MODESTUS BAUER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MODESTUS BAUER FOUNDATION (EIN 36-4473692)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202511259349100906
- Schema version
- 2024v5.1
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T08:40:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 993196374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KMA MANAGEMENT LLC | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364473692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MODESTUS BAUER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MODE | BusinessNameControlTxt |
| Phone | 3123721947 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DR 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J LAWRENCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123721947 | PhoneNum |
| Signature | 2025-05-01 | 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 | ROSANNE B ANDERSEN CPA | PreparerPersonNm |
| PTIN | P00423972 | PTIN |
| Phone | 3126290900 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,784,504 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $423,401 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $423,401 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,552,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,981,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,552,737 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,976,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,976,138 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,399 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,399 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,447 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,015,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,015,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,171,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,054,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $805,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,879,067 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $435,640 | CashBOYAmt |
| Cash EOY | $434,644 | CashEOYAmt |
| Cash EOYFMV | $434,644 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,217,970 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,631,561 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,642,702 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,475,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,784,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,967,686 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,710,669 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,793,795 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,739,472 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,839,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,644,548 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,784,504 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,839,481 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,644,548 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,839,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,644,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,839,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,644,548 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,839,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $805,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,644,548 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,644,548 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,934,690 | $2,428,414 | $1,506,276 | $1,506,276 |
| CAPITAL GAINS DIVIDENDS | P | $46,461 | $46,461 | $46,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,552,737 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,119 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,119 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,436 | 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 | $27,436 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,317 | OverpaymentAmt |
| Applied To ES Tax | $1,317 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID REICH | IndividualWithBooksNm |
| Phone | 3123721947 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DR SUITE 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT J LAWRENCE | ||||||||
| 418 BRIARWOOD PL | HIGHLAND PARK | IL | 60035 | DIRECTOR & PRESIDENT | 4.00 | $9,000 | $0 | $0 |
| LINDA N LAWRENCE | ||||||||
| 418 BRIARWOOD PL | HIGHLAND PARK | IL | 60035 | DIRECTOR & ASST SEC | 0.50 | $9,000 | $0 | $0 |
| LAWRENCE A REICH | ||||||||
| 609 CROFTON AVE S | HIGHLAND PARK | IL | 60035 | DIRECTOR & VP | 2.00 | $9,000 | $0 | $0 |
| DAVID REICH | ||||||||
| 883 TIMBER HILL | HIGHLAND PARK | IL | 60035 | DIRECTOR & SEC | 2.00 | $9,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLETT WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WACKER DR 3050 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORS | ServiceTypeTxt |
| Compensation | $93,399 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,674,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,674,615 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,674,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $295,119 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,379,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $968,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $968,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,119 | TotalTaxAmt |
| Distributable Before Adj | $942,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $942,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $942,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,054,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,054,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $942,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $309,916 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $147,258 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $90,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $137,397 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $164,755 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $850,270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,054,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $942,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,144 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $961,414 | 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 | $309,916 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $651,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $147,258 | ExcessFromYear4Amt |
| Excess From Year3 | $90,944 | ExcessFromYear3Amt |
| Excess From Year2 | $137,397 | ExcessFromYear2Amt |
| Excess From Year1 | $164,755 | ExcessFromYear1Amt |
| Excess From Current Year | $111,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE USE | $5,000 | |
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | PC | GENERAL CHARITABLE USE | $1,000 | |
| AM YISRAEL | |||||||
| 4 HAPP ROAD | NORTHFIELD | IL | 60093 | PC | GENERAL CHARITABLE USE | $3,600 | |
| AMATEUR HOCKEY ASSOCIATION ILLINOIS INC | |||||||
| 859 OAKTON ST | ELK GROVE | IL | 60007 | PC | GENERAL CHARITABLE USE | $1,000 | |
| AMER COMM FORWEIZMANN INSTITUTE | |||||||
| 180 N LASALLE ST | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE USE | $8,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 3175 COMMERCIAL AVE | NORTHBROOK | IL | 60062 | PC | GENERAL CHARITABLE USE | $13,600 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 70 WEST MADISON STREET | CHICAGO | IL | 60602 | PC | GENERAL CHARITABLE USE | $1,000 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | GENERAL CHARITABLE USE | $5,000 | |
| AMERICAN TECHNION SOCIETY | |||||||
| 111 W WASHINGTON STREET | CHICAGO | IL | 60602 | PC | GENERAL CHARITABLE USE | $3,600 | |
| AMYLOIDOSIS FOUNDATION | |||||||
| 7151 N MAIN ST STE 2 | CLARKSTON | MI | 48346 | PC | GENERAL CHARITABLE USE | $500 | |
| ANN & ROBERT LURIE CHILDRENS HOSP CHICAGO | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | PC | GENERAL CHARITABLE USE | $10,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 309 W WASHINGTON | CHICAGO | IL | 60606 | PC | GENERAL CHARITABLE USE | $23,000 | |
| ARIZONA JEWISH HISTORICAL SOCIETY | |||||||
| 122 E CULVER ST | PHOENIX | AZ | 85004 | PC | GENERAL CHARITABLE USE | $1,000 | |
| ART ENCOUNTER | |||||||
| 927 NOYES ST | EVANSTON | IL | 60201 | PC | GENERAL CHARITABLE USE | $10,000 | |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | PC | GENERAL CHARITABLE USE | $1,500 | |
| ASPIRITECH NFP | |||||||
| 1893 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $10,000 | |
| AUTISM SPEAKS INC | |||||||
| 1060 STATE RD | PRINCETON | NJ | 08540 | PC | GENERAL CHARITABLE USE | $5,000 | |
| BRADY UNITED AGAINST GUN VIOLENCE | |||||||
| 840 FIRST ST | WASHINGTON | DC | 20002 | PC | GENERAL CHARITABLE USE | $3,000 | |
| CAMP ONE STEP | |||||||
| 213 W INSTITUTE | CHICAGO | IL | 60610 | PC | GENERAL CHARITABLE USE | $2,000 | |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DRIVE | NORTHBROOK | IL | 60022 | PC | GENERAL CHARITABLE USE | $7,500 | |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 EAST LAKE STREET | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE USE | $2,000 | |
| CHICAGO FURNITURE BANK | |||||||
| 4801 S WHIPPLE ST SUITE A | CHICAGO | IL | 60632 | PC | GENERAL CHARITABLE USE | $1,000 | |
| CHICAGO POLICE MEMORIAL FOUNDATION | |||||||
| 1407 W WASHINGTN BLVD | CHICAGO | IL | 60607 | PC | GENERAL CHARITABLE USE | $1,500 | |
| CHIEF AND CALLA BELL SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 1192 | ROCK | NC | 60045 | PC | GENERAL CHARITABLE USE | $500 | |
| CHILDREN'S GOLF FOUNDATION INC | |||||||
| 7301 HAVERHILL RD | PALM BEACH | FL | 33407 | PC | GENERAL CHARITABLE USE | $4,000 | |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | PC | GENERAL CHARITABLE USE | $20,000 | |
| CN FOUNDATION | |||||||
| 318 10TH ST SE | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE USE | $20,000 | |
| COLLEGE BOUND OPPORTUNITIES | |||||||
| 2033 N MILWAUKEE AVE | RIVERWOODS | IL | 60015 | PC | GENERAL CHARITABLE USE | $5,000 | |
| COMMUNITY HEALTH PARTNERS | |||||||
| 265 W RANDOLPH S | CHICAGO | IL | 60606 | PC | GENERAL CHARITABLE USE | $3,000 | |
| COMPASSION AND CHOICES | |||||||
| PO BOX 485 | ETNA | NH | 03750 | PC | GENERAL CHARITABLE USE | $3,000 | |
| COUNCIL FOR JEWISH ELDERLY | |||||||
| 3003 W TOUHY AVE | CHICAGO | IL | 60645 | PC | GENERAL CHARITABLE USE | $5,000 | |
| CURT'S CAFE | |||||||
| 2922 CENTRAL ST | EVANSTON | IL | 60201 | PC | GENERAL CHARITABLE USE | $1,000 | |
| DANIEL MURPHY SCHOLARSHIP FUND | |||||||
| 309 WEST WASHING | CHICAGO | IL | 60606 | PC | GENERAL CHARITABLE USE | $5,500 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST | NY | NY | 10006 | PC | GENERAL CHARITABLE USE | $20,000 | |
| EASTERSEALS CHICAGO | |||||||
| 141 W JACKSON BLVD STE 1400A | CHICAGO | IL | 60604 | PC | GENERAL CHARITABLE USE | $1,000 | |
| EB RESEARCH PARTNER | |||||||
| 132 E 43RD ST | NY | NY | 10017 | PC | GENERAL CHARITABLE USE | $1,000 | |
| EPILEPSY FOUNDATION OF CHICAGO | |||||||
| 17 N STATE ST | CHICAGO | IL | 60602 | PC | GENERAL CHARITABLE USE | $500 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE DR | MONTGOMERY | AL | 36104 | PC | GENERAL CHARITABLE USE | $5,000 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | PC | GENERAL CHARITABLE USE | $10,000 | |
| FACE THE FUTURE FOUNDATION | |||||||
| 205 MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE USE | $1,000 | |
| FAMILY ACTION NETWORK | |||||||
| PO BOX 322 | WINNETKA | IL | 60092 | PC | GENERAL CHARITABLE USE | $10,000 | |
| FAU FOUNDATION | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | PC | GENERAL CHARITABLE USE | $2,000 | |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE USE | $5,000 | |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | PC | GENERAL CHARITABLE USE | $2,000 | |
| FILL A HEART 4 KIDS | |||||||
| 400 E ILLINOIS R | LAKE FOREST | IL | 60045 | PC | GENERAL CHARITABLE USE | $1,000 | |
| FORGOTTEN SOLDIERS OUTREACH | |||||||
| 3550 23RD AVE S | LAKE WORTH | FL | 33461 | PC | GENERAL CHARITABLE USE | $3,000 | |
| FRIENDS OF THE BWCA | |||||||
| 2550 UNIVERSITY AVE | ST PAUL | MN | 55734 | PC | GENERAL CHARITABLE USE | $5,000 | |
| FRIENDS OF THE IDF | |||||||
| 29 E MADISON STREET | CHICAGO | IL | 60602 | PC | GENERAL CHARITABLE USE | $18,000 | |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | |||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | PC | GENERAL CHARITABLE USE | $6,000 | |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | |||||||
| 49 W 45TH ST | NY | NY | 10036 | PC | GENERAL CHARITABLE USE | $1,000 | |
| GLENCOE PUBLIC LIBRARY | |||||||
| 320 PARK AVE | GLENCOE | IL | 60022 | PC | GENERAL CHARITABLE USE | $14,000 | |
| GLENKIRK FOUNDATION | |||||||
| 3504 COMMERCIAL AVE | NORTHBROOK | IL | 60062 | PC | GENERAL CHARITABLE USE | $4,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | GENERAL CHARITABLE USE | $11,500 | |
| GUTTMACHER INSTITUTE | |||||||
| 125 MAIDEN LANE | NY | NY | 10038 | PC | GENERAL CHARITABLE USE | $2,500 | |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | PC | GENERAL CHARITABLE USE | $5,000 | |
| HADASSAH FOUNDATION INC | |||||||
| 60 REVERE DR | NORTHBROOK | IL | 60062 | PC | GENERAL CHARITABLE USE | $5,000 | |
| HELP HOPE LIVE | |||||||
| TWO RADNOR CORPORATE CENTER 100 | RADNOR | PA | 19087 | PC | GENERAL CHARITABLE USE | $2,500 | MATSONFORD ROAD |
| HIAS | |||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | PC | GENERAL CHARITABLE USE | $10,500 | |
| HIGHLAND PARK COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $25,500 | |
| HIGHLAND PARK PUBLIC LIBRARY | |||||||
| 494 LAUREL AVE H | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $14,000 | |
| HIGHLAND PARK STRINGS | |||||||
| 1601 OAKWOOD AVE | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $8,000 | |
| HIGHWOOD PUBLIC LIBRARY | |||||||
| 102 HIGHWOOD AVE | HIGHWOOD | IL | 60040 | PC | GENERAL CHARITABLE USE | $2,500 | |
| HILLEL INTERNATIONAL | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | PC | GENERAL CHARITABLE USE | $5,000 | |
| HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | PC | GENERAL CHARITABLE USE | $4,500 | |
| HORIZONS FOR YOUTH | |||||||
| 703 W MONROE ST | CHICAGO | IL | 60661 | PC | GENERAL CHARITABLE USE | $5,000 | |
| ILLINOIS BAR FOUNDATION | |||||||
| 20 S CLARK ST SUITE 900 | CHICAGO | IL | 60603 | PC | GENERAL CHARITABLE USE | $1,000 | |
| ISRAEL CANCER RESEARCH FUND | |||||||
| 2 NORTHFIELD PLAZA | CHICAGO | IL | 60093 | PC | GENERAL CHARITABLE USE | $25,000 | |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS | CHICAGO | IL | 60606 | PC | GENERAL CHARITABLE USE | $109,700 | |
| JL CARES | |||||||
| 16823 CAPTAIN KIRLE DRIVE | JUPITER | FL | 33477 | PC | GENERAL CHARITABLE USE | $2,000 | |
| JOSSELYN CENTER | |||||||
| 777 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $2,500 | |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 S OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | PC | GENERAL CHARITABLE USE | $10,000 | |
| LAKE FOREST COLLEGE | |||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | PC | GENERAL CHARITABLE USE | $11,000 | |
| LUNGEVITY FOUNDATION | |||||||
| 218 S WABASH AVE | CHICAGO | IL | 60604 | PC | GENERAL CHARITABLE USE | $1,000 | |
| MAKOM SOLEL LAKESIDE CONGREGATION | |||||||
| 1301 CLAVEY ROAD | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $5,000 | |
| MALTZ JUPITER THEATRE INC | |||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | PC | GENERAL CHARITABLE USE | $3,000 | |
| MAYO FOUNDATION | |||||||
| 200 FIRST ST | ROCHESTER | MN | 55905 | PC | GENERAL CHARITABLE USE | $20,000 | |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 301439 | HOUSTON | TX | 77230 | PC | GENERAL CHARITABLE USE | $5,000 | |
| MILWAUKEE ART MUSEUM | |||||||
| 700 N ART MUSEUM DR | MILWAUKEE | WI | 53202 | PC | GENERAL CHARITABLE USE | $1,000 | |
| MILWAUKEE JEWISH COMMUNITY CHORALE | |||||||
| PO BOX 170211 | MILWAUKEE | WI | 53217 | PC | GENERAL CHARITABLE USE | $2,000 | |
