STUART AND BENJAMIN ABELSON FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STUART AND BENJAMIN ABELSON FOUNDATION TR (EIN 20-1704170)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202541259349101029
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T16:30:59-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & HUEY ASSOC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20940 S FRANKFORT SQUARE RD | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60423 | 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 | 201704170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART & BENJAMIN ABELSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % H DEBRA LEVIN | InCareOfNm |
| Business Name Control | STUA | BusinessNameControlTxt |
| Phone | 3129232789 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 353 N CLARK STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H DEBRA LEVIN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3129232789 | PhoneNum |
| Signature | 2025-05-02 | 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 | THOMAS LEWANDOWSKI | PreparerPersonNm |
| PTIN | P00729456 | PTIN |
| Phone | 7087996800 | PhoneNum |
| Preparation | 2025-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,053,950 | 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 | $29,728 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,728 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,863,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,322 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,319 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,453 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $226,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $219,922 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $8,327 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,164 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,163 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,753 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,047 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $41,381 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,366 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $369,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,517 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,691 | CashBOYAmt |
| Cash EOY | $140,965 | CashEOYAmt |
| Cash EOYFMV | $140,965 | CashEOYFMVAmt |
| US Government Obligations BOY | $326,151 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,667,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,900,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,176,647 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $554,146 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,356,450 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,340,128 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $283,466 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $371,258 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $382,502 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $799 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,708 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,708 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,923,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,783,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,053,950 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $29,303 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $31,902 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,303 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,902 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,893,806 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,751,289 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,893,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,751,289 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,923,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,783,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,893,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,517 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,751,289 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,751,289 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #5503 | P | $274,960 | $161,180 | $113,780 | $113,780 |
| FIDELITY #6824 | P | $163,867 | $185,848 | -$21,981 | -$21,981 |
| FIDELITY #6824 | P | $313 | $0 | $313 | $313 |
| FIDELITY #6824 | P | $145,889 | $132,042 | $13,847 | $13,847 |
| FIDELITY #7352 | P | $11,430 | $12,265 | -$835 | -$835 |
| FIDELITY #7352 | P | $58,523 | $49,817 | $8,706 | $8,706 |
| FIDELITY #7352 | P | $479 | $0 | $479 | $479 |
| FIDELITY #7353 | P | $39,632 | $37,987 | $1,975 | $1,645 |
| FIDELITY #7353 | P | $292,321 | $253,535 | $38,816 | $38,786 |
| FIDELITY #9171 | P | $16,733 | $16,712 | -$28 | $21 |
| FIDELITY #6140 | P | $129,632 | $128,496 | -$46 | $1,136 |
| FIDELITY #6140 | P | $721,145 | $782,700 | -$66,892 | -$61,555 |
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 | |||
| CAPITAL GAIN DIVIDENDS | P | $8,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,322 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,272 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,272 | SubtotalAmt |
| Tax Based On Investment Income | $2,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,319 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,319 | TotalPaymentsAndCreditsAmt |
