THE GROSSINGER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE GROSSINGER FOUNDATION (EIN 36-6108185)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201432279349100868
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T14:27:37-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SWACKER DRIVE STE 800 | 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 | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366108185 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM & SARAH GROSSINGER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAM& | NameControl |
| Phone | 8476758300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 NORTH MCCORMICK BLVD | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLINE GROSSINGER | Name |
| Title | PRESIDENT | Title |
| Phone | 8476758300 | Phone |
| Date Signed | 2014-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANGELA SCOTT | Name |
| PTIN | P00657342 | PTIN |
| Phone | 3126343400 | Phone |
| 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 | 3990229 | 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 |
| Dividends Rev And Expnss | 160816 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 160816 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 160816 | TotalRevenueAndExpenses |
| Total Net Investment Income | 160816 | 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 |
| Accounting Fees Rev And Expnss | 10065 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4026 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6039 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 23708 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 23708 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 896 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 896 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 34669 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27734 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6935 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 121243 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 121243 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 155912 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27734 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 128178 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4904 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 133082 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -30713 | CashBOY |
| Cash EOY | 12053 | CashEOY |
| Cash EOYFMV | 12053 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 5015 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 109292 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 109292 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2395675 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 111698 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 162989 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 102563 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 51063 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 50074 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1023827 | InvestmentsOtherBOY |
| Investments Other EOY | 3245803 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3655821 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3496367 | TotalAssetsBOY |
| Total Assets EOY | 3529909 | TotalAssetsEOY |
| Total Assets EOYFMV | 3990229 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3496367 | RetainedEarningsBOY |
| Retained Earnings EOY | 3529909 | RetainedEarningsEOY |
| Total Net Assets BOY | 3496367 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3529909 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3496367 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3529909 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3496367 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4904 | ExcessOfRevenueOverExpenses |
| Other Increases | 28638 | OtherIncreases |
| Subtotal | 3529909 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3529909 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 147324 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3629199 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040594 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 139218 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3401972 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040923 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 155878 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3138154 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049672 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 211569 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2913941 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.072606 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 189310 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3857651 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049074 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.252869 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050574 | AverageDistributionRatio |
| Net Noncharitable Assets | 3692404 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 186740 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1331 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 188071 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 128178 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2662 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2662 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2662 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1286 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1286 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 22 | PenaltyForUnderpayment |
| Tax Due | 1398 | TaxDue |
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 | 1 | 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 | CAROLINE GROSSINGER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8476758300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 N MCCORMICK BLVD | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | 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 | 1 | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | 1 | UndistrIncome4942a2NotApplied |
| 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 |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CAROLINE GROSSINGER | ||||||||
| 6900 N MCCORMICK BLVD | LINCOLNWOOD | IL | 60712 | PRESIDENT | 0.50 | 0 | 0 | 0 |
| GARY GROSSINGER | ||||||||
| 6900 N MCCORMICK BLVD | LINCOLNWOOD | IL | 60712 | VICE PRESIDENT | 0.50 | 0 | 0 | 0 |
| SHARON GROSSINGER | ||||||||
| 6900 N MCCORMICK BLVD | LINCOLNWOOD | IL | 60712 | VICE PRESIDENT | 0.50 | 0 | 0 | 0 |
| SUZANNE GROSSINGER-GOULD | ||||||||
| 6900 N MCCORMICK BLVD | LINCOLNWOOD | IL | 60712 | VICE PRESIDENT | 0.50 | 0 | 0 | 0 |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3732800 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 15833 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3748633 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3748633 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 56229 | CashDeemedCharitable |
| Net Noncharitable Assets | 3692404 | NetNoncharitableAssets |
