CARYL H AND BERNARD M SUSMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARYL H AND BERNARD M SUSMAN FAMILY FOUNDATION (EIN 20-8068788)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349101033
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T07:50:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 208068788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caryl H and Bernard M Susman Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | john d susman | PersonNm |
| Person Title | co-president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $2,475,854 | 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 |
| Interest On Sav Rev And Expnss | $229 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $229 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$31,524 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $771,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,773 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,873 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,189 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,189 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,821 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,766 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,232 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,232 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,405,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,284,772 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,451,622 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,414,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,309,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,475,854 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,414,396 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,309,004 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,414,396 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,309,004 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,414,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,309,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,414,396 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,542 | ExcessRevenueOverExpensesAmt |
| Other Increases | $150 | OtherIncreasesAmt |
| Subtotal | $2,309,004 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,309,004 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $771,685 | GrossSalesPriceAmt |
| Cost Or Other Basis | $803,209 | CostOrOtherBasisAmt |
| Gain Or Loss | -$31,524 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$31,524 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$31,524 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $581 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $581 | SubtotalAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $576 | TaxDueAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| John D Susman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| William J Susman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Sec | 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 | $2,359,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,377,752 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,377,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,342,086 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $581 | TotalTaxAmt |
| Distributable Before Adj | $116,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $150 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,673 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $116,673 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,939 | 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 | $114,939 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,673 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $100,588 | UndistributedIncomePYAmt |
| Qualifying Distributions | $114,939 | QualifyingDistributionsAmt |
| Applied To Year1 | $100,588 | AppliedToYear1Amt |
| Applied To Current Year | $14,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $102,322 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESSIBLE CONTEMPORARY MUSIC | |||||||
| 1758 W WILSON AVE | CHICAGO | IL | 60640 | N/A | PC | to support beginning piano lessons for children | $1,000 |
| ACTS OF KINDNESS CABARET NFP | |||||||
| 860 TANGLEWOOD DR | WHEELING | IL | 60090 | N/A | PC | General & Unrestricted | $500 |
| AL OTRO LADO INC | |||||||
| 511 E SAN YSIDRO BLVD STE 333 | SAN YSIDRO | CA | 92173 | N/A | PC | General & Unrestricted | $200 |
| AMERICAN BLUES THEATER | |||||||
| 5627 N LINCOLN | CHICAGO | IL | 60659 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $1,000 |
| ASSOCIATION FOR AUTISM AND NEURODIVERSITY INC | |||||||
| 85 MAIN ST SUITE 3 | WATERTOWN | MA | 02472 | N/A | PC | General & Unrestricted | $500 |
| AT THE CROSSROADS | |||||||
| 167 JESSIE ST | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $1,000 |
| AUTISM SCIENCE FOUNDATION | |||||||
| 3 CONTINENTAL RD | SCARSDALE | NY | 10583 | N/A | PC | General & Unrestricted | $500 |
| AUTISTIC SELF ADVOCACY NETWORK | |||||||
| 1101 VERMONT AVE NW STE 375 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| BIG BROTHERS-BIG SISTERS OF METROPOLITAN CHICAGO | |||||||
| 130 S JEFFERSON STE 200 | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $1,000 |
| BLACK ENSEMBLE THEATER CORPORATION | |||||||
| 4450 NORTH CLARK ST | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $500 |
| BRIGID ALLIANCE INC | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| CARA PROGRAM | |||||||
| 237 S DESPLAINES ST | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $300 |
| CENTRAL AMERICAN LEGAL ASSISTANCE | |||||||
| 240 HOOPER ST | BROOKLYN | NY | 11211 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO CHILDRENS ADVOCACY CENTER | |||||||
| 1240 S DAMEN AVE | CHICAGO | IL | 60608 | N/A | PC | General & Unrestricted | $500 |
| CHICAGO COALITION TO END HOMELESSNESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $200 |
| CHICAGO DRAMATISTS | |||||||
| 1105 W CHICAGO AVE | CHICAGO | IL | 60642 | N/A | PC | Chicago Dramatists Actors Fund | $250 |
| CHICAGO HORTICULTURAL SOCIETY | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | N/A | PC | General & Unrestricted | $300 |
| CHICAGO PUBLIC MEDIA INC | |||||||
| NAVY PIER 848 EAST GRAND AVE | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $200 |
| CHILD ADVOCATES OF SILICON VALLEY INC | |||||||
| 509 VALLEY WAY BLDG 2 | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $1,000 |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY COUNSELING CENTERS OF CHICAGO | |||||||
| 2014 W BELLE PLAINE AVE | CHICAGO | IL | 60618 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY REFORM JEWISH CONGREGATION | |||||||
| PO BOX 409 | GLENCOE | IL | 60022 | N/A | PC | General & Unrestricted | $4,000 |
| COMMUNITY WORKING GROUP INC | |||||||
| 40849 FREMONT BLVD | FREMONT | CA | 94538 | N/A | PC | General & Unrestricted | $1,000 |
| CONGREGATION KOL EMETH | |||||||
| 4175 MANUELA AVE | PALO ALTO | CA | 94306 | N/A | PC | General & Unrestricted | $1,000 |
| CUB CONSUMER EDUCATION AND RESEARCHFUND | |||||||
| 309 W WASHINGTON ST STE 800 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $200 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON ST SUITE 230 | WELLESLEY HILLS | MA | 02481 | N/A | PC | General & Unrestricted | $200 |
| CURTS CAFE | |||||||
| 3425 DEMPSTER ST | SKOKIE | IL | 60076 | N/A | PC | General & Unrestricted | $200 |
| DIRECTORS GUILD FOUNDATION | |||||||
| 7920 W SUNSET BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $100 |
| DRAMATISTS LEGAL DEFENSE FUND | |||||||
| 1501 BROADWAY STE 701 | NEW YORK | NY | 10036 | N/A | SO I | General & Unrestricted | $250 |
| ECUMENICAL HUNGER PROGRAM | |||||||
| 2411 PULGAS AVE | E PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $1,000 |
| EL CAMINO HOSPITAL FOUNDATION | |||||||
| 2500 GRANT RD | MT VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $1,000 |
| ELYSSAS MISSION NFP | |||||||
| 900 SKOKIE BLVD STE 135 | NORTHBROOK | IL | 60062 | N/A | PC | General & Unrestricted | $500 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE S 11TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $1,000 |
| EPACENTER | |||||||
| 1950 BAY RD | EAST PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $1,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $500 |
| EVIDENCE ACTION INC | |||||||
| PO BOX 65480 | WASHINGTON | DC | 20035 | N/A | PC | General & Unrestricted | $200 |
| FIELD MUSEUM OF NATURAL HISTORY | |||||||
| 1400 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | research in Madagascar FUND led by Steve Goodman | $5,000 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST NW 8TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $400 |
| FRIENDS OF THE PALO ALTO JR MUSEUM AND ZOO | |||||||
| 1451 MIDDLEFIELD RD | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $1,500 |
| GLENKIRK | |||||||
| 1925 N CLYBOURN AVEN | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $1,000 |
| HALO TRUST USA INC | |||||||
| 1730 RHODE ISLAND AVE NW STE 40 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $200 |
| HOUSING OPPORTUNITIES FOR WOMEN INC | |||||||
| 1607 W HOWARD ST 2ND FLOOR | CHICAGO | IL | 60626 | N/A | PC | General & Unrestricted | $200 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE ST STE 1 | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $200 |
| INDIGENOUS LENSES | |||||||
| 1050 S WINDSOR ST | SALT LAKE CTY | UT | 84105 | N/A | PC | General & Unrestricted | $2,000 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| INSTITUTE OF AMERICAN INDIAN ARTS FOUNDATION | |||||||
| 83 AVAN NU PO RD | SANTA FE | NM | 87508 | N/A | PC | General & Unrestricted | $1,000 |
| INTERMUSIC SF | |||||||
| 135 MAIN ST STE 1140 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL FUND FOR ANIMAL WELFARE INC | |||||||
| 290 SUMMER ST | YARMOUTH PORT | MA | 02675 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | |||||||
| 125 MAIDEN LANE 9TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | The Charley Davidson Children's Cancer Fund | $5,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | To support the People of Ukraine | $1,000 |
| MORRISSEY-COMPTON EDUCATIONAL CENTER | |||||||
| 595 PRICE AVE STE 100 | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $2,000 |
| NAMI ILLINOIS INC | |||||||
| 101 N WACKER DR FL 17 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $200 |
| NAMI NATIONAL | |||||||
