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THE SMITH FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE SMITH FAMILY FOUNDATION (EIN 36-4401344)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-27
IRS object ID
201402399349100010
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-27T15:12:00-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 W 22ND ST STE 1100AddressLine1
CityOAK BROOKCity
StateILState
ZIP Code60523ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364401344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SMITH FAMILY FOUNDATION ICO TODD A SMITHBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSMITBusinessNameControlTxt
Phone3122369381PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 W WELLINGTONAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60657ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOOD SMITHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3122369381PhoneNum
Signature2014-08-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES C BEIENPreparerPersonNm
PTINP00095595PTIN
Phone6305738600PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$426,977FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$350,031ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,082DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,082DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$351,129TotalRevAndExpnssAmt
Total Net Invst Incm$1,098TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$16TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$273,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$273,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$273,316TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$273,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$77,813ExcessRevenueOverExpensesAmt
Net Investment Income$1,063NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$309,184SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$386,997SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$386,997SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$32,285CorporateStockBOYAmt
Corporate Stock EOY$39,980CorporateStockEOYAmt
Corporate Stock EOYFMV$39,980CorporateStockEOYFMVAmt
Total Assets BOY$341,469TotalAssetsBOYAmt
Total Assets EOY$426,977TotalAssetsEOYAmt
Total Assets EOYFMV$426,977TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$341,469RetainedEarningBOYAmt
Retained Earning EOY$426,977RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$341,469TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$426,977TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$341,469TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$426,977TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$341,469TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$77,813ExcessRevenueOverExpensesAmt
Other Increases$7,695OtherIncreasesAmt
Subtotal$426,977SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$426,977TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$47,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$152,242NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.312003DistributionYr1Rt
Adjusted Qlfy Distri Yr2$302,490AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$168,537NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.794799DistributionYr2Rt
Adjusted Qlfy Distri Yr3$133,990AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$159,729NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.838858DistributionYr3Rt
Adjusted Qlfy Distri Yr4$112,962AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$243,949NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.463056DistributionYr4Rt
Adjusted Qlfy Distri Yr5$80,317AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$256,103NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.313612DistributionYr5Rt
Total Distribution3.722328TotalDistributionRt
Average Distribution0.744466AverageDistributionRt
Net Vl Noncharitable Assets$202,947NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$151,087AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$151,098AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$273,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$11InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$11TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTODD SMITHIndividualWithBooksNm
Phone3122369381PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1333 W WELLINGTONAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60657ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TODD A SMITH
333 W WELLINGTONCHICAGOIL60657DIRECTOR & PRESIDENT0.00$0$0$0
MARCIA L FRIEDL
333 W WELLINGTONCHICAGOIL60657DIRECTOR & SECRETARY0.00$0$0$0
JOSEPH A POWER JR
344 W WELLINGTONCHICAGOIL60657DIRECTOR & TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$36,133AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$169,905AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$206,038TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$206,038AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,091CashDeemedCharitableAmt
Net Vl Noncharitable Assets$202,947NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,147MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,147MinimumInvestmentReturnAmt
Tax Based On Investment Income$11TaxBasedOnInvestmentIncomeAmt
Total Tax$11TotalTaxAmt
Distributable Before Adj$10,136DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,136DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,136DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$273,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$273,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$11PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$273,239AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,136DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$67,618ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$100,791ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$126,024ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$294,083ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$40,053ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$628,569TotalExcessDistributionCyovAmt
Qualifying Distributions$273,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,136AppliedToCurrentYearAmt
Remaining Distri From Corpus$263,114RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$891,683TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$67,618ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$824,065ExcessDistriCyovToNextYrAmt
Excess From Year4$100,791ExcessFromYear4Amt
Excess From Year3$126,024ExcessFromYear3Amt
Excess From Year2$294,083ExcessFromYear2Amt
Excess From Year1$40,053ExcessFromYear1Amt
Excess From Current Year$263,114ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTODD A SMITHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LOYOLA UNIVERSITY
1032 W SHERIDAN RDCHICAGOIL60660UNRESTRICTED$110,000
FW PARKER SCHOOL
330 W WEBSTERCHICAGOIL60614UNRESTRICTED$15,000
HIGH JUMP
59 W NORTH BLVDCHICAGOIL60610UNRESTRICTED$20,000
CYCLE FOR SURVIVAL
633 THIRD AVENEW YORKNY10017UNRESTRICTED$250
NATIONAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011UNRESTRICTED$20,000
PUBLIC JUSTICE
1825 K STREET NWWASHINGTONDC20006UNRESTRICTED$15,000
WESLEYAN UNIVERSITY
45 WYLLYSMIDDLETONCT06459UNRESTRICTED$42,500
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208SCHOLARSHIP$36,000
MIKVA CHALLENGE FOUNDATION
332 S MICHIGAN AVE 400CHICAGOIL60604UNRESTRICTED$1,000
NATIONAL CENTER FOR STATE COURTS
300 NEWPORT AVEWILLIAMSBURGVA23185UNRESTRICTED$10,000
ERIE FAMILY HEALTH CENTERS
1701 W SUPERIOR STCHICAGOIL60622UNRESTRICTED$500
GREATER ORGANIZATION FOR THE LESS FORTUNATE
PO BOX 139GOLFIL60029UNRESTRICTED$500
CITIZEN ACTION
27 E MONROE STREETCHICAGOIL60602UNRESTRICTED$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$273,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,082ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,098ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,098TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTODD SMITH MARCIA FRIEDLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1333 W WELLINGTONAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60657ZIPCode
FieldValueIRS element (for citing)
Total Contributions$350,031TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERCK COMMON STOCK$31,481$31,481
EXPRESS SCRIPTS$8,499$8,499

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REPORT FILING FEE$15$0$0
INVESTMENT FEES$35$35$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionCHANGE IN MARKET VALUES OF STOCKDescription
Amount$7,695Amount

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTODD SMITHMARCIA FRIEDLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 W WELLINGTONAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60657ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISECategoryTxt
Amt$16Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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