THE JUDELSON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE JUDELSON FAMILY CHARITABLE TRUST (EIN 13-6264357)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-14
- IRS object ID
- 202400459349100805
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-14T07:31:26-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 542139765 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelson & Merves CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 Rt 9 North/ PO Box 563 | AddressLine1Txt |
| City | Howell | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136264357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDELSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO KELSON & MERVES CPAS LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDE | BusinessNameControlTxt |
| Phone | 7739758975 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 563 | AddressLine1Txt |
| City | HOWELL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07731 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANEANE QUINN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEANEANE | PersonFirstNm |
| Person Last | QUINN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY S MERVES | PreparerPersonNm |
| PTIN | P00227910 | PTIN |
| Phone | 7323642212 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,033,572 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Net Gain Sale Ast Rev And Expnss | $4,364,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,115,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,364,256 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,364,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,364,256 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $483 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $483 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,643 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $13,643 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $102,540 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $102,315 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $225 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,240 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,591 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,216 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,216 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,807 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,200,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,261,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,497 | CashBOYAmt |
| Cash EOY | $4,533,572 | CashEOYAmt |
| Cash EOYFMV | $4,533,572 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $150 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $150 | OtherNtsAndLoansRcvblEOYAmt |
| Invst Land Cost Or Other Basis | $449,637 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $871,728 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $449,637 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,500,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $958,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,983,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,033,572 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,700 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,700 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $460,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $285,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $461,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $286,700 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $496,525 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,696,659 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $496,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,696,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $958,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,983,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $496,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,200,134 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,696,659 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,696,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAND, BRANCHBURG, NJ | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1980-01-01 | AcquiredDt |
| Sold | 2022-12-29 | SoldDt |
| Gross Sales Price | $5,115,725 | GrossSalesPriceAmt |
| Cost Or Other Basis | $751,469 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,364,256 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,364,256 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,364,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,241 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59,241 | SubtotalAmt |
| Tax Based On Investment Income | $59,241 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $59,241 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELSON & MERVES CPAS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323642212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 958 ADELPHIA RD | AddressLine1Txt |
| City | FREEHOLD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07728 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PAUL JUDELSON | ||||||
| 314 EAST 51ST STREET | NEW YORK | NY | 10022 | Trustee | 1.00 | $0 |
| JEANEANE QUINN | ||||||
| 3500 N LAKE SHORE DR APT 6C | CHICAGO | IL | 60657 | Trustee | 1.00 | $0 |
| ROY JUDELSON | ||||||
| 33 EAST 70TH STREET APT 10E | NEW YORK | NY | 10021 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO PRE-SELECTED CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $440,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,500,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,940,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,940,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,866,597 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,241 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,241 | TotalTaxAmt |
| Distributable Before Adj | $184,089 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $184,089 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $184,089 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,807 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $61,807 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,089 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $15,510 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,510 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,807 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,807 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $15,510 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,510 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $106,772 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 NORTH CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | EDUCATIONAL | $5,000 |
| 4TH PRESBYTERIAN CHURCH | |||||||
| 126 EAST CHESTNUT STREET | CHICAGO | IL | 60611 | N/A | PC | RELIGIOUS | $1,000 |
| LAKEVIEW FOOD PANTRY | |||||||
| 1716 WEST HUBBARD ST | CHICAGO | IL | 60622 | N/A | PC | FEED THE NEEDY | $2,000 |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | N/A | PC | CARE FOR ZOO ANIMALS | $1,500 |
| BREBEUF JESUIT PREPARATORY SCHOOL | |||||||
| 2801 West 86th Street | INDIANAPOLIS | IN | 46268 | N/A | PC | EDUCATIONAL | $500 |
| IMPACTS GRANTS CHICAGO | |||||||
| PO BOX 578082 | CHICAGO | IL | 60657 | N/A | PC | HUMAN EMPOWERMENT | $1,000 |
| MARY MEYER SCHOOL | |||||||
| 2817 NORTH PINE GROVE AVE | CHICAGO | IL | 60657 | N/A | PC | EDUCATIONAL | $500 |
| SWISS INSTITUTE OF CONTEMPORARY ART | |||||||
| 38 ST MARKS PL | NEW YORK | NY | 10003 | N/A | PC | THE ARTS | $2,500 |
| INSTITUTE OF CONTEMPORARY ARTS | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | N/A | PC | THE ARTS | $2,866 |
| DEERFIELD ACADEMY | |||||||
| 7 BOYDEN LN | DEERFIELD | MA | 01342 | N/A | PC | EDUCATIONAL | $1,750 |
| UNIVERSITY OF ST ANDREWS | |||||||
| 1201 WEST PEACHTREE ST | ATLANTA | GA | 30309 | N/A | PC | EDUCATIONAL | $6,750 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSVOORT ST | NEW YORK | NY | 10014 | N/A | PC | THE ARTS | $5,000 |
| CHIKAMING OPEN LANDS | |||||||
| 12291 RED ARROW HIGHWAY | SAWYER | MI | 49125 | N/A | PC | OPEN LAND PROTECTION | $1,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | N/A | PC | MEDICAL | $1,000 |
| GRANT PARK MUSIC FESTIVAL | |||||||
| 201 E RANDOLPH ST | CHICAGO | IL | 60694 | N/A | PC | SUPPORT THE ARTS | $2,500 |
| DEBORAH'S PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PC | HELP HOMELESS WOMEN | $1,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | N/A | PC | SUPPORT THE ARTS | $500 |
| ARTISTS SPACE | |||||||
| 11 CORTLANDT ALLEY | NEW YORK | NY | 10013 | N/A | PC | THE ARTS | $5,000 |
| HV3 FOUNDATION | |||||||
| 160 CONE CIRCLE | SOUTHEN PINES | NC | 28387 | N/A | PC | GOLF MENTORING | $1,350 |
| HUBBARD STREET DANCE CHICAGO | |||||||
| 1658 MILWAUKEE AVE 100-15838 | CHICAGO | IL | 60647 | N/A | PC | PUT ON DANCE RECITALS | $1,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | N/A | PC | PUT ON SYMPHONY EVENTS | $1,000 |
| JUVENILE DIABETES FOUNDATION | |||||||
| 1 EAST WACKER DRIVE | CHICAGO | IL | 60601 | N/A | PC | MEDICAL RESEARCH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,216 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,364,256 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,364,256 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,364,256 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,643 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,643 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $449,637 | CostOrOtherBasisAmt |
| Book Value | $449,637 | BookValueAmt |
| EOYFMV | $4,500,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $483 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $483 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORRESTER | Desc |
| Revenue And Expenses Per Books | $2,240 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,240 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT ON SALE | Desc |
| BOY Book Value | $460,000 | BOYBookValueAmt |
| EOY Book Value | $285,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NJ NON-RESIDENT TAX | $102,315 | $102,315 | |
| REAL ESTATE TAXES | $225 | $225 |