RICHMAN-ZALKIND FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RICHMAN-ZALKIND FAMILY FOUNDATION (EIN 36-6157172)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-15
- IRS object ID
- 202611969349100816
- Schema version
- 2025v4.2
- 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 Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-15T13:01:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366157172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHMAN - ZALKIND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 7737224583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1268 SHERIDAN ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600354120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY RICHMAN | PersonNm |
| Person Title | TUSTEE | PersonTitleTxt |
| Phone | 7737224583 | PhoneNum |
| Signature | 2026-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT S JACOBSON | PreparerPersonNm |
| PTIN | P01066815 | PTIN |
| Phone | 3012316200 | PhoneNum |
| Preparation | 2026-07-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $339,011 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,055 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,386 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,594 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $45,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $317,417 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $49,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $339,011 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $112,846 | CapitalStockBOYAmt |
| Capital Stock EOY | $142,078 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$63,020 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$50,084 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,936 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,232 | OtherIncreasesAmt |
| Subtotal | $91,994 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,994 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HOME DEPOT | 2020-01-01 | 2025-02-12 | $4,149 | $221 | $3,928 | $3,928 |
| ABBOTT LABS | 2020-01-01 | 2025-04-04 | $6,663 | $736 | $5,927 | $5,927 |
| UNITED HEALTHCARE | 2020-01-01 | 2025-08-01 | $25,709 | $5,509 | $20,200 | $20,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,055 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $520 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $520 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $520 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $532 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY RICHMAN | IndividualWithBooksNm |
| Phone | 7737224583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1268 SHERIDAN ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600354120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY RICHMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1268 SHERIDAN RD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600354120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $326,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $333,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $333,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $328,899 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $520 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $520 | TotalTaxAmt |
| Distributable Before Adj | $15,925 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,925 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,925 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,890 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,925 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,237 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,595 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,981 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,813 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,965 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,778 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,778 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,237 | ExcessFromYear3Amt |
| Excess From Year2 | $4,595 | ExcessFromYear2Amt |
| Excess From Year1 | $1,981 | ExcessFromYear1Amt |
| Excess From Current Year | $4,965 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY RICHMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY RICHMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1268 SHERIDAN RD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600354120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7737224583 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING - DETAIL CHARITABLE PURPOSE OF ORGAN'N & SPECIFIC PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | BASED ON AVAILABLE FUNDS FOR CHARITABLE RESEARCH OR PUBLIC WELFARE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WORLD WILD FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | CHARITABLE | $25 | |
| PACIFIC GARDEN MISSION | ||||||||
| 1458 S CANAL ST | CHICAGO | IL | 60607 | N/A | PC | CHARITABLE | $50 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | N/A | PC | CHARITABLE | $50 | |
| MARCH OF DIMES | ||||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | N/A | PC | CHARITABLE | $50 | |
| SPECIAL OLYMPICS | ||||||||
| 605 E WILLOW ST | NORMAL | IL | 61761 | N/A | PC | CHARITABLE | $50 | |
| EHNTJC EZRA-HABONIM THE NILES TOWNSHIP JEWISH CONGREGATION | ||||||||
| 4500 DEMPSTER ST | SKOKIE | IL | 60076 | N/A | PC | CHARITABLE | $50 | |
| VETERANS OF FOREIGN WARS | ||||||||
| 3152 S WALLACE ST | CHICAGO | IL | 60616 | N/A | PC | CHARITABLE | $50 | |
| CENTER FOR MEDICARE ADVOCACY | ||||||||
| PO BOX 350 | WILLIMANTIC | CT | 06226 | N/A | PC | CHARITABLE | $50 | |
| NORTH SUBURBAN LEGAL AID | ||||||||
| 3500 WESTERN AVE SUITE 2 | HIGHLAND PARK | IL | 60035 | N/A | PC | CHARITABLE | $50 | |
| ALZHEIMER ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | N/A | PC | CHARITABLE | $50 | |
| AMERICAN RED CROSS | ||||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | N/A | PC | CHARITABLE | $50 | |
| SHEDD AQUARIUM | ||||||||
| 1200 SOUTH LAKE SHORE DRIVE | CHICAGO | IL | 60605 | N/A | PC | CHARITABLE | $80 | |
| FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | CHARITABLE | $90 | |
| ALZHEIMERS DISEASE RESEARCH | ||||||||
| 200 LOTHROP STREET | PITTSBURGH | PA | 15260 | N/A | PC | CHARITABLE | $100 | |
| ALS | ||||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | N/A | PC | CHARITABLE | $100 | |
| MD ANDERSON CANCER CENTER | ||||||||
| 1515 HOLCOMBER BLVD | HOUSTON | TX | 77030 | N/A | PC | CHARITABLE | $100 | |
| AMERICAN CANCER | ||||||||
| 150 S WACKER DR 2100 | CHICAGO | IL | 60606 | N/A | PC | CHARITABLE | $100 | |
| PARKINSON FOUNDATION | ||||||||
| 200 SE 1ST ST SUITE 800 | MIAMI | FL | 33131 | N/A | PC | CHARITABLE | $100 | |
| PARALYZED VETERANS | ||||||||
| 1875 EYE STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | N/A | PC | CHARITABLE | $100 | |
| ADL MIDWEST | ||||||||
| 120 S LASALLE ST | CHICAGO | IL | 60603 | N/A | PC | CHARITABLE | $100 | |
| MUSEUM OF SCIENCE AND INDUSTRY | ||||||||
| 5700 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60637 | N/A | PC | CHARITABLE | $100 | |
| NATIONAL FEDERATION OF THE BLIND | ||||||||
| 200 EAST WELLS STREET AT JERNIGAN | BALTIMORE | MD | 21230 | N/A | PC | CHARITABLE | $100 | PLACE |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20013 | N/A | PC | CHARITABLE | $100 | |
| NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | PC | CHARITABLE | $100 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | CHARITABLE | $100 | |
| BIRTHRIGHT ISRAEL | ||||||||
| 711 3 RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | CHARITABLE | $100 | |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PC | CHARITABLE | $100 | |
| HILLEL INTERNATIONAL EMERGENCY RELIEF | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | CHARITABLE | $100 | |
| WILDERNESS SOCIETY | ||||||||
| 1801PENNSYLVANIA AVE NW 2ND FLOOR | WASHINGTON | DC | 20006 | N/A | PC | CHARITABLE | $100 | |
| ARTHRITIS FOUNDATION | ||||||||
| 205 N MICHIGAN AVE 2530 | CHICAGO | IL | 60601 | N/A | PC | CHARITABLE | $100 | |
| DAV DISABLED VETERNS | ||||||||
| 4631 N LAWLER AVE | CHICAGO | IL | 60630 | N/A | PC | CHARITABLE | $100 | |
| DRI | ||||||||
| 200 S PARK RD SUITE 100 | HOLLYWOOD | FL | 33021 | N/A | PC | CHARITABLE | $100 | |
| WJC | ||||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | N/A | PC | CHARITABLE | $100 | |
| EASTER SEAL | ||||||||
| 141 WEST JACKSON BLVD SUITE 1400A | CHICAGO | IL | 60604 | N/A | PC | CHARITABLE | $100 | |
| ST JUDE | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38015 | N/A | PC | CHARITABLE | $100 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 300 S RIVERSIDE PLAZA | CHICAGO | IL | 60606 | N/A | PC | CHARITABLE | $100 | |
| SOUTHERN POVERTY | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | CHARITABLE | $100 | |
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | N/A | PC | CHARITABLE | $100 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | N/A | PC | CHARITABLE | $115 | |
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | N/A | PC | CHARITABLE | $115 | |
| CHICAGO ARCHITECTURE FUND | ||||||||
| 111 E WACKER DR | CHICAGO | IL | 60601 | N/A | PC | CHARITABLE | $125 | |
| HIGHLAND PARK COMMUNITY FUND | ||||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | N/A | PC | CHARITABLE | $150 | |
| WTTW | ||||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | N/A | PC | CHARITABLE | $150 | |
| RONALD MCDONALS HOUSE | ||||||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | N/A | PC | CHARITABLE | $200 | |
| ACLU | ||||||||
| 150 N MICHGAN AVE SUITE 600 | CHICAGO | IL | 60601 | N/A | PC | CHARITABLE | $200 | |
| HIGHLAND PARK STRINGS | ||||||||
| 1601 OAKWOOD AVE 105 | HIGHLAND PARK | IL | 60035 | N/A | PC | CHARITABLE | $200 | |
| MEALS ON WHEELS FOUNDATION | ||||||||
| 1550 CRYSTAL DRIVE SUITE 100 | ARLINGTON | VA | 22202 | N/A | PC | CHARITABLE | $200 | |
| ASPEN VALLEY HOSPITAL FOUNDATION | ||||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | N/A | PC | CHARITABLE | $200 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 WEST LAMAR STREET | AMERICANUS | GA | 31709 | N/A | PC | CHARITABLE | $200 | |
| PARK AVENUE SYNAGOGUE | ||||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | N/A | PC | CHARITABLE | $250 | |
| IL HOLOCAUST MUSEUM | ||||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | N/A | PC | CHARITABLE | $250 | |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | ||||||||
| 375 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | N/A | PC | CHARITABLE | $300 | |
| AMERICAN OCCUPATION THERAPY FOUNDATION | ||||||||
| 12300 TWINBROOK PARKWAY SUITE 520 | ROCKVILLE | MD | 20852 | N/A | PC | CHARITABLE | $300 | |
| MUSEUM CONTEMPORY ART | ||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | N/A | PC | CHARITABLE | $390 | |
| FRIENDS OF HP LIBRARY | ||||||||
| 494 LAUREL AVENUE | HIGHLAND PARK | IL | 60035 | N/A | PC | CHARITABLE | $500 | |
| LURIE CHILDRENS HOSPITAL | ||||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | N/A | PC | CHARITABLE | $500 | |
| HPSCF (HIGHLAD PARK SISTERS) | ||||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | N/A | PC | CHARITABLE | $550 | |
| ROLFE FOUNDATION | ||||||||
| 4255 N HONORE ST STE 209 | CHICAGO | IL | 60613 | N/A | PC | CHARITABLE | $700 | |
| DYSTONIA MEDICAL RESEARCH | ||||||||
| 1 EAST WACKER DRIVE SUITE 1730 | CHICAGO | IL | 60601 | N/A | PC | CHARITABLE | $1,000 | |
| CANCER WELLNESS CENTER | ||||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | N/A | PC | CHARITABLE | $1,000 | |
| NORTH SHORE HOSPITAL FOUNDATION | ||||||||
| 1033 UNIVERSITY PL 450 | EVANSTON | IL | 60201 | N/A | PC | CHARITABLE | $5,000 | |
| RAVINIA | ||||||||
| 201 RAVINIA RD | HIGHLAND PARK | IL | 60035 | N/A | PC | CHARITABLE | $5,000 | |
| HILLEL INTERNATIONAL EMERGENCY RELIEF | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | CHARITABLE | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,890 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,055 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,386 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,386 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $70,400 | EOYBookValueAmt |
| EOYFMV | $317,417 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS BASIS OF STOCK DONATION OVER FMV | Desc |
| Amt | $29,232 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INVESTMENT TAX | CategoryTxt |
| Amt | $110 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |