BETA

JAMES B TAFEL FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JAMES B TAFEL FOUNDATION (EIN 36-3475140)
Tax period
2011-10-01 to 2012-09-30
Filed
2013-01-15
IRS object ID
201310159349100006
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-01-15T11:34:51-06:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line120 N MARTINGALE RD STE 500AddressLine1
CitySCHAUMBURGCity
StateILState
ZIP Code60173ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN363475140EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JAMES B TAFEL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJAMENameControl
Phone8473826930Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line186 PAGANICA DRIVEAddressLine1
CityBARRINGTONCity
StateILState
ZIP Code60010ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAMES B TAFELName
TitleTRUSTEETitle
Phone8473826930Phone
Date Signed2013-01-04DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameERIN M FLANAGANName
PTINP00866239PTIN
Phone8475177070Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY3322899FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss3510InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3510InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss6185DividendsRevAndExpnss
Dividends Net Invst Incm6185DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses9695TotalRevenueAndExpenses
Total Net Investment Income9695TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2413AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1206AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss333TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss-17OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2729TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1206TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss222750ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps222750ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss225479TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1206TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps222750TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-215784ExcessOfRevenueOverExpenses
Net Investment Income8489NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY25986CashBOY
Cash EOY56519CashEOY
Cash EOYFMV56519CashEOYFMV
Savings And Temp Cash Invst BOY2081410SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1835093SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1835093SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY9530InvestmentsCorpStockBOY
Investments Corp Stock EOY9530InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1431287InvestmentsCorpStockEOYFMV
Total Assets BOY2116926TotalAssetsBOY
Total Assets EOY1901142TotalAssetsEOY
Total Assets EOYFMV3322899TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY2116926RetainedEarningsBOY
Retained Earnings EOY1901142RetainedEarningsEOY
Total Net Assets BOY2116926TotalNetAssetsBOY
Total Net Assets EOY1901142TotalNetAssetsEOY
Total Liabilities Net Assets BOY2116926TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1901142TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2116926TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-215784ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1901142Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1901142TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1191800QualifyingDistributionsYear1
Noncharitable Assets Year13421696NoncharitableAssetsYear1
Distribution Ratio Year10.056054DistributionRatioYear1
Qualifying Distributions Year2376780QualifyingDistributionsYear2
Noncharitable Assets Year22954263NoncharitableAssetsYear2
Distribution Ratio Year20.127538DistributionRatioYear2
Qualifying Distributions Year3215576QualifyingDistributionsYear3
Noncharitable Assets Year31912709NoncharitableAssetsYear3
Distribution Ratio Year30.112707DistributionRatioYear3
Qualifying Distributions Year4199800QualifyingDistributionsYear4
Noncharitable Assets Year43216248NoncharitableAssetsYear4
Distribution Ratio Year40.062122DistributionRatioYear4
Qualifying Distributions Year51383072QualifyingDistributionsYear5
Noncharitable Assets Year55100889NoncharitableAssetsYear5
Distribution Ratio Year50.271143DistributionRatioYear5
Total Distribution Ratio0.629564TotalDistributionRatio
Average Distribution Ratio0.125913AverageDistributionRatio
Net Noncharitable Assets3248058NetNoncharitableAssets
Adjusted Noncharitable Assets408973AdjustedNoncharitableAssets
One Percent Net Investment Income85OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One409058AdjNonchrtblAssetsAndOnePct
Qualifying Distributions222750QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax170InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal170Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income170TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment280EstTaxPaymentsAndOverpayment
Total Credits And Payments280TotalCreditsAndPayments
Overpayment110Overpayment
Amount Credited To Next Year110AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithILStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr0ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJAMES B TAFELBooksInCareOfPersonName
Books In Care Of Phone Number8473826930BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line186 PAGANICA DRIVEAddressLine1
CityBARRINGTONCity
StateILState
ZIP Code60010ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JAMES B TAFEL
86 PAGANICA DRIVEBARRINGTONIL60010TRUSTEE0.00000
IDA MAY TAFEL
86 PAGANICA DRIVEBARRINGTONIL60010TRUSTEE0.00000
JULIE K TAFEL-KLAUS
86 PAGANICA DRIVEBARRINGTONIL60010TRUSTEE0.00000
JAMES B TAFEL JR
86 PAGANICA DRIVEBARRINGTONIL60010TRUSTEE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1339457AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1958064AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3297521TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3297521AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable49463CashDeemedCharitable
