MARMOR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARMOR FOUNDATION (EIN 36-6208103)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349101939
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T11:13:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 366208103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARMOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARM | BusinessNameControlTxt |
| Phone | 8472911427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 EL CID LANE | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY MENDEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8472911427 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARRY | PersonFirstNm |
| Person Last | MENDEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | MARTY ALBERT | PreparerPersonNm |
| PTIN | P01242690 | PTIN |
| Phone | 8472679600 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
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 | $82,020 | 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 |
| Dividends Rev And Expnss | $1,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,548 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$1,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,288 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $131 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,115 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,115 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,663 | CashBOYAmt |
| Cash EOY | $10,107 | CashEOYAmt |
| Cash EOYFMV | $10,107 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,873 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,785 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,785 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $68,869 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,289 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,128 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38 | OtherAssetsBOYAmt |
| Other Assets EOY | $42 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $101,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,020 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $85,616 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,616 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,827 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,393 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $84,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $84,223 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $84,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 300 WISDOM TR EM EX ST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,548 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,580 | CostOrOtherBasisAmt |
| Gain Or Loss | -$3,032 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3,032 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,032 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18 | 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 | $18 | 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 | BARRY MENDEL | IndividualWithBooksNm |
| Phone | 8472911427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 EL CID LANE | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN MENDEL | ||||||||
| 2390 EL CID LANE | NORTHBROOK | IL | 60062 | PRES./SEC. | 10.00 | $0 | $0 | $0 |
| BARRY MENDEL | ||||||||
| 2313 GLEN EAGLES LANE | RIVERWOODS | IL | 60015 | TREASURER | 1.00 | $0 | $0 | $0 |
| SCOTT MENDEL | ||||||||
| 2825 KNOLLWOOD LANE | GLENVIEW | IL | 60025 | DIRECTOR | 1.00 | $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 | $63,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $92,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18 | TotalTaxAmt |
| Distributable Before Adj | $4,520 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,520 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,520 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,130 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,130 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,520 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,054 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,721 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,516 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,895 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,429 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,130 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,520 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,610 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,225 | 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 | $11,054 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $57,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,721 | ExcessFromYear4Amt |
| Excess From Year3 | $15,516 | ExcessFromYear3Amt |
| Excess From Year2 | $8,895 | ExcessFromYear2Amt |
| Excess From Year1 | $12,429 | ExcessFromYear1Amt |
| Excess From Current Year | $10,610 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEAN MENDEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITABLE | CHARITABLE | $50 | |
| ANTI-CRUELTY SOCIETY | ||||||||
| 510 N LASALLE DRIVE | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITABLE | CHARITABLE | $45 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITABLE | CHARITABLE | $189 | |
| CHICAGO HISTORY MUSEUM | ||||||||
| 1601 N CLARK ST | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 600268022 | NONE | PUBLIC CHARITABLE | CHARITABLE | $250 | |
| JEWISH UNITED FUND | ||||||||
| 30 S WELLS STEET | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITABLE | CHARITABLE | $750 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITABLE | CHARITABLE | $2,060 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITABLE | CHARITABLE | $95 | |
| MISERICORDIA | ||||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITABLE | CHARITABLE | $4,350 | |
| MUSEUM OF CONTEMPORARY ART | ||||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITABLE | CHARITABLE | $85 | |
| NATIONAL MS SOCIETY | ||||||||
| 525 W MONROE ST 1510 | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITABLE | CHARITABLE | $200 | |
| PEDIATRIC CANCER RESEARCH FOUNDATION | ||||||||
| 17932 SKY PARK CIR SUITE E | IRVINE | CA | 92614 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 | |
| SHEDD AQUARIUM | ||||||||
| 1200 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITABLE | CHARITABLE | $213 | |
| SOLOMON SCHECHTER | ||||||||
| 3210 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $800 | |
| TEMPLE BETH EL | ||||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $1,863 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | PUBLIC CHARITABLE | CHARITABLE | $144 | |
| WTTW | ||||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITABLE | CHARITABLE | $80 | |
| SPECIAL OLYMPICS CHICAGO | ||||||||
| 2 E 8TH ST | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITABLE | CHARITABLE | $25 | |
| USTI | ||||||||
| 10 CENTURY HILL DR | LATHAM | NY | 12110 | NONE | PUBLIC CHARITABLE | CHARITABLE | $371 | |
| CHOOSE MENTAL HEALTH | ||||||||
| 870 W CENTER STREET | OREM | UT | 84057 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 | |
| AMERICAN LEGION CHARITIES | ||||||||
| 700 N PENNSYLVANIA ST | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 | |
| FORWARD STEPS | ||||||||
| 768 MOUNTAIN MEADOWS RD | BOULDER | CO | 80302 | NONE | PUBLIC CHARITABLE | CHARITABLE | $1,560 | |
| MACCABI USA SPORTS | ||||||||
| MACCABI USA 1511 WALNUT STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITABLE | CHARITABLE | $36 | SUITE 401 |
| AMERICAN HEART | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITABLE | CHARITABLE | $25 | |
| RAVINIA | ||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITABLE | CHARITABLE | $50 | |
| CONGREGATION BETH SHAL | ||||||||
| 4000 W 116TH ST SUITE 125-118 | CARMEL | IN | 46032 | NONE | PUBLIC CHARITABLE | CHARITABLE | $26 | |
| UNITED HELP UKRAINE | ||||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20878 | NONE | PUBLIC CHARITABLE | CHARITABLE | $50 | |
| OVARIAN CANCER | ||||||||
| PO BOX 42277 | CINCINNATI | OH | 45242 | NONE | PUBLIC CHARITABLE | CHARITABLE | $85 | |
| SCLERODERMA FOUNDATION | ||||||||
| 300 ROSEWOOD DR STE 105 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITABLE | CHARITABLE | $103 | |
| TRIPLE NEGATIVE | ||||||||
| 1525 N D ST STE 5 | SN BERNRDNO | CA | 92405 | NONE | PUBLIC CHARITABLE | CHARITABLE | $300 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 | |
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | ||||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITABLE | CHARITABLE | $90 | |
| GOLF EVENT | ||||||||
| 206 E OAK PARK DRIVE | PEORIA | IL | 61614 | NONE | PUBLIC CHARITABLE | CHARITABLE | $800 | |
| K9'S FOR WARRIORS | ||||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,115 | 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 | $1,288 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,032 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,744 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,744 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADVISOR SHARES TR PURE US CANNABIS | AT COST | $4,895 | $1,049 |
| INDUSTRIAL SELECT SECTOR SPDR FUND | AT COST | $7,038 | $7,857 |
| ISHARES TRUST CORE DIVIDEND GROWTH | AT COST | $9,189 | $10,500 |
| SELECT SECTOR SPDR TR FINANCIAL | AT COST | $7,591 | $6,840 |
| SELECT SECTOR SPDR TR HEALTH CARE | AT COST | $7,214 | $8,830 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY | AT COST | $5,960 | $6,222 |
| SPDR S&P 500 ETF TRUST | AT COST | $1,479 | $1,912 |
| SPDR S&P MIDCAP 400 ETF TR | AT COST | $8,595 | $8,856 |
| WISDOM TREE EM EX ST-OWNED | AT COST | $3,193 | $2,001 |
| WISDOM TREE INTL QUALITY DIV | AT COST | $4,135 | $3,061 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $38 | BOYBookValueAmt |
| EOY Book Value | $42 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND BROKER FEES | $200 | $0 | $0 |
| MISCELLANEOUS | $5 | $0 | $0 |
| LICENSES AND FEES | $25 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $116 | $0 | $0 |
| ILLINOIS TAXES | $15 | $0 | $15 |