| Minimum Investment Return | 184620 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 184620 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2662 | TaxBasedOnInvestmentIncome |
| Total Tax | 2662 | TotalTax |
| Distributable Amount Before Adj | 181958 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 181958 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 181958 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 128178 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 128178 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 128178 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 181958 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 164992 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 128178 | QualifyingDistributions |
| Applied To Year1 | 128178 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 36814 | TaxableAmount2 |
| Undistributed Income CY | 181958 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SHARON GROSSINGER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 NORTH MCCORMICK BOULEVARD | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8476758300 | RecipientPhoneNumber |
| Form And Info And Materials | SCHOLARSHIP APPLICATION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $250 |
| AMERICAN HEART ASSOCIATION | |||||||
| 105 DECKER COURT SUITE 200 | IRVING | TX | 75062 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $75 |
| AMERICAN HOLE IN ONE | |||||||
| 55 SCOTT ST | BUFORD | GA | 30518 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $315 |
| AM SHALOM | |||||||
| 840 VERNON AVE | GLENCOE | IL | 60022 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $6,850 |
| ARIE CROWN HEBREW DAY SCHOOL | |||||||
| 4600 MAIN ST | SKOKIE | IL | 60076 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,500 |
| ARIZONA STATE UNIVERSITY | |||||||
| 411 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| AUTISM SPEAKS | |||||||
| 1 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50 |
| CHABAD OF NEW HAMPSHIRE | |||||||
| 7 CAMELOT PL | MANCHESTER | NH | 03104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $250 |
| CURED | |||||||
| 2937 BAYBERRY DR | BUFFALO GROVE | IL | 60089 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| ELGIN COMMUNITY COLLEGE | |||||||
| 1700 SPARTAN DR | ELGIN | IL | 60123 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| GLENCOE PTO | |||||||
| 620 GREENWOOD AVENUE | GLENCOE | IL | 60022 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $100 |
| HOPE ON WHEELS | |||||||
| 3200 PARK CENTER DRIVE 14TH FLOOR | COSTA MESA | CA | 92626 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,250 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 |
| KESHET | |||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| ILLINOIS STATE UNIVERSITY | |||||||
| 100 N UNIVERSITY ST | NORMAL | IL | 61761 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| INSPIRATION CORPORATION | |||||||
| 4554 N BROADWAY SUITE 207 | CHICAGO | IL | 60640 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| LAKE FOREST ACADEMY | |||||||
| 1500 WEST KENNEDY ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| MARQUETTE UNIVERSITY | |||||||
| 1250 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,159 |
| MISERICORDIA HOME | |||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $900 |
| NORTHERN ILLINOIS UNIVERSITY | |||||||
| 300 NORMAL ROAD | DEKALB | IL | 60115 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,425 |
| NORTH PARK UNIVERSITY | |||||||
| 3225 W FOSTER AVE | CHICAGO | IL | 60625 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,470 |
| NORTH SUBURBAN SYNAGOGUE BETH EL | |||||||
| 1175 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,410 |
| OHIO STATE UNIVERSITY | |||||||
| PO BOX 182646 | COLUMBUS | OH | 43218 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| RAVINIA | |||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| SOUTHERN ILLINOIS UNIVERSITY | |||||||
| 1 HAIRPIN DR | EDWARDSVILLE | IL | 62025 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| SOUTHWEST MINNESOTA STATE UNIVERSITY | |||||||
| 1501 STATE ST | MARSHALL | MN | 56258 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| UNIVERSITY OF ILLINOIS-CHICAGO | |||||||
| 1200 W HARRISON ST | CHICAGO | IL | 60607 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| UNIVERSITY OF MISSOURI-COLUMBIA | |||||||
| 202 ELLIS LIBRARY | COLUMBIA | MO | 65211 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| UNITED SERVICE ORGANIZATIONS | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| TEMPLE JEREMIAH | |||||||
| 937 HAPP RD | NORTHFIELD | IL | 60093 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,239 |
| TURNING POINTE AUTISM FOUNDATION | |||||||
| 1500 W OGDEN AVE | NAPERVILLE | IL | 60540 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $500 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 121243 | 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 |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $160,816 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $160,816 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 160816 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGLADREY LLP | Category |
| Amount | $10,065 | Amount |
| Net Investment Income | 4026 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6039 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | GOLDMAN SACHS GROUP INC | NameOfBond |
| EOY Book Value | 51063 | EOYBookValue |
| EOYFMV | 50074 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | ISHARES S&P 500 | NameOfStock |
| EOY Book Value | 111698 | EOYBookValue |
| EOYFMV | 162989 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (19 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| AMERICAN FUNDS EURO-PACIFIC GROWTH F-1 | FMV | 198500 | 248524 |
| CREDIT SUISSE COMMODITY RETURN INSTL | FMV | 278940 | 279327 |
| DELAWARE EMERGING MARKETS - I | FMV | 166596 | 180742 |
| DODGE & COX INTL STOCK FUND | FMV | 230809 | 311229 |
| DODGE & COX STOCK FUND | FMV | 172928 | 172440 |
| HARBOR CAPITAL APPRECIATION FUND - INST | FMV | 150811 | 200819 |
| ING GLOBAL REAL ESTATE FD-I | FMV | 66300 | 70204 |
| MANNING & NAPIER EQUITY SERIES FUND | FMV | 200000 | 205226 |
| NUVEEN REAL ESTATE SECURITIES CLASS I | FMV | 156449 | 185274 |
| STEELPATH MLP SELECT 40 FUND - INST. SHRS | FMV | 169058 | 194903 |
| VANGUARD SMALL-CAP GR IDX ADM #5861 | FMV | 51816 | 148908 |
| VANGUARD SMALL-CAP GR IDX ADM #5861 | FMV | 51149 | 100051 |
| PIMCO EMERGING LOCAL BOND FUND | FMV | 197256 | 188642 |
| PIMCO FOREIGN BOND FUND | FMV | 164401 | 160647 |
| PIMCO HIGH YIELD INSTL FUND | FMV | 284397 | 306655 |
| PIMCO TOTAL RETURN FUND INSTL | FMV | 241172 | 231121 |
| VANGUARD INFLATION PROT. SEC. ADM. #5119 | FMV | 274952 | 287200 |
| WELLS FARGO ADVANTAGE INT'L BOND FUND INST. | FMV | 153365 | 147005 |
| BA 1998 PARTNER FUND II L.P. | FMV | 36904 | 36904 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU FUND | 15 | 0 | 15 |
| SECRETARY OF STATE FEE | 10 | 0 | 10 |
| MISCELLAENOUS EXPENSES | 871 | 0 | 871 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $28,638 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT CONSULTING | $4,492 | 4492 | 0 |
| FIRST BANK & TRUST - INVESTMENT MNGT FEES | $19,216 | 19216 | 0 |
Comments