WEDNER FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WEDNER FAMILY FOUNDATION (EIN 26-3863441)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201543139349100744
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T14:21:26-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NORTH MICHIGAN AVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 | 263863441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEDNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARCUS D WEDNER | InCareOfNm |
| Business Name Control | WEDN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 544 W DICKENS AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCUS D WEDNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3128737320 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William J Runowski | PreparerPersonNm |
| PTIN | P01395005 | PTIN |
| Phone | 3126420006 | 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 | $2,438,667 | 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 | $567,837 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $553,937 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $238,982 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $602,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $269,369 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,449 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,224 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $874 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $374 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,309 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,224 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $462,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,433,955 | CashBOYAmt |
| Cash EOY | $703,788 | CashEOYAmt |
| Cash EOYFMV | $703,788 | CashEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $139,802 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $199,586 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,534,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,547,006 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $185,714 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $187,445 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $187,873 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,760 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,962,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,425,811 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,438,667 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,962,817 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,425,811 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,962,817 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,425,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,962,817 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,425,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,962,817 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $462,994 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,425,811 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,425,811 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| GRESHAM GLOBAL EQUITY STRAT LP | P | 2010-01-01 | 2014-12-31 | $378 | -$378 | -$378 | |
| 1464 SHS: AMERICAN INTL GROUP | D | 2014-12-18 | 2014-12-24 | $49,269 | $31,227 | $31,227 | $80,496 |
| 2025 SHS: APPLIED MATERIALS | D | 2014-12-18 | 2014-12-24 | $22,068 | $28,508 | $28,508 | $50,576 |
| 1240 SHS: FRANKLIN RESOURCES | D | 2014-12-18 | 2014-12-24 | $46,252 | $24,110 | $24,110 | $70,362 |
| 2732 SHS: INTEL CORPORATION | D | 2014-12-18 | 2014-12-24 | $57,209 | $43,209 | $43,209 | $100,418 |
| 1407 SHS: JPMORGAN CHASE BANK | D | 2014-12-18 | 2014-12-24 | $49,786 | $37,599 | $37,599 | $87,385 |
| 350 SHS: STARWOOD HOTELS | D | 2014-12-18 | 2014-12-24 | $16,646 | $11,137 | $11,137 | $27,783 |
| 225 SHS: TIFFANY & COMPANY | D | 2014-12-18 | 2014-12-24 | $11,321 | $11,980 | $11,980 | $23,301 |
| 2059 SHS: WELLS FARGO & CO | D | 2014-12-18 | 2014-12-24 | $62,026 | $51,590 | $51,590 | $113,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $238,982 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,696 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,312,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09347 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $341,347 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03662 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,752 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $237,908 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057804 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,912 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $272,935 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054636 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,494 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $219,044 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070735 | DistributionYr5Rt |
| Total Distribution | 0.313265 | TotalDistributionRt |
| Average Distribution | 0.062653 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,915,714 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,025 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,625 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,650 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $136,564 | 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 | $2,625 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,625 | SubtotalAmt |
| Tax Based On Investment Income | $2,625 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,763 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $3,131 | OverpaymentAmt |
| Applied To ES Tax | $3,131 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUS D WEDNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128737300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 544 W DICKENS AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Marcus D Wedner | ||||||||
| 544 W DICKENS AVE | CHICAGO | IL | 60614 | PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
| Anne T Wedner | ||||||||
| 544 W DICKENS AVE | CHICAGO | IL | 60614 | SECRETARY, TREASURER, Director | 0 | $0 | $0 | $0 |
| Phil Perelmuter | ||||||||
| 65 Paul Revere Road | Needham | MA | 02494 | director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,363,373 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $579,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,880 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,944,887 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,944,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,915,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,625 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,625 | TotalTaxAmt |
| Distributable Before Adj | $93,161 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,161 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,161 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,564 | 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 | $136,564 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,625 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $133,939 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,161 | 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 | $2,830 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,265 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,963 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $57,936 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,994 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $136,564 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $93,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,403 | RemainingDistriFromCorpusAmt |
| Total Corpus | $107,397 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,830 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,567 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,265 | ExcessFromYear4Amt |
| Excess From Year3 | $1,963 | ExcessFromYear3Amt |
| Excess From Year1 | $57,936 | ExcessFromYear1Amt |
| Excess From Current Year | $43,403 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARCUS D WEDNER | ContributingManagerNm |
| Contributing Manager | ANNE T WEDNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRANCIS W PARKER SCHOOL | ||||||||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $10,800 | |||||
| BETTER GOVERNMENT ASSOCIATION | ||||||||||||
| 223 W JACKSON BLVD STE 900 | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $5,000 | |||||
| INVEST FOR KIDS | ||||||||||||
| 875 N MICHIGAN AVE STE 3400 | CHICAGOI | IL | 60611 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $1,200 | |||||
| JEWISH UNITED FUND | ||||||||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $10,000 | |||||
| HAVARD UNIVERSITY | ||||||||||||
| HAVARD UNIVERSITY | CAMBRIDGE | MA | 02138 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $67,000 | |||||
| SGA YOUTH & FAMILY SERVICES | ||||||||||||
| 11 E ADAMS ST 1500 | CHICAGO | IL | 60603 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $15,000 | |||||
| TEMPLE JEREMIAH | ||||||||||||
| 937 HAPP RD | NORTHFIELD | IL | 60093 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $1,250 | |||||
| THE LANCASTER FOUNDATION | ||||||||||||
| 24 W KING ST 201 | LANCASTER | PA | 17603 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $2,500 | |||||
| MAKE A WISH FOUNDATION | ||||||||||||
| 640 NORTH LASALLE DR SUITE 280 | CHICAGO | IL | 60654 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $100 | |||||
| THE SAPLING FOUNDATION | ||||||||||||
| 250 HUDSON STREET SUITE 1002 | NEW YORK | NY | 10013 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $14,500 | |||||
| THE RENAISSANCE SOCIETY | ||||||||||||
| 5811 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $750 | |||||
| THE JAZZ BAKERY | ||||||||||||
| 1836 BENEDICT CANYON DRIVE | BEVERLY HILLS | CA | 902102007 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $2,000 | |||||
| THE CHICAGO COUNCIL ON GLOBAL AFFAIRS | ||||||||||||
| 332 S MICHIGAN AVENUE | CHICAGO | IL | 606044416 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $2,500 | SUITE 1100 | ||||
| CHICAGO DEBATE COMMISSION | ||||||||||||
| 332 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $500 | |||||
| THE HOMESTEAD | ||||||||||||
| NONE | PC | TO FURTHER PROGRAM SERVICES. | $540 | 150 STRAND STREET | CAPE TOWN | SF | 8008 | |||||
| ASC | ||||||||||||
| ASC | CHICAGO | IL | 60601 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $700 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,340 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,337 | 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 | $4,637 | 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 | $35,024 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,024 | 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 | MARCUS WEDNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 KENT ROAD | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $567,837 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $567,837 | FairMarketValueAmt |
| Received | 2014-12-18 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY SHORT TERM BOND | BondNm |
| EOY Book Value | $187,445 | EOYBookValueAmt |
| EOYFMV | $187,873 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI | $424,578 | $397,536 |
| JD COM INC | $18,912 | $18,072 |
| ISHARES MSCI EAFE | $424,354 | $387,733 |
| RYDEX ETF TRUST | $666,734 | $743,665 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GRESHAM GLOBAL EQUITY | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PENALTIES & INTEREST | $46 | |
| GRESHAM GLOBAL EQUITY STRAT LP | $158 | $4,309 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $500 | |
| ILLIONIS EXCESE TAX | $374 | $374 |
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