DOMONT FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DOMONT FAMILY FOUNDATION (EIN 26-1526424)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-16
- IRS object ID
- 202332289349100113
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-16T12:29:25-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | 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 | 261526424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Domont Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Waveland Family Office | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALLEN C BERG | InCareOfNm |
| Business Name Control | DOMO | BusinessNameControlTxt |
| Phone | 8478748202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 Sanders Road Suite 100N | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lawrence Domont | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8478748202 | PhoneNum |
| Signature | 2023-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lawrence | PersonFirstNm |
| Person Last | Domont | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Allen C Berg | PreparerPersonNm |
| PTIN | P00625656 | PTIN |
| Phone | 8472055000 | PhoneNum |
| Preparation | 2023-06-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $2,285,999 | 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 | $32,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $343,527 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $403,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $343,527 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $376,272 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $376,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $461 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $461 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,673 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,673 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $979 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,879 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,879 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $214,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $342,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,665 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,665 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,024 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,031 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,004 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $24,739 | CorporateStockBOYAmt |
| Corporate Stock EOY | $143,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,597,124 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $87,954 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $208,134 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $197,165 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $177,457 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $177,457 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $463,004 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $483 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,037 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,037 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $321,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $557,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,285,999 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $321,700 | RetainedEarningBOYAmt |
| Retained Earning EOY | $557,457 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $321,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $557,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $321,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $557,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $321,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $214,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,492 | OtherIncreasesAmt |
| Subtotal | $557,457 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $557,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY [8850] - SHORT TERM | P | 2022-03-10 | 2022-08-05 | $18,146 | $18,031 | $115 | $115 |
| FIDELITY [8850] - LONG TERM | P | 2020-04-08 | 2022-09-26 | $385,220 | $41,808 | $343,412 | $343,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $343,527 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,756 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,756 | SubtotalAmt |
| Tax Based On Investment Income | $4,756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,004 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,504 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,748 | OverpaymentAmt |
| Applied To ES Tax | $3,748 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN C BERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8478748202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 Sanders Road | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Lawrence A Domont M D | ||||||||
| 70 Crescent Drive | Glencoe | IL | 60022 | President | 1.0 | $0 | $0 | $0 |
| Sally R Domont | ||||||||
| 70 Crescent Drive | Glencoe | IL | 60022 | Secretary | 1.0 | $0 | $0 | $0 |
| Andrew J Domont | ||||||||
| 70 Crescent Drive | Glencoe | IL | 60022 | Vice President | 1.0 | $0 | $0 | $0 |
| Zachary B Domont M D | ||||||||
| 70 Crescent Drive | Glencoe | IL | 60022 | Treasurer | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,468,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,551,668 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,551,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,275 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,513,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,756 | TotalTaxAmt |
| Distributable Before Adj | $120,914 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $120,914 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $120,914 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,894 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $126,894 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,914 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $10,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,894 | QualifyingDistributionsAmt |
| Applied To Current Year | $120,914 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,980 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,234 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,234 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,254 | ExcessFromYear1Amt |
| Excess From Current Year | $5,980 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350Org | ||||||||
| PO Box 843004 | Boston | MA | 022843004 | N/A | PC | Unrestricted | $5,000 | |
| Advocate Charitable Foundation | ||||||||
| 3075 Highland Parkway Suite 600 | Downers Grove | IL | 60515 | N/A | PC | Unrestricted | $1,000 | |
| American Security Project | ||||||||
| 1201 Pennsylvania Ave | Washington | DC | 20004 | N/A | PC | Unrestricted | $5,000 | |
| Chicago Botanic Garden | ||||||||
| 1000 Lake Cook Rd | Glencoe | IL | 60022 | N/A | PC | Unrestricted | $2,500 | |
| Children's Research Fund | ||||||||
| 225 East Chicago Ave | Chicago | IL | 60611 | N/A | PC | Unrestricted | $250 | |
| Darien Library | ||||||||
| 1441 Post Road | Darien | IL | 60015 | N/A | PC | Unrestricted | $2,280 | |
| Deerfield Academy | ||||||||
| 445 Pine St | Deerfield | IL | 60015 | N/A | PC | Unrestricted | $2,500 | |
| Domus Kids Inc | ||||||||
| 83 Lockwood Ave | Stamford | CT | 06902 | N/A | PC | Unrestricted | $2,000 | |
| Georgetown University | ||||||||
| 37th O Streets NW | Washington | DC | 20057 | N/A | PC | Unrestricted | $2,500 | |
| Greater Chicago Food Depository | ||||||||
| 4100 W 42nd Place | Chicago | IL | 60632 | N/A | PC | Unrestricted | $4,000 | |
| Habitat for Humanity | ||||||||
| 322 West Lamar Street | Americus | GA | 31709 | N/A | PC | Unrestricted | $5,000 | |
| Howard Area Community Center | ||||||||
| 7648 N Paulina St | Chicago | IL | 60626 | N/A | PC | Unrestricted | $500 | |
| Indiana University Foundation | ||||||||
| 1500 Indiana 46 | Bloomington | IN | 47408 | N/A | PC | Unrestricted | $500 | |
| Jewish United Fund | ||||||||
| 30 South Wells Street | Chicago | IL | 606065056 | N/A | PC | Unrestricted | $21,374 | |
| KIPP Metro Atlanta Schools | ||||||||
| 300 Temple St NW | Atlanta | GA | 30314 | N/A | PC | Unrestricted | $500 | |
| Michael J Fox Foundation | ||||||||
| PO Box 5014 | Hagerstown | MD | 21741 | N/A | PC | Unrestricted | $1,000 | |
| Misericordia | ||||||||
| 6300 N Ridge Ave | Chicago | IL | 60660 | N/A | PC | Unrestricted | $500 | |
| North Shore Senior Center | ||||||||
| Development Dept 161 Northfield Rd | Northfield | IL | 60093 | N/A | PC | Unrestricted | $1,500 | |
| Northshore Congregation | ||||||||
| 1185 Sheridan Rd | Glencoe | IL | 60022 | N/A | PC | Unrestricted | $12,080 | |
| Northwestern University | ||||||||
| 633 Clark St | Evanston | IL | 60208 | N/A | PC | Unrestricted | $1,000 | |
| Old Irving Park Community Clinic | ||||||||
| 5425 West Addison St | Chicago | IL | 60641 | N/A | PC | Unrestricted | $1,000 | |
| Open Door Shelter | ||||||||
| 4 Merritt St | Norwalk | CT | 06854 | N/A | PC | Unrestricted | $1,000 | |
| Oregon Health Science University | ||||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 97239 | N/A | PC | Unrestricted | $1,000 | |
| Person to Person Inc | ||||||||
| 1864 Post Road | Darien | CT | 06820 | N/A | PC | Unrestricted | $2,500 | |
| Princeton University | ||||||||
| PO Box 5357 | Princeton | NJ | 08543 | N/A | PC | Unrestricted | $2,500 | |
| Ravinia Festival | ||||||||
| 418 Sheridan Road | Highland Park | IL | 60035 | N/A | PC | Unrestricted | $4,000 | |
| Repairers of the Breach | ||||||||
| PO Box 1638 | Goldsboro | NC | 275331638 | N/A | PC | Unrestricted | $5,000 | |
| Share Our Spare | ||||||||
| 3800 N Milwaukee Ave | Chicago | IL | 60641 | N/A | PC | Unrestricted | $1,000 | |
| Southern Poverty Law | ||||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | N/A | PC | Unrestricted | $5,000 | |
| St Lukes Episcopal Church | ||||||||
| 939 Hinman Ave | Evanston | IL | 60202 | N/A | PC | Unrestricted | $5,000 | |
| Temple Shalom | ||||||||
| 3480 N Lake Shore Dr | Chicago | IL | 60657 | N/A | PC | Unrestricted | $4,645 | |
| University of Pennsylvania | ||||||||
| 3451 Walnut Street Rm 433 | Philadelphia | PA | 191046205 | N/A | PC | Unrestricted | $7,500 | |
| Washington University | ||||||||
| One Brookings Drive | St Louis | MD | 63130 | N/A | PC | Unrestricted | $2,500 | |
| Writers Theatre | ||||||||
| 321 Park Ave | Glencoe | IL | 60022 | N/A | PC | Unrestricted | $2,500 | |
| Jewish United Fund | ||||||||
| 30 South Wells Street | Chicago | IL | 606065056 | N/A | PC | Ukranian Relief | $2,500 | |
| March Fourth Coalition | ||||||||
| PO Box 313 | Winnetka | IL | 60093 | N/A | PC | Unrestricted | $4,000 | |
| Obama Foundation | ||||||||
| 5235 S Harper Ct Suite 1140 | Chicago | IL | 60615 | N/A | PC | Unrestricted | $1,000 | |
| Sandy Hook Promise Foundation | ||||||||
| PO Box 3489 | Newtown | CT | 06470 | N/A | PC | Unrestricted | $1,000 | |
| SGA Youth & Family Services | ||||||||
| 11 E Adams | Chicago | IL | 60604 | N/A | PC | Unrestricted | $250 | Ste 240 |
| United Way Metro Chicago | ||||||||
| 222 Merchandise Mart Plaza | Chicago | IL | 60654 | N/A | PC | Unrestricted | $1,000 | Ste 633 |
| AJC Global Jewish Advocacy | ||||||||
| PO Box 7247 Mail Code 6760 | Philadelphia | PA | 19170 | N/A | PC | Unrestricted | $500 | |
| Glenco Jr Kindergarten & Nursery School | ||||||||
| 999 Green Bay Road | Glencoe | IL | 60022 | N/A | PC | Unrestricted | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,879 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $343,527 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $376,272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $376,272 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fidelity - Bonds | BondNm |
| EOY Book Value | $208,134 | EOYBookValueAmt |
| EOYFMV | $197,165 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2009 Shs Exxon Mobil Corp | $0 | $0 |
| 2755 Shs Johnson & Johnson | $0 | $0 |
| 6586 Shs Apple Inc. | $0 | $0 |
| 938 Shs Eli Lilly & Co. | $0 | $0 |
| FIDELITY - CORPORATE STOCKS | $143,133 | $1,597,124 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,031 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,004 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Fidelity - ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $177,457 | BookValueAmt |
| EOYFMV | $463,004 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal & Professional Fees | CategoryTxt |
| Legal Fees | $461 | LegalFeesAmt |
| Net Investment Income | $461 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Federal Tax Deposit | $483 | $1,004 | $1,004 |
| INTEREST RECEIVABLE | $0 | $33 | $33 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL Annual Report Fee | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV of stock in excess of basis contribu | $21,306 |
| TAX EXEMPT INCOME | $186 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $25,673 | Amt |
| Net Investment Income | $25,673 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX - 2021 | CategoryTxt |
| Amt | $979 | Amt |