SOLOT AND KARP FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOLOT AND KARP FAMILY FOUNDATION (EIN 23-7933630)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202201339349100820
- Schema version
- 2021v4.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T10:01:00-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237933630 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Solot and Karp Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SOLO | 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 | MARSHA KARP | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARSHA | PersonFirstNm |
| Person Last | KARP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,606,934 | 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 | $169 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $169 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $110,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,026 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,960 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,638,863 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $410,914 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $518,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $521,109 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $35,432 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,432 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,798 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,064 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,064 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $314,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $314,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,144 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $133,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $483,866 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,624 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,716 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,925,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,071,712 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,553,218 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,992,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,125,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,606,934 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,992,370 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,125,428 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,992,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,125,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,992,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,125,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,992,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $133,058 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,125,428 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,125,428 | 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 | $1,638,863 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,227,949 | CostOrOtherBasisAmt |
| Gain Or Loss | $410,914 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $410,914 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $410,914 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,726 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,726 | SubtotalAmt |
| Tax Based On Investment Income | $6,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,310 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,310 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,416 | 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 | FL | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Marsha B Karp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 2.0 | $0 | $0 | $0 |
| Robert N Karp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Howard L Solot | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Janet F Solot | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Julie Solot | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Michael J Solot | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 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 | $6,434,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,496,193 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,496,193 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,398,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $319,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $319,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,726 | TotalTaxAmt |
| Distributable Before Adj | $313,212 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $313,212 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $313,212 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,144 | 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 | $344,144 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,212 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $17,914 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,916 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,577 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,407 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $344,144 | QualifyingDistributionsAmt |
| Applied To Current Year | $313,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,932 | RemainingDistriFromCorpusAmt |
| Total Corpus | $168,339 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $168,339 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,914 | ExcessFromYear3Amt |
| Excess From Year2 | $44,916 | ExcessFromYear2Amt |
| Excess From Year1 | $74,577 | ExcessFromYear1Amt |
| Excess From Current Year | $30,932 | 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 (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADLER PLANETARIUM | |||||||
| 1300 S LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | Alan B. Shepard Society of the Annual Fund | $1,000 |