| 4301 WILSON BLVD STE 300 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $200 |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | |||||||
| 5 REVERE DR STE 200 | NORTHBROOK | IL | 60062 | N/A | PC | General & Unrestricted | $200 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $200 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $500 |
| NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE STE 2000 | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $200 |
| NORTH SUBURBAN YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 2705 TECHNY RD | NORTHBROOK | IL | 60062 | N/A | PC | General & Unrestricted | $200 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | N/A | PC | General & Unrestricted | $200 |
| NORTHFIELD TOWNSHIP FOOD PANTRY | |||||||
| 2550 WAUKEGAN RD STE 100 | GLENVIEW | IL | 60025 | N/A | PC | General & Unrestricted | $200 |
| OKIZU FOUNDATION | |||||||
| 83 HAMILTON DR STE 200 | NOVATO | CA | 94949 | N/A | PC | Camp Okizu Scholarship Fund | $2,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $20,000 |
| PARISI HOUSE ON THE HILL INC | |||||||
| 117 BERNAL RD STE 70 PMB 335 | SAN JOSE | CA | 95119 | N/A | PC | General & Unrestricted | $1,000 |
| PATHWAY SOCIETY INC | |||||||
| 1530 THE ALAMEDA STE 301 | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $1,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $750 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| PORCHLIGHT MUSIC THEATRE CHICAGO | |||||||
| 4200 W DIVERSEY AVE | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $500 |
| PROJECT KESHER | |||||||
| 2660 BROADWAY 16 | NEW YORK | NY | 10025 | N/A | PC | TO support women and children in Ukraine | $5,000 |
| REHABILITATION THROUGH THE ARTS INC | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | N/A | PC | General & Unrestricted | $200 |
| SAN JOSE CHAMBER ORCHESTRA | |||||||
| 1034 BENNETT WAY | SAN JOSE | CA | 95125 | N/A | PC | General & Unrestricted | $1,000 |
| SEASON OF CONCERN | |||||||
| 8 S MICHIGAN AVE STE 601 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $200 |
| SELAH FREEDOM INC | |||||||
| PO BOX 21415 | SARASOTA | FL | 34276 | N/A | PC | General & Unrestricted | $200 |
| SEVEN HILLS CHAMBER MUSIC | |||||||
| 110 WATERTON DR APT 2C | LYNCHBURG | VA | 24503 | N/A | PC | General & Unrestricted | $3,300 |
| SHARSHERET INC | |||||||
| 1086 TEANECK RD STE 2G | TEANECK | NJ | 07666 | N/A | PC | General & Unrestricted | $200 |
| SHELTER INC | |||||||
| 1616 N ARLINGTON HEIGHTS RD | ARLINGTON HEIGHTS | IL | 60004 | N/A | PC | General & Unrestricted | $200 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $5,000 |
| STORYCATCHERS THEATRE | |||||||
| 544 W OAK ST SUITE 1005 | CHICAGO | IL | 60610 | N/A | PC | General & Unrestricted | $250 |
| THE AGAINST MALARIA FOUNDATION | |||||||
| PO BOX 7247-6370 | PHILADELPHIA | PA | 19170 | N/A | PC | General & Unrestricted | $200 |
| THE ARK | |||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | N/A | PC | General & Unrestricted | $400 |
| THE DRAMATISTS GUILD FUND INC | |||||||
| 520 8TH AVE RM 2401 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $250 |
| THE JOSSELYN CENTER NFP | |||||||
| 405 CENTRAL AVE | NORTHFIELD | IL | 60093 | N/A | PC | General & Unrestricted | $200 |
| THE MABEL MERCER FOUNDATION INC | |||||||
| 630 9TH AVE STE 402 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $500 |
| THE PROP THEATER GROUP | |||||||
| 4640 N DRAKE AVE | CHICAGO | IL | 60625 | N/A | PC | General & Unrestricted | $250 |
| TRANSLIFELINE | |||||||
| 548 MARKET ST PMB 15337 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $200 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $300 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST ST | BOSTON | MA | 02135 | N/A | PC | The Frontline Journalism Fund | $100 |
| WILDERNESS SOCIETY | |||||||
| 1801 PENNSYLVANIA AVE NW STE 200 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| WINDOW TO THE WORLD | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | N/A | PC | General & Unrestricted | $100 |
| WORKING IN CONCERT | |||||||
| 4730 N HAMLIN AVE | CHICAGO | IL | 60625 | N/A | PC | General & Unrestricted | $500 |
| WORLD JEWISH CONGRESS AMERICAN SECTION INC | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,750 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,465 | 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 | -$31,524 | 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 | $12,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,170 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AKRE FOCUS INSTITUTIONAL | $147,345 | $195,543 |
| EATON VANCE FLOATING RATE ADVA | $383,366 | $382,175 |
| FIDELITY SELECT MEDICAL | $254,216 | $191,073 |
| LAZARD GLOBAL LISTED INFRASTRU | $163,633 | $172,503 |
| MORGAN STANLEY INSIGHT FUND | $356,064 | $398,010 |
| PARNASSUS ENDEAVOR FUND INSTIT | $347,882 | $408,362 |
| T ROWE PRICE GLOBAL TECHNOLOGY | $205,837 | $244,442 |
| WASATCH CORE GROWTH CL INV | $199,036 | $204,496 |
| WASATCH SMALL CAP VALUE FUND I | $227,393 | $255,018 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $14,164 | $14,164 |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $150 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Extension for 2023 | $900 | |
| Foreign Tax Paid | $1,873 | $1,873 |