CAROL LAVIN BERNICK FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CAROL LAVIN BERNICK FAMILY FOUNDATION (EIN 36-4134174)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-10-15
- IRS object ID
- 201402899349100655
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-10-15T16:57:53-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364134174 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL BERNICK FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O POLISHED NICKEL CAPITAL MGMT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARO | NameControl |
| Phone | 7084503434 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER NO 840 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL BERNICK | Name |
| Title | PRESIDENT | Title |
| Phone | 7084503434 | Phone |
| Date Signed | 2014-10-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NORA STAPLETON | Name |
| PTIN | P00081812 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2014-10-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8583876 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 597 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 597 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 259590 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 259590 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 584809 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5367850 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 584809 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 180 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 180 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 845176 | TotalRevenueAndExpenses |
| Total Net Investment Income | 845176 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5889 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 13281 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 56527 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 75697 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 790600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 790600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 866297 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 790600 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -21121 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 845176 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 446924 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 331261 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 331261 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 7483092 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7577634 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8252615 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 7930016 | TotalAssetsBOY |
| Total Assets EOY | 7908895 | TotalAssetsEOY |
| Total Assets EOYFMV | 8583876 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7930016 | UnrestrictedBOY |
| Unrestricted EOY | 7908895 | UnrestrictedEOY |
| Total Net Assets BOY | 7930016 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7908895 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7930016 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7908895 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7930016 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -21121 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 7908895 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7908895 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH - CAPITAL GAIN DISTRIBUTION | P | 2012-01-01 | 2013-11-30 | 1721 | 1721 | 1721 | |
