DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION (EIN 36-7483654)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201523159349100602
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T08:43:30-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPARD SCHWARTZ & HARRIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N WACKER DRIVE - 14TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061700 | 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 | 367483654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUORE E MANI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER AND JOAN VILIM | InCareOfNm |
| Business Name Control | CUOR | BusinessNameControlTxt |
| Phone | 3129484504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE VILIM | PersonNm |
| Person Title | officer | PersonTitleTxt |
| Phone | 3129484504 | PhoneNum |
| Signature | 2015-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stan Lazar | PreparerPersonNm |
| PTIN | P00632513 | PTIN |
| Phone | 3127268353 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,411,680 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,003,874 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $40,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $339,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,411,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $339,146 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,383,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $379,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,833 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $550 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $550 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,433 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,667 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,254,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,224 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $440,222 | CashBOYAmt |
| Cash EOY | $101,840 | CashEOYAmt |
| Cash EOYFMV | $101,840 | CashEOYFMVAmt |
| Corporate Stock BOY | $917,205 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,220,606 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,309,840 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,357,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,322,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,411,680 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,357,427 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,322,446 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,357,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,322,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,357,427 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,322,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,357,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,254,431 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,611,858 | SubtotalAmt |
| Other Decreases | $289,412 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,322,446 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 40.0 SHS ALEXION PHARMACEUTICALS INC | D | 2014-12-11 | $7,775 | $1,260 | $6,515 | $6,515 | |
| 32.0 SHS ALIBABA GROUP HLDG | D | 2014-12-11 | $3,402 | $2,727 | $675 | $675 | |
| 32.0 SHS AMAZON COM | D | 2014-12-11 | $9,927 | $2,725 | $7,202 | $7,202 | |
| 40.0 SHS BAIDU INC | D | 2014-12-11 | $9,218 | $2,843 | $6,375 | $6,375 | |
| 31.0 SHS BIOGEN IDEC INC | D | 2014-12-11 | $10,799 | $2,958 | $7,841 | $7,841 | |
| 149.0 SHS BRISTOL MYERS SQUIBB | D | 2014-12-11 | $8,990 | $7,127 | $1,863 | $1,863 | |
| 269.0 SHS CABOT OIL & GAS | D | 2014-12-11 | $8,024 | $8,677 | -$653 | -$653 | |
| 89.0 SHS CELGENE CORP | D | 2014-12-11 | $10,473 | $1,983 | $8,490 | $8,490 | |
| 151.0 SHS COGNIZANT TECHNOLOGY SOLUTIONS | D | 2014-12-11 | $7,844 | $3,759 | $4,085 | $4,085 | |
| 550.358 SHS COLUMBIA ACORN | D | 2014-12-03 | $20,000 | $16,092 | $3,908 | $3,908 | |
| 8503.281 SHS COLUMBIA ACORN | D | 2014-12-12 | $264,452 | $243,908 | $20,544 | $20,544 | |
| 606.834 SHS COLUMBIA SMALL CAP | P | 2014-12-03 | $18,284 | $16,160 | $2,124 | $2,124 | 2008-02-06 |
| 1614.044 SHS COLUMBIA SMALL CAP | P | 2014-12-03 | $48,631 | $52,500 | -$3,869 | -$3,869 | |
| 109.0 SHS FACEBOOK INC | D | 2014-12-11 | $8,539 | $2,213 | $6,326 | $6,326 | |
| 181.0 SHS FASTENAL CO | D | 2014-12-11 | $8,441 | $7,916 | $525 | $525 | |
| 97.0 SHS FMC TECHNOLOGIES INC | D | 2014-12-11 | $4,382 | $2,120 | $2,262 | $2,262 | |
| 54.0 SHS ILLUMINA INC | D | 2014-12-11 | $10,136 | $7,431 | $2,705 | $2,705 | |
| 2065.0 SHS ISHARES MSCI EMERGING MKTS INDEX | P | 2014-12-17 | $79,380 | $80,890 | -$1,510 | -$1,510 | |
| 700.0 SHS ISHARES MSCI EMERGING MKTS INDEX | P | 2014-12-17 | $26,909 | $27,485 | -$576 | -$576 | 2014-12-11 |
| 250.0 SHS ISHARES RUSSELL 1000 GROWTH | P | 2014-07-18 | $22,768 | $21,464 | $1,304 | $1,304 | |
| 125.0 SHS ISHARES RUSSELL 2000 VALUE | P | 2014-07-18 | $12,458 | $12,093 | $365 | $365 | 2013-12-19 |
| 50.0 SHS ISHARES RUSSELL 2000 VALUE | P | 2014-07-18 | $4,983 | $4,977 | $6 | $6 | 2014-01-23 |
| 49.0 SHS LINKEDIN CORP | D | 2014-12-11 | $10,725 | $4,925 | $5,800 | $5,800 | |
| 41.0 SHS MERCADOLIBRE INC | D | 2014-12-11 | $5,617 | $4,542 | $1,075 | $1,075 | |
| 95.0 SHS MICHAEL KORS HLDGS | D | 2014-12-11 | $7,305 | $4,482 | $2,823 | $2,823 | |
| 63.0 SHS MONSANTO CO | D | 2014-12-11 | $7,612 | $6,068 | $1,544 | $1,544 | |
| 52.0 SHS NIKE INC | D | 2014-12-11 | $5,093 | $5,013 | $80 | $80 | |
| 72.0 SHS PHARMACYCLICS INC | D | 2014-12-11 | $9,846 | $6,611 | $3,235 | $3,235 | |
| 25.0 SHS PRECISION CASTPARTS CORP | D | 2014-12-11 | $5,874 | $3,309 | $2,565 | $2,565 | |
| 11.0 SHS PRICELINE GROUP INC | D | 2014-12-11 | $12,379 | $1,351 | $11,028 | $11,028 | |
| 148.0 SHS SALESFORCE COM | D | 2014-12-11 | $8,296 | $2,437 | $5,859 | $5,859 | |
| 104.0 SHS SPLUNK INC | D | 2014-12-11 | $6,171 | $4,981 | $1,190 | $1,190 | |
| 116.0 SHS TRACTOR SUPPLY | D | 2014-12-11 | $9,108 | $7,115 | $1,993 | $1,993 | |
| 198.0 SHS TWITTER INC | D | 2014-12-11 | $7,299 | $7,970 | -$671 | -$671 | |
| 16,666.667 UNITS CMG ULTRA SHORT TERM BOND | P | 2014-02-03 | $150,000 | $149,833 | $167 | $167 | 2014-01-24 |
| 2,777.778 UNITS CMG ULTRA SHORT TERM BOND | P | 2014-04-25 | $25,000 | $24,972 | $28 | $28 | 2014-01-24 |
| 5,000.0 UNITS CMG ULTRA SHORT TERM BOND | P | 2014-08-18 | $45,000 | $44,950 | $50 | $50 | 2014-01-24 |
| 2,251.884 UNITS CMG ULTRA SHORT TERM BOND | P | 2014-12-31 | $20,244 | $20,244 | 2014-01-24 | ||
| 93.0 SHS VERTEX PHARMACEUTICALS | D | 2014-12-11 | $11,298 | $6,049 | $5,249 | $5,249 | |
| 36.0 SHS VISA INC | D | 2014-12-11 | $9,539 | $3,064 | $6,475 | $6,475 | |
| 74.0 SHS VMWARE INC | D | 2014-12-11 | $5,883 | $5,254 | $629 | $629 | |
| 13,661.202 SHS COLUMBIA CONVERTIBLE SECURITIES | D | 2014-12-12 | $254,918 | $150,000 | $104,918 | $104,918 | |
| 135.0 SHS ARM HLDGS PLC | D | 2014-12-11 | $6,107 | $6,028 | $79 | $79 | |
| 33.0 SHS ARM HLDGS PLC | D | 2014-12-11 | $1,493 | $1,299 | $194 | $194 | |
| 1165.396 SHS TOUCHSTONE MID CAP VALUE OPPORTUNITIES FUND | P | 2014-07-01 | $20,103 | $20,000 | $103 | $103 | 2013-04-10 |
| 2967.90 SHS TOUCHSTONE MID CAP VALUE OPPORTUNITIES FUND | P | 2014-07-01 | $51,196 | $52,600 | -$1,404 | -$1,404 | |
| CAPITAL GAIN DIVIDENDS | P | $109,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $339,146 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,138 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $504,704 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.180577 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $451,223 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.144053 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $540,429 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.185038 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,155 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $585,326 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.196737 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $547,159 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.092478 | DistributionYr5Rt |
| Total Distribution | 0.798883 | TotalDistributionRt |
| Average Distribution | 0.159777 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,478,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $236,243 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,622 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,865 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,667 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,244 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,244 | SubtotalAmt |
| Tax Based On Investment Income | $7,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $7,257 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER AND JOAN VILIM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129484504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PETER M VILIM | ||||||||
| 171 HAWTHORNE | ELMHURST | IL | 60126 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 |
| JOAN M VILIM | ||||||||
| 171 HAWTHORNE | ELMHURST | IL | 60126 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM RELATED INTESTMENTS, ACCORDINGLY, THERE IS NO RELEVANT STATISTICAL INFORMATION | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM RELATED INVESTMENTS, THEREFORE, NO INCOME WAS PRODUCED BY ANY PROGRAM RELATED INVESTMENTS | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,466,396 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,501,098 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,501,098 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,478,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,244 | TotalTaxAmt |
| Distributable Before Adj | $66,685 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,685 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,685 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,667 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $111,667 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $111,667 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,404 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,324 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,459 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,685 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,961 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $292,833 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,667 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $66,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,982 | RemainingDistriFromCorpusAmt |
| Total Corpus | $337,815 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,404 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $314,411 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,324 | ExcessFromYear4Amt |
| Excess From Year3 | $73,459 | ExcessFromYear3Amt |
| Excess From Year2 | $42,685 | ExcessFromYear2Amt |
| Excess From Year1 | $66,961 | ExcessFromYear1Amt |
| Excess From Current Year | $44,982 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER M AND JOAN M VILIM | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER AND JOAN VILIM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3129484504 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT ORGANIZATIONS MUST BE QUALIFIED 501(C)(3) ORGS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED STATEMENT | AddressLine1Txt |
| Address Line2 | SEE ATTACHED STATEMENT | AddressLine2Txt |
| City | SEE ATTACHED | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | ALL QUALIFIED 501(C)(3) ORGANIZATIONS | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | MEDICAL, EDUCATIONAL | GrantOrContributionPurposeTxt |
| Amt | $111,667 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,667 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $339,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $379,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,657 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PETER AND JOAN VILIM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 HAWTHORNE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,003,874 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES-SEE ATTACHED | NoncashPropertyDesc |
| Fair Market Value | $1,002,274 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX VARIANCE ON DONATED STOCK SALES | Desc |
| Amt | $289,412 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $15,833 | Amt |
| Net Investment Income | $15,833 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IL CHARITY FUND | $15 | $15 |
| FEDERAL TAX | $535 | $535 |
Comments