WEDNER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WEDNER FAMILY FOUNDATION (EIN 26-3863441)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201433159349100913
- Schema version
- 2013v3.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T16:47:21-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NORTH MICHIGAN AVE SUITE 1700 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263863441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEDNER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARCUS D WEDNER | InCareOfNm |
| Business Name Control | WEDN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 544 W DICKENS AVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60614 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCUS D WEDNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3128737300 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pamela A Wayer | PreparerPersonNm |
| PTIN | P00220494 | PTIN |
| Phone | 3128737300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,981,276 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $111 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,345 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,345 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,415 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42,400 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $540,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,856 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,333 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,167 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,166 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $55 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,176 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,957 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,957 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $416,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,689 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,309,656 | CashBOYAmt |
| Cash EOY | $1,433,955 | CashEOYAmt |
| Cash EOYFMV | $1,433,955 | CashEOYFMVAmt |
| Acct Rcvbl | $139,802 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $139,802 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $139,802 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $199,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $217,614 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $185,714 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $186,145 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $236,635 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,760 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,760 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,546,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,962,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,981,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,546,291 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,962,817 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,546,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,962,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,546,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,962,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,546,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $416,526 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,962,817 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,962,817 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $341,347 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03662 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,752 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $237,908 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,912 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $272,935 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054636 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,494 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $219,044 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.219795 | TotalDistributionRt |
| Average Distribution | 0.043959 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,312,681 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,704 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,141 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,133 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $437 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $437 | SubtotalAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $63 | OverpaymentAmt |
| Applied To ES Tax | $63 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUS D WEDNER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128737300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 KENT ROAD | AddressLine1 |
| City | WINNETKA | City |
| State | IL | State |
| ZIP Code | 60093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Marcus D Wedner | ||||||||
| 544 W DICKENS AVE | CHICAGO | IL | 60614 | PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
| Anne T Wedner | ||||||||
| 544 W DICKENS AVE | CHICAGO | IL | 60614 | SECRETARY, TREASURER, Director | 0 | $0 | $0 | $0 |
| Phil Perelmuter | ||||||||
| 65 Paul Revere Road | Needham | MA | 02494 | director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $181,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,147,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,760 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,332,671 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,332,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,312,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $437 | TotalTaxAmt |
| Distributable Before Adj | $65,197 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,197 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,197 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,133 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $123,133 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $437 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,696 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,197 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,830 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,265 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,963 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,058 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,133 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $65,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,936 | RemainingDistriFromCorpusAmt |
| Total Corpus | $63,994 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $63,994 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,830 | ExcessFromYear4Amt |
| Excess From Year3 | $1,265 | ExcessFromYear3Amt |
| Excess From Year2 | $1,963 | ExcessFromYear2Amt |
| Excess From Current Year | $57,936 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARCUS D WEDNER | ContributingManagerNm |
| Contributing Manager | ANNE T WEDNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR SARCOIDOSIS RESEARCH | ||||||||
| 1820 W WEBSTER AVE STE 304 | CHICAGO | IL | 60614 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $500 | |
| MIZZOU ALTERNATIVE BREAKS | ||||||||
| 2500 MU STUDENT CENTER | COLUMBIA | MO | 65211 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $250 | |
| KIPP CHICAGO | ||||||||
| 1616 S AVERS AVE | CHICAGO | IL | 60623 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $1,000 | |
| FRANCIS W PARKER SCHOOL | ||||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $10,000 | |
| BETTER GOVERNMENT ASSOCIATION | ||||||||
| 223 W JACKSON BLVD STE 900 | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $5,000 | |
| CHICAGO IDEAS WEEK | ||||||||
| 600 W CHICAGO STE 775 | CHICAGOI | IL | 60654 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $3,182 | |
| INVEST FOR KIDS | ||||||||
| 875 N MICHIGAN AVE STE 3400 | CHICAGOI | IL | 60611 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $1,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $100,000 | |
| MID-NORTH ASSOCIATION | ||||||||
| 2506 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $25 | PO BOX 164 |
| THE CHICAGO COUNCIL ON GLOBAL AFFAIRS | ||||||||
| 332 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PC | TO FURTHER PROGRAM SERVICES. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,957 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,345 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,415 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,871 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARCUS WEDNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 KENT ROAD | AddressLine1 |
| City | WINNETKA | City |
| State | IL | State |
| ZIP Code | 60093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY SHORT TERM BOND | BondNm |
| EOY Book Value | $185,714 | EOYBookValueAmt |
| EOYFMV | $186,145 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI | $49,962 | $52,871 |
| ISHARES MSCI EAFE | $49,830 | $55,018 |
| RYDEX ETF TRUST | $99,794 | $109,725 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GRESHAM GLOBAL EQUITY | CategoryOrItemTxt |
| Book Value | $3,760 | BookValueAmt |
| EOYFMV | $3,760 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRESHAM GLOBAL STRATEGIES | Desc |
| Revenue And Expenses Per Books | $38,415 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42,400 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $45 | |
| IL CHARITY BUREAU FUND | $10 | $10 |
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