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 3075 HIGHLAND PKWY FL 6 | DOWNERS GROVE | IL | 60515 | N/A | PC | Jerry and Sandy Lewis DIY Fundraising Initiative for the Neuro Oncology Fund at Lutheran General Hospital | $650 |
| AMERICAN BRAIN TUMOR ASSOCIATION | |||||||
| 8550 W BRYN MAWR AVE STE 550 | CHICAGO | IL | 60631 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CAMPING ASSOCIATION INC NEW ENGLAND SECTI | |||||||
| 80 WESTVIEW ST | LEXINGTON | MA | 02421 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CANCER SOCIETY INC - CHICAGO | |||||||
| 225 N MICHIGAN AVE STE 1200 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN HEART ASSOCIATION - GREATER MIDWEST AFFIL | |||||||
| 300 S RIVERSIDE PLZ STE 1200 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $500 |
| ANTI-DEFAMATION LEAGUE - CHICAGO | |||||||
| 120 S LASALLE | CHICAGO | IL | 60603 | N/A | PC | General Support Fund of the Upper Midwest Region | $1,500 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | N/A | PC | Annual Fund | $500 |
| ARTIS-NAPLES INC | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | N/A | PC | General & Unrestricted | $1,000 |
| AVOW HOSPICE INC | |||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 34105 | N/A | PC | General & Unrestricted | $500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE STE 400 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | N/A | PC | Director's Circle Patron Fund | $1,000 |
| CHICAGO PUBLIC MEDIA INC | |||||||
| NAVY PIER 848 EAST GRAND AVE | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY FOUNDATION OF COLLIER COUNTY | |||||||
| 1110 PINE RIDGE RD STE 200 | NAPLES | FL | 34108 | N/A | PC | Charitable Event | $20,000 |
| COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND AR | |||||||
| 30 COOPER SQ 8TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | Annual Fund | $3,000 |
| DANIEL MURPHY SCHOLARSHIP FUND | |||||||
| 309 WEST WASHINGTON STE 1250 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $1,500 |
| DARAJA EDUCATION FUND | |||||||
| PO BOX 4333 | SAN RAFAEL | CA | 94913 | N/A | PC | General & Unrestricted | $3,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,500 |
| FIELD MUSEUM OF NATURAL HISTORY | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | DISCOVERY CIRCLE DONOR PROGRAM - EXPLORER LEVEL | $1,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 2432 MAIN ST FLOOR 2 | LONGMONT | CO | 80501 | N/A | PC | General & Unrestricted | $1,500 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $1,000 |
| GLSEN INC | |||||||
| 110 WILLIAM ST 30TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $500 |
| GRAND CANYON CONSERVANCY | |||||||
| PO BOX 399 | GRAND CANYON | AZ | 86023 | N/A | PC | Grand Canyon Trails Project | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $500 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Surfside Building Collapse Fund | $500 |
| GULFSHORE PLAYHOUSE INC | |||||||
| 1010 5TH AVE S STE 205 | NAPLES | FL | 34102 | N/A | PC | Star Society Donor Level- Annual Fund | $1,000 |
| HABITAT FOR HUMANITY OF COLLIER COUNTY INC | |||||||
| 11145 TAMIAMI TRL E | NAPLES | FL | 34113 | N/A | PC | General & Unrestricted | $1,000 |
| HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | N/A | PC | Patron Level Donor - Annual Fund | $1,000 |
| HOLOCAUST MUSEUM & EDUCATION CENTER OF SWFL | |||||||
| 975 IMPERIAL GOLF COURSE BLVD | NAPLES | FL | 34110 | N/A | PC | Builder Level Donor- Annual Fund | $2,000 |
| JEWISH FEDERATION OF GREATER NAPLES INC | |||||||
| 2500 VANDERBILT BEACH RD STE 2201 | NAPLES | FL | 34109 | N/A | PC | Building Fund Capital Campaign | $15,000 |
| JEWISH FEDERATION OF GREATER NAPLES INC | |||||||
| 2500 VANDERBILT BEACH RD STE 2201 | NAPLES | FL | 34109 | N/A | PC | General & Unrestricted | $20,000 |
| JEWISH FEDERATION OF GREATER NAPLES INC | |||||||
| 2500 VANDERBILT BEACH RD STE 2201 | NAPLES | FL | 34109 | N/A | PC | PJ Library Program and the People of the Book Event | $2,000 |
| JEWISH FEDERATION OF GREATER PITTSBURGH | |||||||
| 2000 TECHNOLOGY DR FL 1 | PITTSBURGH | PA | 15219 | N/A | PC | Northern Israel Center for Arts and Technology Endowment Fund | $3,500 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| BEN GURION WAY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $20,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONA | |||||||
| 1 E WACKER DR STE 1400 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 |
| LAKEVIEW PANTRY | |||||||
| 3945 N SHERIDAN RD | CHICAGO | IL | 60613 | N/A | PC | Charitable Event | $1,500 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $500 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| WALL ST PLAZA 88 PINE ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $1,500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $500 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,500 |
| MOORINGS PARK FOUNDATION INC | |||||||
| 120 MOORINGS PARK DR | NAPLES | FL | 34105 | N/A | PC | General & Unrestricted | $2,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DR | CHICAGO | IL | 60637 | N/A | PC | Columbian Society Donor Level | $1,000 |
| NAPLES BOTANICAL GARDEN INC | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | N/A | PC | Royal Palm Society Bougainvillea Level | $1,500 |
| NAPLES SENIOR CENTER AT JFCS INC | |||||||
| 5025 CASTELLO DR STE 101 | NAPLES | FL | 34103 | N/A | PC | In support of the Capital Campaign for the Naples Senior Center | $25,000 |
| NAPLES SENIOR CENTER AT JFCS INC | |||||||
| 5025 CASTELLO DR STE 101 | NAPLES | FL | 34103 | N/A | PC | Charitable Event | $10,000 |
| NAPLES SENIOR CENTER AT JFCS INC | |||||||
| 5025 CASTELLO DR STE 101 | NAPLES | FL | 34103 | N/A | PC | Million Dollar Match Campaign | $10,000 |
| NATIONAL DOWN SYNDROME SOCIETY | |||||||
| 8 E 41ST ST | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $3,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,500 |
