MODESTUS BAUER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MODESTUS BAUER FOUNDATION (EIN 36-4473692)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202401319349101530
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T11:09:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452904270 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KMA SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W WASHINGTON ST STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 364473692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MODESTUS BAUER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MODE | BusinessNameControlTxt |
| Phone | 3123721947 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO R LAWRENCE 300 S WACKER DR 5 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J LAWRENCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123721947 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | LAWRENCE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON M JOHNSON CPA | PreparerPersonNm |
| PTIN | P00005518 | PTIN |
| Phone | 3126290900 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
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 |
| 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 | $18,832,466 | 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 |
| Dividends Rev And Expnss | $397,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $397,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $248,610 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,862,129 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $248,610 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $646,255 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $646,255 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,398 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,398 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,808 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $143,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,008,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,008,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,151,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,047,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$505,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $554,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $438,900 | CashBOYAmt |
| Cash EOY | $435,640 | CashEOYAmt |
| Cash EOYFMV | $435,640 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,531,967 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,217,970 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,207,627 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,478,795 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,475,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,835,101 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,895,131 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,710,669 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,354,098 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,344,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,839,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,832,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,344,793 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,839,481 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,344,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,839,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,344,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,839,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,344,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$505,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,839,481 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,839,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,851,342 | $2,613,519 | $237,823 | $237,823 |
| CAPITAL GAINS DIVIDENDS | P | $10,787 | $10,787 | $10,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $248,610 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,714 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,714 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,714 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,150 | 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 | $15,150 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,436 | OverpaymentAmt |
| Applied To ES Tax | $7,436 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID REICH | IndividualWithBooksNm |
| Phone | 3123721947 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DR SUITE 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J LAWRENCE | ||||||||
| 418 BRIARWOOD PL | HIGHLAND PARK | IL | 60035 | DIRECTOR & PRESIDENT | 3.00 | $9,000 | $0 | $0 |
| LINDA N LAWRENCE | ||||||||
| 418 BRIARWOOD PL | HIGHLAND PARK | IL | 60035 | DIRECTOR & ASST SEC | 0.25 | $9,000 | $0 | $0 |
| LAWRENCE A REICH | ||||||||
| 609 CROFTON AVE S | HIGHLAND PARK | IL | 60035 | DIRECTOR & VP | 1.50 | $9,000 | $0 | $0 |
| DAVID REICH | ||||||||
| 883 TIMBER HILL | HIGHLAND PARK | IL | 60035 | DIRECTOR & SEC | 1.50 | $9,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLETT WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WACKER DR 3050 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORS | ServiceTypeTxt |
| Compensation | $84,398 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $18,070,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,070,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,070,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,799,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $889,959 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $889,959 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,714 | TotalTaxAmt |
| Distributable Before Adj | $882,245 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $882,245 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $882,245 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,047,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,047,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $882,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $309,916 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $147,258 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,944 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $137,397 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $685,515 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,047,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $882,245 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164,755 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $850,270 | 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 | $850,270 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $309,916 | ExcessFromYear4Amt |
| Excess From Year3 | $147,258 | ExcessFromYear3Amt |
| Excess From Year2 | $90,944 | ExcessFromYear2Amt |
| Excess From Year1 | $137,397 | ExcessFromYear1Amt |
| Excess From Current Year | $164,755 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE USE | $1,000 |
| ALS ASSOCIATION | ||||||
| 1300 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | PC | GENERAL CHARITABLE USE | $1,000 |
| AM YISRAEL | ||||||
| FOUR HAPP ROAD | NORTHFIELD | IL | 60093 | PC | GENERAL CHARITABLE USE | $3,600 |
| AMER COMM FORWEIZMANN INSTITUTE | ||||||
| 180 N LASALLE ST | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE USE | $8,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 3175 COMMERCIAL AVE | NORTHBROOK | IL | 60062 | PC | GENERAL CHARITABLE USE | $7,500 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 70 WEST MADISON STREET | CHICAGO | IL | 60602 | PC | GENERAL CHARITABLE USE | $1,000 |
| AMERICAN RED CROSS | ||||||
| P O BOX 37839 | BOONE | IA | 50037 | PC | GENERAL CHARITABLE USE | $9,000 |
| AMERICAN TECHNION SOCIETY | ||||||
| 111 W WASHINGTON STREET | CHICAGO | IL | 60602 | PC | GENERAL CHARITABLE USE | $3,600 |
| AMERICANS UNITED FOR SEP OF CHURCH AND STATE | ||||||
| 1310 L A STREET STE 200 | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE USE | $1,000 |
| AMYLOIDOSIS FOUNDATION | ||||||
| 7151 N MAIN ST STE 2 | CLARKSTON | MI | 48346 | PC | GENERAL CHARITABLE USE | $700 |
| ANN & ROBERT LURIE CHILDRENS HOSP CHICAGO | ||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | PC | GENERAL CHARITABLE USE | $10,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 309 W WASHINGTON ST | CHICAGO | IL | 60606 | PC | GENERAL CHARITABLE USE | $12,500 |
| ARIZONA JEWISH HISTORICAL SOCIETY | ||||||
| 122 E CULVER ST | PHOENIX | AZ | 85004 | PC | GENERAL CHARITABLE USE | $500 |
| ARKANSAS FOODBANK | ||||||
| 4301 W 65TH ST | LITTLE ROCK | AR | 72209 | PC | GENERAL CHARITABLE USE | $2,000 |
| ART ENCOUNTER | ||||||
| 927 NOYES ST | EVANSTON | IL | 60201 | PC | GENERAL CHARITABLE USE | $10,000 |
| ART INSTITUTE OF CHICAGO | ||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | PC | GENERAL CHARITABLE USE | $1,500 |
| ASPIRITECH NFP | ||||||
| 1893 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $10,000 |
| AUTISM SPEAKS INC | ||||||
| 1060 STATE RD | PRINCTON | NJ | 08540 | PC | GENERAL CHARITABLE USE | $10,000 |
| CAMP STEP ONE | ||||||
| 213 W INSTITUTE PL SUITE 410 | CHICAGO | IL | 60610 | PC | GENERAL CHARITABLE USE | $2,000 |
| CANCER WELLNESS CENTER | ||||||
| 215 REVERE DRIVE | NORTHBROOK | IL | 60022 | PC | GENERAL CHARITABLE USE | $7,500 |
| CHASIN A DREAM FDN | ||||||
| 3900 E INDIANTOWN RD | JUPITER | FL | 33477 | PC | GENERAL CHARITABLE USE | $1,000 |
| CHICAGO COALITION FOR THE HOMELESS | ||||||
| 70 EAST LAKE STREET CHICAGO | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE USE | $2,000 |
| CHICAGO FURNITURE BANK | ||||||
| 4801 S WHIPPLE ST SUITE A | CHICAGO | IL | 60632 | PC | GENERAL CHARITABLE USE | $1,000 |
| CHICAGO POLICE MEMORIAL FOUNDATION | ||||||
| 1407 W WASHINGTN BLVD | CHICAGO | IL | 60607 | PC | GENERAL CHARITABLE USE | $2,000 |
| CHILDREN'S GOLF FOUNDATION INC | ||||||
| 7301 HAVERHILL RD W | WEST PALM BEACH | FL | 33407 | PC | GENERAL CHARITABLE USE | $3,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | PC | GENERAL CHARITABLE USE | $20,000 |
| CN FOUNDATION | ||||||
| 318 10TH ST SE | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE USE | $25,500 |
| COLLEGE BOUND OPPORTUNITIES | ||||||
| 2033 N MILWAUKEE AVE | RIVERWOODS | IL | 60015 | PC | GENERAL CHARITABLE USE | $5,500 |
| COMMUNITY HEALTH PARTNERS | ||||||
| 265 W RANDOLPH ST | CHICAGO | IL | 60606 | PC | GENERAL CHARITABLE USE | $2,000 |
| COMPASSION AND CHOICES | ||||||
| P O BOX 485 | ETNA | NH | 03750 | PC | GENERAL CHARITABLE USE | $3,000 |
| COUNCIL FOR JEWISH ELDERLY | ||||||
| 3003 W TOUHY AVE | CHICAGO | IL | 60645 | PC | GENERAL CHARITABLE USE | $5,000 |
| CURT'S CAFE | ||||||
| 2922 CENTRAL ST | EVANSTON | IL | 60201 | PC | GENERAL CHARITABLE USE | $1,000 |
| DANIEL MURPHY SCHOLARSHIP FUND | ||||||
| 309 WEST WASHINGTON STREET | CHICAGO | IL | 60606 | PC | GENERAL CHARITABLE USE | $10,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PC | GENERAL CHARITABLE USE | $18,000 |
| EB RESEARCH PARTNER | ||||||
| 132 E 43RD ST | NEW YORK | NY | 10017 | PC | GENERAL CHARITABLE USE | $1,500 |
| EL PASOANS FIGHTING HUNGER FOOD BANK | ||||||
| 9541 PLAZA CIRCLE | EL PASO | TX | 79927 | PC | GENERAL CHARITABLE USE | $1,000 |
| ENTERTAINMENT INDUSTRY FOUNDATION | ||||||
| 10880 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | GENERAL CHARITABLE USE | $20,000 |
| ENVIRONMENTAL LAW AND POLICY CENTER | ||||||
| 35 E WACKER DRIVE | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE USE | $1,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE DR | MONTGOMERY | AL | 36104 | PC | GENERAL CHARITABLE USE | $10,000 |
| EVANS SCHOLARS FOUNDATION | ||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | PC | GENERAL CHARITABLE USE | $10,000 |
| FAMILY ACTION NETWORK | ||||||
| P O BOX 322 | WINNETKA | IL | 60092 | PC | GENERAL CHARITABLE USE | $10,000 |
| FAMILY SERVICE | ||||||
| 777 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $5,000 |
| FAU FOUNDATION | ||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | PC | GENERAL CHARITABLE USE | $3,000 |
| FEEDING AMERICA | ||||||
| 161 N CLARK ST | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE USE | $5,000 |
| FEEDING SOUTH FLORIDA | ||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | PC | GENERAL CHARITABLE USE | $2,000 |
| FILL A HEART 4 KIDS | ||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | PC | GENERAL CHARITABLE USE | $1,500 |
| FORGOTTEN SOLDIERS OUTREACH | ||||||
| 3550 23RD AVE S | LAKE WORTH | FL | 33461 | PC | GENERAL CHARITABLE USE | $3,000 |
| FRIENDS OF THE BOUNDARY WATERS | ||||||
| 2550 UNVRSTY AVE W | ST PAUL | MN | 55114 | PC | GENERAL CHARITABLE USE | $10,000 |
| FRIENDS OF THE IDF | ||||||
| 29 E MADISON STREET | CHICAGO | IL | 60602 | PC | GENERAL CHARITABLE USE | $14,000 |
| FULLER CENTER FOR HOUSING | ||||||
| P O BOX 523 | AMERICUS | GA | 31709 | PC | GENERAL CHARITABLE USE | $800 |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||
| P O BOX 51196 | WASHINGTON | DC | 20091 | PC | GENERAL CHARITABLE USE | $6,000 |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | ||||||
| 49 W 45TH ST 2ND FLOOR | NEW YORK | NY | 10036 | PC | GENERAL CHARITABLE USE | $1,000 |
| GLENCOE PUBLIC LIBRARY | ||||||
| 320 PARK AVE | GLENCOE | IL | 60022 | PC | GENERAL CHARITABLE USE | $10,000 |
| GLENKIRK FOUNDATION | ||||||
| 3504 COMMERCIAL AVE | NORTHBROOK | IL | 60062 | PC | GENERAL CHARITABLE USE | $4,000 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | GENERAL CHARITABLE USE | $16,500 |
| GREATER ILLINOS PEDIATRIC PALLIATIVE CARE COALITION | ||||||
| 18W140 BUTTERFIELD RD | OAKBROOK TERRACE | IL | 60181 | PC | GENERAL CHARITABLE USE | $1,000 |
| GUTTMACHER INSTITUTE | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | GENERAL CHARITABLE USE | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | PC | GENERAL CHARITABLE USE | $3,000 |
| HADASSAH FOUNDATION INC | ||||||
| 60 REVERE DR | NORTHBROOK | IL | 60062 | PC | GENERAL CHARITABLE USE | $5,000 |
| HIAS | ||||||
| P O BOX 97077 | WASHINGTON | DC | 20090 | PC | GENERAL CHARITABLE USE | $8,000 |
| HIGHLAND PARK COMMUNITY FOUNDATION | ||||||
| P O BOX 398 | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $26,500 |
| HIGHLAND PARK PUBLIC LIBRARY | ||||||
| 494 LAUREL AVE | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $12,000 |
| HIGHLAND PARK STRINGS | ||||||
| 1601 OAKWOOD AVE | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $8,000 |
| HIGHWOOD PUBLIC LIBRARY | ||||||
| 102 HIGHWOOD AVE | HIGHWOOD | IL | 60040 | PC | GENERAL CHARITABLE USE | $2,500 |
| HILLEL AT STANFORD | ||||||
| P O BOX 20526 | STANFORD | CA | 94309 | PC | GENERAL CHARITABLE USE | $5,000 |
| HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC | ||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | PC | GENERAL CHARITABLE USE | $4,500 |
| HORIZONS FOR YOUTH | ||||||
| 703 W MONROE ST | CHICAGO | IL | 60661 | PC | GENERAL CHARITABLE USE | $6,000 |
| ILLINOIS BAR FOUNDATION | ||||||
| 20 S CLARK ST SUITE 900 | CHICAGO | IL | 60603 | PC | GENERAL CHARITABLE USE | $1,000 |
| ISRAEL CANCER RESEARCH FUND | ||||||
| 2 NORTHFIELD PLAZA | NORTHFIELD | IL | 60093 | PC | GENERAL CHARITABLE USE | $25,000 |
| JEWISH UNITED FUND | ||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | PC | GENERAL CHARITABLE USE | $104,000 |
| JL CARES | ||||||
| 16823 CAPTAIN KIRLE DRIVE | JUPITER | FL | 33477 | PC | GENERAL CHARITABLE USE | $2,000 |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||
| 1210 S OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | PC | GENERAL CHARITABLE USE | $10,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | PC | GENERAL CHARITABLE USE | $5,000 |
| LAKE FOREST COLLEGE | ||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | PC | GENERAL CHARITABLE USE | $21,000 |
| LAS MADRINAS GUILD | ||||||
| 313 E CALDWELL AVENUE | VISALIA | CA | 93277 | PC | GENERAL CHARITABLE USE | $5,000 |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY IN CHICAGO | ||||||
| 355 N ASHLAND AV | CHICAGO | IL | 60607 | PC | GENERAL CHARITABLE USE | $500 |
| LUNGEVITY FOUNDATION | ||||||
| 218 S WABASH AVE | CHICAGO | IL | 60604 | PC | GENERAL CHARITABLE USE | $1,000 |
| MAKOM SOLEL LAKESIDE CONGREGATION | ||||||
| 1301 CLAVEY ROAD | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $5,000 |
| MALTZ JUPITER THEATRE INC | ||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | PC | GENERAL CHARITABLE USE | $3,000 |
| MAYO FOUNDATION | ||||||
| 200 FIRST ST | ROCHESTER | MN | 55905 | PC | GENERAL CHARITABLE USE | $20,000 |
| MD ANDERSON CANCER CENTER | ||||||
| P O BOX 301439 | HOUSTON | TX | 77230 | PC | GENERAL CHARITABLE USE | $5,000 |
| MILWAUKEE ART MUSEUM | ||||||
| 700 N ART MUSEUM DR | MILWAUKEE | WI | 53202 | PC | GENERAL CHARITABLE USE | $1,500 |
| MILWAUKEE JEWISH COMMUNITY CHORALE | ||||||
| P O BOX 170211 | MILWAUKEE | WI | 53217 | PC | GENERAL CHARITABLE USE | $1,000 |
| MORAINE TOWNSHIP FOOD PANTRY | ||||||
| 800 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $15,000 |
| MOTHERS TRUST FOUNDATION | ||||||
| 400 E ILLINOIS ROAD | LAKE FOREST | IL | 60045 | PC | GENERAL CHARITABLE USE | $2,500 |
| MYELIN REPAIR FOUNDATION | ||||||
| 20111 EDINBURGH DR | WASHINGTON | IL | 95070 | PC | GENERAL CHARITABLE USE | $5,000 |
| NARAL PRO CHOICE FOR AMERICA | ||||||
| 1725 EYE ST NW STE 900 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE USE | $2,500 |
| NATIONAL COUNCIL OF JEWISH WOMENLOS ANGELES | ||||||
| 455 N FAIRFAX AVE | LOS ANGELES | CA | 90036 | PC | GENERAL CHARITABLE USE | $2,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 525 W MONROE ST | CHICAGO | IL | 60661 | PC | GENERAL CHARITABLE USE | $12,000 |
| NATURE CONSERVANCY | ||||||
| 400 N MICHIGAN AVE | CHICAGO | IL | 60611 | PC | GENERAL CHARITABLE USE | $5,000 |
| NEW ISRAEL FUND | ||||||
| P O BOX 70358 | PHILADELPHIA | PA | 19176 | PC | GENERAL CHARITABLE USE | $1,000 |
| NORTHERN ILLINOIS FOOD BANK | ||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | PC | GENERAL CHARITABLE USE | $15,000 |
| NORTHLIGHT THEATRE INC | ||||||
| 9501 N SKOKE BLVD | SKOKIE | IL | 60077 | PC | GENERAL CHARITABLE USE | $10,000 |
| NORTHSHORE UNIVERSITY HEALTH SYSTEM | ||||||
| 1033 UNIVERSITY PL | EVANSTON | IL | 60201 | PC | GENERAL CHARITABLE USE | $45,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | PC | GENERAL CHARITABLE USE | $10,000 |
| NORTHWOODS LAND TRUST | ||||||
| P O BOX 321 | EAGLE RIVER | WI | 54521 | PC | GENERAL CHARITABLE USE | $5,000 |
| OPERATION SHOWER | ||||||
| 7382 PERSHING AVE | ST LOUIS | MO | 63130 | PC | GENERAL CHARITABLE USE | $500 |
| PALM BEACH SYMPHONY | ||||||
| 400 HIBISCUS ST 100 | WEST PALM BEACH | FL | 33401 | PC | GENERAL CHARITABLE USE | $2,000 |
| PANCREATIC CANCER ACTION NETWORK | ||||||
| 1500 ROSENCRANS AVE | MANHATTAN BEACH | CA | 90266 | PC | GENERAL CHARITABLE USE | $1,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON ST | BOSTON | MA | 02199 | PC | GENERAL CHARITABLE USE | $20,000 |
| PLANNED PARENTHOOD FED OF AMERICA INC | ||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | PC | GENERAL CHARITABLE USE | $10,000 |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||
| 18 S MICHIGAN AVE | CHICAGO | IL | 60603 | PC | GENERAL CHARITABLE USE | $30,000 |
| PRESERVATION FOUNDATION OF LAKE COUNTY | ||||||
| 1899 W WINCHESTER RD | LIBERTYVILLE | IL | 60048 | PC | GENERAL CHARITABLE USE | $2,000 |
| RAVINIA FESTIVAL ASSOCIATION | ||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $10,000 |
| READY READERS | ||||||
| 10403 BAUR BLVD | ST LOUIS | MO | 63132 | PC | GENERAL CHARITABLE USE | $5,000 |
| REAL OPTIONS FOR CITY KIDS | ||||||
| 73 LELAND AVE | SAN FRANCISCO | CA | 94134 | PC | GENERAL CHARITABLE USE | $15,000 |
| RESPOND NOW INC | ||||||
| 600 MULBERRY ST | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $5,000 |
| ROLFE PANCREATIC CANCER FOUNDATION | ||||||
| 4809 N RAVENSWOOD | CHICAGO | IL | 60640 | PC | GENERAL CHARITABLE USE | $3,000 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 1620 W HARRISON ST | CHICAGO | IL | 60612 | PC | GENERAL CHARITABLE USE | $5,000 |
| SAVE THE CHILDREN | ||||||
| 501 KINGA HWY E STE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL CHARITABLE USE | $2,000 |
| SEDOL | ||||||
| 18160 GAGES LAKE ROAD | GAGES LAKE | IL | 60030 | PC | GENERAL CHARITABLE USE | $1,000 |
| SHIRLEY RYAN ABILITY LAB | ||||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | PC | GENERAL CHARITABLE USE | $10,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | GENERAL CHARITABLE USE | $5,000 |
| SOUTHERN PROVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PC | GENERAL CHARITABLE USE | $5,000 |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL CHARITABLE USE | $5,000 |
| ST LOUIS PUBLIC RADIO | ||||||
| 3651 OLIVE ST | ST LOUIS | MO | 63108 | PC | GENERAL CHARITABLE USE | $1,500 |
| STEPPENWOLF THEATRE COMPANY | ||||||
| 1650 N HALSTED ST | CHICAGO | IL | 60614 | PC | GENERAL CHARITABLE USE | $3,000 |
| STUDENT CONSERVATION ASSOCIATION | ||||||
| 1310 N COURTHOUSE RD | ARLINGTON | VA | 94704 | PC | GENERAL CHARITABLE USE | $1,000 |
| SUSAN G KOMEN FOUNDATION | ||||||
| 13770 NOEL RD STE 801889 | DALLAS | TX | 75380 | PC | GENERAL CHARITABLE USE | $300 |
| TEMPLE BETH ANN | ||||||
| 2250 CENTRAL BLVD | JUPITER | FL | 33458 | PC | GENERAL CHARITABLE USE | $1,000 |
| THE ARK | ||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | PC | GENERAL CHARITABLE USE | $8,000 |
| THE ART CENTER | ||||||
| 1957 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $10,000 |
| THE CHICAGO HORTICULTURAL SOCIETY | ||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | PC | GENERAL CHARITABLE USE | $10,000 |
| THE CHICAGO LIGHTHOUSE | ||||||
| 1850 W ROOSEVELT RD | CHICAGO | IL | 60608 | PC | GENERAL CHARITABLE USE | $5,000 |
| THE COVE SCHOOL | ||||||
| 350 LEE ROAD | NORTHBROOK | IL | 60062 | PC | GENERAL CHARITABLE USE | $1,000 |
| THE SALVATION ARMY | ||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | PC | GENERAL CHARITABLE USE | $1,000 |
| TRICON CHILD CARE CENTER | ||||||
| 425 LAUREL AVENUE | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $5,000 |
| UNION OF CONCERNED SCIENTISTS INC | ||||||
| TWO BRATTLE SQ | CAMBRIDGE | MA | 02138 | PC | GENERAL CHARITABLE USE | $1,000 |
| UNITED NEGRO COLLEGE FUND | ||||||
| 1805 7TH ST NW | WASHINGTON | DC | 21001 | PC | GENERAL CHARITABLE USE | $5,000 |
| UNIVERSITY OF ILLINOIS AT CHICAGO | ||||||
| 835 S WOLCOTT AV | CHICAGO | IL | 60612 | PC | GENERAL CHARITABLE USE | $15,000 |
| VALENCIA HIGH SCHOOL | ||||||
| 27801 N DICKASON DR | VALENCIA | CA | 91355 | PC | GENERAL CHARITABLE USE | $3,000 |
| VOICES OF CHANGE 2019 | ||||||
| 1294 RIDGE RD | HINCKLEY | OH | 44233 | PC | GENERAL CHARITABLE USE | $1,500 |
| WBEZ | ||||||
| 848 E GRAND AVE | CHICAGO | IL | 60611 | PC | GENERAL CHARITABLE USE | $1,000 |
| WEST DEERFIELD TOWNSHIP FOOD PANTRY | ||||||
| 601 DEERFIELD RD | DEERFIELD | IL | 60015 | PC | GENERAL CHARITABLE USE | $3,500 |
| WFMT | ||||||
| 7341 SOLUTIONS CENTER | CHICAGO | IL | 60677 | PC | GENERAL CHARITABLE USE | $5,000 |
| WILDERNESS SOCIETY | ||||||
| 1801 PA AVE NW STE 200 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE USE | $2,000 |
| WINDOW TO THE WORLD COMMUNICATIONS INC | ||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60624 | PC | GENERAL CHARITABLE USE | $1,000 |
| WINNETKA NORTHFIELD PUBLIC LIBRARY | ||||||
| 768 OAK ST | WINNETKA | IL | 60093 | PC | GENERAL CHARITABLE USE | $1,000 |
| WORLD CENTRAL KITCHENS INC | ||||||
| 200 MASS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | GENERAL CHARITABLE USE | $15,000 |
| WORLD FOOD PROGRAM USA | ||||||
| 1725 EYE ST NW STE 510 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE USE | $2,000 |
| WRITERS THEATRE INC | ||||||
| 321 PARK AVE | GLENCOE | IL | 60022 | PC | GENERAL CHARITABLE USE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,008,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $397,645 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $248,610 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $646,255 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $646,255 | 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 | $1,075 | Amt |
| Net Investment Income | $1,075 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS (PUBLICLY TRADED) | BondNm |
| EOY Book Value | $3,710,669 | EOYBookValueAmt |
| EOYFMV | $3,354,098 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS (PUBLICLY TRADED) | StockNm |
| EOY Book Value | $5,475,202 | EOYBookValueAmt |
| EOYFMV | $13,835,101 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,217,970 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,207,627 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC FILING FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $84,398 | Amt |
| Net Investment Income | $84,398 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $13,261 | $0 | $0 |
| FOREIGN INVESTMENT TAXES | $5,808 | $5,808 | $0 |