GIL & OLY AVIDAR FOUNDATION LTD: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GIL & OLY AVIDAR FOUNDATION LTD (EIN 36-4482156)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-19
- IRS object ID
- 201531709349100103
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-19T12:36:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8707 SKOKIE BLVD - SUITE 400 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600772269 | 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 | 364482156 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIL & OLY AVIDAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIL& | BusinessNameControlTxt |
| Phone | 8479666129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 LYONS STREET | AddressLine1Txt |
| City | MORTON GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60053 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GIL AVIDAR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8479666129 | PhoneNum |
| Signature | 2015-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON SCHWARTZ | PreparerPersonNm |
| PTIN | P00258024 | PTIN |
| Phone | 8476762000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,547 | 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 |
| Dividends Rev And Expnss | $3,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $493 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,567 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $115 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,343 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,865 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,637 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,381 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $74,146 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,311 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,166 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $78,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,547 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $78,783 | RetainedEarningBOYAmt |
| Retained Earning EOY | $78,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $78,692 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN GLOBAL HIGH INCOME | P | 2013-06-25 | 2014-06-02 | $2,894 | $2,833 | $61 | $61 |
| COHEN & STEERS TOTAL RETURN RLTY | P | 2014-06-18 | 2014-06-18 | $1 | $1 | $0 | $0 |
| PIMCO REAL ESTATE REAL ESTATE REAL RETURN | P | 2014-01-01 | 2014-03-20 | $2,896 | $3,516 | -$620 | -$620 |
| BMO CORPORATE INCOME FUND CL | P | 2012-01-26 | 2014-10-10 | $1,000 | $969 | $31 | $31 |
| COHEN & STEERS TOTAL RETURN RLTY | P | 2012-10-26 | 2014-09-16 | $3,224 | $2,783 | $441 | $441 |
| PIMCO REAL ESTATE REAL ESTATE REAL RETURN | P | 2013-03-14 | 2014-03-20 | $2,038 | $2,474 | -$436 | -$436 |
| CAPITAL GAIN DIVIDENDS | P | 2013-01-01 | 2014-12-31 | $1,016 | $1,016 | $1,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $493 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$559 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,129 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $79,181 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026888 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,214 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $72,447 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030560 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $77,659 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020281 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $76,987 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018834 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $75,380 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.014593 | DistributionYr5Rt |
| Total Distribution | 0.111156 | TotalDistributionRt |
| Average Distribution | 0.022231 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $85,273 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,896 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,926 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,865 | 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 | $30 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $30 | AppliedToEsTaxAmt |
| Total Payments And Credits | $30 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GIL AVIDAR | IndividualWithBooksNm |
| Phone | 8479666129 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 LYONS STREET | AddressLine1Txt |
| City | MORTON GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| GIL AVIDAR | ||||||||
| 6500 LYONS STREET | MORTON GROVE | IL | 60053 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| OLY AVIDAR | ||||||||
| 6500 LYONS STREET | MORTON GROVE | IL | 60053 | V.P./DIRECTOR | 0.00 | $0 | $0 | $0 |
| SAMUEL AVIDAR | ||||||||
| 6500 LYONS STREET | MORTON GROVE | IL | 60053 | SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $81,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,572 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,264 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30 | TotalTaxAmt |
| Distributable Before Adj | $4,234 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,234 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,234 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,865 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,865 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,835 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,865 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,369 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CONGREGATION OR SIMCHA | ||||||||
| 237 THELIN CT | WILMETTE | IL | 60091 | NONE | PC | CHARITABLE | $1,915 | |
| NATIONAL MULTIPLE SCLEROSIS | ||||||||
| 8111 N STADIUM DR 3100 | HOUSTON | TX | 77054 | NONE | PC | CHARITABLE | $50 | |
| SUMMIT FOUNDATION | ||||||||
| 2100 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20037 | NONE | PC | CHARITABLE | $200 | 525 |
| SYNAGOGUE OF THE SUMMIT | ||||||||
| PO BOX 4625 | FRISCO | CO | 80443 | NONE | PC | CHARITABLE | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,315 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,074 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $493 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,567 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,567 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $76,311 | BookValueAmt |
| EOYFMV | $84,166 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ILLINOIS ATTORNEY GENERAL | $115 | $0 | $0 | $0 |
| ILLINOIS SECRETARY OF STATE | $13 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX BASED ON INVESTMENT INCOME | $101 | $0 | $0 | $0 |
| FOREIGN TAXES | $14 | $14 | $0 | $0 |