STEELE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEELE FOUNDATION (EIN 36-3512880)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201341299349101404
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T11:22:53-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800216187 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Malley & Kwit LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N Clark St Suite 930 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60654 | 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 | 363512880 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steele Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEE | NameControl |
| Phone | 3124744110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6569 | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ralph Segall | Name |
| Title | Director | Title |
| Phone | 3124744110 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patrick W O'Malley | Name |
| PTIN | P00446247 | PTIN |
| Phone | 3122450077 | 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 | 311503 | 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 | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5742 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4011 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 40684 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 158148 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 40684 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 46430 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44699 | 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 |
| Accounting Fees Rev And Expnss | 1375 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 135 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 38 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1548 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 17750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 17750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19298 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 27132 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 44699 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 41160 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 62909 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 62909 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 23011 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 48115 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 58629 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 154563 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 86924 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 103948 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 34392 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 82310 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 86017 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 253126 | TotalAssetsBOY |
| Total Assets EOY | 280258 | TotalAssetsEOY |
| Total Assets EOYFMV | 311503 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 253126 | RetainedEarningsBOY |
| Retained Earnings EOY | 280258 | RetainedEarningsEOY |
| Total Net Assets BOY | 253126 | TotalNetAssetsBOY |
| Total Net Assets EOY | 280258 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 253126 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 280258 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 253126 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 27132 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 280258 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 280258 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 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 |
|---|---|---|---|---|---|---|---|
| First Eagle Global Fund | P | 2011-12-31 | 2012-12-03 | 1666 | 37 | 1629 | 1629 |
| Wells Fargo Advantage | P | 2011-12-09 | 2012-12-04 | 3637 | 5423 | -1786 | -1786 |
| Newmont Mining Corp | P | 2000-12-04 | 2012-06-06 | 10278 | 2699 | 7579 | 7579 |
| Harbor High Yield Bond | P | 2011-10-19 | 2012-11-02 | 13615 | 12900 | 715 | 715 |
| Diodes Incorporated | P | 2008-05-20 | 2012-12-03 | 7417 | 13470 | -6053 | -6053 |
| First Eagle Global Fund | P | 2010-07-26 | 2012-12-03 | 65249 | 1460 | 63789 | 63789 |
| Wells Fargo Advantage | P | 2010-07-26 | 2012-12-04 | 54650 | 81475 | -26825 | -26825 |
| Capital Gains Dividends | P | 1636 | 1636 | 1636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 40684 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 304707 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.039382 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19818 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 286836 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.069092 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 22373 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 270046 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.082849 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 25829 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 311439 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.082934 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 8500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 315542 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.026938 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.301195 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060239 | AverageDistributionRatio |
| Net Noncharitable Assets | 299771 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 18058 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 447 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 18505 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 17750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 894 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 894 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 894 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 7 | PenaltyForUnderpayment |
| Tax Due | 901 | TaxDue |
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 | 0 | 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 | Ralph Segall | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3124744110 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1131 Sheridan Road | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60202 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Ralph Segall | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6569 | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President/Director | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 272457 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 31879 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 304336 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 304336 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4565 | CashDeemedCharitable |
| Net Noncharitable Assets | 299771 | NetNoncharitableAssets |
| Minimum Investment Return | 14989 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 14989 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 894 | TaxBasedOnInvestmentIncome |
| Total Tax | 894 | TotalTax |
| Distributable Amount Before Adj | 14095 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 14095 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 14095 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17750 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 17750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 17750 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 14095 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 7711 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9125 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 5840 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 22676 | TotalExcessDistriCarryover |
| Qualifying Distributions | 17750 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14095 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3655 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 26331 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 26331 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7711 | ExcessFromYear4 |
| Excess From Year3 | 9125 | ExcessFromYear3 |
| Excess From Year2 | 5840 | ExcessFromYear2 |
| Excess From Current Year | 3655 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Children Affected By HIVAIDS (CHABHA) | |||||||
| 16 Bradley Avenue | Brattleboro | VT | 05301 | None | Public Charity | Public Charity | $6,000 |
| Evanston Township High School | |||||||
| 1600 Dodge Avenue | Evanston | IL | 60201 | None | Public High School | Educational | $750 |
| Washington School PTA | |||||||
| 914 Ashland Avenue | Evanston | IL | 60202 | None | Elementary School | Educational | $1,000 |
| Youth Job Center of Evanston Inc | |||||||
| 1114 Church Street | Evanston | IL | 60201 | None | Public Charity | Educational | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 17750 | 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 | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,742 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,684 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $46,430 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 46430 | 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 | Accounting Fees | Category |
| Amount | $1,375 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Equity Funds | NameOfBond |
| EOY Book Value | 82310 | EOYBookValue |
| EOYFMV | 86017 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Corporate Stock | NameOfStock |
| EOY Book Value | 86924 | EOYBookValue |
| EOYFMV | 103948 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 48115 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 58629 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Postage | Description |
| Revenue And Expenses Per Books | 38 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Illinois charitable Trust Bureau | $15 | 0 | 0 |
| Foreign Tax Paid | $13 | 0 | 0 |
| Federal Tax | $107 | 0 | 0 |
Comments