MARMOR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARMOR FOUNDATION (EIN 36-6208103)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202431299349103083
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T16:22:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 366208103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARMOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARM | BusinessNameControlTxt |
| Phone | 8472911427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2313 GLEN EAGLES LANE | AddressLine1Txt |
| City | RIVERWOODS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY MENDEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8472911427 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARRY | PersonFirstNm |
| Person Last | MENDEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | MARTY ALBERT | PreparerPersonNm |
| PTIN | P01242690 | PTIN |
| Phone | 8472679600 | 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 | $69,489 | 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 | $38,265 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,645 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,104 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,406 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,890 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,501 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,705 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,107 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $14,785 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,156 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $59,289 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,787 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,333 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $42 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $84,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,489 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $85,616 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,616 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$15,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,223 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,223 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $69,943 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,943 | 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 | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $56,885 | $59,884 | -$2,999 | -$2,999 | ||
| 100 SHARES DEERE & CO | D | $39,619 | $516 | $39,103 | $39,103 | 2023-11-21 | 2023-12-26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,104 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $525 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARRY MENDEL | IndividualWithBooksNm |
| Phone | 8472911427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2313 GLEN EAGLES LANE | AddressLine1Txt |
| City | RIVERWOODS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BARRY MENDEL | ||||||||
| 2313 GLEN EAGLES LANE | RIVERWOODS | IL | 60015 | PRES./SEC/TREASURER | 10.00 | $0 | $0 | $0 |
| SCOTT MENDEL | ||||||||
| 2825 KNOLLWOOD LANE | GLENVIEW | IL | 60025 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,479 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $524 | TotalTaxAmt |
| Distributable Before Adj | $2,354 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,354 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,354 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,501 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,721 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,516 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,895 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,429 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,610 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,171 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,147 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $107,318 | 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 | $9,721 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,597 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,516 | ExcessFromYear4Amt |
| Excess From Year3 | $8,895 | ExcessFromYear3Amt |
| Excess From Year2 | $12,429 | ExcessFromYear2Amt |
| Excess From Year1 | $10,610 | ExcessFromYear1Amt |
| Excess From Current Year | $50,147 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | NONE | PC | CHARITABLE | $50 |
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 637 S DEARBORN ST | CHICAGO | IL | 60605 | NONE | PC | CHARITABLE | $100 |
| ART INSTITUTE | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | CHARITABLE | $210 |
| BROOKFIELD ZOO | |||||||
| 8400 31ST ST | BROOKFIELD | IL | 60513 | NONE | PC | CHARITABLE | $319 |
| CAMP SOLOMON SCHECHTER | |||||||
| 117 E LOUISA ST UNIT 110 | SEATTLE | WA | 98102 | NONE | PC | CHARITABLE | $1,000 |
| CARING BRIDGE | |||||||
| PO BOX 6032 | ALBERT LEA | MN | 56007 | NONE | PC | CHARITABLE | $50 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | CHARITABLE | $368 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | CHARITABLE | $100 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | NONE | PC | CHARITABLE | $1,000 |
| STARLIGHT CHILDREN'S FOUNDATION | |||||||
| 30 E ADAMS ST STE 1020 | CHICAGO | IL | 60603 | NONE | PC | CHARITABLE | $200 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 600268022 | NONE | PC | CHARITABLE | $250 |
| FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | CHARITABLE | $295 |
| FORWARD STEPS | |||||||
| 768 MOUNTAIN MEADOWS RD | BOULDER | CO | 80302 | NONE | PC | CHARITABLE | $10,000 |
| HADASSAH WOMEN'S ZIONIST ORGANIZATION OF AMERICA | |||||||
| 4711 GOLD ROAD 600 | SKOKIE | IL | 60076 | NONE | PC | CHARITABLE | $100 |
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | PC | CHARITABLE | $144 |
| ISRAEL CANCER RESEARCH | |||||||
| 52 VANDERBILT AVE 1410 | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $233 |
| JEWISH COMMUNITY CENTERS OF CHICAGO | |||||||
| 300 REVERE DRIVE | NORTHBROOK | IL | 60022 | NONE | PC | CHARITABLE | $78 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $10,000 |
| MISERICORDIA | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PC | CHARITABLE | $11,472 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | CHARITABLE | $85 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 525 W MONROE ST 1510 | CHICAGO | IL | 60661 | NONE | PC | CHARITABLE | $53 |
| NETWORK FOR GOOD | |||||||
| 655 15TH ST NW SUITE 650 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $50 |
| NY MEDICAL COLLEGE | |||||||
| 40 SUNSHINE COTTAGE RD | VALHALLA | NY | 10595 | NONE | PC | CHARITABLE | $10,000 |
| ONE ISRAEL FUND | |||||||
| 445 CENTRAL AVE UNIT 210 | CEDARHURST | NY | 11516 | NONE | PC | CHARITABLE | $374 |
| SCHLERODERMA FOUNDATION | |||||||
| 300 ROSEWOOD DR STE 105 | DANVERS | MA | 01923 | NONE | PC | CHARITABLE | $52 |
| SHEDD AQUARIUM | |||||||
| 1200 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PC | CHARITABLE | $365 |
| TEMPLE BETH EL | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $1,863 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | PC | CHARITABLE | $50 |
| WOUNDED WARRIORS | |||||||
| 230 W MONROE ST SUITE 200 | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $3,000 |
| WTTW | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | CHARITABLE | $40 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS STEET | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,501 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,742 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,645 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARYN M MENDEL TR UA DTD 8242017 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2313 GLEN EAGLES LANE | AddressLine1Txt |
| City | RIVERWOODS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $38,265 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | DEERE & CO - 100 SHARES | NoncashPropertyDesc |
| Fair Market Value | $38,265 | FairMarketValueAmt |
| Received | 2023-11-21 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEALTH CARE SELECT SECTOR | AT COST | $4,108 | $4,091 |
| ISHARES TRUST CORE DIV. GROWTH | AT COST | $7,041 | $6,997 |
| SELECT SECTOR SPDR TR FINANCIAL | AT COST | $3,361 | $3,306 |
| SELECT SECTOR TECHNOLOGY | AT COST | $3,354 | $3,272 |
| SPDR S&P 400 MIDCAP | AT COST | $3,642 | $3,552 |
| SPDR S&P 500 ETF | AT COST | $4,829 | $4,753 |
| WISDOM TR EM EX ST | AT COST | $3,381 | $3,379 |
| WISDOM TR INTL QUAULTY DIV | AT COST | $3,422 | $3,373 |
| SPDR S&P MIDCAP 400ETF | AT COST | $7,649 | $7,610 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $42 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $185 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |