CHARITIES | ||||||||
| 1734 W CHICAGO AVENUE | CHICAGO | IL | 60622 | N/A | PC | GENERAL | $5,000 | |
| JACKSON CHANCE FOUNDATION | ||||||||
| 230 N MICHIGAN AVENUE 37TH FLOOR | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $2,000 | |
| METROPOLITAN PLANNING COUNCIL | ||||||||
| 140 S DEARBORN ST SUITE 1400 | CHICAGO | IL | 60603 | N/A | PC | GENERAL | $15,000 | |
| VILLALOBOS RESEARCH CENTER | ||||||||
| PO BOX 771127 | NEW ORLEANS | LA | 70177 | N/A | PC | GENERAL | $10,000 | |
| BCCA SCHOLARSHIP FUND | ||||||||
| 8700 BAY COLONY DRIVE | NAPLES | FL | 34108 | N/A | PC | GENERAL | $1,000 | |
| THE LINCOLN ACADEMY OF ILLINOIS | ||||||||
| 1 OLD STATE CAPITOL PLAZA | SPRINGFIELD | IL | 62701 | N/A | PC | GENERAL | $10,000 | |
| SPECIAL OLYMPICS | ||||||||
| 605 E WILLOW ROAD | NORMAL | IL | 61761 | N/A | PC | GENERAL | $250 | |
| RESOLUTION SYSTEMS INSTITUTE | ||||||||
| 11 E ADAMS SUITE 500 | CHICAGO | IL | 60603 | N/A | PC | GENERAL | $3,000 | |
| ZCENTER | ||||||||
| 4275 OLD GRAND AVENUE | GURNEE | IL | 60031 | N/A | PC | GENERAL | $1,000 | |
| US FUND FOR UNICEF | ||||||||
| 500 N MICHIGAN AVE SUITE 1000 | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $10,000 | |
| BOYS & GIRLS CLUB OF CHICAGO | ||||||||
| 550 W VAN BUREN STREET SUITE 350 | CHICAGO | IL | 60607 | N/A | PC | GENERAL | $2,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 225 N MICHIGAN AVENUE 1210 | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $1,000 | |
| NOBLE NETWORK OF CHARTER SCHOOLS | ||||||||
| 1 N STATE STREET 7-L | CHICAGO | IL | 60602 | N/A | PC | GENERAL | $1,000 | |
| THE REHABILITATION INSTITUTE OF CHICAGO | ||||||||
| 345 E SUPERIOR ST | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $2,000 | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 651 W WASHINGTON BLVD 400 | CHICAGO | IL | 60661 | N/A | PC | GENERAL | $1,000 | |
| FRIENDS OF PRENTICE | ||||||||
| 251 E HURON STREET SUITE 3-200 | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $2,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | PC | GENERAL | $1,000 | |
| BIG SHOULDERS FUND | ||||||||
| 212 WEST VAN BUREN SUITE 900 | CHICAGO | IL | 60607 | N/A | PC | GENERAL | $2,500 | |
| NORTHWESTERN MEMORIAL HOSPITAL | ||||||||
| 251 E HURON STREET SUITE 3-200 | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $4,000 | |
| CHICAGO ACADEMY FOR THE ARTS | ||||||||
| 1010 WEST CHICAGO AVENUE | CHICAGO | IL | 60642 | N/A | PC | GENERAL | $2,000 | |
| MARWEN | ||||||||
| 833 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | N/A | PC | GENERAL | $5,000 | |
| MAKING THE DIFFERENCE OUTREACH | ||||||||
| PO BOX 941615 | MAITLAND | FL | 32751 | N/A | PC | GENERAL | $10,000 | |
| MARILLAC ST VINCENT DEPAUL FAMILY SERVICES | ||||||||
| 2145 N HALSTED ST | CHICAGO | IL | 60614 | N/A | PC | GENERAL | $700 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | GENERAL | $7,500 | |
| CITY YEAR CHICAGO | ||||||||
| 205 WEST WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | N/A | PC | GENERAL | $5,000 | |
| GENEVA LAKE CONSERVANCY | ||||||||
| 398 MILL STREET PO BOX 388 | FONTANA | WI | 53125 | N/A | PC | GENERAL | $5,000 | |
| YOUNG WOMEN'S LEADERSHIP CHARTER SCHOOL | ||||||||
| 2641 SOUTH CALUMET AVENUE | CHICAGO | IL | 60616 | N/A | PC | GENERAL | $1,500 | |
| TULANE UNIVERSITY | ||||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | N/A | PC | GENERAL | $10,000 | |
| INTERNATIONAL WOMEN'S FORUM | ||||||||
| 19244 BLACKHAWK PARKWAY UNIT 73 | MOKENA | IL | 60448 | N/A | PC | GENERAL | $2,500 | |
| GLOBAL ORPHAN PREVENTION | ||||||||
| 2603 HEDGEROW LANE | CLARKSVILLE | TN | 37043 | N/A | PC | GENERAL | $5,000 | |
| WOUNDED WARRIORS | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL | $5,000 | |
| GLOBAL ORPHAN PREVENTION | ||||||||
| 2603 HEDGEROW LANE | CLARKSVILLE | TN | 37043 | N/A | PC | GENERAL | $1,000 | |
| THE HIBISCUS FOUNDATION | ||||||||
| 2400 NE DIXIE HIGHWAY | JENSEN BEACH | FL | 34957 | N/A | PC | GENERAL | $1,000 | |
| WITTENBURG VILLAGE BENEVOLENT FUND | ||||||||
| 3150 SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | N/A | PC | GENERAL | $1,000 | |
| BISHOP ANDERSONHOUSE | ||||||||
| 707 S WOOD ST 101 | CHICAGO | IL | 60612 | N/A | PC | GENERAL | $1,000 | |
| ALLEGAN FOOD PANTRY | ||||||||
| 323 WATER STREET | ALLEGAN | MI | 49010 | N/A | PC | GENERAL | $1,000 | |
| WOUNDED WARRIORS | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL | $1,000 | |
| PEAK VISTA FOUNDATION | ||||||||
| 722 S WAHSATCH AVE | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL | $1,000 | |
| GLENKIRK ORGANIZATION | ||||||||
| 3660 COMMERICAL AVENUE | NORTHBROOK | IL | 60062 | N/A | PC | GENERAL | $1,000 | |
| ANTI CRUELTY SOCIETY | ||||||||
| 157 W GRAND AVENUE | CHICAGO | IL | 60654 | N/A | PC | GENERAL | $1,000 | |
| CAAEL | ||||||||
| 611 THOMAS | FOREST PARK | IL | 60130 | N/A | PC | GENERAL | $500 | |
| TEAM PAWS CHICAGO 2014 | ||||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | N/A | PC | GENERAL | $400 | |
| ST CYPRIAN SCHOOL | ||||||||
| 2561 CLINTON STREET | RIVER GROVE | IL | 60171 | N/A | PC | GENERAL | $1,000 | |
| GUERIN PREP HIGH SCHOOL | ||||||||
| 8001 W BELMONT AVE | RIVER GROVE | IL | 60034 | N/A | PC | GENERAL | $500 | |
| TRINITY CATHOLIC HIGH SCHOOL | ||||||||
| 7574 WEST DIVISION STREET | RIVER FOREST | IL | 60305 | N/A | PC | GENERAL | $100,000 | |
| PERMANENTLY DISABLED JOCKEY FUND | ||||||||
| PO BOX 803 | ELMURST | IL | 60126 | N/A | PC | GENERAL | $2,500 | |
| PROJECT HOPE 2014 BOSTON MARATHON TEAM | ||||||||
| 550 DUDLEY ST | ROXBURY | MA | 02119 | N/A | PC | GENERAL | $5,000 | |
| OPPORTUNITY KNOCKS | ||||||||
| 8020 MADISON ST | RIVER FOREST | IL | 60305 | N/A | PC | GENERAL | $20,000 | |
| GENEVA LAKE ASSOCIATION INC | ||||||||
| PO BOX 412 | LAKE GENEVA | WI | 53147 | N/A | PC | GENERAL | $250 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 38 SOUTH PEORIA STREET | CHICAGO | IL | 60607 | N/A | PC | GENERAL | $5,000 | |
| DOWNLINE MINISTRIES | ||||||||
| PO BOX 770296 | MEMPHIS | TN | 38177 | N/A | PC | GENERAL | $1,500 | |
| HOSPICE OF MARION COUNTY | ||||||||
| 3231 SW 34TH AVENUE | OCALA | FL | 34474 | N/A | PC | GENERAL | $5,000 | |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | N/A | PC | GENERAL | $500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE FL 17 | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $5,000 | |
| A BETTER CHICAGO | ||||||||
| 222 MERCHANDISE MART PLAZA SUITE | CHICAGO | IL | 60654 | N/A | PC | GENERAL | $3,000 | 1212 |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | ||||||||
| 205 WEST WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | N/A | PC | GENERAL | $5,000 | |
| THE ILLINOIS NETWORK OF CHARTER SCHOOLS | ||||||||
| 205 WEST RANDOLPH STREET SUITE 1340 | CHICAGO | IL | 60606 | N/A | PC | GENERAL | $500 | |
| TRINITY HIGH SCHOOL | ||||||||
| 7574 WEST DIVISION STREET | RIVER FOREST | IL | 60305 | N/A | PC | GENERAL | $10,000 | |
| AURORA UNIVERSITY | ||||||||
| 347 S GLADSTONE AVENUE | AURORA | IL | 60506 | N/A | PC | GENERAL | $10,000 | |
| LEGAL MOMENTUM | ||||||||
| 5 HANOVER SQUARE STE 1502 | NEW YORK | NY | 10004 | N/A | PC | GENERAL | $5,000 | |
| OAK PARK TEMPLE | ||||||||
| 1235 NORTH HARLEM AVENUE | OAK PARK | IL | 60302 | N/A | PC | GENERAL | $1,000 | |
| SARAH'S INN | ||||||||
| 311 HARRISON ST | OAK PARK | IL | 60304 | N/A | PC | GENERAL | $1,000 | |
| ACCESS LIVING | ||||||||
| 115 W CHICAGO AVENUE | CHICAGO | IL | 60654 | N/A | PC | GENERAL | $5,000 | |
| BOYS & GIRLS CLUB OF CHICAGO | ||||||||
| 550 W VAN BUREN STREET SUITE 350 | CHICAGO | IL | 60607 | N/A | PC | GENERAL | $25,000 | |
| GENEVA LAKE WATER SAFETY COMMITTEE INC | ||||||||
| PO BOX 412 | LAKE GENEVA | WI | 53147 | N/A | PC | GENERAL | $5,000 | |
| THE CIVIC FEDERATION | ||||||||
| 177 N STATE ST STE 400 | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $5,000 | |
| ST MARY APPALACHIA | ||||||||
| 5400 WALNUT AVE 402 | DOWNERS GROVE | IL | 60515 | N/A | PC | GENERAL | $300 | |
| NATIONAL MS SOCIETY GREATER ILLINOIS CHAPTER | ||||||||
| 525 W MONROE ST SUITE 900 | CHICAGO | IL | 60661 | N/A | PC | GENERAL | $500 | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 651 W WASHINGTON BLVD 400 | CHICAGO | IL | 60661 | N/A | PC | GENERAL | $10,000 | |
| RECEPTIONS FOR RESEARCH | ||||||||
| 315 N RACINE AVE SUITE 501 | CHICAGO | IL | 60607 | N/A | PC | GENERAL | $250 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 150 N MICHIGAN AVE STE 400 | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $2,500 | |
| BROTHER RICE HIGH SCHOOL | ||||||||
| 10001 SOUTH PULASKI ROAD | CHICAGO | IL | 60655 | N/A | PC | GENERAL | $15,000 | |
| KELLOGG SCHOOL OF MANAGEMENT | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | N/A | PC | GENERAL | $25,000 | |
| UIFOUNDATIONOPHTHALMOLOGY | ||||||||
| 1855 WEST TAYLOR STREET | CHICAGO | IL | 60612 | N/A | PC | GENERAL | $10,000 | |
| GILDA'S CLUB CHICAGO | ||||||||
| 205 WEST WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | N/A | PC | GENERAL | $5,000 | |
| UNITED METHODIST CHURCH | ||||||||
| 1 MUSIC CIRCLE NORTH | NASHVILLE | TN | 37203 | N/A | PC | GENERAL | $400 | |
| SHRINERS HOSPITALS FOR CHILDREN - TAMPA | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | GENERAL | $500 | |
| JACKSON CHANCE FOUNDATION | ||||||||
| 230 N MICHIGAN AVENUE 37TH FLOOR | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $1,000 | |
| BOYS & GIRLS CLUB OF CHICAGO | ||||||||
| 550 W VAN BUREN STREET SUITE 350 | CHICAGO | IL | 60607 | N/A | PC | GENERAL | $3,000 | |
| THE UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE CHICAGO IL 60637 | CHICAGO | IL | 60637 | N/A | PC | GENERAL | $1,000 | |
| GLOBAL BRIGADES | ||||||||
| 1099 E CHAMPLAIN DRIVE SUITE A-176 | FRESNO | CA | 93720 | N/A | PC | GENERAL | $1,500 | |
| FRIENDS OF PRENTICE | ||||||||
| 251 E HURON STREET SUITE 3-200 | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $300 | |
| LAMBS FARM | ||||||||
| 14245 W ROCKLAND ROAD | LIBERTYVILLE | IL | 60048 | N/A | PC | GENERAL | $5,000 | |
| US FUND FOR UNICEF | ||||||||
| 500 N MICHIGAN AVE SUITE 1000 | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $1,500 | |
| CENTER STAGE | ||||||||
| 400 E ILLINOIS ROAD | LAKE FOREST | IL | 60045 | N/A | PC | GENERAL | $4,000 | |
| FOODSTOCK COOL | ||||||||
| 127 W WATER STREET | WAUKEGAN | IL | 60085 | N/A | PC | GENERAL | $1,000 | |
| FRIENDS OF PRENTICE | ||||||||
| 251 E HURON STREET SUITE 3-200 | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $500 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | GENERAL | $1,000 | |
| FRIENDS OF PRENTICE | ||||||||
| 251 E HURON STREET SUITE 3-200 | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $40,000 | |
| EMG FUND | ||||||||
| 3060 NORTH SHORE DRIVE | WAYZATA | MN | 55391 | N/A | PC | GENERAL | $500 | |
| RIVER GROVE LIONS CLUB | ||||||||
| 8420 W FULLERTON AVE | RIVER GROVE | IL | 60171 | N/A | PC | GENERAL | $500 | |
| YMCA OF METROPOLITAN CHICAGO | ||||||||
| 205 W WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | N/A | PC | GENERAL | $5,000 | |
| ALYSSA R PAGANO MEMORIAL FOUNDATION | ||||||||
| 7301 W HARRISON | FOREST PARK | IL | 60130 | N/A | PC | GENERAL | $1,000 | |
| NEIGH SAVERS FOUNDATION INC | ||||||||
| 1547 PALOS VERDES MALL STE 259 | WALNUT CREEK | CA | 94597 | N/A | PC | GENERAL | $2,000 | |
| BETTER GOVERNMENT ASSOCIATION | ||||||||
| 223 WEST JACKSON BLVD | CHICAGO | IL | 60606 | N/A | PC | GENERAL | $5,000 | |
| PREPARING LEADERS OF TOMORROW | ||||||||
| 425 PARK AVENUE | NEW YORK | NY | 10022 | N/A | PC | GENERAL | $500 | |
| LEWIS UNIVERSITY | ||||||||
| 1 UNIVERSITY PARKWAY | ROMEOVILLE | IL | 60446 | N/A | PC | GENERAL | $5,000 | |
| TROTT USA | ||||||||
| 28241 CROWN VALLEY PKY ST F158 | LAGUNA NIGUEL | CA | 92677 | N/A | PC | GENERAL | $2,000 | |
| THE BRIDGE TEEN CENTER | ||||||||
| 15555 S 71ST CT | ORLAND PARK | IL | 60462 | N/A | PC | GENERAL | $500 | |
| 202020 | ||||||||
| PO BOX 96669 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL | $300 | |
| UNA-USABETTER WORLD FUND | ||||||||
| 1750 PENNSYLVANIA AVE NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL | $10,000 | |
| YWCA METROPOLITAN CHICAGO | ||||||||
| 1 N LASALLE ST | CHICAGO | IL | 60602 | N/A | PC | GENERAL | $5,000 | |
| OPPORTUNITY KNOCKS | ||||||||
| 100 PEACHTREE STREET NW SUITE 1500 | ATLANTA | GA | 30303 | N/A | PC | GENERAL | $500 | |
| CALIFORNIA YOUTH SERVICES | ||||||||
| 23282 MILL CREEK DRIVE SUITE 100 | LAGUNA HILLS | CA | 92653 | N/A | PC | GENERAL | $2,000 | |
| PATHWAYS FOUNDATION | ||||||||
| 150 N MICHIGAN AVENUE SUITE 2100 | CHICAGO | IL | 60601 | N/A | PC | GENERAL | $5,000 | |
| THE AMERICAN IRELAND FUND | ||||||||
| 205 WEST WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | N/A | PC | GENERAL | $5,000 | |
| SPECIAL OLYMPICS | ||||||||
| 605 E WILLOW ROAD | NORMAL | IL | 61761 | N/A | PC | GENERAL | $2,000 | |
| MARWEN | ||||||||
| 833 NORTH ORLEANS STREET | CHICAGO | IL | 60610 | N/A | PC | GENERAL | $5,000 | |
| ST CYPRIAN SCHOOL | ||||||||
| 2561 CLINTON STREET | RIVER GROVE | IL | 60171 | N/A | PC | GENERAL | $2,000 | |
| GUERIN PREP HIGH SCHOOL | ||||||||
| 8001 W BELMONT AVE | RIVER GROVE | IL | 60034 | N/A | PC | GENERAL | $1,000 | |
| ST FRANCIS HIGH SCHOOL | ||||||||
| 2130 W ROOSEVELT ROAD | WHEATON | IL | 60187 | N/A | PC | GENERAL | $1,000 | |
| PAUL SMITHS - GABRIEL'S VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 145 | GABRIELS | NY | 12939 | N/A | PC | GENERAL | $5,000 | |
| EVANS SCHOLARS | ||||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | N/A | PC | GENERAL | $25,000 | |
| COVENANT HOUSE | ||||||||
| PO BOX 96708 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL | $1,000 | |
| HAND-TO-HAND ETHIOPIAN RELIEF FUND | ||||||||
| 7710 NORTH SHERIDAN ROAD APT 401 | CHICAGO | IL | 60626 | N/A | PC | GENERAL | $2,000 | |
| WITTENBURG VILLAGE | ||||||||
| 3150 SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | N/A | PC | GENERAL | $10,000 | |
| WINGSSWEET HOME CHICAGO | ||||||||
| THREE FIRST NATIONAL PLAZA STE 4600 | CHICAGO | IL | 60602 | N/A | PC | GENERAL | $15,000 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 875 NORTH MICHIGAN AVENUE STE 3940 | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $5,000 | |
| METROPOLITAN PLANNING COUNCIL | ||||||||
| 140 SOUTH DEARBORN STE 1400 | CHICAGO | IL | 60603 | N/A | PC | GENERAL | $15,000 | |
| THE COMMITTEE OF 200 FOUNDATION | ||||||||
| 950 N MICHIGAN AVE STE 1575 | CHICAGO | IL | 60611 | N/A | PC | GENERAL | $10,000 | |
| ALS TDI | ||||||||
| 300 TECHNOLOGY SQ SUITE 400 | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL | $5,000 | |
| THE CHILDREN'S MEDICAL CENTER FOUNDATION | ||||||||
| 2777 STEMMOMS FREEWAY SUITE 700 | DALLAS | TX | 75207 | N/A | PC | GENERAL | $5,000 | |
| BENET ACADEMY | ||||||||
| 220 MAPLE AVENUE | LISLE | IL | 60532 | N/A | PC | GENERAL | $2,500 | |
| STS PETER & PAUL SCHOOL | ||||||||
| 201 E FRANKLIN AVENUE | NAPERVILLE | IL | 60540 | N/A | PC | GENERAL | $1,000 | |
| SS CYRIL AND METHODIUS PARISH | ||||||||
| 608 SOBIESKI ST | LEMONT | IL | 60439 | N/A | PC | GENERAL | $500 | |
| ST ALPHONSUS CATHOLIC CHURCH | ||||||||
| 1429 WELLINGTON AVE | CHICAGO | IL | 60657 | N/A | PC | GENERAL | $500 | |
| VANDERBILT UNIVERSITY | ||||||||
| 205 KIRKLAND HALL | NASHVILLE | TN | 37240 | N/A | PC | GENERAL | $50,000 | |
| ALSTDI | ||||||||
| 300 TECHNOLOGY SQ SUITE 400 | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $723,550 | 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 | $290 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,251 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $169,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $377,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $377,516 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $7,121,945 | EOYBookValueAmt |
| EOYFMV | $8,211,048 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH ADVISOR FEES | Desc |
| Revenue And Expenses Per Books | $64,577 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64,577 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,603 | $2,603 | $0 |
| FEDERAL TAXES | $13,518 | $0 | $0 |
Comments