JAMES R AND LESLEY B ANIXTER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES R AND LESLEY B ANIXTER FAMILY FOUNDATION (EIN 20-3072091)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349103940
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T13:37:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606062807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203072091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND LESLEY ANIXTER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JAMES ANIXTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8472919009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1432 WAVERLY ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ANIXTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8472919009 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | ANIXTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRITTNEY B SAKS | PreparerPersonNm |
| PTIN | P00965238 | PTIN |
| Phone | 3122982000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $339,826 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,658 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $157,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,335 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,993 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $235 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $235 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,128 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,128 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $844 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,222 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,521 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,575 | CashBOYAmt |
| Cash EOY | $7,219 | CashEOYAmt |
| Cash EOYFMV | $7,219 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,995 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $228,431 | OtherAssetsBOYAmt |
| Other Assets EOY | $174,197 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $202,612 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $290,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $311,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $339,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $290,905 | CapitalStockBOYAmt |
| Capital Stock EOY | $311,411 | 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 | $290,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $311,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $290,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $311,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $290,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,371 | ExcessRevenueOverExpensesAmt |
| Other Increases | $208 | OtherIncreasesAmt |
| Subtotal | $311,484 | SubtotalAmt |
| Other Decreases | $73 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $311,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HARRIS BANK ST | P | 2022-01-01 | 2022-12-31 | $33,446 | $36,642 | -$3,196 | -$3,196 |
| HARRIS BANK LT | P | 2021-01-01 | 2022-12-31 | $123,232 | $99,158 | $24,074 | $24,074 |
| HARRIS BANK LT WASH SALE | P | 2021-01-01 | 2022-12-31 | $206 | $206 | $206 | |
| CAPITAL GAINS DIVIDENDS | P | $251 | $251 | $251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,335 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,196 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $313 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES ANIXTER | IndividualWithBooksNm |
| Phone | 8472919009 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1432 WAVERLY ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES ANIXTER | ||||||||
| 1432 WAVERLY ROAD | HIGHLAND PARK | IL | 60035 | PRES. | 0.00 | $0 | $0 | $0 |
| LESLEY ANIXTER | ||||||||
| 1432 WAVERLY ROAD | HIGHLAND PARK | IL | 60035 | VICE PRES. | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $272,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $325,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $325,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $320,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $313 | TotalTaxAmt |
| Distributable Before Adj | $15,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,337 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $103,179 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,616 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,033 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,641 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $395,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,430 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $482,236 | 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 | $55,337 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $426,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $103,179 | ExcessFromYear4Amt |
| Excess From Year3 | $98,616 | ExcessFromYear3Amt |
| Excess From Year2 | $65,033 | ExcessFromYear2Amt |
| Excess From Year1 | $73,641 | ExcessFromYear1Amt |
| Excess From Current Year | $86,430 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AM SHALOM | ||||||||
| 840 VERNON AVE | GLENCOE | IL | 60022 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| CAMP GAN ISRAEL | ||||||||
| 2833 W HOWARD STREET | CHICAGO | IL | 60645 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $1,800 | |
| JEWISH COUNCIL FOR YOUTH SERVICES | ||||||||
| 150 NORTH MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $7,500 | |
| JEWISH FEDERATION OF PALM BEACH | ||||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $1,500 | |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $750 | |
| NORTH SUBURBAN LEGAL AID CLINIC | ||||||||
| 491 LAUREL AVE | HIGHLAND PARK | IL | 60035 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| NORTHWESTERN UNIVERSITY HEALTH CENTER | ||||||||
| 303 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| RAVINIA | ||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $9,000 | |
| SOLOMON SCHECHTER DAY SCHOOLS ENDOWMENT FOUNDATION | ||||||||
| 30 SOUTH WELLS STREET NO 4049 | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| UNITED STATES HOLOCAUST MEMORIAL COUNCIL | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $450 | |
| ADVOCATE CHARITABLE FOUNDATION | ||||||||
| 3075 HIGHLAND PARKWAY SUITE 600 | DOWNERS GROVE | IL | 60515 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| FOUNDATION FOR FIGHTING BLINDNESS | ||||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | NONE | GROUP | TO FURTHER THE MISSION OF THE DONEE | $250 | 100 |
| FRIENDS OF THE ISREAL DEFENSE FORCES | ||||||||
| 60 E 42ND ST | NEW YORK | NY | 10165 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $5,600 | |
| JESSE WHITE FOUNDATION | ||||||||
| 412 W CHICAGO AVE | CHICAGO | IL | 60654 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $2,000 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $300 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 975 UNIVERSITY AVE | MADISON | WI | 53706 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| BLADDER CANCER ADVOCACY NETWORK | ||||||||
| 4520 EAST-WEST HIGHWAY SUITE 610 | BETHESDA | MD | 20814 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| FOUNDATION FOR OPTHAMOLOGICAL CARE | ||||||||
| 338 RIDGE RD | BARRIGTON HILLS | IL | 60010 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| RABBINICAL SEMINARY OF AMERICA | ||||||||
| 76-01 147TH STREET | FLUSHING | NY | 11367 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| LYNN SAGE CANCER RESEARCH | ||||||||
| 541 NORTH FAIRBANKS COURT NO 800 | CHICAGO | IL | 60611 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $250 | |
| LUBAVITCH CHABAD HOUSE INC | ||||||||
| 2833 W HOWARD STREET | CHICAGO | IL | 606451228 | NONE | PC | TO FURTHER THE MISSION OF THE DONEE | $500 | |
| ANIXTER CENTER - CHICAGO HEARING SOCIETY DIVISION | ||||||||
| 2001 N CLYBOURNE | CHICAGO | IL | 60614 | NONE | GROUP | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,400 | 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 | $5,658 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,335 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,993 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES ANIXTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1432 WAVERLY ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PWC TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $235 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $235 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| U.S. EQUITY | $200,622 | $157,691 | $180,578 |
| INTERNATIONAL | $27,809 | $16,506 | $22,034 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $73 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS SECRETARY OF STATE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| WASH SALE ADJUSTMENT | $206 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRIS BANK AGENCY FEES | CategoryTxt |
| Amt | $1,128 | Amt |
| Net Investment Income | $1,128 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $136 | $136 | $0 | $0 |
| FEDERAL INCOME TAXES | $708 | $708 | $0 | $0 |