| MORAINE TOWNSHIP FOOD PANTRY | |||||||
| 800 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $15,500 | |
| MOTHERS TRUST FOUNDATION | |||||||
| 400 E ILLINOIS | LAKE FOREST | IL | 60045 | PC | GENERAL CHARITABLE USE | $2,500 | |
| MYELIN REPAIR FOUNDATION | |||||||
| 20111 EDINBURGH DR | SARATOGA | CA | 95070 | PC | GENERAL CHARITABLE USE | $5,000 | |
| NARAL PRO CHOICE FOR AMERICA | |||||||
| 1725 EYE ST NW STE 900 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE USE | $2,500 | |
| NATIONAL COUNCIL OF JEWISH WOMENLOS ANGELES | |||||||
| 455 N FAIRFAX AVE | LOS ANGELES | CA | 90036 | PC | GENERAL CHARITABLE USE | $2,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 525 W MONROE ST | CHICAGO | IL | 60661 | PC | GENERAL CHARITABLE USE | $12,000 | |
| NATURAL RESOURCE DEFENSE CPUNSEL | |||||||
| 40 W 20TH ST | NY | NY | 10011 | PC | GENERAL CHARITABLE USE | $1,000 | |
| NATURE CONSERVANCY | |||||||
| 400 N MICHIGAN | CHICAGO | IL | 60611 | PC | GENERAL CHARITABLE USE | $6,000 | |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 19176 | PC | GENERAL CHARITABLE USE | $2,500 | |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | PC | GENERAL CHARITABLE USE | $16,000 | |
| NORTHLIGHT THEATRE INC | |||||||
| 9501 N SKOKE BLVD | SKOKIE | IL | 60077 | PC | GENERAL CHARITABLE USE | $10,000 | |
| NORTHSHORE UNIVERSITY HEALTH SYSTEM | |||||||
| 1033 UNIVERSITY PL | EVANSTON | IL | 60201 | PC | GENERAL CHARITABLE USE | $45,000 | |
| NORTHWESTERN MEMORIAL FOUNDATION | |||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | PC | GENERAL CHARITABLE USE | $15,000 | |
| NORTHWOODS LAND TRUST | |||||||
| PO BOX 321 | EAGLE RIVER | WI | 54521 | PC | GENERAL CHARITABLE USE | $5,000 | |
| OPENLANDS | |||||||
| 26 E WASHINGTON ST | CHICAGO | IL | 60602 | PC | GENERAL CHARITABLE USE | $3,000 | |
| PALM BEACH SYMPHONY | |||||||
| 400 HIBISCUS ST | WEST PALM BEACH | FL | 33401 | PC | GENERAL CHARITABLE USE | $2,000 | |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSENCRANS AVE | MANHATTAN BEACH | CA | 90266 | PC | GENERAL CHARITABLE USE | $1,000 | |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST | BOSTON | MA | 02199 | PC | GENERAL CHARITABLE USE | $20,000 | |
| PLANNED PARENTHOOD FED OF AMERICA INC | |||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | PC | GENERAL CHARITABLE USE | $10,000 | |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVE | CHICAGO | IL | 60603 | PC | GENERAL CHARITABLE USE | $40,000 | |
| POPULATION CONNECTION | |||||||
| PO BOX 97179 | WASHINGTON | DC | 20077 | PC | GENERAL CHARITABLE USE | $2,500 | |
| PREP4GOLD | |||||||
| 1654 PLAZA AM DR SUITE 935 | BOSTON | MA | 20190 | PC | GENERAL CHARITABLE USE | $1,000 | |
| PRESERVATION FOUNDATION OF LAKE COUNTY | |||||||
| 1899 W WINCHESTER RD | LIBERTYVILLE | IL | 60048 | PC | GENERAL CHARITABLE USE | $2,500 | |
| PUBLIC CITIZEN FOUNDATION INC | |||||||
| 1600 20TH ST NW WAS | WASHINGTON | DC | 20009 | PC | GENERAL CHARITABLE USE | $5,000 | |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $10,000 | |
| READY READERS | |||||||
| 10403 BAUR BLVD | ST LOUIS | MO | 63132 | PC | GENERAL CHARITABLE USE | $7,500 | |
| REAL OPTIONS FOR CITY KIDS | |||||||
| 73 LELAND AVE | FRANCISCO | CA | 94134 | PC | GENERAL CHARITABLE USE | $15,000 | |
| RESPOND NOW INC | |||||||
| 600 MULBERRY ST | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $3,000 | |
| ROLFE PANCREATIC CANCER FOUNDATION | |||||||
| 4809 N RAVENSWOOD C | CHICAGO | IL | 60640 | PC | GENERAL CHARITABLE USE | $5,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1620 W HARRISON ST | CHICAGO | IL | 60612 | PC | GENERAL CHARITABLE USE | $5,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HWY E | FAIRFIELD | CT | 06825 | PC | GENERAL CHARITABLE USE | $2,000 | |
| SHIRLEY RYAN ABILITYLAB | |||||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | PC | GENERAL CHARITABLE USE | $10,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | GENERAL CHARITABLE USE | $5,000 | |
| SMALL BELL UNITED | |||||||
| 222 MARION AVE | LAKE FOREST | IL | 60045 | PC | GENERAL CHARITABLE USE | $1,000 | |
| ST JUDE'S CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLA | MEMPHIS | TN | 38105 | PC | GENERAL CHARITABLE USE | $5,000 | |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94309 | PC | GENERAL CHARITABLE USE | $15,000 | |
| SUSAN G KOMEN FOUNDATION | |||||||
| 13770 NOEL RD STE 801889 | DALLAS | TX | 75380 | PC | GENERAL CHARITABLE USE | $500 | |
| TEMPLE BETH ANN | |||||||
| 2250 CENTRAL BLVD | JUPITER | FL | 33458 | PC | GENERAL CHARITABLE USE | $1,000 | |
| THE ARK | |||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | PC | GENERAL CHARITABLE USE | $10,000 | |
| THE ART CENTER | |||||||
| 1957 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $13,000 | |
| THE CHICAGO HORTICULTURAL SOCIETY | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | PC | GENERAL CHARITABLE USE | $10,000 | |
| THE CHICAGO LIGHTHOUSE | |||||||
| 1850 W ROOSEVELT RD | CHICAGO | IL | 60608 | PC | GENERAL CHARITABLE USE | $3,000 | |
| THE COVE SCHOOL | |||||||
| 350 LEE ROAD | NORTHBROOK | IL | 60062 | PC | GENERAL CHARITABLE USE | $1,000 | |
| THE SALVATION ARMY | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | PC | GENERAL CHARITABLE USE | $1,000 | |
| TRICON CHILD CARE CENTER | |||||||
| 425 LAUREL AVENUE | HIGHLAND PARK | IL | 60035 | PC | GENERAL CHARITABLE USE | $5,000 | |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ | CAMBRIDGE | MA | 02138 | PC | GENERAL CHARITABLE USE | $3,000 | |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | |||||||
| 4505 S MARYLAND PKWY | VEGAS | NV | 89119 | PC | GENERAL CHARITABLE USE | $15,000 | |
| VALENCIA HIGH SCHOOL | |||||||
| 27801 N DICKASON DR | VALENCIA | CA | 91355 | PC | GENERAL CHARITABLE USE | $3,000 | |
| VOICES OF CHANGE 2018 | |||||||
| 1294 RIDGE RD | HINCKLEY | OH | 44233 | PC | GENERAL CHARITABLE USE | $1,000 | |
| WBEZ | |||||||
| 848 E GRAND AVE | CHICAGO | IL | 60611 | PC | GENERAL CHARITABLE USE | $500 | |
| WEST DEERFIELD TOWNSHIP FOOD PANTRY | |||||||
| 601 DEERFIELD RD | DEERFIELD | IL | 60015 | PC | GENERAL CHARITABLE USE | $3,500 | |
| WFMT | |||||||
| 7341 SOLUTIONS CENTER | CHICAGO | IL | 60677 | PC | GENERAL CHARITABLE USE | $3,000 | |
| WILDERNESS SOCIETY | |||||||
| 1801 PA AVE NW STE 200 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE USE | $2,000 | |
| WINDOW TO THE WORLD COMMUNICATIONS INC | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60624 | PC | GENERAL CHARITABLE USE | $1,000 | |
| WINNETKA NORTHFIELD PUBLIC LIBRARY | |||||||
| 768 OAK ST WINNE | WINNETKA | IL | 60093 | PC | GENERAL CHARITABLE USE | $5,000 | |
| WORLD CENTRAL KITCHENS INC | |||||||
| 200 MASS AVE NW 7TH FLR | WASHINGTON | DC | 20001 | PC | GENERAL CHARITABLE USE | $15,000 | |
| WORLD FOOD PROGRAM USA | |||||||
| 1725 EYE ST NW STE 510 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE USE | $2,000 | |
| WRITERS THEATRE INC | |||||||
| 321 PARK AVE | GLENCOE | IL | 60022 | PC | GENERAL CHARITABLE USE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,015,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $423,401 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,552,737 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,976,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,976,138 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS (PUBLICLY TRADED) | BondNm |
| EOY Book Value | $3,793,795 | EOYBookValueAmt |
| EOYFMV | $3,739,472 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS (PUBLICLY TRADED) | StockNm |
| EOY Book Value | $5,784,548 | EOYBookValueAmt |
| EOYFMV | $13,967,686 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,631,561 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,642,702 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC FILING FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $93,399 | Amt |
| Net Investment Income | $93,399 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $20,000 | $0 | $0 |
| FOREIGN INVESTMENT TAXES | $2,447 | $2,447 | $0 |