W F FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- W F FOUNDATION (EIN 36-4189166)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-09
- IRS object ID
- 201342219349100409
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-09T11:36:31-05:00 | 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 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Wacker Drive | 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 | 364189166 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WF Foundation | BusinessNameLine1 |
| Business Name Line2 | C/O Brian White | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % H BLAIR WHITE | InCareOfName |
| Name Control | WFFO | NameControl |
| Phone | 3128408595 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 East Scott | AddressLine1 |
| Address Line2 | Suite 6 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60610 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian White | Name |
| Title | Trustee | Title |
| Date Signed | 2013-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122982000 | 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 | 1996823 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 55683 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 55683 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10682 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 47670 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10682 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 66365 | TotalRevenueAndExpenses |
| Total Net Investment Income | 66365 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 14646 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 14646 | CompOfcrDirTrstNetInvstIncm |
| Accounting Fees Rev And Expnss | 3400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1700 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1500 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1500 | OtherProfFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 4320 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 23866 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17846 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 149112 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 149112 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 172978 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17846 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 149112 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -106613 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 48519 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1024534 | CashBOY |
| Cash EOY | 713156 | CashEOY |
| Cash EOYFMV | 713156 | CashEOYFMV |
| Investments Corp Stock BOY | 255058 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 255053 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 401859 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 502379 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 696842 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 881808 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1781971 | TotalAssetsBOY |
| Total Assets EOY | 1665051 | TotalAssetsEOY |
| Total Assets EOYFMV | 1996823 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1781971 | RetainedEarningsBOY |
| Retained Earnings EOY | 1665051 | RetainedEarningsEOY |
| Total Net Assets BOY | 1781971 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1665051 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1781971 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1665051 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1781971 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -106613 | ExcessOfRevenueOverExpenses |
| Subtotal | 1675358 | Subtotal |
| Other Decreases | 10307 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1665051 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10682 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 124350 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2071841 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.060019 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 155875 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1889843 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.08248 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 34766 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1668510 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.020837 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 61598 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1976000 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.031173 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 82938 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2117734 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039164 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.233673 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046735 | AverageDistributionRatio |
| Net Noncharitable Assets | 2062908 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 96410 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 485 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 96895 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 149112 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 485 | InvestmentIncomeExciseTax |
| Subtotal | 485 | Subtotal |
| Tax Based On Investment Income | 485 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2700 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2700 | TotalCreditsAndPayments |
| Overpayment | 2215 | Overpayment |
| Amount Credited To Next Year | 2215 | 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 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| 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 | H BLAIR WHITE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3128534106 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NO 6 REGENT WOOD | AddressLine1 |
| City | Northfield | City |
| State | IL | State |
| ZIP Code | 60093 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| H Blair White | ||||||
| No 6 Regent Wood | Northfield | IL | 60093 | Pres., treasurer and director | 0 | 0 |
| Joan V White | ||||||
| No 6 Regent Wood | Northfield | IL | 60093 | VP, secretary and director | 0 | 0 |
| Blair W White | ||||||
| 50 LA Cuesta Drive | Greenbrae | CA | 94904 | Director | 0 | 0 |
| Brian J White | ||||||
| 12 East Scott | Chicago | IL | 60610 | Director | 0 | 14646 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1222036 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 872287 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2094323 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2094323 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 31415 | CashDeemedCharitable |
| Net Noncharitable Assets | 2062908 | NetNoncharitableAssets |
| Minimum Investment Return | 103145 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 103145 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 485 | TaxBasedOnInvestmentIncome |
| Total Tax | 485 | TotalTax |