| NORTH SHORE CONGREGATION ISRAEL | |||||||
| 1185 SHERIDAN RD | GLENCOE | IL | 60022 | N/A | PC | General & Unrestricted | $4,500 |
| NORTHSHORE UNIVERSITY HEALTHSYSTEM | |||||||
| 1033 UNIVERSITY PLACE STE 450 | EVANSTON | IL | 60201 | N/A | PC | In support of the Hospice and Palliative Care Program | $1,000 |
| OBERLIN COLLEGE | |||||||
| 173 W LORAIN STE 205 | OBERLIN | OH | 44074 | N/A | PC | General & Unrestricted | $1,000 |
| ONWARD ISRAEL USA INC | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,500 |
| PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND | |||||||
| 408 OLD MAIN | UNIVERSITY PK | PA | 16802 | N/A | PC | General & Unrestricted | $2,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,500 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | N/A | PC | Guarantor Donor Level- Annual Fund | $7,000 |
| REFUGEEONE | |||||||
| 5705 N LINCOLN AVE | CHICAGO | IL | 60659 | N/A | PC | In Support of Afghani resettlement efforts in the Chicago area | $4,000 |
| RETT SYNDROME RESEARCH TRUST INC | |||||||
| 67 UNDER CLIFF RD | TRUMBULL | CT | 06611 | N/A | PC | General & Unrestricted | $500 |
| SHEDD AQUARIUM SOCIETY | |||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | Ambassador Donor Level | $1,000 |
| SOARING EAGLE ACADEMY | |||||||
| 800 PARKVIEW BLVD | LOMBARD | IL | 60148 | N/A | PC | General & Unrestricted | $2,000 |
| SPECIAL OLYMPICS ILLINOIS NORTHERN OFFICE | |||||||
| 500 WATERS EDGE STE 100 | LOMBARD | IL | 60148 | N/A | PC | General & Unrestricted | $500 |
| ST JOHN THE BAPTIST | |||||||
| 2 W REYNOLDS ST | NEW CASTLE | PA | 16101 | N/A | PC | General & Unrestricted | $250 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | General & Unrestricted | $3,000 |
| SUNDANCE INSTITUTE | |||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | N/A | PC | General & Unrestricted | $1,000 |
| TEMPLE BETH-EL OF NORTHBROOK | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | N/A | PC | Bridge to the Future Campaign | $15,000 |
| TEMPLE BETH-EL OF NORTHBROOK | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | N/A | PC | 2022 Community Commitment Fund | $6,600 |
| TEMPLE BETH-EL OF NORTHBROOK | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | N/A | PC | Bridge to the Future Campaign | $10,000 |
| TEMPLE SHALOM INC | |||||||
| 4630 PINE RIDGE RD | NAPLES | FL | 34119 | N/A | PC | Charitable Event | $5,000 |
| TEMPLE SHALOM INC | |||||||
| 4630 PINE RIDGE RD | NAPLES | FL | 34119 | N/A | PC | For the Above and Beyond Fund | $15,000 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $1,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | GOV | Annual Fund | $500 |
| THE WHARTON SCHOOL ANNUAL GIVING FUND The Wharton | |||||||
| 3733 SPRUCE ST 344 VANCE HALL | PHILADELPHIA | PA | 19104 | N/A | PC | Annual Giving Fund | $1,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| PO BOX 55036 | BOSTON | MA | 02205 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| PO BOX 734500 | CHICAGO | IL | 60673 | N/A | PC | College of Business Annual Fund | $1,000 |
| UNIVERSITY OF PITTSBURGH Simmons Fund for IPF Fun | |||||||
| 3459 FIFTH AVE | PITTSBURGH | PA | 15213 | N/A | PC | General & Unrestricted | $500 |
| VETS HELPING HEROES INC | |||||||
| 980 N FEDERAL HWY STE 110 | BOCA RATON | FL | 33432 | N/A | PC | General & Unrestricted | $1,000 |
| WASHINGTON UNIVERSITY | |||||||
| CAMPUS BOX 1082 ONE BROOKINGS DR | ST LOUIS | MO | 63130 | N/A | PC | Annual Fund | $1,000 |
| WINDOW TO THE WORLD COMMUNICATIONS INC | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | N/A | PC | General & Unrestricted | $500 |
| WORKING IN THE SCHOOLS | |||||||
| 641 W LAKE ST SUITE 200 | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $500 |
| WRITERS THEATRE INC | |||||||
| 321 PARK AVE | GLENCOE | IL | 60022 | N/A | PC | Director's Society Benefactor's Level Donor - Annual Fund | $1,000 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | In support of The Center for Conservation Leadership's 2021 Park Journeys summer program trip | $9,580 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | Yellowstone National Park EMPLOYEE HEALTH ASSESSMEnt proposal | $5,000 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | General Support Fund | $35,000 |
| YOSEMITE FOUNDATION | |||||||
| 101 MONTGOMERY ST STE 1700 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $500 |
| YOUNGSTOWN AREA JEWISH FEDERATION | |||||||
| 505 GYPSY LN | YOUNGSTOWN | OH | 44504 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $314,080 | 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 | $169 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,026 | 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 | $407,960 | 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 | $518,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $518,155 | 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 (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ P | $104,648 | $147,713 |
| DFA FIVE YEAR GLOBAL FIXED INC | $566,249 | $562,640 |
| DFA INTERNATIONAL SMALL CAP VA | $353,604 | $406,065 |
| DFA SHORT DURATION REAL RETURN | $706,039 | $706,098 |
| DFA SHORT-TERM EXTENDED | $925,990 | $913,685 |
| DFA U.S. LARGE CAP VALUE III P | $431,651 | $694,386 |
| DFA U.S. LARGE CAP VALUE PORTF | $115,217 | $202,835 |
| DFA U.S. MICRO CAP PORTFOLIO | $473,291 | $762,528 |
| DFA U.S. SMALL CAP VALUE PORTF | $460,066 | $758,091 |
| INTERNATIONAL HIGH REL PROFIT | $410,448 | $539,930 |
| U.S. HIGH RELATIVE PROFIT PORT | $524,509 | $859,247 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $30,064 | $30,064 | |
| BANK CHARGES | $13 | $13 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $35,432 | Amt |
| Net Investment Income | $35,432 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $2,300 | |
| 990-PF Extension for 2020 | $1,410 | |
| FOREIGN TAX | $1,798 | $1,798 |