LINDA AND JEFFREY WOLFSON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LINDA AND JEFFREY WOLFSON FAMILY FOUNDATION (EIN 36-3925714)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-27
- IRS object ID
- 202201789349100515
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-27T12:23:01-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364199464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTZ & CHEZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 WEST JACKSON BLVD SUITE 2900 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | 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 | 363925714 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA & JEFFREY WOLFSON | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 3124778400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BVLD 2200A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY A WOLFSON | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 3124778400 | PhoneNum |
| Signature | 2022-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | WOLFSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA B RICHARDS | PreparerPersonNm |
| PTIN | P00492281 | PTIN |
| Phone | 3123321912 | PhoneNum |
| Preparation | 2022-06-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $113,655 | 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 | $10,050 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,112 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,190 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,353 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,303 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $37 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $518 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,897 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,897 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,947 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,748 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,453 | CashBOYAmt |
| Cash EOY | $5,458 | CashEOYAmt |
| Cash EOYFMV | $5,458 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,440 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $87,883 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $82,019 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,260 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,532 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,497 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,497 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $108,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $108,640 | RetainedEarningBOYAmt |
| Retained Earning EOY | $100,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $100,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $100,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23 | OtherIncreasesAmt |
| Subtotal | $100,514 | SubtotalAmt |
| Other Decreases | $100 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $100,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| CAPITAL WORLD BD FD | P | 2021-05-10 | $111 | $115 | -$4 | -$4 | |
| GMO TR SGM MAJOR MKTS FD CL | P | 2021-05-10 | $288 | $315 | -$27 | -$27 | 2021-12-21 |
| ISHARES CORE U S AGGREGATE B | P | 2020-11-18 | $1,381 | $1,415 | -$34 | -$34 | |
| ISHARES 20 PLUS YEAR TREASURE BOND | P | 2020-11-18 | $276 | $319 | -$43 | -$43 | 2021-05-10 |
| ISHARES RUSSELL MID CAP | P | 2021-05-10 | $79 | $78 | $1 | $1 | 2021-07-06 |
| VANGUARD SHORT TERM BOND | P | 2020-11-18 | $329 | $331 | -$2 | -$2 | 2021-07-06 |
| VANGUARD FTSE EMERGING MARKET | P | 2020-11-18 | $265 | $239 | $26 | $26 | 2021-07-06 |
| BLACKSTONE ALTRNTV INVT FD | P | 2019-10-03 | $503 | $506 | -$3 | -$3 | |
| DOUBLELINE FDS TR | P | 2016-12-06 | $2,645 | $2,654 | -$9 | -$9 | |
| FIDELITY SALEM STR TR- INTERNATIONAL INDEX FUND | P | 2018-08-02 | $1,243 | $1,071 | $172 | $172 | |
| FIDELITY SALEM STR TR - FIDELITY 500 INDEX FUND | P | $12,737 | $7,581 | $5,156 | $5,156 | ||
| GMO TR SGM MAJOR MKTS FD CL | P | $2,152 | $2,344 | -$192 | -$192 | 2021-12-21 | |
| ISHARES CORE US AGGREGATE B | P | 2018-11-20 | $1,141 | $1,046 | $95 | $95 | 2021-12-21 |
| ISHARES 20 PLUS YEAR TREASURE BOND | P | 2019-10-03 | $1,262 | $1,304 | -$42 | -$42 | |
| LORD ABBETT INVT TR - SHORT DURATION INCOME FD | P | 2018-07-16 | $748 | $788 | -$40 | -$40 | |
| MATTHEWS INTL FDS | P | 2018-08-02 | $100 | $82 | $18 | $18 | 2021-07-06 |
| PGIM HIGH YIELD FUND | P | 2018-05-03 | $277 | $269 | $8 | $8 | |
| TEMPLETON INCOME TR | P | $1,345 | $1,736 | -$391 | -$391 | 2021-05-10 | |
| VANGUARD SHORT TERM BOND | P | 2018-11-20 | $406 | $390 | $16 | $16 | 2021-12-21 |
| CAPITAL GAINS DIVIDENDS | P | $485 | $485 | $485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $94 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $94 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $94 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $547 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $547 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $453 | OverpaymentAmt |
| Applied To ES Tax | $453 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCHULTZ CHEZ LLP | IndividualWithBooksNm |
| Phone | 3123321912 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD SUITE 2900 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY A WOLFSON | ||||||||
| 141 W JACKSON BLVD SUITE 2200A | CHICAGO | IL | 60604 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| LINDA WOLFSON | ||||||||
| 141 W JACKSON BLVD SUITE 2200A | CHICAGO | IL | 60604 | DIRECTOR/SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $103,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,245 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,245 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $94 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $94 | TotalTaxAmt |
| Distributable Before Adj | $5,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,151 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,947 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,947 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $240,371 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $212,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $108,246 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,851 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $665,543 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,947 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,151 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,796 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $685,339 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $240,371 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $444,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $212,754 | ExcessFromYear4Amt |
| Excess From Year3 | $108,246 | ExcessFromYear3Amt |
| Excess From Year2 | $51,851 | ExcessFromYear2Amt |
| Excess From Year1 | $52,321 | ExcessFromYear1Amt |
| Excess From Current Year | $19,796 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEMPLE BETH EL | |||||||
| 3610 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | N/A | GENERAL OPERATING | $10,100 |
| THE ANTICRUELTY SOCIETY | |||||||
| 169 W GRAND AVE | CHICAGO | IL | 60654 | NONE | N/A | GENERAL OPERATING | $1,300 |
| JEWISH UNITED FUND | |||||||
| BEN GURION WAY 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | N/A | GENERAL OPERATING | $5,000 |
| A SILVER LINING FOUNDATION | |||||||
| 134 N LASALLE ST 2050 | CHICAGO | IL | 60602 | NONE | N/A | GENREAL OPERATING | $135 |
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 3075 HIGHLAND PKWY 600 | DOWNERS GROVE | IL | 60515 | NONE | N/A | GENERAL OPERATING | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1 E WACKER DR SUITE 1500 | CHICAGO | IL | 60601 | NONE | N/A | GENERAL OPERATING | $106 |
| MISERICORDIA HOME | |||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | N/A | GENERAL OPERATING | $1,051 |
| NORTHWESTERN UNIVERISTY | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | N/A | GENERAL OPERATING | $1,100 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | NONE | N/A | GENERAL OPERATING | $105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,897 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,112 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,190 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,303 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,303 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCIDENTAL INTEREST INCOME |
| 4 | INCIDENTAL DIVIDEND INCOME |
| 8 | SALE OF INVESTMENTS TO PROVIDE ADDITIONAL WORKING CAPITAL |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BRIAN SARAH RUDICH | ||||||
| 1 | 1480 W GRACE STREET | CHICAGO | IL | 60613 | $5,000 | Yes (X) |
| JEFFREY LINDA WOLFSON | ||||||
| 2 | 141 W JACKSON BLVD SUITE 2200A | CHICAGO | IL | 60604 | $5,050 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES | AT COST | $36,293 | $48,843 |
| ALTERNATIVE ASSETS | AT COST | $7,035 | $7,219 |
| FIXED INCOME | AT COST | $38,691 | $39,198 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $11,532 | BOYBookValueAmt |
| EOY Book Value | $11,497 | EOYBookValueAmt |
| EOYFMV | $11,497 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE CONTRIBUTIONS | Desc |
| Amt | $100 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT CHARGES | Desc |
| Revenue And Expenses Per Books | $518 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $518 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $23 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $37 | Amt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |