JOHN HART FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HART FOUNDATION (EIN 20-0156873)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-20
- IRS object ID
- 201301409349100210
- 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 Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-20T14:01:18-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364458862 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMARCO KINNAMAN LEWIS & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200156873 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H HART FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 3124829996 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN H HART | Name |
| Title | PRESIDENT | Title |
| Phone | 3124829996 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD A LEWIS | Name |
| PTIN | P00723534 | PTIN |
| Phone | 8474151313 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1864071 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 77659 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 77659 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 36173 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 235924 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 103893 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 113834 | TotalRevenueAndExpenses |
| Total Net Investment Income | 181554 | 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 |
| Legal Fees Rev And Expnss | 175 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 175 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3325 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3325 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3707 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 199 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 199 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7406 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3699 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 232843 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 232843 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 240249 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 236542 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -126415 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 181554 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 8920 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 78970 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 78970 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 5946 | AccountsReceivable |
| Accounts Receivable BOY | 2660 | AccountsReceivableBOY |
| Accounts Receivable EOY | 5946 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 5946 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 1643829 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1444078 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1779155 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1655409 | TotalAssetsBOY |
| Total Assets EOY | 1528994 | TotalAssetsEOY |
| Total Assets EOYFMV | 1864071 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 30 | AccountsPayableBOY |
| Accounts Payable EOY | 30 | AccountsPayableEOY |
| Total Liabilities BOY | 30 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30 | 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 | 1655379 | RetainedEarningsBOY |
| Retained Earnings EOY | 1528964 | RetainedEarningsEOY |
| Total Net Assets BOY | 1655379 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1528964 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1655409 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1528994 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1655379 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -126415 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1528964 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1528964 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 2600 SHS ALTRIA | P | 2000-01-04 | 2012-01-11 | 75243 | 14344 | 60899 | 60899 |
| 600 SHS MCDONALDS | P | 2002-03-13 | 2012-12-31 | 53720 | 17175 | 36545 | 36545 |
| 1125 SHS ALTRIA | P | 2010-12-23 | 2012-01-17 | 32622 | 6206 | 26416 | 26416 |
| 1000 SHS GENERAL ELECTRIC | P | 2007-12-19 | 2012-01-17 | 19002 | 36623 | -17621 | -17621 |
| 2000 SHS CYS INVESTMENTS | P | 2011-02-04 | 2012-01-05 | 26351 | 25500 | 851 | 851 |
| 1000 SHS CYS INVESTMENTS | P | 2011-02-04 | 2012-09-27 | 13992 | 12614 | 1378 | 1378 |
| 3000 SHS FRONTIER | P | 2011-08-09 | 2012-01-11 | 14994 | 19569 | -4575 | -4575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 103893 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 115715 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1822483 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.063493 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 158016 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 772698 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.204499 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 187585 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 540190 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.347257 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 51514 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 690698 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.074583 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 108793 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 565004 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.192553 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.882385 | TotalDistributionRatio |
| Average Distribution Ratio | 0.176477 | AverageDistributionRatio |
| Net Noncharitable Assets | 1863393 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 328846 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1816 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 330662 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 236542 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3631 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3631 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3631 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2126 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2415 | TaxPaidWithExtension |
| Total Credits And Payments | 4541 | TotalCreditsAndPayments |
| Overpayment | 910 | Overpayment |
| Amount Credited To Next Year | 910 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 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 | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H HART | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3124829996 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H HART | ||||||||
| 1500 N LAKE SHORE DRIVE UNIT 13A | CHICAGO | IL | 60601 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1864837 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 26933 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1891770 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1891770 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28377 | CashDeemedCharitable |
| Net Noncharitable Assets | 1863393 | NetNoncharitableAssets |
| Minimum Investment Return | 93170 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93170 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3631 | TaxBasedOnInvestmentIncome |
| Total Tax | 3631 | TotalTax |