| Tax Due | $953 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | H DEBRA LEVIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129232789 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 353 N CLARK STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | 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 |
|---|---|---|---|---|---|---|---|---|
| H DEBRA LEVIN | ||||||||
| 353 N CLARK STREET | CHICAGO | IL | 60654 | TRUSTEE | 0 | $0 | $0 | $0 |
| BENJAMIN G ABELSON | ||||||||
| 353 N CLARK STREET | CHICAGO | IL | 60654 | TRUSTEE | 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 | $5,619,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,865,638 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,865,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,777,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,272 | TotalTaxAmt |
| Distributable Before Adj | $286,611 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $286,611 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $286,611 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,053 | 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 | $309,053 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,293 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,775 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,068 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $309,053 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $286,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,442 | RemainingDistriFromCorpusAmt |
| Total Corpus | $63,510 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $63,510 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $14,293 | ExcessFromYear2Amt |
| Excess From Year1 | $26,775 | ExcessFromYear1Amt |
| Excess From Current Year | $22,442 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PEACE DEVELOPMENT FUND | |||||||
| PO BOX 1280 | AMHERST | MA | 01004 | NONE | PC | GENERAL | $30,000 |
| COMPANIS | |||||||
| 1111 HARVARD AVE | SEATTLE | WA | 98122 | NONE | PC | GENERAL | $15,000 |
| ENVIRONMENTAL LAW & POLICY CENTER | |||||||
| 35 E WACKER DRIVE SUITE 1300 | CHICAGO | IL | 60601 | NONE | PC | GENERAL | $30,000 |
| OLD TOWN SCHOOL OF FOLK MUSIC | |||||||
| 4544 N LINCOLN AVE | CHICAGO | IL | 60625 | NONE | PC | GENERAL | $10,000 |
| THRESHOLD FOUNDATION | |||||||
| 13 MAIN ST PMB 1508 | BREWSTER | NY | 10509 | NONE | PC | GENERAL | $60,000 |
| FARM & WILDERNESS | |||||||
| 401 FARM WILDERNESS RAOD | PLYMOUTH | VT | 05056 | NONE | PC | GENERAL | $10,000 |
| POWER OF HOPE | |||||||
| PO BOX 316 | BOLINAS | CA | 94924 | NONE | PC | GENERAL | $10,000 |
| RESCUE RELEASE AND RESTORE | |||||||
| 256 WEST 111TH STREET UNIT 1 | CHICAGO | IL | 60628 | NONE | PC | GENERAL | $20,000 |
| NORTH COAST CULTURAL ASSOCIATION INC | |||||||
| PO BOX 2281 | CHESTERTON | IN | 46304 | NONE | PC | GENERAL | $10,000 |
| CHESTERTON ART CENTER | |||||||
| 115 SOUTH 4TH STREET | CHESTERTON | IN | 46304 | NONE | PC | GENERAL | $5,000 |
| CHICAGO COMMUNITY TRUST | |||||||
| 33 S STATE STREET SUITE 750 | CHICAGO | IL | 60603 | NONE | PC | GENERAL | $40,000 |
| REINS OF LIFE INC | |||||||
| 55200 QUINCE RD | SOUTH BEND | IN | 46615 | NONE | PC | GENERAL | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PC | GENERAL | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 | $29,728 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,325 | 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 | $96,322 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| OTHER INCOME | 01 | -$4,455 | |
| INCOME REPORTED ON 990T | $6,774 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,774 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $219,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,694 | 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 | $9,750 | Amt |
| Net Investment Income | $4,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,875 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY | BondNm |
| EOY Book Value | $1,356,450 | EOYBookValueAmt |
| EOYFMV | $1,340,128 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $1,900,810 | EOYBookValueAmt |
| EOYFMV | $4,176,647 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY | AT COST | $60,435 | $68,913 |
| SUN INITIATIVE LLC | AT COST | $75,000 | $75,000 |
| RSF SOCIAL INV FUND | AT COST | $52,431 | $52,431 |
| THE LYME FOREST | AT COST | $83,392 | $86,158 |
| GREENBACKER RENEWABLE ENERGY | AT COST | $100,000 | $100,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,327 | LegalFeesAmt |
| Net Investment Income | $4,164 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,163 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $799 | $1,121 | $1,121 |
| PROCEEDS RECEIVABLE | $0 | $12,195 | $12,195 |
| ACCRUED INTEREST | $0 | $392 | $392 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $40,400 | $40,400 | |
| IL CHARITY BUREAU | $15 | $15 | |
| OTHER EXPENSES | $966 | $966 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SD 5TH AVENUE ASSOCIATES | $6,241 | $6,241 |
| THE LYME FOREST FUND IV | -$3,922 | -$3,920 |
| LESS INCOME REPORTED ON 990T | -$6,774 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SE 5TH AVENUE AS | Desc |
| BOY Book Value | $29,303 | BOYBookValueAmt |
| EOY Book Value | $31,902 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $6,047 | $6,047 |
| FEDERAL 990-T TAX | $2,976 | |
| ILLINOIS 990-T TAX | $730 |