JOHN HART FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HART FOUNDATION (EIN 20-0156873)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349101904
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T12:13:59-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364458862 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMARCO KINNAMAN LEWIS & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 KNIGHTSBRIDGE PARKWAY STE 350 | AddressLine1 |
| City | LINCOLNSHIRE | City |
| State | IL | State |
| ZIP Code | 60069 | 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 | 200156873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H HART FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3124829996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 NORTH LAKE SHORE DRIVE NO 13A | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60610 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H HART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3124829996 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD A LEWIS | PreparerPersonNm |
| PTIN | P00723534 | PTIN |
| Phone | 8474151313 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,996,210 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $241,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,278,949 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $485,209 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $316,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $560,115 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $439 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $439 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,145 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,639 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $314,885 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $314,885 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,524 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $559,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,656 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,946 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,946 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,946 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,946 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,444,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,369,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,847,606 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,528,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,518,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,996,210 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $30 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $30 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,528,964 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,518,516 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,528,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,518,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,528,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,518,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,528,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,448 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,518,516 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,518,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHS MCDONALDS | D | 2002-03-13 | 2013-02-08 | $95,152 | $28,620 | $66,532 | $66,532 |
| 490 SHS KRAFT | D | 2010-12-23 | 2013-02-07 | $22,791 | $4,219 | $18,572 | $18,572 |
| 765 SHS PROCTER & GAMBLE | D | 2009-12-15 | 2013-01-22 | $53,502 | $25,987 | $27,515 | $27,515 |
| 1000 SHS PROCTER & GAMBLE | D | 2009-12-15 | 2013-02-07 | $75,813 | $33,970 | $41,843 | $41,843 |
| 835 SHS PROCTER & GAMBLE | D | 2009-12-15 | 2013-02-08 | $63,562 | $28,365 | $35,197 | $35,197 |
| 4165 SHS PROCTER & GAMBLE | D | 2010-12-23 | 2013-02-08 | $317,049 | $141,503 | $175,546 | $175,546 |
| 10000 SHS ALCOA | P | 2013-11-14 | 2013-11-29 | $96,599 | $89,197 | $7,402 | $7,402 |
| 350 SHS APPLE | P | $166,469 | $146,867 | $19,602 | $19,602 | ||
| 5000 SHS GENERAL ELECTRIC | P | 2013-03-01 | 2013-11-29 | $133,847 | $116,449 | $17,398 | $17,398 |
| 5000 SHS NEW YORK TIMES | P | 2013-02-22 | 2013-11-08 | $64,992 | $45,459 | $19,533 | $19,533 |
| 4000 SHS 3 D SYSTEMS | P | 2013-02-25 | $176,124 | $131,755 | $44,369 | $44,369 | |
| 470 SHS MONDELEZ INTL | D | 2000-01-04 | 2013-02-07 | $13,049 | $1,349 | $11,700 | $11,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $485,209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $236,542 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,863,393 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126942 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,715 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,822,483 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063493 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $158,016 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $772,698 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.204499 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $187,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $540,190 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.347257 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,514 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $690,698 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074583 | DistributionYr5Rt |
| Total Distribution | 0.816774 | TotalDistributionRt |
| Average Distribution | 0.163355 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,900,819 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $310,508 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,599 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $316,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $321,524 | 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 | $5,599 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,599 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,599 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,640 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,959 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H HART | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124829996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 N LAKE SHORE DR 13A | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H HART | ||||||||
| 1500 N LAKE SHORE DRIVE UNIT 13A | CHICAGO | IL | 60610 | PRES/TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAROL PRINS | ||||||||
| 1500 N LAKE SHORE DRIVE UNIT 13A | CHICAGO | IL | 60610 | VICE PRES/ DIRECTOR | 0.00 | $0 | $0 | $0 |
| RONALD SCHREIBER | ||||||||
| 131 SOUTH DEARBORN SUITE 2400 | CHICAGO | IL | 60603 | SECRETARY/ DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,848,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,929,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,929,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,946 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,900,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,599 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,599 | TotalTaxAmt |
| Distributable Before Adj | $89,442 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,442 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,442 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,524 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $321,524 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,599 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $315,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,442 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,715 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $162,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $120,877 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,444 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,003 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $475,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,524 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $232,082 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $707,686 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $18,715 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $688,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $162,565 | ExcessFromYear4Amt |
| Excess From Year3 | $120,877 | ExcessFromYear3Amt |
| Excess From Year2 | $26,444 | ExcessFromYear2Amt |
| Excess From Year1 | $147,003 | ExcessFromYear1Amt |
| Excess From Current Year | $232,082 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICA FRIENDS OF THE TEL AVIV MUSEUM OF ART | ||||||||
| 36 W 44TH ST 1209 | NEW YORK | NY | 10036 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,500 | |
| ART INSTITUTE OF CHICAGO | ||||||||
| 116 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| ASPEN SANTA FE BALLET | ||||||||
| 550B ST MICHAELS DRIVE STE 1 | SANTA FE | NM | 87505 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $3,000 | |
| CAMPERSHIPS FOR NEBAGAMON | ||||||||
| PO BOX 331 | EAST TROY | WI | 53120 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| CHAMBER MUSIC AMERICA | ||||||||
| 99 MADISON AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| CHANGING WORLDS | ||||||||
| 329 W 18TH STREET SUITE 613 | CHICAGO | IL | 60616 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| CHI ARTS | ||||||||
| 521 EAST 35TH STREET | CHICAGO | IL | 60616 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $7,000 | |
| CHICAGO ACADEMY FOR THE ARTS | ||||||||
| 1010 W CHICAGO AVE | CHICAGO | IL | 60642 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $700 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $220 | |
| CHICAGO COUNCIL FOR GLOBAL AFFAIRS | ||||||||
| 332 S MICHIGAN AVENUE | CHICAGO | IL | 606044416 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $11,000 | |
| CHICAGO SINAI CONGREGATION | ||||||||
| 15 WEST DELAWARE PLACE | CHICAGO | IL | 60610 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,875 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $78,100 | |
| CHICAGO YOUTH CENTERS | ||||||||
| 218 S WABASH AVENUE SUITE 600 | CHICAGO | IL | 60604 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,500 | |
| COMPASSION BEYOND BORDERS | ||||||||
| PO BOX 22991 | SANTA FE | NM | 87502 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| CREATIVE SANTA FE | ||||||||
| 314 READ ST | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| CREATIVITY FOR PEACE | ||||||||
| 369 MONTEZUMA AVE 566 | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,250 | |
| CURED | ||||||||
| PO BOX 32 | LINCOLNSHIRE | IL | 60069 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| DEPAUL UNIVERSITY | ||||||||
| 1 EAST JACKSON BLVD | CHICAGO | IL | 60609 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| EMERGENCY FUND CHICAGO | ||||||||