| Distributable Amount Before Adj | 89539 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 89539 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 89539 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 236542 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 236542 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 236542 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 89539 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 84179 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 18715 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 162565 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 120877 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 26444 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 412780 | TotalExcessDistriCarryover |
| Qualifying Distributions | 236542 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 89539 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 147003 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 559783 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 84179 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 475604 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 18715 | ExcessFromYear4 |
| Excess From Year3 | 162565 | ExcessFromYear3 |
| Excess From Year2 | 120877 | ExcessFromYear2 |
| Excess From Year1 | 26444 | ExcessFromYear1 |
| Excess From Current Year | 147003 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| CHICAGO COUNCIL FOR GLOBAL AFFAIRS | ||||||||
| 332 S MICHIGAN AVENUE | CHICAGO | IL | 606044416 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| CHICAGO SINAI CONGREGATION | ||||||||
| 15 WEST DELAWARE PLACE | CHICAGO | IL | 60610 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,500 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $81,600 | |
| CHICAGO YOUTH CENTERS | ||||||||
| 218 S WABASH AVENUE SUITE 600 | CHICAGO | IL | 60604 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| GOODMAN THEATRE | ||||||||
| 170 NORTH DEARBORN | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| HUBBARD STREET DANCE CHICAGO | ||||||||
| 1147 WEST JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| LINCOLN PARK ZOO | ||||||||
| PO BOX 14903 CANNON DRIVE AT | CHICAGO | IL | 60614 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $20,000 | FULLERTON PARKWAY |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $7,123 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 38 SOUTH PEORIA STREET | CHICAGO | IL | 60607 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $3,200 | |
| MUSEUM OF CONTEMPORARY ART | ||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $7,500 | |
| 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 | $2,100 | |
| SANTA FE CHAMBER MUSIC FESTIVAL | ||||||||
| PO BOX 2227 | SANTA FE | NM | 875011826 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $11,200 | |
| STEPPENWOLF THEATER | ||||||||
| 1650 N HALSTED STREET | CHICAGO | IL | 60614 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $31,090 | |
| THE ART INSTITUTE OF CHICAGO | ||||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| THE STUTTERING FOUNDATION OF AMERICA | ||||||||
| 1805 MORIAH WOODS BLVD SUITE 3 | MEMPHIS | TN | 381177119 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,000 | |
| WRITER'S THEATRE | ||||||||
| 376 PARK AVENUE | GLENCOE | IL | 60022 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | |
| ASPEN SANTA FE BALLET | ||||||||
| 550B ST MICHAELS DRIVE STE 1 | SANTA FE | NM | 87505 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,000 | |
| CAMPERSHIPS FOR NEBAGAMON | ||||||||
| PO BOX 331 | EAST TROY | WI | 53120 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $750 | |
| CENTER FOR CONTEMPORARY ARTS | ||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $200 | |
| CHANGING WORLDS | ||||||||
| 329 W 18TH STREET SUITE 613 | CHICAGO | IL | 60616 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| CHI ARTS | ||||||||
| 521 EAST 35TH STREET | CHICAGO | IL | 60616 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | |
| CHICAGO CHAMBER MUSICIANS | ||||||||
| 180 NORTH STETSON AVENUE SUITE 1330 | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,400 | |
| COMPASSION BEYOND BORDERS | ||||||||
| PO BOX 22991 | SANTA FE | NM | 87502 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| CREATIVITY FOR PEACE | ||||||||
| 369 MONTEZUMA AVE 566 | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| FIRST SERVE NEW MEXICO | ||||||||
| PO BOX 31904 | SANTA FE | NM | 87594 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,000 | |
| GLOBAL FUND FOR WOMEN | ||||||||
| 222 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| HABITAT FOR HUMANITY | ||||||||
| 39030 EAGLE WAY | CHICAGO | IL | 60678 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $200 | |
| HUCKLEBERRY YOUTH PROGRAMS | ||||||||
| 3310 GEARY BLVD | SAN FRANCISCO | CA | 94118 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $675 | |
| INVEST FOR KIDS | ||||||||
| 875 NORTH MICHIGAN SUITE 3400 | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,000 | |
| NAPLES CHILDREN & EDUCATION FOUNDATION | ||||||||
| 6200 SHIRLEY STREET SUITE 206 | NAPLES | FL | 34109 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,175 | |
| NATIONAL DANCE INSTITUTE OF NEW MEXICO | ||||||||
| 1140 ALTO STREET | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| SANTA FE SYMPHONY | ||||||||
| PO BOX 9692 | SANTA FE | NM | 87504 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $9,500 | |
| THE FISTULA FOUNDATION | ||||||||
| 1900 THE ALAMEDA SUITE 500 | SAN JOSE | CA | 95126 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| THE JOFFREY BALLET | ||||||||
| 10 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,380 | |
| THINK NEW MEXICO | ||||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $250 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 10920 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $10,000 | |
| WEIZMANN INSTITUTE OF SCIENCE | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| WTTW11 | ||||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | |
| CHICAGO DANCING COMPANY | ||||||||
| PO BOX 101043 | CHICAGO | IL | 60610 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 232843 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $77,659 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $36,173 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $113,834 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 113834 | 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 | DEMARCO, KINNAMAN, LEWIS | Category |
| Amount | $3,325 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3325 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 12000 SHS ALTRIA | 298200 | 377280 |
| 1000 SHS GENERAL ELECTRIC CO | 0 | 0 |
| 2000 SHS MCDONALDS CORP | 87520 | 176420 |
| 50000 SHS RICEBRAN TECHNOLOGIES | 52505 | 2700 |
| 2600 PHILIP MORRIS INT'L | 116744 | 217464 |
| 7765 SHS PROCTER & GAMBLE | 498477 | 527166 |
| 2000 SHS REDIFF.COM INDIA LTD | 5709 | 5700 |
| 3490 SHS KRAFT FOODS | 117125 | 158690 |
| 4000 SHS CYS INVESTMENTS | 51139 | 47240 |
| 6980 MONDELEZ INTL | 216659 | 266495 |
| 3000 SHS FRONTIER COMMUNICATIONS | 0 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEYFARTH SHAW LLP | Category |
| Amount | $175 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 175 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 159 | 0 | 159 |
| ADR PASS THRU FEES | 40 | 0 | 40 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL IRS PAYMENTS | Category |
| Amount | $3,707 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments