MELVA BUCKSBAUM FAMILY FOUNDATION: Form 990PF, tax year 2012
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- Organization
- MELVA BUCKSBAUM FAMILY FOUNDATION (EIN 42-6122182)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-30
- IRS object ID
- 201311209349100606
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-30T11:00:22-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421489255 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MB INVESTMENTS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N WACKER DRIVE STE 001 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426122182 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN BUCKSBAUM FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MB INVESTMENTS LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MART | NameControl |
| Phone | 3129602524 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N WACKER DRIVE NO 001 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E MICHAEL GREAVES | Name |
| Title | SECRETARY | Title |
| Phone | 3129602524 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD B DENNERT | Name |
| PTIN | P00745803 | PTIN |
| Phone | 3129602524 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 154056 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1250000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 40 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 40 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 126 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 126 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 46 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 46 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 46 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1250212 | TotalRevenueAndExpenses |
| Total Net Investment Income | 212 | 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 |
| Interest Rev And Expnss | 92 | InterestRevAndExpnss |
| Interest Net Invst Incm | 92 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 17178 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17270 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 92 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1155000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1155000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1172270 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 92 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1155000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 77942 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 120 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 57926 | CashBOY |
| Cash EOY | 135588 | CashEOY |
| Cash EOYFMV | 135588 | CashEOYFMV |
| Investments Corp Stock BOY | 12346 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 12423 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 18468 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 70272 | TotalAssetsBOY |
| Total Assets EOY | 148011 | TotalAssetsEOY |
| Total Assets EOYFMV | 154056 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 70272 | CapitalStockBOY |
| Capital Stock EOY | 148011 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 70272 | TotalNetAssetsBOY |
| Total Net Assets EOY | 148011 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 70272 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 148011 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 70272 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 77942 | ExcessOfRevenueOverExpenses |
| Other Increases | 97 | OtherIncreases |
| Subtotal | 148311 | Subtotal |
| Other Decreases | 300 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 148011 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| ROUSE PROPERTIES (CASH IN LIEU) | P | 2012-01-20 | 2012-01-20 | 3 | 3 | 3 |
| CAPITAL GAINS DIVIDENDS | P | 43 | 43 | 43 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 46 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2112194 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 621981 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 3.395914 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 670451 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 301255 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 2.225527 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 750170 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 475618 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.577253 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 942191 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 405620 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 2.322842 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1629176 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 493374 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 3.302112 | DistributionRatioYear5 |
| Total Distribution Ratio | 12.823648 | TotalDistributionRatio |
| Average Distribution Ratio | 2.564730 | AverageDistributionRatio |
| Net Noncharitable Assets | 157327 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 403501 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 403502 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1155000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 250 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 250 | TotalCreditsAndPayments |
| Overpayment | 249 | Overpayment |
| Amount Credited To Next Year | 249 | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | MB INVESTMENTS LLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3129602524 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N WACKER DRIVE SUITE 001 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 (4 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| MELVA BUCKSBAUM | |||||||||
| C/O MB INVESTMENTS 180 N WACKER | DRIVE SUITE 001 | CHICAGO | IL | 60606 | PRESIDENT/DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARY BUCKSBAUM SCANLAN | |||||||||
| C/O MB INVESTMENTS 180 N WACKER | DRIVE SUITE 001 | CHICAGO | IL | 60606 | VICE PRESIDENT/TREASURER | 1.00 | 0 | 0 | 0 |
| MICHAEL GREAVES | |||||||||
| C/O MB INVESTMENTS 180 N WACKER | DRIVE SUITE 001 | CHICAGO | IL | 60606 | SECRETARY | 1.00 | 0 | 0 | 0 |
| GENE BUCKSBAUM | |||||||||
| C/O MB INVESTMENTS 180 N WACKER | DRIVE SUITE 001 | CHICAGO | IL | 60606 | VICE PRESIDENT | 1.00 | 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 | 17268 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 142455 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 159723 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 159723 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2396 | CashDeemedCharitable |
| Net Noncharitable Assets | 157327 | NetNoncharitableAssets |
| Minimum Investment Return | 7866 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7866 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1 | TaxBasedOnInvestmentIncome |
| Total Tax | 1 | TotalTax |
| Distributable Amount Before Adj | 7865 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 7865 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 7865 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1155000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1155000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1154999 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 7865 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1604768 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 922102 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 726436 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 655406 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2115107 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6023819 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1155000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 7865 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1147135 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 7170954 | 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 | 1604768 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5566186 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 922102 | ExcessFromYear4 |
| Excess From Year3 | 726436 | ExcessFromYear3 |
| Excess From Year2 | 655406 | ExcessFromYear2 |
| Excess From Year1 | 2115107 | ExcessFromYear1 |
| Excess From Current Year | 1147135 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELVA BUCKSBAUM | ContributingManager |
| Contributing Manager | MARY BUCKSBAUM SCANLAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ASPEN ART MUSEUM | ||||||
| 590 NORTH MILL STREET | ASPEN | CO | 81611 | NONE ARE INDIVIDUALS. ALL ARE PUBLIC CHARITIES | ALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES | $50,000 |
| MISCELLANEOUS CONTRIBUTIONS UNDER 20000 AVAILABLE UPON REQUEST FROM MB IN | ||||||
| 180 N WACKER DRIVE SUITE 001 | CHICAGO | IL | 60606 | NONE ARE INDIVIDUALS. ALL ARE PUBLIC CHARITIES | ALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES | $70,000 |
| THE ASPEN INSTITUTE | ||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | NONE ARE INDIVIDUALS. ALL ARE PUBLIC CHARITIES | ALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES | $35,000 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE ARE INDIVIDUALS. ALL ARE PUBLIC CHARITIES | ALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1155000 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 40 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 126 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 46 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 212 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 212 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | ALL FUNDS PROVIDED FOR EXEMPT GIFTS |
| 4 | ALL FUNDS PROVIDED FOR EXEMPT GIFTS |
| 8 | ALL FUNDS PROVIDED FOR EXEMPT GIFTS |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MELVA BUCKSBAUM | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N WACKER DRIVE SUITE 001 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1250000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SEQUOIA FUND, INC. | 10088 | 13185 |
| GENERAL GROWTH PROPERTIES, INC. | 1823 | 3851 |
| HOWARD HUGHES CORP | 435 | 1314 |
| ROUSE PROPERTIES, INC. | 77 | 118 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL GAINS PER TAX GREATER THAN BOOK | $46 |
| PENALTIES FOR BOOK GREATER THAN TAX | $254 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST & DIVIDENDS PER TAX LESS THAN BOOK | Description |
| Amount | $97 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX - 2011 | $16,928 | 0 | 0 |
| FEDERAL EXCISE TAX - 2012 | $250 | 0 | 0 |
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