CASTEN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CASTEN FAMILY FOUNDATION INC (EIN 13-4074089)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349106844
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T17:04:53-06:00 | 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 | 134074089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASTEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAST | BusinessNameControlTxt |
| Phone | 6303211095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 827 S MONROE ST | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS CASTEN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6303211095 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID R WEINBERG CPA | PreparerPersonNm |
| PTIN | P00005505 | PTIN |
| Phone | 3126290900 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,875,194 | 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 | $7,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,651 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,651 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $397,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,728 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,814 | 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 | $8,923 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,461 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,462 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,537 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,076 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,461 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,096 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,964 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,964 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $289,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$239,926 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,021 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,755 | CashBOYAmt |
| Cash EOY | $7,631 | CashEOYAmt |
| Cash EOYFMV | $7,631 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $109,571 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $111,926 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $109,571 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $109,571 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $100,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $200,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $200,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $450,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,075,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,075,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,183,704 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,344,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,482,992 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,976,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,736,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,875,194 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $2,976,385 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,736,459 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,976,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,736,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,976,385 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,736,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,976,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$239,926 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,736,459 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,736,459 | 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRANSACTIONS | P | $395,497 | $350,094 | $45,403 | $45,403 |
| CAPITAL GAINS DIVIDENDS | P | $2,325 | $2,325 | $2,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,728 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $654 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $654 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,128 | 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 | $8,128 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,474 | OverpaymentAmt |
| Applied To ES Tax | $7,474 | 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 | NY | 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 | THOMAS CASTEN | IndividualWithBooksNm |
| Phone | 6303211095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 827 S MONROE ST | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH CASTEN | ||||||||
| 827 S MONROE ST | HINSDALE | IL | 60521 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| THOMAS CASTEN | ||||||||
| 827 S MONROE ST | HINSDALE | IL | 60521 | VICE PRESIDENT | 4.00 | $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 | $2,876,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $110,749 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,056,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,056,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,010,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $654 | TotalTaxAmt |
| Distributable Before Adj | $149,877 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,877 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,877 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $289,887 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $289,887 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $200,924 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $249,181 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $174,253 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,112 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,788 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $756,258 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $289,887 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,877 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,010 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $896,268 | 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 | $200,924 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $695,344 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $249,181 | ExcessFromYear4Amt |
| Excess From Year3 | $174,253 | ExcessFromYear3Amt |
| Excess From Year2 | $71,112 | ExcessFromYear2Amt |
| Excess From Year1 | $60,788 | ExcessFromYear1Amt |
| Excess From Current Year | $140,010 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS CASTEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF CHICAGOLAND | ||||||||
| 930 YORK ROAD | HINSDALE | IL | 60521 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE GOALS OF THE CRECIPIENT ORGANIZATION. | $300 | |||
| CENTER FOR INQUIRY | ||||||||
| 3965 RENSCH ROAD | AMHERST | NY | 14226 | SEE ABOVE | $2,500 | |||
| CERGE EI FOUNDATION | ||||||||
| 26 BROADWAY FLOOR 8 | NEW YORK | NY | 10004 | SEE ABOVE | $5,000 | |||
| CHRISTMAS WITHOUT CANCER | ||||||||
| 3156 W 102ND ST | EVERGREEN PARK | IL | 60805 | SEE ABOVE. | $7,510 | |||
| CLIMATE INSTITUTE | ||||||||
| 1400 16TH ST NY SUITE 430 | WASHINGTON | DC | 20036 | SEE ABOVE. | $120 | |||
| CHICAGO SYMPHONY ORCHESTRA ASSOCIATION - DEVELOPMENT | ||||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | SEE ABOVE. | $500 | |||
| GROVE EXPRESS | ||||||||
| PO BOX 332 | DOWNERS GROVE | IL | 60515 | SEE ABOVE. | $200 | |||
| HINSDALE HIGH SCHOOL LEAP CLUB | ||||||||
| 5500 S GRANT ST | HINSDALE | IL | 60521 | SEE ABOVE. | $5,000 | |||
| INTERNATIONAL BIOCHAR | ||||||||
| 1211 CONNECTICUT AVENUE STE 650 | WASHINGTON | DC | 20036 | SEE ABOVE. | $14,175 | |||
| LEAP SCIENCE AND MATHS SCHOOL | ||||||||
| SEE ABOVE. | $82,500 | PO BOX 2229 122 THORNTON ROAD | CAPETOWN | SF | ||||
| NATURE CONSERVANCY | ||||||||
| 400 N MICHIGAN AVE 1100 | CHICAGO | IL | 60611 | SEE ABOVE. | $250 | |||
| ONE ACRE FUND | ||||||||
| 1742 TATUM STREET | FALCON HEIGHTS | MN | 55113 | SEE ABOVE. | $75,000 | |||
| SCHOOLS COURT | ||||||||
| 9750 CRESCENT PARK CIRCLE UNIT 132 | ORLAND PARK | IL | 60462 | SEE ABOVE. | $1,000 | |||
| THE BOULEVARD OF CHICAGO | ||||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | SEE ABOVE. | $5,000 | |||
| US ITALY FULBRIGHT COMMISSION | ||||||||
| SEE ABOVE. | $76,261 | VIA CASTELFIDARDO 8 | ROME | IT | ||||
| WIKIMEDIA FOUNDATION INC | ||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | SEE ABOVE. | $100 | |||
| WTTW | ||||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | SEE ABOVE. | $548 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,964 | 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 | $5,651 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,728 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,814 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,814 | 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 & TAX PREP FEES | CategoryTxt |
| Amt | $8,923 | Amt |
| Net Investment Income | $4,461 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,462 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MYNO CARBON | BondNm |
| EOY Book Value | $1,075,000 | EOYBookValueAmt |
| EOYFMV | $1,075,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | V-GLASS INC | StockNm |
| EOY Book Value | $200,000 | EOYBookValueAmt |
| EOYFMV | $200,000 | EOYFMVAmt |
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 | $1,344,257 | BookValueAmt |
| EOYFMV | $1,482,992 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $250 | $250 | $0 |
| OFFICE EXPENSES | $3,846 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $10,076 | $10,076 | $0 |
| INTERNATIONAL BIOCHAR RESEARCH | $9,461 | $0 | $9,461 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $214 | $0 | $0 |
| STATE TAXES | $500 | $0 | $0 |