Net Noncharitable Assets3248058NetNoncharitableAssets
Minimum Investment Return162403MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return162403MinimumInvestmentReturn
Tax Based On Investment Income170TaxBasedOnInvestmentIncome
Total Tax170TotalTax
Distributable Amount Before Adj162233DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded162233DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted162233DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions222750ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions222750QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions222750AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted162233DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year51128284ExcessDistriCarryoverYear5
Excess Distri Carryover Year439260ExcessDistriCarryoverYear4
Excess Distri Carryover Year3120189ExcessDistriCarryoverYear3
Excess Distri Carryover Year2277818ExcessDistriCarryoverYear2
Excess Distri Carryover Year120968ExcessDistriCarryoverYear1
Total Excess Distri Carryover1586519TotalExcessDistriCarryover
Qualifying Distributions222750QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year162233AppliedToCurrentYear
Remaining Distri From Corpus60517RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1647036TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year51128284ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year518752ExcessDistriCyovToNextYear
Excess From Year439260ExcessFromYear4
Excess From Year3120189ExcessFromYear3
Excess From Year2277818ExcessFromYear2
Excess From Year120968ExcessFromYear1
Excess From Current Year60517ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJAMES B TAFELContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJAMES B TAFELRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line186 PAGANICA DRIVEAddressLine1
CityBARRINGTONCity
StateILState
ZIP Code60010ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8473826930RecipientPhoneNumber
Form And Info And MaterialsTHE REQUEST SHOULD BE IN WRITINGFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsTHIS ORGANIZATION ONLY MAKES CONTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN IRC SECTION 170(C).RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
ACHIEVEMENT CENTER FOR CHILDREN AND FAMILIES
555 NW 4TH STREETDELRAY BEACHFL33444170(C)CHARITABLE$300
AMERICAN CANCER SOCIETY
143 FIRST STREETBATAVIAIL60510170(C)MEDICAL$300
BETHESDA HOSPITAL FOUNDATION
2815 S SEACREST BLVDBOYNTON BEACHFL33435170(C)MEDICAL$25,250
BISHOP'S SCHOOL
7607 LA JOLLA BLVDLA JOLLACA92037170(C)EDUCATIONAL$5,000
BURNHAM MINISTRY
PO BOX 811625BOCA RATONFL33481170(C)RELIGIOUS$1,500
CARY FIREFIGHTERS' ASSOCIATION
400 N CARY-ALGONQUIN ROADCARYIL60013170(C)EDUCATIONAL$2,000
CARY LIBRARY
1606 THREE OAKS ROADCARYIL60013170(C)EDUCATIONAL$200
CARY PARK DISTRICT
441 W MAIN STREETCARYIL60013170(C)CHARITABLE$800
CITIZENS UNITED
PO BOX 474MILLVILLENJ08332170(C)CHARITABLE$200
CARY-GROVE HIGH SCHOOL
2208 THREE OAKS ROADCARYIL60013170(C)EDUCATIONAL$6,000
CRC RECOVERY FOUNDATION
309 NE 1ST STREETDELRAY BEACHFL33483170(C)CHARITABLE$200
FRATERNAL ORDER OF BARRINGTON HILLS POLICE
112 ALGONQUIN ROADBARRINGTON HILLSIL60010170(C)CHARITABLE$500
FRIENDS OF THE GEORGIA CUP
1 GOLF CLUB DRIVEALPHARETTAGA30005170(C)CHARITABLE$7,000
GOOD SHEPHERD HOSPITAL
450 WEST HIGHWAY 22BARRINGTONIL60010170(C)MEDICAL$2,000
GOODWILL INDUSTRIES
315 N MAIN STREETROCKFORDIL61101170(C)HUMANITARIAN$200
GRAYSON JOCKEY CLUB RESEARCH FOUNDATION
821 CORPORATE DRIVELEXINGTONKY40503170(C)CHARITABLE$500
HELPING PAWS
2500 HARDING LANEWOODSTOCKIL60098170(C)CHARITABLE$200
HOME OF THE SPARROW
5342 W ELM STREETMCHENRYIL60050170(C)HUMANITARIAN$500
HOSPICE OF NORTHEASTERN ILLINIOS
405 LAKE ZURICH ROADBARRINGTONIL60010170(C)MEDICAL$10,000
IAN'S FRIENDS FOUNDATION
5570 GLEN ERROL ROADATLANTAGA30327170(C)MEDICAL$12,500
KENTUCKY HORSE PARK FOUNDATION
4089 IRON WORKS PARKWAYLEXINGTONKY40511170(C)CHARITABLE$100
MIAMI PROJECT TO CURE PARALYSIS
PO BOX 248073CORAL GABLESFL33124170(C)MEDICAL$200
NATIONAL MUSEUM OF RACING AND HALL OF FAME
191 UNION AVENUESARATOGA SPRINGSNY12866170(C)CHARITABLE$100
PACIFIC RIDGE SCHOOL
PO BOX 7011RANCHO SANTA FECA92067170(C)EDUCATIONAL$15,000
SALVATION ARMY
5040 NORTH PULASKI ROADCHICAGOIL60630170(C)HUMANITARIAN$750
SALVATION ARMY
PO BOX 18459WEST PALM BEACHFL33416170(C)HUMANITARIAN$750
SEACREST PRSBYTRN CHURCH
2703 N SEACREST BLVDDELRAY BEACHFL33444170(C)RELIGIOUS$25,000
SOUP KITCHEN INC
8645 W BOYNTON BEACH BLVDBOYNTON BEACHFL33472170(C)HUMANITARIAN$200
TURNING POINT
PO BOX 723WOODSTOCKIL60098170(C)HUMANITARIAN$500
UNIVERSITY OF PITTSBURGH
128 NORTH CRAIG STREET PARK PLAZAPITTSBURGHPA15260170(C)EDUCATIONAL$100,000158
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901170(C)CHARITABLE$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year222750TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,510ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$6,185ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$9,695ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA9695TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryMCGLADREYCategory
Amount$2,413Amount
Net Investment Income1206NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
DUN & BRADSTREET-1,500 SHS570119430
EMC CORP-36,000 SHS7920981720
SOUTHWEST AIRLINES-7,425 SHS104065117
MOODYS - 6000 SHS0265020

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
IL FILING FEE1500
HARRIS BANK FEES-3200

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryINCOME TAXCategory
Amount$333Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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