KRAUS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KRAUS FAMILY FOUNDATION (EIN 20-0525110)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-14
- IRS object ID
- 202411069349100101
- Schema version
- 2023v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-14T23:33:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 SIXTH AVE 8TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200525110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KRAUS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EMANUEL V DINATALE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EMANUEL V DINATALE | InCareOfNm |
| Business Name Control | KRAU | BusinessNameControlTxt |
| Phone | 4122812501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 SIXTH AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric M Kraus | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4122812501 | PhoneNum |
| Signature | 2024-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Eric M | PersonFirstNm |
| Person Last | Kraus | 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 | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4122812501 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,843,052 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,741 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,741 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,714 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,428 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,428 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,531 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,421 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,038 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,234 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $465,319 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,035 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,035 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,102,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,431,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,734,017 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,568,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,540,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,843,052 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,568,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,540,601 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,568,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,540,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,568,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,540,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,568,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $371 | OtherIncreasesAmt |
| Subtotal | $1,540,601 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,540,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $170,000 | $169,340 | $660 | $660 | |
| CAPITAL GAIN DIVIDENDS | $15,054 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,714 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $851 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $851 | SubtotalAmt |
| Tax Based On Investment Income | $851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Overpayment | $229 | OverpaymentAmt |
| Applied To ES Tax | $229 | 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 | PA | 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 | EMANUEL V DINATALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122812501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 SIXTH AVENUE 8TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ERIC M KRAUS | |||||||||
| 308 ST LAUREN DRIVE | GREENSBORO | NC | 27410 | PRESIDENT & DIRECTOR | 1.0 | $0 | $0 | $0 | |
| KATHY J KRAUS | |||||||||
| 308 ST LAUREN DRIVE | GREENSBORO | NC | 27410 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| MERRY BETH KOWALCZYK | |||||||||
| 1040 N LAKE SHORE DRIVE 26C | CHICAGO | IL | 60611 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| EMANUEL V DINATALE | |||||||||
| 339 SIXTH AVENUE | PITTSBURGH | PA | 15222 | SECRETARY & TREASURER | 1.0 | $0 | $0 | $0 | |
| RAYMOND P PARKER | |||||||||
| ONE GATEWAY CENTER | PITTSBURGH | PA | 15222 | ASSISTANT SECRETARY | 1.0 | $0 | $0 | $0 | 420 FORT DUQUESNE BLVD FL 16 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,505,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,433 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,715,674 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,715,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,689,939 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $851 | TotalTaxAmt |
| Distributable Before Adj | $83,646 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,646 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,646 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,845 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $87,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,646 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $84,978 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $84,978 | AppliedToYear1Amt |
| Applied To Current Year | $2,867 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $81,779 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREENSBORO JEWISH FEDERATION | |||||||
| 5509-C WEST FRIENDLY AVENUE | GREENSBORO | NC | 27410 | NONE | PC | GENERAL OPERATIONS | $17,500 |
| CHICAGO SINAI CONGREGATION | |||||||
| 15 WEST DELAWARE PLACE | CHICAGO | IL | 60610 | NONE | PC | GENERAL OPERATIONS | $16,125 |
| ARCBARKS DOG TREAT CO (THE ARC OF GREENSBORO) | |||||||
| 28 BATTLEGROUND COURT | GREENSBORO | NC | 27408 | NONE | PC | GENERAL OPERATIONS | $17,000 |
| BETH DAVID SYNAGOGUE | |||||||
| 804 WINVIEW DRIVE | GREENSBORO | NC | 27410 | NONE | PC | GENERAL OPERATIONS | $6,720 |
| B'NAI SHALOM DAY SCHOOL | |||||||
| 804-A WINVIEW DRIVE | GREENSBORO | NC | 27410 | NONE | PC | GENERAL OPERATIONS | $5,500 |
| DEPRESSION & BIPOLAR SUPPORT ALLIANCE | |||||||
| 55 E JACKSON BLVD SUITE 490 | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| SEEDS OF PEACE INC | |||||||
| PO BOX 70372 | NEWARK | NJ | 071010096 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| CANINE THERAPY CORPS | |||||||
| 3918 W FULLERTON AVENUE | CHICAGO | IL | 60647 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 701 TAPPAN STREET | ANN ARBOR | MI | 48109 | NONE | GOV | GENERAL OPERATIONS | $1,000 |
| HUNTER QUIGLEY COE BE THE BOAD FUND | |||||||
| 1049 LAKE STREET 204 | OAK PARK | IL | 60301 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 WEST GATE CITY BLVD | GREENSBORO | NC | 274061240 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT | |||||||
| PO BOX 4550 | IOWA CITY | IA | 522444550 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| OUT OF THE GARDEN PROJECT | |||||||
| PO BOX 4331 | GREENSBORO | NC | 27404 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| PEACEHAVEN COMMUNITY FARM | |||||||
| 1458 NC HIGHWAY 61 N | WHITSETT | NC | 27377 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| LGBT COMMUNITY CENTER OF GREATER CLEVELAND | |||||||
| 6705 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | PC | GENERAL OPERATIONS | $500 |
| ROSE-MARY | |||||||
| 2346 WEST 14TH ST | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATIONS | $500 |
| MISERICORDIA | |||||||
| 6300 N RIDGE | CHICAGO | IL | 606601017 | NONE | PC | GENERAL OPERATIONS | $500 |
| HARMONY COMMUNITY CARES | |||||||
| 1908 S MILLARD AVENUE | CHICAGO | IL | 60623 | NONE | PC | GENERAL OPERATIONS | $500 |
| HOPE EVANGELICAL LUTHERAN CHURCH | |||||||
| 8070 ROWAN ROAD | CRANBERRY TOWNSHIP | PA | 16066 | NONE | PC | GENERAL OPERATIONS | $500 |
| SPERTUS INSTITUTE | |||||||
| 610 S MICHIGAN AVENUE | CHICAGO | IL | 606051901 | NONE | PC | GENERAL OPERATIONS | $500 |
| COMMON CAUSE OF NORTH CAROLINA | |||||||
| PO BOX 6207 | RALEIGH | NC | 27628 | NONE | PC | GENERAL OPERATIONS | $500 |
| SPECIAL OLYMPICS MARYLAND | |||||||
| 3701 COMMERCE DRIVE SUITE 103 | BALTIMORE | MD | 21227 | NONE | PC | GENERAL OPERATIONS | $400 |
| VCU SCHOOL OF DESTINY | |||||||
| PO BOX 843042 | RICHMOND | VA | 232860441 | NONE | PC | GENERAL OPERATIONS | $400 |
| KELLOGG SCHOOL OF MANAGEMENT | |||||||
| 1007 CHURCH STREET SUITE 400 | EVANSTON | IL | 60201 | NONE | PC | GENERAL OPERATIONS | $250 |
| RESPIRATORY HEALTH ASSOCIATION | |||||||
| 1440 WEST WASHINGTON BLVD | CHICAGO | IL | 60607 | NONE | PC | GENERAL OPERATIONS | $250 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 606069325 | NONE | PC | GENERAL OPERATIONS | $250 |
| USC LEVENTHAL SCH OF ACCOUNTING FUND | |||||||
| C/O CITIGROUP CENTER | LOS ANGELES | CA | 900898201 | NONE | PC | GENERAL OPERATIONS | $250 |
| CAROLINA THEATER OF GREENSBORO INC | |||||||
| 310 SOUTH GREENE STREET | GREENSBORO | NC | 27401 | NONE | PC | GENERAL OPERATIONS | $250 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 SOUTH BOYLAN AVENUE | RALEIGH | NC | 27603 | NONE | PC | GENERAL OPERATIONS | $250 |
| CHICAGO ARCHITECTURE CENTER | |||||||
| 111 EAST WACKER DRIVE | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATIONS | $220 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 326042425 | NONE | PC | GENERAL OPERATIONS | $200 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD NE SUITE 1400 | ATLANTA | GA | 303224001 | NONE | PC | GENERAL OPERATIONS | $200 |
| CHICAGO YOUTH CENTERS | |||||||
| 218 S WABASH AVENUE SUITE 600 | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATIONS | $200 |
| THE CHILDREN'S FOUNDATION | |||||||
| 625 WILLIAM STREET | RIVER FOREST | IL | 60305 | NONE | PC | GENERAL OPERATIONS | $200 |
| NORTH SHORE CONGREGATION ISRAEL | |||||||
| 1185 SHERIDAN ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL OPERATIONS | $200 |
| NORTH CAROLINA HILLEL | |||||||
| 210 WEST CAMERON AVENUE | CHAPEL HILL | NC | 275162751 | NONE | PC | GENERAL OPERATIONS | $180 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $180 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 E Chicago Avenue | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATIONS | $150 |
| UNIV OF MI STEPHEN ROSS SCHOOL OF BUSINESS | |||||||
| 701 TAPPAN STREET | ANN ARBOR | MI | 481091234 | NONE | GOV | GENERAL OPERATIONS | $150 |
| CHICAGO DISTRICT GOLF ASSOCIATION (CDGA) FDN | |||||||
| 11855 ARCHER AVENUE | LEMONT | IL | 60439 | NONE | PC | GENERAL OPERATIONS | $150 |
| THE ALLIANCE FOR GREAT LAKES | |||||||
| 150 N MICHIGAN AVENUE SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATIONS | $150 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL OPERATIONS | $150 |
| THE WESTON A PRICE FOUNDATION | |||||||
| 4200 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATIONS | $150 |
| THE ANTI-CRUELTY SOCIETY | |||||||
| 157 WEST GRAND AVENUE | CHICAGO | IL | 60654 | NONE | PC | GENERAL OPERATIONS | $150 |
| CHICAGO HUMANITIES FESTIVAL | |||||||
| 500 N DEARBORN SUITE 825 | CHICAGO | IL | 60654 | NONE | PC | GENERAL OPERATIONS | $145 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | GENERAL OPERATIONS | $100 |
| SPECIAL OLYMPICS NORTH CAROLINA | |||||||
| 703 GREEN VALLEY RD 201 | GREENSBORO | NC | 27408 | NONE | PC | GENERAL OPERATIONS | $100 |
| SARAH'S INN | |||||||
| 309 HARRISON STREET | OAK PARK | IL | 60304 | NONE | PC | GENERAL OPERATIONS | $100 |
| COLLABORATION FOR EARLY CHILDHOOD | |||||||
| 171 S OAK PARK AVENUE UNIT B | OAK PARK | IL | 60302 | NONE | PC | GENERAL OPERATIONS | $100 |
| PENN STATE DANCE MARATHON | |||||||
| 227D HUB - THON | UNIVERSITY PARK | PA | 16802 | NONE | PC | GENERAL OPERATIONS | $100 |
| ORGANIC CONSUMERS ASSOCIATION | |||||||
| 6771 SOUTH SILVER HILL DRIVE | FINLAND | MN | 55603 | NONE | PC | GENERAL OPERATIONS | $100 |
| UNIV OF MI SCHOOL OF PUBLIC HEALTH FUND | |||||||
| OFFICE OF UNIVERSITY DEVELOPMENT | PALANTINE | IL | 600550189 | NONE | GOV | GENERAL OPERATIONS | $100 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| PO BOX 1568 | MERRIFIELD | VA | 221161568 | NONE | PC | GENERAL OPERATIONS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,220 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,741 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,973 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $71,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,428 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT | StockNm |
| EOY Book Value | $1,431,566 | EOYBookValueAmt |
| EOYFMV | $1,734,017 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $371 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $6,531 | Amt |
| Net Investment Income | $6,531 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $1,383 | $0 |
| FOREIGN TAX | $1,038 | $1,038 |