GALTER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GALTER FOUNDATION (EIN 36-6082419)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349100232
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:21:26-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814031109 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FSB&W LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 544 LAKEVIEW PARKWAY SUITE 301 | AddressLine1Txt |
| City | VERNON HILLS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60061 | 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 | 366082419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALT | BusinessNameControlTxt |
| Phone | 3126645370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 480752 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 607140752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT JOSEPH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3126645370 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | HELEN S BLOVSKY | PreparerPersonNm |
| PTIN | P01895435 | PTIN |
| Phone | 8475801272 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,736,270 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $478 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,280 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $188,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,280 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,184 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,184 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $83,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,306 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,552 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,367 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,269 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,037 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,250 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $46,915 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $46,915 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,530 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $185,937 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185,937 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $185,937 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,391,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,345,227 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,482,334 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,803 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,219 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,219 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,694,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,596,548 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,736,270 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $335,347 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $360,347 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $335,347 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $360,347 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,359,164 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,236,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,359,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,236,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,694,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,596,548 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,359,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,236,201 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,236,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DISNEY WALT CO | 2022-04-26 | 2023-03-01 | $1,968 | $2,329 | -$361 | -$361 |
| META PLATFORMS | 2022-06-02 | 2023-02-02 | $2,859 | $2,950 | -$91 | -$91 |
| PACCAR INC | 2022-06-08 | 2023-02-10 | $37 | $30 | $7 | $7 |
| AON PLC | 2020-12-02 | 2023-08-14 | $5,265 | $3,470 | $1,795 | $1,795 |
| ABBOTT LABS | 2017-02-14 | 2023-11-30 | $25,000 | $25,000 | $0 | $0 |
| APPLE INC | 2020-03-23 | 2023-10-13 | $10,997 | $3,510 | $7,487 | $7,487 |
| ARISTA NETWORKS INC | 2020-09-08 | 2023-03-24 | $3,196 | $994 | $2,202 | $2,202 |
| AUTODESK INC | 2020-09-21 | 2023-12-12 | $10,632 | $9,108 | $1,524 | $1,524 |
| BLACKSTONE INC | 2020-11-12 | 2023-09-14 | $12,782 | $5,445 | $7,337 | $7,337 |
| CAPITAL ONE | 2019-06-25 | 2023-06-20 | $25,000 | $25,000 | $0 | $0 |
| CARMAX INC | 2022-06-07 | 2023-08-14 | $2,044 | $2,499 | -$455 | -$455 |
| DISNEY WALT CO | 2018-03-28 | 2023-09-19 | $7,233 | $9,838 | -$2,605 | -$2,605 |
| EXPEDIA GROUP INC | 2020-03-09 | 2023-07-28 | $4,804 | $3,485 | $1,319 | $1,319 |
| META PLATFORMS | 2018-03-20 | 2023-10-13 | $3,613 | $2,627 | $986 | $986 |
| GENERAL MTRS CO | 2014-07-29 | 2023-10-13 | $4,747 | $5,603 | -$856 | -$856 |
| GILDAN ACTIVEWEAR INC | 2020-02-21 | 2023-12-11 | $12,473 | $11,177 | $1,296 | $1,296 |
| GODADDY INC | 2019-12-18 | 2023-05-01 | $8,887 | $8,508 | $379 | $379 |
| JPMORGAN CHASE | 2014-01-28 | 2023-05-12 | $2,012 | $833 | $1,179 | $1,179 |
| LAS VEGAS SANDS CORP | 2021-06-11 | 2023-01-19 | $2,074 | $2,106 | -$32 | -$32 |
| LEUCADIA NATL CORP | 2015-01-21 | 2023-10-18 | $30,000 | $30,000 | $0 | $0 |
| MOTOROLA SOLUTIONS | 2020-03-19 | 2023-04-28 | $3,778 | $1,991 | $1,787 | $1,787 |
| QUANTA SVCS INC | 2015-10-19 | 2023-02-14 | $6,945 | $863 | $6,082 | $6,082 |
| SALESFORCE INC | 2021-01-28 | 2023-02-14 | $2,029 | $2,729 | -$700 | -$700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,280 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $529 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $529 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,821 | 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 | $2,821 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,292 | OverpaymentAmt |
| Applied To ES Tax | $2,292 | 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 | FSBW LLC | IndividualWithBooksNm |
| Phone | 8475801272 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 544 LAKEVIEW PARKWAY SUITE 301 | AddressLine1Txt |
| City | VERNON HILLS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| HIRSHEL GOODMAN | ||||||||
| PO BOX 480752 | NILES | IL | 60714 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT JOSEPH | ||||||||
| PO BOX 480752 | NILES | IL | 60714 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAREN GOODMAN | ||||||||
| PO BOX 480752 | NILES | IL | 60714 | DIRECTOR | 0.00 | $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 | $1,653,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,042,430 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,768,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,768,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,727,386 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $529 | TotalTaxAmt |
| Distributable Before Adj | $135,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,840 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $161,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,915 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,323 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,114 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,395 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,908 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,160 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $121,068 | 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 | $13,915 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $107,153 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,323 | ExcessFromYear4Amt |
| Excess From Year3 | $27,114 | ExcessFromYear3Amt |
| Excess From Year2 | $15,161 | ExcessFromYear2Amt |
| Excess From Year1 | $32,395 | ExcessFromYear1Amt |
| Excess From Current Year | $25,160 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 205 W TOUHY 225 | PARK RIDGE | IL | 60068 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $7,500 |
| BOYS TOWN JERUSALEM | |||||||
| 110 HILLSIDE SUITE 14 | LAKEWOOD | NJ | 08701 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $25,000 |
| CHICAGO JEWISH FEDERATION | |||||||
| 30 S WELLS | CHICAGO | IL | 60606 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $12,500 |
| CITY OF HOPE HARDWAREHOME IMPROVEMENT 1 | |||||||
| 1055 WILSHIRED BLVD 12TH FL | LOS ANGELES | CA | 90017 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $1,000 |
| GALTER LIFE CENTER ON THE GREEN | |||||||
| 5157 N FRANCISCO | CHICAGO | IL | 60625 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $25,000 |
| KOHL CHILDREN MUSEUM | |||||||
| 2100 PATRIOT BLV | GLENVIEW | IL | 60026 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $7,500 |
| LURIE CHILDREN HOSPITAL | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $7,500 |
| NORTHWESTERN FOUNDATION | |||||||
| 251 E HURON | CHICAGO | IL | 60611 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $25,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $10,000 |
| PAWS | |||||||
| 1110 W 35TH ST | CHICAGO | IL | 60609 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $5,000 |
| SHAARE ZEDEK MEDICAL CENTER | |||||||
| 55 W 39TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $5,000 |
| SWEDISH COVENANT HOSPITAL | |||||||
| 5145 N CALIFORNIA | CHICAGO | IL | 60625 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $25,000 |
| WTTW CHANNEL 11 | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,000 | 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 | $478 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,364 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,184 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,280 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,306 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,306 | 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 | $7,350 | Amt |
| Net Investment Income | $7,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 555 SHARES OF GALTER CORPORATION | StockNm |
| EOY Book Value | $185,937 | EOYBookValueAmt |
| EOYFMV | $185,937 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $46,915 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $49,530 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,345,227 | BookValueAmt |
| EOYFMV | $2,482,334 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PURCHASED INTEREST | $818 | ||
| FEDERAL TAX DEPOSIT | $4,400 | $2,821 | $2,821 |
| RECEIVABLE FROM WD XX HOLDINGS LLC | $1,146 | $2,217 | $2,217 |
| RECEIVABLE FROM WD XXX HOLDINGS LLC | $439 | $181 | $181 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $16,644 | $16,644 | $0 |
| SECURITIES AMORTIZATION | $8,108 | $8,108 | $0 |
| WD XXX MISCELLANEOUS | $2 | $2 | $0 |
| MISCELLANEOUS | $318 | $318 | $0 |
| PENALTIES | $27 | $27 | $0 |
| WD XX RENTAL LOSS | $7,333 | $7,333 | $0 |
| WD XXX RENTAL LOSS | $3,935 | $3,935 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACCRETION - BONDS | $4,142 | $4,142 | $4,142 |
| WD XXX ORDINARY INCOME | $42 | $42 | $42 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO GALTER CORPORATION | Desc |
| BOY Book Value | $335,347 | BOYBookValueAmt |
| EOY Book Value | $360,347 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $1,552 | Amt |
| Net Investment Income | $1,552 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |