BETA

STAHL FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
STAHL FAMILY CHARITABLE FOUNDATION (EIN 06-1764358)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201411359349102116
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)
Return2014-05-15T14:06:03-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362700600PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINEBERG SOLHEIM HOWELL & SHAIN PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1180 N LASALLE ST STE 2200AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60601ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061764358EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STAHL FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSTAHBusinessNameControlTxt
Phone7732672700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 BRIDLEWOOD RDAddressLine1
CityNORTHBROOKCity
StateILState
ZIP Code60062ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOWELL STAHLPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7732672700PhoneNum
Signature2014-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN J HOWELL CPAPreparerPersonNm
PTINP00576254PTIN
Phone3123720440PhoneNum
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$1,353,128FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,835ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$40,485InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40,485InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,577DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,577DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$716NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,421GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$716CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$58,613TotalRevAndExpnssAmt
Total Net Invst Incm$44,778TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$66LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$66LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$63TaxesRevAndExpnssAmt
Taxes Net Invst Incm$63TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$901OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$901OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,630TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,630TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$71,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,130TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,630TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,517ExcessRevenueOverExpensesAmt
Net Investment Income$43,148NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$168,211SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,968SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,968SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,218,844OtherInvestmentsBOYAmt
Other Investments EOY$1,343,160OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,343,160OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,387,055TotalAssetsBOYAmt
Total Assets EOY$1,353,128TotalAssetsEOYAmt
Total Assets EOYFMV$1,353,128TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY-$1,299,580CapitalStockBOYAmt
Capital Stock EOY-$1,299,580CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,686,635RetainedEarningBOYAmt
Retained Earning EOY$2,652,708RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,387,055TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,353,128TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,387,055TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,353,128TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,387,055TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,517ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,372,538SubtotalAmt
Other Decreases$19,410OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,353,128TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
23 SH NATIONAL GRID PLCP2013-08-122013-09-13$1,350$1,351-$1-$1
36 SH BCE INCP2013-08-122013-09-17$1,519$1,444$75$75
40 SH ASTRAZENECAP2013-08-122013-12-04$2,263$2,029$234$234
62 SH VODAFONE GROUPLP2013-08-122013-12-04$2,273$1,881$392$392
CAPITAL GAINS DIVIDENDSP$16$16$16
FieldValueIRS element (for citing)
Capital Gain Net Income$716CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$70,618AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,382,201NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051091DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,072AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,397,738NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031531DistributionYr2Rt
Adjusted Qlfy Distri Yr3$71,565AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,325,028NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054010DistributionYr3Rt
Adjusted Qlfy Distri Yr4$74,656AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,307,169NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057113DistributionYr4Rt
Adjusted Qlfy Distri Yr5$73,760AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,495,334NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049327DistributionYr5Rt
Total Distribution0.243072TotalDistributionRt
Average Distribution0.048614AverageDistributionRt
Net Vl Noncharitable Assets$1,349,541NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$65,607AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$431NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$66,038AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$71,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$431InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$431SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$431TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$418EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$418TotalPaymentsAndCreditsAmt
Tax Due$13TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PFS GROUPBusinessNameLine1
FieldValueIRS element (for citing)
Phone8472917288PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119 BRIDLEWOOD RDAddressLine1
CityNORTHBROOKCity
StateILState
ZIP Code60062ZIPCode
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
LOWELL I STAHL
19 BRIDLEWOOD RDNORTHBROOKIL60062DIRECTOR PART TIME0.00$0$0$0
JEFFREY J STAHL
17 ASCOT LNBARRINGTON HILLSIL60010DIRECTOR PART TIME0.00$0$0$0
SUZANNE L BRALEY
600 ANDREWS LNLAKE ZURICHIL60047DIRECTOR PART TIME0.00$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,281,002AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$89,090AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,370,092TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,370,092AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,551CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,349,541NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,477MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,477MinimumInvestmentReturnAmt
Tax Based On Investment Income$431TaxBasedOnInvestmentIncomeAmt
Total Tax$431TotalTaxAmt
Distributable Before Adj$67,046DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$67,046DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$67,046DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$71,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$431PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$71,069AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,046DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$93ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,236ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,184ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,272ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,785TotalExcessDistributionCyovAmt
Qualifying Distributions$71,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,046AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,454RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$23,239TotalCorpusAmt
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$93ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,146ExcessDistriCyovToNextYrAmt
Excess From Year4$10,236ExcessFromYear4Amt
Excess From Year3$6,184ExcessFromYear3Amt
Excess From Year1$2,272ExcessFromYear1Amt
Excess From Current Year$4,454ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETTY FORD CENTER
39000 BOB HOPE DRIVERANCH MIRAGECA92270NONE501(C)3 ORGANIZATIONGENERAL CHARITABLE$500
KIDS IN DANGER
116 WEST ILLINOIS STCHICAGOIL60654NONE501(C)3 ORGANIZATIONGENERAL CHARITABLE$2,500
CURE - CHILDHOOD CANCER
1117 PERIMETER CENTER WESTATLANTAGA30338NONE501(C)3 ORGANIZATIONGENERAL CHARITABLE$30,000
BIG BROTHERS BIG SISTERS OF ST JOSEPH COUNTY
218 W WASHINGTON STSOUTH BENDIN46601NONE501(C)3 ORGANIZATIONGENERAL CHARITABLE$1,000
DUKE CHILDRENS HOSPITAL AND MIRACLE NETWORK HOSPITALS
2301 ERVIN ROADDURHAMNC27710NONE501(C)3 ORGANIZATIONGENERAL CHARITABLE$2,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROADBETHESDAMD20814NONE501(C)3 ORGANIZATIONGENERAL CHARITABLE$2,000
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE 6TH FLOORBROOKLINEMA02445NONE501(C)3 ORGANIZATIONGENERAL CHARITABLE$30,000
DMK REHOMING
22351 E BAYAUD AVEAURORACO80018NONE501(C)3 ORGANIZATIONGENERAL CHARITABLE$500
THE AYN RAND INSTITUTE
2121 ALTONIRVINECA92606NONE501(C)3 ORGANIZATIONGENERAL CHARITABLE$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,500TotalGrantOrContriPdDurYrAmt
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$40,485ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,577ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$716ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$44,778ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,778TotalIncomeProducingActyAmt

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 PersonLOWELL STAHLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line119 BRIDLEWOOD RDAddressLine1
CityNORTHBROOKCity
StateILState
ZIP Code60062ZIPCode
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$600Amt
Net Investment Income$600NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY/CYPRESS CAPITAL PARTNERSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,343,160BookValueAmt
EOYFMV$1,343,160EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$66LegalFeesAmt
Net Investment Income$66NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionFIDELITY/CYPRESS CAPITAL PARTNERS - DECREASE IN MARKET VALUEDescription
Amount$19,410Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER EXPENSES$40$40$0
INVESTMENT FEES$861$861$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$63Amt
Net Investment Income$63NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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