| 651 W WASHINGTON SUITE 504 | CHICAGO | IL | 60661 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| FIRST SERVE NEW MEXICO | ||||||||
| PO BOX 31904 | SANTA FE | NM | 87594 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| FOUNDATION FOR HEARING AND SPEECH REHABILITATION | ||||||||
| 810 EDGEWOOD LANE | GLENVIEW | IL | 60025 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| GOLDEN APPLE AWARDS | ||||||||
| 8 S MICHIGAN AVE SUITE 700 | CHICAGO | IL | 60603 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| GOODMAN THEATRE | ||||||||
| 170 NORTH DEARBORN | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $11,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W 42ND PL | CHICAGO | IL | 60632 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| HUBBARD STREET DANCE CHICAGO | ||||||||
| 1147 WEST JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $550 | |
| LAS CAMPANAS COMMUNITY FUND | ||||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| LINCOLN PARK ZOO | ||||||||
| PO BOX 14903 CANNON DRIVE AT | CHICAGO | IL | 60614 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $10,000 | FULLERTON PARKWAY |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $9,500 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 38 SOUTH PEORIA STREET | CHICAGO | IL | 60607 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $25,000 | |
| MUSEUM OF NEW MEXICO FOUNDATION | ||||||||
| 116 LINCOLN AVENUE | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| MUSIC INSTITUTE OF CHICAGO | ||||||||
| 517 GREEN BAY ROAD | WILMETTE | IL | 60091 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| MUSICIANS ON CALL | ||||||||
| 39 WEST 32ND ST SUITE 1103 | NEW YORK | NY | 10081 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| NATIONAL DANCE INSTITUTE OF NEW MEXICO | ||||||||
| 1140 ALTO STREET | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| NATIONAL MUSEUM OF MEXICAN ART | ||||||||
| 1852 WEST 19TH ST | CHICAGO | IL | 60608 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| PAWS CHICAGO | ||||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $100 | |
| SANTA FE CHAMBER MUSIC FESTIVAL | ||||||||
| PO BOX 2227 | SANTA FE | NM | 875011826 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $14,900 | |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| SANTA FE INTERNATIONAL FOLK ART MARKET | ||||||||
| 404 KIVA CT STE E | SANTA FE | NM | 87505 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| SANTA FE OPERA | ||||||||
| PO BOX 2408 | SANTA FE | NM | 87504 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $740 | |
| STEPPENWOLF THEATER | ||||||||
| 1650 N HALSTED STREET | CHICAGO | IL | 60614 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $77,000 | |
| THE ART INSTITUTE OF CHICAGO | ||||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| THE FISTULA FOUNDATION | ||||||||
| 1900 THE ALAMEDA SUITE 500 | SAN JOSE | CA | 95126 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 10920 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $10,000 | |
| THE STUTTERING FOUNDATION OF AMERICA | ||||||||
| 1805 MORIAH WOODS BLVD SUITE 3 | MEMPHIS | TN | 381177119 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| TREASURED TIME | ||||||||
| PO BOX 152 | SEYMOUR | CT | 06483 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| UNIVERSITY OF SANTA FE FRANCIS | ||||||||
| 500 WILCOX RD | JOLIET | IL | 60435 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| USHER III INSTITUTE | ||||||||
| 191 N WACKER DR 2090 | CHICAGO | IL | 60606 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| WBEZ 915 | ||||||||
| PO BOX 71956 | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $200 | |
| WRITER'S THEATRE | ||||||||
| 376 PARK AVENUE | GLENCOE | IL | 60022 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| WTTW11 | ||||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $314,885 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,898 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $241,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $316,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $316,421 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEMARCO, KINNAMAN, LEWIS | CategoryTxt |
| Amt | $6,175 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12000 SHS ALTRIA | $298,200 | $460,680 |
| 1000 SHS MCDONALDS CORP | $39,219 | $97,030 |
| 250 SHS RICEBRAN TECHNOLOGIES | $52,505 | $1,248 |
| 2600 PHILIP MORRIS INT'L | $116,744 | $226,538 |
| 1000 SHS PROCTER & GAMBLE | $65,240 | $81,410 |
| 10000 SHS REDIFF.COM INDIA LTD | $27,300 | $23,200 |
| 3000 SHS KRAFT FOODS | $100,680 | $161,730 |
| 4000 SHS CYS INVESTMENTS | $51,139 | $29,640 |
| 10000 MONDELEZ INTL | $206,933 | $353,000 |
| 2000 SALESFORCE.COM | $110,913 | $110,380 |
| 5000 NEW YORK TIMES | $45,903 | $79,350 |
| 4500 OMEGA | $137,986 | $134,100 |
| 10000 SANDRIDGE MISS TRUST II | $117,180 | $89,300 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEYFARTH SHAW LLP | CategoryTxt |
| Legal Fees | $439 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $439 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES & FEES | $25 | $0 | $25 |
| ADR PASS THRU FEES | $200 | $200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL IRS PAYMENTS | CategoryTxt |
| Amt | $5,145 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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