| MERRILL LYNCH - STOCK SALES | P | 2012-12-01 | 2013-11-30 | 5366129 | 583088 | 583088 | 4783041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 584809 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1045172 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8456297 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.123597 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 365798 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8703488 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042029 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 304427 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7767147 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.039194 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 368557 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4989307 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.073869 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 391463 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7718462 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050718 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.329407 | TotalDistributionRatio |
| Average Distribution Ratio | 0.065881 | AverageDistributionRatio |
| Net Noncharitable Assets | 8305711 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 547189 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8452 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 555641 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 790600 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 8452 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8452 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 8452 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6214 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3500 | TaxPaidWithExtension |
| Total Credits And Payments | 9714 | TotalCreditsAndPayments |
| Overpayment | 1262 | Overpayment |
| Amount Credited To Next Year | 1262 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SARAH KIRK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3124777603 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE SUITE 840 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | CAROL BERNICK | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER STE 840 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/TREAS | Title |
| Avg Hours Per Wk Devoted To Position | 0.10 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7950593 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 481601 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8432194 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8432194 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 126483 | CashDeemedCharitable |
| Net Noncharitable Assets | 8305711 | NetNoncharitableAssets |
| Minimum Investment Return | 415286 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 415286 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8452 | TaxBasedOnInvestmentIncome |
| Total Tax | 8452 | TotalTax |
| Distributable Amount Before Adj | 406834 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 406834 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 406834 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 790600 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 790600 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 8452 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 782148 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 406834 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 340354 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 340354 | TotalExcessDistriCarryover |
| Qualifying Distributions | 790600 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 406834 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 383766 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 724120 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 724120 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 340354 | ExcessFromYear1 |
| Excess From Current Year | 383766 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (119 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FRIENDS OF PRENTICE | |||||||
| 251 E HURON STREET SUITE 3-200 | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $38,000 |
| FRIENDS OF PRENTICE | |||||||
| 251 E HURON STREET SUITE 3-200 | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $700 |
| TRINITY CATHOLIC HIGH SCHOOL | |||||||
| 7574 W DIVISION ST | RIVER FOREST | IL | 60305 | N/A | EXEMPT | GENERAL | $25,000 |
| MERCY HOME FOR BOYS & GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | N/A | EXEMPT | GENERAL | $5,000 |
| SOS CHILDREN'S VILLAGES IL | |||||||
| 216 W JACKSON STE 925 | CHICAGO | IL | 60606 | N/A | EXEMPT | GENERAL | $2,000 |
| REHABILITATION INSTITUTE OF CHICAGO | |||||||
| 345 E SUPERIOR ST | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $10,000 |
| CHICAGO FOUNDATION FOR WOMEN | |||||||
| 1 E UPPER WACKER DR | CHICAGO | IL | 60601 | N/A | EXEMPT | GENERAL | $5,000 |
| SOUTHWEST COMMUNITY SERVICES INC | |||||||
| 6755 PROSPERI DRIVE | TINLEY PARK | IL | 60477 | N/A | EXEMPT | GENERAL | $7,000 |
| COVENANT HOUSE | |||||||
| PO BOX 96708 | WASHINGTON DC | DC | 20090 | N/A | EXEMPT | GENERAL | $300 |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||
| 205 W WACKER DRIVE STE 1400 | CHICAGO | IL | 60606 | N/A | EXEMPT | GENERAL | $5,000 |
| THE CHICAGO COUNCIL ON GLOBAL AFFAIRS | |||||||
| 322 S MICHIGAN AVE 1100 | CHICAGO | IL | 60604 | N/A | EXEMPT | GENERAL | $7,500 |
| CITY YEAR CHICAGO | |||||||
| 36 S WABASH 1500 | CHICAGO | IL | 60603 | N/A | EXEMPT | GENERAL | $7,500 |
| LEGAL MOMENTUM | |||||||
| 395 HUDSON STREET | NEW YORK | NY | 10014 | N/A | EXEMPT | GENERAL | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 150 N MICHIGAN AVE STE 400 | CHICAGO | IL | 60601 | N/A | EXEMPT | GENERAL | $500 |
| CATHOLIC THEOLOGICAL UNION | |||||||
| 5401 S CORNELL AVE | CHICAGO | IL | 60615 | N/A | EXEMPT | GENERAL | $5,000 |
| AURORA UNIVERSITY | |||||||
| 347 SOUTH GLADSTONE AVENUE | AURORA | IL | 60506 | N/A | EXEMPT | GENERAL | $10,000 |
| STEPPENWOLF THEATER COMPANY | |||||||
| 1650 N HALSTED ST | CHICAGO | IL | 60614 | N/A | EXEMPT | GENERAL | $5,000 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 1301 PENNSYLVANIA AVE NW STE 800 | WASHINGTON DC | DC | 20004 | N/A | EXEMPT | GENERAL | $300 |
| US FUND FOR UNICEF | |||||||
| 500 N MICHIGAN AVE SUITE 1000 | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $10,000 |
| GENEVA LAKE CONSERVANCY | |||||||
| 398 MILL STREET PO BOX 388 | FONTANA | WI | 53125 | N/A | EXEMPT | GENERAL | $4,000 |
| THE NIGHT MINISTRY | |||||||
| 4711 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | N/A | EXEMPT | GENERAL | $2,500 |
| GENEVA LAKE ASSOCIATION INC | |||||||
| PO BOX 412 | LAKE GENEVA | WI | 53147 | N/A | EXEMPT | GENERAL | $250 |
| NATIONAL MS SOCIETY GREATER ILLINOIS CHAPTER | |||||||
| 525 W MONROE ST SUITE 900 | CHICAGO | IL | 60661 | N/A | EXEMPT | GENERAL | $250 |
| THE CHICAGO COMMUNITY TRUST | |||||||
| 225 N MICHIGAN AVENUE 2200 | CHICAGO | IL | 60601 | N/A | EXEMPT | GENERAL | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 225 N MICHIGAN AVENUE 1210 | CHICAGO | IL | 60601 | N/A | EXEMPT | GENERAL | $100 |
| FRIENDS OF PRENTICE | |||||||
| 251 E HURON STREET SUITE 3-200 | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $40,000 |
| GENEVA LAKE WATER SAFETY COMMITTEE INC | |||||||
| PO BOX 412 | LAKE GENEVA | WI | 53147 | N/A | EXEMPT | GENERAL | $5,000 |
| CHICAGO HISTORICAL SOCIETY | |||||||
| 205 W WACKER DRIVE STE 1400 | CHICAGO | IL | 60606 | N/A | EXEMPT | GENERAL | $5,000 |
| THE CHICAGO NETWORK | |||||||
| 211 E ONTARIO ST | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $5,000 |
| DEPAUL UNIVERSITY | |||||||
| 2250 N SHEFFIELD AVE | CHICAGO | IL | 60614 | N/A | EXEMPT | GENERAL | $2,500 |
| THE CIVIC FEDERATION | |||||||
| 177 N STATE ST STE 400 | CHICAGO | IL | 60601 | N/A | EXEMPT | GENERAL | $2,500 |
| ACCESS LIVING | |||||||
| 115 W CHICAGO AVENUE | CHICAGO | IL | 60654 | N/A | EXEMPT | GENERAL | $5,000 |
| COVENANT HOUSE | |||||||
| PO BOX 96708 | WASHINGTON DC | DC | 20090 | N/A | EXEMPT | GENERAL | $1,000 |
| CHRISTIAN BROTHERS OF THE MIDWEST | |||||||
| 7650 S COUNTY LINE RD | BURR RIDGE | IL | 60527 | N/A | EXEMPT | GENERAL | $250 |
| GUERIN PREP HIGH SCHOOL | |||||||
| 8001 W BELMONT AVE | RIVER GROVE | IL | 60034 | N/A | EXEMPT | GENERAL | $500 |
| DOWNLINE MINISTRIES | |||||||
| PO BOX 770296 | MEMPHIS | TN | 38177 | N/A | EXEMPT | GENERAL | $5,000 |
| ST CYPRIAN SCHOOL | |||||||
| 2561 CLINTON STREET | RIVER GROVE | IL | 60171 | N/A | EXEMPT | GENERAL | $500 |
| NORTHWESTERN BRAIN TUMOR INSTITUTE | |||||||
| 675 N ST CLAIR | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $5,000 |
| THE SALVATION ARMY | |||||||
| 5400 N PULASKI ROAD | CHICAGO | IL | 60630 | N/A | EXEMPT | GENERAL | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 225 N MICHIGAN AVENUE 1210 | CHICAGO | IL | 60601 | N/A | EXEMPT | GENERAL | $2,000 |
| THE ROCK SCHOOL | |||||||
| 1101 SOUTH BROAD STREET | PHILADELPHIA | PA | 19147 | N/A | EXEMPT | GENERAL | $5,000 |
| BOYS & GIRLS CLUB OF CHICAGO | |||||||
| 550 W VAN BUREN STREET SUITE 350 | CHICAGO | IL | 60607 | N/A | EXEMPT | GENERAL | $25,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 N CLARK ST | EVANSTON | IL | 60208 | N/A | EXEMPT | GENERAL | $50,000 |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 651 W WASHINGTON BLVD 400 | CHICAGO | IL | 60661 | N/A | EXEMPT | GENERAL | $50,000 |
| IL COPS | |||||||
| PO BOX 21 | NORMAL | IL | 61761 | N/A | EXEMPT | GENERAL | $500 |
| JOHN G SHEDD AQUARIUM | |||||||
| 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | N/A | EXEMPT | GENERAL | $2,500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 N BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | N/A | EXEMPT | GENERAL | $3,000 |
| NATIONAL MS SOCIETY GREATER ILLINOIS CHAPTER | |||||||
| 525 W MONROE ST SUITE 900 | CHICAGO | IL | 60661 | N/A | EXEMPT | GENERAL | $500 |
| HOLIDAY HOME CAMP | |||||||
| PO BOX 10 | WILLIAMS BAY | WI | 56191 | N/A | EXEMPT | GENERAL | $2,500 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 1301 PENNSYLVANIA AVE NW STE 800 | WASHINGTON DC | DC | 20004 | N/A | EXEMPT | GENERAL | $500 |
| JOANNE'S HOUSE AT HOPE HOSPICE | |||||||
| 26031 OSPREY NEST CT | BONITA SPRINGS | FL | 34134 | N/A | EXEMPT | GENERAL | $500 |
| AMERICAN RED CROSS | |||||||
| 2200 WEST HARRISON | CHICAGO | IL | 60612 | N/A | EXEMPT | GENERAL | $100,000 |
| SHEDD AQUARIUM | |||||||
| 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | N/A | EXEMPT | GENERAL | $10,000 |
| KELLOGG SCHOOL OF MANAGEMENT | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | N/A | EXEMPT | GENERAL | $25,000 |
| REHABILITATION INSTITUTE OF CHICAGO | |||||||
| 345 E SUPERIOR ST | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $10,000 |
| COVENANT HOUSE | |||||||
| PO BOX 96708 | WASHINGTON DC | DC | 20090 | N/A | EXEMPT | GENERAL | $1,000 |
| GUERIN PREP HIGH SCHOOL | |||||||
| 8001 W BELMONT AVE | RIVER GROVE | IL | 60034 | N/A | EXEMPT | GENERAL | $1,000 |
| LAKE GENEVA GARDEN CLUB FOUNDATION INC | |||||||
| PO BOX 596 | LAKE GENEVA | WI | 53147 | N/A | EXEMPT | GENERAL | $500 |
| MISERACORDIA | |||||||
| 6300 NORTH RIDGE | CHICAGO | IL | 60660 | N/A | EXEMPT | GENERAL | $1,000 |
| RECEPTIONS FOR RESEARCH | |||||||
| 315 N RACINE AVE SUITE 501 | CHICAGO | IL | 60607 | N/A | EXEMPT | GENERAL | $250 |
| FOODSTOCK COOL | |||||||
| 127 W WATER STREET | WAUKEGAN | IL | 60085 | N/A | EXEMPT | GENERAL | $1,000 |
| EPILEPSY FOUNDATION WESTERNCENTRAL PENNSYLVANIA | |||||||
| 1501 REEDSDALE ST | PITTSBURGH | PA | 15233 | N/A | EXEMPT | GENERAL | $500 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | EXEMPT | GENERAL | $1,000 |
| REDWING GRIDIRON NETWORK | |||||||
| 5011 ILLINOIS AVE | LISLE | IL | 60532 | N/A | EXEMPT | GENERAL | $500 |
| CHICAGO SMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | N/A | EXEMPT | GENERAL | $5,000 |
| LINN PRESBYTERIAN CHURCH | |||||||
| W3335 WILLOW ROAD | LAKE GENEVA | IL | 53147 | N/A | EXEMPT | GENERAL | $1,000 |
| THE MAGICAL STRINGS OF YOUTH | |||||||
| 2403 GRESHAN COURT | ARLINGTON HEIGHTS | IL | 60004 | N/A | EXEMPT | GENERAL | $5,000 |
| MARINE CORPS SCHOLARSHIP FOUNDATION | |||||||
| 909 N WASHINGTON STREET STE 400 | ALEXANDRIA | VA | 22314 | N/A | EXEMPT | GENERAL | $5,000 |
| GRANT PARK ORCHESTRAL ASSOCIATION | |||||||
| 205 W RANDOLPH ST | CHICAGO | IL | 60601 | N/A | EXEMPT | GENERAL | $2,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | N/A | EXEMPT | GENERAL | $10,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | N/A | EXEMPT | GENERAL | $10,000 |
| FAMILY SHELTER SERVICE | |||||||
| 605 E ROOSEVELT RD | WHEATON | IL | 60187 | N/A | EXEMPT | GENERAL | $300 |
| RIVER GROVE LIONS CLUB | |||||||
| 8420 W FULLERTON AVE | RIVER GROVE | IL | 60171 | N/A | EXEMPT | GENERAL | $500 |
| NORTHSHORE UNIVERSITY HEALTHSYSTEMS | |||||||
| 1033 UNIVERSITY PLACE SUITE 450 | EVANSTON | IL | 60201 | N/A | EXEMPT | GENERAL | $1,000 |
| METROPOLITAN PLANNING COUNCIL | |||||||
| 140 S DEARBORN ST SUITE 1400 | CHICAGO | IL | 60603 | N/A | EXEMPT | GENERAL | $2,500 |
| BOYS & GIRLS CLUB OF CHICAGO | |||||||
| 550 W VAN BUREN STREET SUITE 350 | CHICAGO | IL | 60607 | N/A | EXEMPT | GENERAL | $500 |
| LEWIS UNIVERSITY | |||||||
| 1 UNIVERSITY PARKWAY | ROMEOVILLE | IL | 60446 | N/A | EXEMPT | GENERAL | $2,000 |
| CHICAGOLAND CHAMBER OF COMMERCE FOUNDATION | |||||||
| 200 E RANDOLPH ST SUITE 220 | CHICAGO | IL | 60601 | N/A | EXEMPT | GENERAL | $5,000 |
| NORTHWESTERN BRAIN TUMOR INSTITUTE | |||||||
| 675 N ST CLAIR | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $10,000 |
| ST ALPHONSUS | |||||||
| 210 E LOGAN ST | LEMONT | IL | 60439 | N/A | EXEMPT | GENERAL | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | N/A | EXEMPT | GENERAL | $250 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 1301 PENNSYLVANIA AVE NW STE 800 | WASHINGTON DC | DC | 20004 | N/A | EXEMPT | GENERAL | $250 |
| MIDTOWN EDUCATIONAL FOUNDATION | |||||||
| 718 S LOOMIS ST | CHICAGO | IL | 60607 | N/A | EXEMPT | GENERAL | $7,500 |
| ILLINOIS BAR FOUNDATION | |||||||
| 424 S SECOND STREET | SPRINGFIELD | IL | 62701 | N/A | EXEMPT | GENERAL | $3,000 |
| BETTER GOVERNMENT ASSOCIATION | |||||||
| 223 W JACKSON BLVD | CHICAGO | IL | 60606 | N/A | EXEMPT | GENERAL | $3,000 |
| INVEST FOR KIDS | |||||||
| 875 N MICHIGAN AVE SUITE 3400 | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $5,000 |
| MERCY HOME FOR BOYS & GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | N/A | EXEMPT | GENERAL | $5,000 |
| GENEVA LAKE SAILING SCHOOL INC | |||||||
| 1250 S LAKESHORE DR | FONTANA | WI | 53125 | N/A | EXEMPT | GENERAL | $20,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 1156 15TH STRET NW STE 700 | WASHINGTON DC | DC | 20005 | N/A | EXEMPT | GENERAL | $3,000 |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | N/A | EXEMPT | GENERAL | $5,000 |
| COVENANT HOUSE | |||||||
| PO BOX 96708 | WASHINGTON DC | DC | 20090 | N/A | EXEMPT | GENERAL | $400 |
| KELLOGG SCHOOL OF MANAGEMENT | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | N/A | EXEMPT | GENERAL | $1,000 |
| YWCA METROPOLITAN CHICAGO | |||||||
| 1 N LASALLE ST | CHICAGO | IL | 60602 | N/A | EXEMPT | GENERAL | $3,000 |
| FEED THE CHILDREN | |||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 73101 | N/A | EXEMPT | GENERAL | $1,000 |
| MUSEUM OF SCIENCE & INDUSTRY | |||||||
| 57TH STREET AND LAKE SHORE DRIVE | CHICAGO | IL | 60637 | N/A | EXEMPT | GENERAL | $5,000 |
| UNITED WAY OF WALWORTH COUNTY | |||||||
| PO BOX 1020 | ELKHORN | WI | 53121 | N/A | EXEMPT | GENERAL | $5,000 |
| MARKEY CANCER FOUNDATION | |||||||
| 800 ROSE ST | LEXINGTON | KY | 40536 | N/A | EXEMPT | GENERAL | $1,000 |
| NORTHWESTERN BRAIN TUMOR INSTITUTE | |||||||
| 675 N ST CLAIR | CHICAGO | IL | 60611 | N/A | EXEMPT | GENERAL | $10,000 |
| LUTHERAN LIFE COMMUNITIES FOUNDATION | |||||||
| 3150 SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | N/A | EXEMPT | GENERAL | $5,000 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD ST | BOY TOWN | NE | 68010 | N/A | EXEMPT | GENERAL | $200 |
| WINGSSWEET HOME CHICAGO | |||||||
| 10 S DEARBORN | CHICAGO | IL | 60603 | N/A | EXEMPT | GENERAL | $5,000 |
| UCAN | |||||||
| 3732 N MOZART ST | CHICAGO | IL | 60618 | N/A | EXEMPT | GENERAL | $5,000 |
| SALVATION ARMY | |||||||
| 5400 N PULASKI ROAD | CHICAGO | IL | 60630 | N/A | EXEMPT | GENERAL | $500 |
| CENTER STAGE | |||||||
| 400 E ILLINOIS ROAD | LAKE FOREST | IL | 60045 | N/A | EXEMPT | GENERAL | $4,000 |
| CHILDREN'S HOME AID | |||||||
| 125 S WACKER DRIVE | CHICAGO | IL | 60606 | N/A | EXEMPT | GENERAL | $10,000 |
| MISERICORDIA | |||||||
| 6300 NORTH RIDGE | CHICAGO | IL | 60660 | N/A | EXEMPT | GENERAL | $10,000 |
| CHICAGO FOOD DEPOSITORY | |||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | EXEMPT | GENERAL | $10,000 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1653 W CONGRESS PKWY | CHICAGO | IL | 60612 | N/A | EXEMPT | GENERAL | $500 |
| DUPAGE P A D S INC | |||||||
| 705 WEST LIBERTY | WHEATON | IL | 60187 | N/A | EXEMPT | GENERAL | $500 |
| BENET ACADEMY | |||||||
| 220 MAPLE AVE | LISLE | IL | 60532 | N/A | EXEMPT | GENERAL | $2,500 |
| WAYSIDE CROSS MINISTRIES | |||||||
| 215 E NEW YORK ST | ST AURORA | IL | 60505 | N/A | EXEMPT | GENERAL | $250 |
| HESED HOUSE INC | |||||||
| 659 S RIVER ST | AURORA | IL | 60506 | N/A | EXEMPT | GENERAL | $250 |
| ST CYPRIAN SCHOOL | |||||||
| 2561 CLINTON STREET | RIVER GROVE | IL | 60171 | N/A | EXEMPT | GENERAL | $2,000 |
| GUERIN PREP HIGH SCHOOL | |||||||
| 8001 W BELMONT AVE | RIVER GROVE | IL | 60034 | N/A | EXEMPT | GENERAL | $500 |
| VANDERBILT UNIVERSITY | |||||||
| PMB 407727 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | N/A | EXEMPT | GENERAL | $50,000 |
| OAK PARK TEMPLE | |||||||
| 125 N HARLEM AVENUE | OAK PARK | IL | 60302 | N/A | EXEMPT | GENERAL | $10,000 |
| SALVATION ARMY | |||||||
| 5400 N PULASKI ROAD | CHICAGO | IL | 60630 | N/A | EXEMPT | GENERAL | $500 |
| SS CYRIL AND METHODIUS PARISH | |||||||
| 608 SOBIESKI STREET | LEMONT | IL | 60439 | N/A | EXEMPT | GENERAL | $500 |
| JUNIOR COUNCIL | |||||||
| PO BOX 464 47 W DIVISION ST | CHICAGO | IL | 60610 | N/A | EXEMPT | GENERAL | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 790600 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $597 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $259,590 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $180 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $584,809 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $845,176 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 845176 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MERRILL LYNCH | NameOfStock |
| EOY Book Value | 7577634 | EOYBookValue |
| EOYFMV | 8252615 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MERRILL LYNCH ADVISOR FEES | Description |
| Revenue And Expenses Per Books | 56527 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH IN LIEU | Description |
| Revenue And Expenses Per Books | 180 | RevenueAndExpensesPerBooks |
| Net Investment Income | 180 | NetInvestmentIncome |
| Adjusted Net Income | 180 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $5,889 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FORIEGN TAX | $3,103 | 0 | 0 |
| ANNUAL FEE | $25 | 0 | 0 |
| OTHER TAXES | $10,153 | 0 | 0 |
Comments