RINTELS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RINTELS FAMILY FOUNDATION (EIN 27-0076648)
- Tax period
- 2023-02-01 to 2024-01-31
- Filed
- 2024-12-12
- IRS object ID
- 202423479349101302
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-12T15:20:29-06:00 | ReturnTs |
| Tax Period End | 2024-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363793926 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN AND JURASKA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON SUITE 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270076648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINTELS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RINT | BusinessNameControlTxt |
| Phone | 3129220062 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE RINTELS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8477338922 | PhoneNum |
| Signature | 2024-12-12 | 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 | CHRISTOPHER LILEK | PreparerPersonNm |
| PTIN | P01275656 | PTIN |
| Phone | 3129220062 | PhoneNum |
| Preparation | 2024-12-12 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,317,709 | 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 | $9,559 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,559 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,848 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $387,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,966 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $250,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $250,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $83 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $826 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,288 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,288 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $228,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $206,538 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,561 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,214 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $191,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $301,130 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $301,130 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,395,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,325,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,777,073 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $260,952 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $260,715 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $239,506 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,847,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,887,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,317,709 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,901 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,901 | 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 | $1,847,973 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,869,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,847,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,869,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,847,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,887,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,847,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,561 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,869,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,869,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTEL CORP | P | 2015-03-09 | 2023-06-20 | $35,575 | $33,240 | $2,335 | $2,335 |
| INTEL CORP | P | 2020-09-16 | 2023-06-20 | $35,575 | $49,275 | -$13,700 | -$13,700 |
| MICROSOFT COPR | P | 2023-09-03 | 2023-05-22 | $94,970 | $9,405 | $85,565 | $85,565 |
| MICROSOFT COPR | P | 2019-09-17 | 2023-05-22 | $63,313 | $27,413 | $35,900 | $35,900 |
| MICROSOFT COPR | P | 2021-01-21 | 2023-05-22 | $158,284 | $108,418 | $49,866 | $49,866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,172 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,172 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,172 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,188 | 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 | $6,188 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,016 | OverpaymentAmt |
| Applied To ES Tax | $3,016 | 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 | RYAN JURASKA LLP | IndividualWithBooksNm |
| Phone | 3129220062 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD STE 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE V RINTELS | ||||||||
| 10970 LA REINA RD | DEL RAY BEACH | FL | 33446 | PRESIDENT / TREASURER | 5.00 | $10,000 | $0 | $0 |
| CAROL RINTELS | ||||||||
| 10970 LA REINA RD | DEL RAY BEACH | FL | 33446 | SECRETARY | 5.00 | $7,500 | $0 | $0 |
| PHIL RYAN | ||||||||
| 141 W JACKSON BLVD SUITE 2250 | CHICAGO | IL | 60604 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DEBORAH WEINER | ||||||||
| 477 DREXEL AVE | GLENCOE | IL | 60022 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| ANDREW RINTELS | ||||||||
| 3253 N LEAVITT STREET | CHICAGO | IL | 60618 | DIRECTOR | 5.00 | $10,000 | $0 | $0 |
| ABBIE RINTELS | ||||||||
| 3253 N LEAVITT STREET | CHICAGO | IL | 60618 | DIRECTOR | 5.00 | $10,000 | $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 | $1,937,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $259,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,196,951 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,196,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,163,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,200 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,200 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,172 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,172 | TotalTaxAmt |
| Distributable Before Adj | $105,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $105,028 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $105,028 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $206,538 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $206,538 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,186 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $206,538 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,186 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,028 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,324 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,324 | 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 | $53,324 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $53,324 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENE V RINTELS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $350 |
| ANSHE EMET SYNAGOGUE | |||||||
| 3751 NORTH BROADWAY | CHICAGO | IL | 60613 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $2,900 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 120 S LA SALLE ST | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $1,000 |
| BANK OF AMERICA | |||||||
| 100 NORTH TRYON STREET | CHARLOTTE | NC | 28255 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $29,900 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $350 |
| BROOKFIELD ZOO | |||||||
| 3300 GOLF RD | BROOKFIELD | IL | 60513 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $6,000 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $500 |
| CARINGBRIDGE | |||||||
| 3600 AMERICAN BLVD W STE 405 | BLOOMINGTON | MN | 55431 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $100 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $368 |
| CITY OF HOPE | |||||||
| 2240 BUENA VISTA ST | DUARTE | CA | 91010 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $200 |
| DUPAGE CHILDREN'S MUSEUM | |||||||
| 301 N WASHINGTON ST | NAPERVILLE | IL | 60540 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $200 |
| FRIENDS OF AUDUBON | |||||||
| 125 S WACKER DR 2125 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $3,803 |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $136 |
| HANLEY FOUNDATION | |||||||
| 1130 W MONROE ST STE 200 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $56,500 |
| JEWISH COUNCIL FOR YOUTH SERVICES | |||||||
| 150 N MICHIGAN AVE STE 640 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $4,500 |
| JEWISH FEDERATION OF SPBF | |||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $15,570 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $31,500 |
| KINGDOM LIVING MINISTRIES | |||||||
| PO BOX 1927 | COLLEYVILLE | TX | 76034 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $150 |
| KRAVIS CENTER | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $3,500 |
| LAST CHANCE HORSE | |||||||
| 4179 S 9 MILE RD | ALLEGANY | NY | 14706 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $1,300 |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $189 |
| LUXE BTQE | |||||||
| 318 COUNTY RD A | TENAFLY | NJ | 07670 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $43 |
| MACULAR DEGENERATION | |||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $250 |
| MSK GIVING | |||||||
| 633 3RD AVE 5TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $1,000 |
| NO KID HUNGRY | |||||||
| 030 15TH STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $2,000 |
| NORTH SHORE CONGREGATION ISRAEL | |||||||
| 1185 SHERIDAN RD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $3,909 |
| ORPHANS OF THE STORM | |||||||
| 2200 RIVERWOODS RD | DEERFIELD | IL | 60015 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $1,000 |
| NATURE MUSEUM | |||||||
| 2430 N CANNON DR | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $350 |
| PLAY FOR PINK | |||||||
| 28 WEST 44TH ST STE 609 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $2,000 |
| RAVINIA | |||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $7,500 |
| SHEDD AQUARIUM | |||||||
| 1200 S DUSABLE LK SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $1,000 |
| SOLOMON SCHECHTER DAY SCHOOL | |||||||
| 3210 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $100 |
| SOUTH FLORIDA PBS | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $150 |
| SPECIAL CHILDREN'S CHARITIES | |||||||
| 2 E 8TH ST SUITE 2M | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $150 |
| THE LICORICE PROJECT | |||||||
| PO BOX 813 | WILMETTE | IL | 60091 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $50 |
| THE MORTON ARBORETUM | |||||||
| 4100 IL-53 | LISLE | IL | 60532 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $300 |
| US HOLOCAUST MEMORIAL | |||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $300 |
| VICTOR'S VISION | |||||||
| 2004 SCHILLER AVENUE | WILMETTE | IL | 60091 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $1,500 |
| WTTW CHANNEL 11 | |||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $4,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,288 | 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 | $9,559 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $159,966 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $250,373 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $250,373 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER ELECTS UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL REMAINING QUALIFYING DISTRIBUTIONS TO YEARS PRIOR TO 2021. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMINION RESOURCES | $76,306 | $69,525 |
| TRUIST FINL CORP | $76,431 | $71,400 |
| CHARLES SCHWAB CORP | $107,978 | $98,581 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTEL CORP | $49,275 | $43,080 |
| CISCO SYSTEMS INC | $130,645 | $250,900 |
| MERCK AND CO INC | $38,549 | $84,546 |
| JP MORGAN CHASE | $30,703 | $87,180 |
| PFIZER INC | $64,272 | $54,160 |
| ABBVIE INC | $63,658 | $115,080 |
| BANK OF AMERICA CORP | $58,913 | $68,020 |
| BRISTOL MYERS SQUIBB CO | $38,308 | $34,209 |
| ENTERPRISE PRDTS PTNRS | $161,629 | $160,560 |
| CANADIAN NATURAL RESOURCES | $54,700 | $127,980 |
| MICROSOFT CORP | $158,170 | $198,790 |
| IBM | $190,237 | $275,490 |
| COMCAST | $48,805 | $46,540 |
| LYONDELLBASELL | $93,854 | $94,120 |
| PHILIP MORRIS | $81,889 | $90,850 |
| VERIZON | $57,115 | $42,350 |
| KYNDRYL HOLDINGS INCORP | $2,964 | $2,052 |
| ORGANON AND CO REG | $1,904 | $1,166 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $115 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISA | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $17,901 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH ADMIN FEE | CategoryTxt |
| Amt | $83 | Amt |
| Net Investment Income | $83 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $826 | Amt |
| Net Investment Income | $826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |