ALBERT & ANNE MANSFIELD FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT & ANNE MANSFIELD FOUNDATION (EIN 36-4244272)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201241329349101079
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T11:51:11-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364409576 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRONSWICK REICIN POLLACK LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 E LAKE COOK ROAD SUITE 430 | AddressLine1 |
| City | BUFFALO GROVE | City |
| State | IL | State |
| ZIP Code | 600891862 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364244272 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT AND ANNE MANSFIELD FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MARLENE HOPMAYER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALBE | NameControl |
| Phone | 3127511124 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 NORTH LAKE SHORE DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEME HOPMAYER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3127511124 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY D BRONSWICK | Name |
| PTIN | P00440208 | PTIN |
| Phone | 8478089800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 5029943 | 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 | 66 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 66 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 142614 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 142614 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 144440 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1007799 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 144440 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 654 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 654 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 287774 | TotalRevenueAndExpenses |
| Total Net Investment Income | 287774 | 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 | 4485 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4485 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 69713 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 57713 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 12000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2739 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2739 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1164 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1164 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 78101 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 64937 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 13164 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 233600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 233600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 311701 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 64937 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 246764 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -23927 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 222837 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1373 | CashBOY |
| Cash EOY | 3502 | CashEOY |
| Cash EOYFMV | 3502 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 98978 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 102417 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 102417 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 2257 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 2650 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2650 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 73828 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 73828 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 77879 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2622155 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2684832 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3032536 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 786984 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 826811 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1092211 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 984715 | InvestmentsOtherBOY |
| Investments Other EOY | 852323 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 718748 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4570290 | TotalAssetsBOY |
| Total Assets EOY | 4546363 | TotalAssetsEOY |
| Total Assets EOYFMV | 5029943 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4570290 | CapitalStockBOY |
| Capital Stock EOY | 4546363 | 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 | 4570290 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4546363 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4570290 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4546363 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4570290 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -23927 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4546363 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4546363 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (34 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 3M CO | 2009-12-15 | 2011-02-01 | 58818 | 36738 | 22080 | 22080 |
| ADP | 2008-02-13 | 2011-05-24 | 54569 | 40887 | 13682 | 13682 |
| BED BATH & BEYOND | 2005-03-14 | 2011-09-15 | 40213 | 25773 | 14440 | 14440 |
| COSTCO | 2010-05-06 | 2001-09-15 | 21526 | 15173 | 6353 | 6353 |
| DIAGEO | 2009-12-15 | 2011-01-11 | 13449 | 7751 | 5698 | 5698 |
| LOCKHEED MARTIN | 2010-01-29 | 2011-08-08 | 76976 | 81073 | -4097 | -4097 |
| MEDTRONIC | 2010-08-24 | 2011-09-09 | 67340 | 61177 | 6163 | 6163 |
| PHILIP MORRIS INTL | 2009-12-15 | 2011-01-11 | 26690 | 17777 | 8913 | 8913 |
| PRIVATE BANK | 2009-11-06 | 2011-02-28 | 10352 | 8877 | 1475 | 1475 |
| PRIVATE BANK | 2009-11-06 | 2011-05-25 | 35420 | 21427 | 13993 | 13993 |
| QUEST DIAGNOSTICS | 2007-05-16 | 2011-10-25 | 34011 | 29816 | 4195 | 4195 |
| ST JUDE MEDICAL | 2009-11-23 | 2011-04-15 | 33253 | 21981 | 11272 | 11272 |
| VODAFONE | 2010-02-23 | 2011-02-28 | 25696 | 19629 | 6067 | 6067 |
| VODAFONE | 2010-02-23 | 2011-05-24 | 59232 | 46891 | 12341 | 12341 |
| WALGREENS | 2008-05-29 | 2011-02-09 | 30669 | 26154 | 4515 | 4515 |
| SHELL INTL | 2006-08-14 | 2011-06-27 | 25000 | 25000 | 0 | 0 |
| EMERSON ELECTRIC | 2004-12-03 | 2011-11-01 | 50000 | 50000 | 0 | 0 |
| UNITED TECHNOLOGIES | 2005-04-04 | 2011-12-16 | 51212 | 50258 | 954 | 954 |
| MISC REMICS | 2011-01-15 | 2011-12-15 | 19981 | 19981 | 0 | 0 |
| ISHARES S&P BARRA | 2010-12-10 | 2011-06-01 | 6938 | 6524 | 414 | 414 |
| ISHARES RUSSELL 2000 INDEX | 2010-12-16 | 2011-06-01 | 8265 | 7768 | 497 | 497 |
| ISHARES RUSSELL 2000 INDEX | 2009-12-15 | 2011-06-01 | 48900 | 29097 | 19803 | 19803 |
| SPDR INTL SMALL CAP | 2010-12-31 | 2011-08-04 | 35983 | 38514 | -2531 | -2531 |
| VANGUARD EMERGING MARKETS | 2010-07-23 | 2011-05-06 | 9730 | 8332 | 1398 | 1398 |
| VANGUARD EMERGING MARKETS | 2009-12-15 | 2011-09-23 | 18180 | 20272 | -2092 | -2092 |
| VIRTUS EMERGING MARKETS | 2001-10-29 | 2011-03-09 | 10995 | 7551 | 3444 | 3444 |
| VIRTUS VALUE EQUITY FUND | 2001-10-29 | 2011-05-19 | 25189 | 22444 | 2745 | 2745 |
| ISHARES MSCI EAFE INDEX | 2009-12-15 | 2011-09-23 | 47668 | 65103 | -17435 | -17435 |
| SPDR BARCLAYS HIGH YLD | 2008-04-18 | 2011-06-01 | 16140 | 18236 | -2096 | -2096 |
| PIMCO HIGH YLD FUND | 2010-12-15 | 2011-12-31 | 44775 | 33155 | 11620 | 11620 |
| PIMCO COMMDITY RR | 2010-12-15 | 2011-12-31 | 346 | 346 | 346 | |
| PIMCO PAC INVT MGMT | 2010-12-15 | 2011-12-31 | 1 | 1 | 1 | |
| TEMPLETON INST FOREIGN SM CO | 2010-12-15 | 2011-12-31 | 215 | 215 | 215 | |
| VANGUARD FXD INCOME SHORT TERM CORP | 2010-12-15 | 2011-12-31 | 67 | 67 | 67 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 144440 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 174220 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4817332 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036165 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 182484 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4174862 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043710 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 362215 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4749423 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.076265 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 253652 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5881235 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043129 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 248927 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5606912 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044396 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.243665 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048733 | AverageDistributionRatio |
| Net Noncharitable Assets | 5094218 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 248257 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2228 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 250485 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 246764 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4457 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4457 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4457 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2400 | TotalCreditsAndPayments |
| Tax Due | 2057 | 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 | 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 | WWW.MANSFIELDFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE HOPMAYER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3127511124 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 NORTH LAKE SHORE DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | 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 (10 entries)
| Address Line1USAddress/AddressLine1 | 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 |
|---|---|---|---|---|---|---|---|---|
| JUSTIN MANSFIELD | ||||||||
| 1423 SOUTH PLYMOUTH COURT | CHICAGO | IL | 60605 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| BRIANA NICHOLS | ||||||||
| 2835 N CHRISTIANA | CHICAGO | IL | 60618 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ADAM NICHOLS | ||||||||
| 700 EAST 9TH STREET 12 | NEW YORK | NY | 10009 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MARLENE HOPMAYER | ||||||||
| 999 NORTH LAKE SHORE DRIVE | CHICAGO | IL | 60611 | EXECUTIVE DIREC | 0.00 | 0 | 0 | 0 |
| BENETTA MANSFIELD | ||||||||
| 727 S RACINE UNIT B | CHICAGO | IL | 60607 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| SEYMOUR MANSFIELD | ||||||||
| 2837 SUNSET BOULEVARD | MINNEAPOLIS | MN | 55416 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ALEXIS MANSFIELD | ||||||||
| 2908 N RIVERSIDE DRIVE | CHICAGO | IL | 60618 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MARCY SHINBAUM | ||||||||
| 343 ROLLING HILLS DRIVE | FAIRFIELD | CT | 06824 | PRESIDENT & CEO | 0.00 | 0 | 0 | 0 |
| ALEC HOPMAYER | ||||||||
| 120 EAST CULLERTON AVE 402 | CHICAGO | IL | 60616 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JEFFREY HOPMAYER | ||||||||
| 525 ARDEN WOOD PLACE | BRENTWOOD | TN | 37027 | DIRECTOR | 0.00 | 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 | 5076131 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 94954 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 710 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5171795 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5171795 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 77577 | CashDeemedCharitable |
| Net Noncharitable Assets | 5094218 | NetNoncharitableAssets |
| Minimum Investment Return | 254711 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 254711 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4457 | TaxBasedOnInvestmentIncome |
| Total Tax | 4457 | TotalTax |
| Distributable Amount Before Adj | 250254 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 250254 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 250254 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 246764 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 246764 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 246764 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 250254 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 66590 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 246764 | QualifyingDistributions |
| Applied To Year1 | 66590 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 180174 | 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 |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 70080 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FOCUSED PHILANTHROPY CELENE PEURYE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 FOURTH STREET | AddressLine1 |
| City | WILMETTE | City |
| State | IL | State |
| ZIP Code | 60091 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2026243500 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DE PAUL UNIV COLLEGE OF LAW | |||||||
| 25 E JACKSON BLVD | CHICAGO | IL | 60604 | NONE | N/A | CHARITABLE | $10,000 |
| HAMLINE UNIV SCHOOL OF LAW | |||||||
| 1536 HEWITT AVE | MINNEAPOLIS | MN | 55104 | NONE | N/A | CHARITABLE | $5,000 |
| JEWISH COMMUNITY ACTION | |||||||
| 2375 UNIVERSITY AVE WEST 150 | ST PAUL | MN | 55114 | NONE | N/A | CHARITABLE | $10,000 |
| JEWISH COUNCIL ON URBAN AFFAIRS | |||||||
| 618 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | N/A | CHARITABLE | $10,000 |
| LATINO UNION OF CHICAGO | |||||||
| 1619 W 19TH STREET | CHICAGO | IL | 60608 | NONE | N/A | CHARITABLE | $10,000 |
| LITERATURE FOR ALL OF US | |||||||
| 2010 DEWEY AVENUE | EVANSTON | IL | 60201 | NONE | N/A | CHARITABLE | $5,000 |
| MANSFIELD INSTITUTE FOR SOCIAL JUSTICE & TRANSFORMATION | |||||||
| 430 S MICHIGAN AVENUE | CHICAGO | IL | 60605 | NONE | N/A | CHARITABLE | $75,000 |
| NORTHEASTERN U SCHOOL OF LAW | |||||||
| 400 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | N/A | CHARITABLE | $17,600 |
| NORTHWESTERN U SCHOOL OF LAW | |||||||
| 357 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | N/A | CHARITABLE | $10,000 |
| OPERATION UNDERSTANDING | |||||||
| 3000 CONN AVE NW 335 | WASHINGTON | DC | 20008 | NONE | N/A | CHARITABLE | $20,000 |
| ST PAUL URBAN TENNIS | |||||||
| 970 GRAND AVE | ST PAUL | MN | 55105 | NONE | N/A | CHARITABLE | $10,000 |
| UNIV OF MINN LAW SCHOOL | |||||||
| 229 - 19TH AVENUE SOUTH | MINNEAPOLIS | MN | 55455 | NONE | N/A | CHARITABLE | $15,000 |
| WM MITCHELL COLLEGE OF LAW | |||||||
| 875 SUMMIT AVE | ST PAUL | MN | 55105 | NONE | N/A | CHARITABLE | $10,000 |
| HUMAN RIGHTS CENTER | |||||||
| 215 BOALT HALL | BERKELEY | CA | 94720 | NONE | N/A | CHARITABLE | $12,000 |
| JERRY LANE FELLOWSHIP FUND | |||||||
| 430 FIRST AVENUE NORTH 300 | MINNEAPOLIS | MN | 55401 | NONE | N/A | CHARITABLE | $4,000 |
| THE SOLO FOUNDATION | |||||||
| 15 W 28TH STREET | NEW YORK | NY | 10001 | NONE | N/A | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 233600 | 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 | $66 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $142,614 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $654 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $144,440 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $287,774 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 287774 | 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 | $4,485 | Amount |
| Net Investment Income | 4485 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| HARRIS BANK | 261115 | 502457 |
| KOVITZ INVESTMENT GROUP | 565696 | 589754 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | KOVITZ INVESTMENT GROUP | NameOfStock |
| EOY Book Value | 2684832 | EOYBookValue |
| EOYFMV | 3032536 | 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 | 73828 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 77879 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HARRIS BANK | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 852323 | BookValue |
| EOYFMV | 718748 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MEETING EXPENSES | 515 | 0 | 515 |
| REIMBURSABLE EXPENSES | 504 | 0 | 504 |
| MISCELLANEOUS | 145 | 0 | 145 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTIES-KOVITZ | Description |
| Revenue And Expenses Per Books | 654 | RevenueAndExpensesPerBooks |
| Net Investment Income | 654 | NetInvestmentIncome |
| Adjusted Net Income | 654 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MGMT FEES - HARRIS BANK | $14,479 | 14479 | 0 |
| MGMT FEES - KOVITZ INVESTMENT GROUP,LLC | $43,234 | 43234 | 0 |
| MGMT FEES - CELENE PEURYE | $12,000 | 0 | 12000 |
| CONSULTING FEE | $0 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX Y/E 12/31/2010 | $2,395 | 2395 | 0 |
| FOREIGN TAXES ON INCOME | $313 | 313 | 0 |
| BANK FEES | $31 | 31 | 0 |
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