SQUARE ONE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SQUARE ONE FOUNDATION (EIN 36-6068835)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201323169349100607
- Schema version
- 2012v2.0
- 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
- Schedule B
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T07:54:24-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gray Hunter Stenn LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Harger Road Suite 521 | AddressLine1 |
| City | Oak Brook | City |
| State | IL | State |
| ZIP Code | 605231819 | 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 | 366068835 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Square One Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SQUA | NameControl |
| Phone | 3126665500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 W Erie Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60610 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Priscilla Kersten | Name |
| Title | Pres, Dir | Title |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles M Arbetter | Name |
| PTIN | P00199316 | PTIN |
| Phone | 6305714900 | 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 | 38222262 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 32627 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 32627 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 699574 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 699574 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 453958 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3139825 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 431144 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 544600 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 535151 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 6730759 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1698496 | TotalNetInvestmentIncome |
| Interest Rev And Expnss | 69859 | InterestRevAndExpnss |
| Interest Net Invst Incm | 69859 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 70609 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 18022 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 473948 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 472138 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 614416 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 560019 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 818542 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 818542 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1432958 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 560019 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 818542 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5297801 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1138477 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11786 | CashBOY |
| Cash EOY | 11786 | CashEOY |
| Cash EOYFMV | 11786 | CashEOYFMV |
| Investments Corp Stock BOY | 31011721 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 38210476 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 38210476 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 31023507 | TotalAssetsBOY |
| Total Assets EOY | 38222262 | TotalAssetsEOY |
| Total Assets EOYFMV | 38222262 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 31023507 | UnrestrictedBOY |
| Unrestricted EOY | 38222262 | UnrestrictedEOY |
| Total Net Assets BOY | 31023507 | TotalNetAssetsBOY |
| Total Net Assets EOY | 38222262 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 31023507 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 38222262 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 31023507 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5297801 | ExcessOfRevenueOverExpenses |
| Other Increases | 1900954 | OtherIncreases |
| Subtotal | 38222262 | Subtotal |
| Total Net Assets Fund Balances EOY | 38222262 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|---|---|---|
| Partnership Net 1256 losses | P | 2001-01-01 | 2012-01-01 | 33233 | -33233 | -33233 | |
| Partnership Net 1231 Gains | P | 2001-01-01 | 2012-01-01 | 9730 | 9730 | 9730 | |
| Northern Trust Various Stocks - See Att | P | 2011-01-01 | 2012-01-01 | 736067 | 255634 | 255634 | 991701 |
| Steinberg Asset Man.- See Attached | P | 2012-01-01 | 2012-01-01 | 665497 | 36874 | 36874 | 702371 |
| Wellington Archipelago Holdings LTD | P | 2009-01-01 | 2012-10-02 | 1250000 | 162139 | 162139 | 1412139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 431144 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 292508 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 841385 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 28106462 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.02994 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2333491 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 26801192 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.08707 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 902213 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 29838237 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.03024 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1477009 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 24081637 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06133 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 810542 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 21439860 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.03781 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.24638 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04928 | AverageDistributionRatio |
| Net Noncharitable Assets | 34103542 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1680486 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 11385 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1691871 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 818542 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 22770 | InvestmentIncomeExciseTax |
| Subtotal | 22770 | Subtotal |
| Tax Based On Investment Income | 22770 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 25200 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 10000 | TaxPaidWithExtension |
| Total Credits And Payments | 35200 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 187 | PenaltyForUnderpayment |
| Overpayment | 12243 | Overpayment |
| Amount Credited To Next Year | 12243 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Priscilla Kersten | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3126665500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 W Erie St | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| Steven A Kersten | ||||||
| 701 W Erie Street | Chicago | IL | 60610 | Secy,Treas, Dir | 0.00 | 0 |
| Walter Roth | ||||||
| 30 N LaSalle | Chicago | IL | 60610 | Asst Sec, Dir | 0.00 | 0 |
| Priscilla Kersten | ||||||
| 701 W Erie St | Chicago | IL | 60610 | Pres, Dir | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| Northern Trust | |||||
| 50 South LaSalle Street | Chicago | IL | 60675 | Investment advisory | 55138 |
| Cambridge Associates LLC | |||||
| 100 Summer Street | Boston | MA | 02110 | Investment advisory | 142987 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 34611099 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11786 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 34622885 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 34622885 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 519343 | CashDeemedCharitable |
| Net Noncharitable Assets | 34103542 | NetNoncharitableAssets |
| Minimum Investment Return | 1705177 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1705177 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 22770 | TaxBasedOnInvestmentIncome |
| Total Tax | 22770 | TotalTax |
| Distributable Amount Before Adj | 1682407 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1682407 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1682407 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 818542 | ExpensesAndContributions |
| Qualifying Distributions | 818542 | QualifyingDistributions |
| Adj Qualifying Distributions | 818542 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1682407 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 349195 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 349195 | TotalExcessDistriCarryover |
| Qualifying Distributions | 818542 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 818542 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 349195 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 349195 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 514670 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Steven A Kersten | ContributingManager |
| Contributing Manager | Priscilla Kersten | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | SEE ATTACHED LIST | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N/A | AddressLine1 |
| City | NA | City |
| State | IL | State |
| ZIP Code | 60610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL CHARITABLE PURPOSE | PurposeOfGrantOrContribution |
| Amount | $818,542 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 818542 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,627 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $699,574 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $535,151 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900001 | BusinessCode |
| Unrelated Business Income | $22,814 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $431,144 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrelated Business Income | Description |
| Business Code | 900001 | BusinessCode |
| Unrelated Business Income | $9,449 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $32,263 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,698,496 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1730759 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | 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 | Steven Kersten | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 W ERIE ST | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation (2 entries)
| Northern Trust |
| Cambridge Associates LLC |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Other pass-through expenses | 28741 | 28741 |
| Non Deductible penalties and interest | 1810 | |
| Investment management fees, etc. | 443397 | 443397 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Unrelated Business Income | 9449 | |
| Other Investment Income | 535151 | 535151 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Foreign taxes paid | $18,022 | 18022 |
| Federal and Illinois Taxes | $52,587 |
Comments