| Distributable Amount Before Adj | 102660 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 102660 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 102660 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 149112 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 149112 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 485 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 148627 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 102660 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 54693 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 149112 | QualifyingDistributions |
| Applied To Year1 | 54693 | AppliedToYear1 |
| Applied To Current Year | 94419 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 8241 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H BLAIR WHITE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| Chicago Symphony Orchestra | |||||||
| 220 S Michigan AVE | Chicago | IL | 60604 | NONE | To further the mission of the donee | $7,500 | |
| Children's Memorial Hospital | |||||||
| 2300 Childrens Plaza | Chicago | IL | 60614 | none | to further the mission of the donee | $20,000 | |
| Evans Scholarship Foundation | |||||||
| One Briar Road | Golf | IL | 60029 | none | to further the mission of the donee | $500 | |
| Faith Temple - Church of God In Christ | |||||||
| po Box 733 | Evanston | IL | 60204 | none | to further the mission of the donee | $100 | |
| Good News Partners | |||||||
| 1600 W Jonquil Terrace | Chicago | IL | 60626 | none | to further the mission of the donee | $500 | |
| Infant Welfare Society | |||||||
| 1600 W Fullerton Ave | Chicago | IL | 60647 | none | to further the mission of the donee | $150 | |
| Lincoln Park Zoological Society | |||||||
| 2001 N Clark st | Chicago | IL | 60614 | none | to further the mission of the donee | $11,000 | |
| Lost Tree Chapel | |||||||
| 11149 Turtle Beach Road | North Palm Beach | FL | 33408 | none | to further the mission of the donee | $5,000 | |
| Lost Tree Village Charitable Foundation | |||||||
| 11555 Lost Tree Way | North Palm Beach | FL | 33408 | none | to further the mission of the donee | $3,500 | |
| MD Anderson Cancer Center | |||||||
| The University of Texas MD Anderson | Houston | TX | 77030 | none | to further the mission of the donee | $2,000 | 1515 Holcombe Blvd |
| Metropolitan Family Services | |||||||
| One North Dearborn St 10 | Chicago | IL | 60602 | None | to further the mission of the donee | $10,000 | |
| Northshore Senior Center | |||||||
| 161 Northfield Road | Northfield | IL | 60093 | none | to further the mission of the donee | $1,000 | |
| Northwestern University Leadership Circle | |||||||
| Office of Alumni Relations Developm | Evanston | IL | 60208 | none | to further the mission of the donee | $1,000 | 2020 Ridge Ave |
| Old Elm Scholarship Foundation | |||||||
| 800 Old Elm Road | Highland Park | IL | 60035 | none | to further the mission of the donee | $500 | |
| Rehabilitation Institute of Chicago | |||||||
| 345 E Superior St | Chicago | IL | 60611 | none | to further the mission of the donee | $5,000 | |
| Rush University Medical Center | |||||||
| 1653 W Congress Parkway | Chicag | IL | 60612 | none | to further the mission of the donee | $5,000 | |
| Skokie CC Educational Foundation | |||||||
| 1500 McDaniel Ave | Evanston | IL | 60201 | none | to further the mission of the donee | $500 | |
| University of Iowa Foundation | |||||||
| 1 West Park Road | Iowa City | IA | 52244 | none | to further the mission of the donee | $50,500 | |
| Winnetka Presbytarian Church | |||||||
| 1255 Willow Road | Winnetka | IL | 60093 | none | to further the mission of the donee | $10,000 | |
| Working in the Schools | |||||||
| 27 East Monroe Street | Chicago | IL | 60603 | none | to further the mission of the donee | $500 | |
| World Vision | |||||||
| PO Box 9716 | Fderal Way | WA | 980639716 | none | to further the mission of the donee | $312 | |
| American Jewish Committee | |||||||
| 126 High Street | Boston | MA | 02110 | none | To further the mission of the donee | $100 | |
| American Red Cross | |||||||
| 2025 E Street NW | Washington | DC | 20006 | none | To further the mission of the donee | $1,000 | |
| Bush School of Government and Public Services | |||||||
| 4220 TAMU College Station | College Station | TX | 77843 | none | To further the mission of the donee | $1,000 | |
| First Tee World Golf Village | |||||||
| 425 South Legacy Trail | St Augustine | FL | 32092 | none | To further the mission of the donee | $200 | |
| Camp Getschow of Glenwood Academy | |||||||
| 500 W 187th Street | Glenwood | IL | 60425 | none | To further the mission of the donee | $200 | |
| Kellogg Cancer Center | |||||||
| 2650 Ridge Ave | Evanston | IL | 60201 | none | To further the mission of the donee | $200 | |
| League of Chicago Symphony Orchestra | |||||||
| 220 S Michigan Ave | Chicago | IL | 60604 | none | To further the mission of the donee | $250 | |
| Melanoma Research Foundation | |||||||
| 1411 K Street | Washington | DC | 20005 | none | To further the mission of the donee | $1,000 | |
| Misericordia | |||||||
| 6300 North Ridge | Chicago | IL | 60660 | none | To further the mission of the donee | $200 | |
| Trinity International University Dept of Music | |||||||
| 2065 Half Day Rd | Deerfield | IL | 60015 | none | To further the mission of the donee | $400 | |
| University of Iowa College of Law | |||||||
| 130 Byington Road | Iowa City | IA | 52242 | none | To further the mission of the donee | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 149112 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $55,683 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,682 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,365 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 66365 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PWC TAX PREP FEES | Category |
| Amount | $3,400 | Amount |
| Net Investment Income | 1700 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES SCHWAB - LT - SALE OF SECURITIES | Name |
| Gross Sales Price | 47670 | GrossSalesPrice |
| Basis | 36988 | Basis |
| Total Net | 10682 | TotalNet |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CHARLES SCHWAB | NameOfBond |
| EOY Book Value | 696842 | EOYBookValue |
| EOYFMV | 881808 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB | NameOfStock |
| EOY Book Value | 255053 | EOYBookValue |
| EOYFMV | 401859 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COST BASIS ADJUSTMENT | Description |
| Amount | $10,307 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| IL CHARITY BUREAU REPORT FEE | 15 |
| IL SECRETARY OF STATE | 15 |
| ESTIMATED TAXES | 2700 |
| FED TAX PY LIABILITY | 1590 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCREASES | Description |
| Amount | $0 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOK KEEPING/ADMIN FEES | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
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