BEST WALTER & EDITH FOUNDATION 110010842120: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BEST WALTER & EDITH FOUNDATION 110010842120 (EIN 36-6857916)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-01-19
- IRS object ID
- 202210199349100701
- Schema version
- 2020v4.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-19T10:00:15-06:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST BROAD ST 14TH FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366857916 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEST WALTER & EDITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEST | BusinessNameControlTxt |
| Phone | 2626934101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST MONROE STREET TAX DIV 12W | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HECTOR AHUMADA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2626934101 | PhoneNum |
| Signature | 2022-01-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2022-01-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $5,805,216 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $109,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,287 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $344,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,396,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $344,954 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,434 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $455,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $454,241 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,410 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $41,134 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,275 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $419 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,572 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $389,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $346,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $412,688 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $168,843 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,877 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,877 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,204,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,381,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,589,738 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,766,469 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,728,174 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,788,669 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $285,348 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $289,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $334,932 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,425,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,491,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,805,216 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,425,123 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,491,019 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,425,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,491,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,425,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,491,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,425,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,491,666 | SubtotalAmt |
| Other Decreases | $647 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,491,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2507.508 ABERDEEN EMER MKTS-INST | 2018-12-20 | 2020-12-08 | $49,147 | $36,975 | $12,172 | $12,172 | |
| 1210.157 T ROWE PR DIVIDEND GROW-I | 2020-10-14 | 2020-12-08 | $71,665 | $65,386 | $6,279 | $6,279 | |
| 483.61 T ROWE PR DIVIDEND GROW-I | 2019-10-30 | 2020-12-08 | $28,639 | $24,654 | $3,985 | $3,985 | |
| 275. HOLOGIC INC COMMON STOCK | 2019-09-27 | 2020-12-18 | $20,216 | $13,463 | $6,753 | $6,753 | |
| 35. NORTHROP GRUMMAN CORP COMMON STOCK | 2020-02-25 | 2020-12-18 | $10,503 | $12,033 | -$1,530 | -$1,530 | |
| 130. TRAVELERS COS INC/THE | 2019-10-18 | 2020-12-18 | $17,954 | $18,400 | -$446 | -$446 | |
| 40. ZEBRA TECHNOLOGIES CORP COMMON STOCK CL A | 2020-07-28 | 2020-12-18 | $14,895 | $11,004 | $3,891 | $3,891 | |
| 85. AKAMAI TECHNOLOGIES INC COMMON STOCK | 2019-09-27 | 2021-01-25 | $9,432 | $7,617 | $1,815 | $1,815 | |
| 90. AMERICAN EXPRESS COMPANY | 2018-01-09 | 2021-01-25 | $10,981 | $9,069 | $1,912 | $1,912 | |
| 125. ENTERGY CORPORATION NEW COMMON STOCK | 2020-05-21 | 2021-01-25 | $11,881 | $12,025 | -$144 | -$144 | |
| 95. REGAL BELOIT CORP COMMON STOCK | 2020-09-18 | 2021-01-25 | $12,612 | $9,392 | $3,220 | $3,220 | |
| 25. REGAL BELOIT CORP COMMON STOCK | 2019-01-23 | 2021-01-25 | $3,319 | $1,862 | $1,457 | $1,457 | |
| 165. ALEXION PHARMACEUTICALS INC COM | 2020-01-30 | 2021-02-01 | $25,754 | $17,420 | $8,334 | $8,334 | |
| 485. CITIZENS FINANCIAL GROUP | 2019-03-22 | 2021-02-19 | $20,442 | $17,196 | $3,246 | $3,246 | |
| 55. HUMANA INC COMMON STOCK | 2020-09-18 | 2021-02-19 | $20,733 | $20,056 | $677 | $677 | |
| 145. LILLY ELI & COMPANY COMMON STOCK | 2017-09-21 | 2021-02-19 | $29,194 | $12,032 | $17,162 | $17,162 | |
| 230. VOYA FINANCIAL INC | 2020-05-21 | 2021-02-19 | $13,332 | $9,754 | $3,578 | $3,578 | |
| 665. AES CORPORATION COMMON STOCK | 2018-08-23 | 2021-03-18 | $17,423 | $9,019 | $8,404 | $8,404 | |
| 75. LAUDER ESTEE COMPANIES INC CLASS A COMMON STOCK | 2019-06-20 | 2021-03-18 | $21,551 | $11,826 | $9,725 | $9,725 | |
| 75. QORVO INC | 2020-07-28 | 2021-03-18 | $13,293 | $8,566 | $4,727 | $4,727 | |
| 150. WILLIAMS-SONOMA INC | 2020-02-25 | 2021-03-18 | $24,361 | $10,018 | $14,343 | $14,343 | |
| 70. ALIGN TECHNOLOGY INC COM | 2020-04-20 | 2021-04-26 | $43,155 | $13,856 | $29,299 | $29,299 | |
| 47. META PLATFORMS INC-CLASS A | 2019-12-05 | 2021-04-26 | $14,257 | $9,130 | $5,127 | $5,127 | |
| 35. HERSHEY FOODS CORPORATION COMMON STOCK | 2020-06-18 | 2021-04-26 | $5,578 | $4,646 | $932 | $932 | |
| 60. HERSHEY FOODS CORPORATION COMMON STOCK | 2019-05-22 | 2021-04-26 | $9,562 | $7,874 | $1,688 | $1,688 | |
| 100. TAKE-TWO INTERACTIVE SOFTWRE | 2020-01-30 | 2021-04-26 | $17,677 | $12,673 | $5,004 | $5,004 | |
| 100000. BLACKROCK INC 4.25% 24 MAY 2021 | 2015-10-07 | 2021-05-24 | $100,000 | $100,000 | |||
| 2713.459 CHAMPLAIN MID CAP FUND-INS | 2019-12-19 | 2021-05-26 | $75,326 | $46,286 | $29,040 | $29,040 | |
| 975.829 T ROWE PR DIVIDEND GROW-I | 2019-10-30 | 2021-05-26 | $64,990 | $49,661 | $15,329 | $15,329 | |
| 225. DISCOVER FINANCIAL SERVICES | 2012-02-21 | 2021-06-24 | $27,085 | $6,702 | $20,383 | $20,383 | |
| 50. LOCKHEED MARTIN CORP | 2020-05-21 | 2021-06-24 | $18,900 | $19,809 | -$909 | -$909 | |
| 100. NIKE INC CLASS B COMMON STOCK | 2018-10-18 | 2021-06-24 | $13,345 | $7,545 | $5,800 | $5,800 | |
| 26. ORGANON & CO | 2021-02-19 | 2021-06-24 | $775 | $917 | -$142 | -$142 | |
| 39. ORGANON & CO | 2019-06-20 | 2021-06-24 | $1,163 | $1,487 | -$324 | -$324 | |
| 21703.763 FED HERM ULTRA SHRT BND-INST | 2021-05-26 | 2021-07-07 | $200,326 | $200,000 | $326 | $326 | |
| 351.684 T ROWE PR DIVIDEND GROW-I | 2020-07-09 | 2021-07-07 | $23,988 | $17,732 | $6,256 | $6,256 | |
| 16.939 T ROWE PR DIVIDEND GROW-I | 2019-09-19 | 2021-07-07 | $1,155 | $862 | $293 | $293 | |
| 590. AES CORPORATION COMMON STOCK | 2018-07-19 | 2021-07-26 | $14,058 | $7,646 | $6,412 | $6,412 | |
| 260. JABIL CIRCUIT INC COMMON STOCK | 2019-12-20 | 2021-07-26 | $14,937 | $10,887 | $4,050 | $4,050 | |
| 160. POLARIS INDUSTRIES INC COMMON STOCK | 2020-04-20 | 2021-07-26 | $22,306 | $9,569 | $12,737 | $12,737 | |
| 75. JAZZ PHARMACEUTICALS PLC | 2019-12-20 | 2021-07-26 | $13,025 | $11,522 | $1,503 | $1,503 | |
| 85. CIGNA CORP | 2021-04-26 | 2021-08-31 | $18,023 | $21,384 | -$3,361 | -$3,361 | |
| 25. EQUINIX INC | 2020-12-18 | 2021-08-31 | $21,020 | $17,705 | $3,315 | $3,315 | |
| 40. MASTERCARD INC - A | 2020-05-21 | 2021-08-31 | $13,922 | $11,792 | $2,130 | $2,130 | |
| 20. MICROSOFT CORP | 2020-06-18 | 2021-08-31 | $6,058 | $3,923 | $2,135 | $2,135 | |
| 10. PAYPAL HOLDINGS INC | 2020-09-18 | 2021-08-31 | $2,878 | $1,751 | $1,127 | $1,127 | |
| 110. PAYPAL HOLDINGS INC | 2020-08-25 | 2021-08-31 | $31,653 | $22,131 | $9,522 | $9,522 | |
| 633.803 T ROWE PR DIVIDEND GROW-I | 2020-07-09 | 2021-08-31 | $44,899 | $31,956 | $12,943 | $12,943 | |
| 105. TARGET CORP COMMON STOCK | 2019-12-20 | 2021-08-31 | $25,816 | $13,625 | $12,191 | $12,191 | |
| 351.831 ARTISAN DEVELOPING WORLD-INS | 2020-11-24 | 2021-10-01 | $9,162 | $8,757 | $405 | $405 | |
| 809.609 ARTISAN DEVELOPING WORLD-INS | 2020-04-29 | 2021-10-01 | $21,082 | $12,643 | $8,439 | $8,439 | |
| 438.789 T ROWE PR DIVIDEND GROW-I | 2020-07-09 | 2021-10-01 | $29,925 | $22,124 | $7,801 | $7,801 | |
| 95. REGAL BELOIT CORP COMMON STOCK | 2019-01-23 | 2021-10-29 | $14,335 | $7,075 | $7,260 | $7,260 | |
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,683 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $344,954 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,736 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,736 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,736 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $728 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $728 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,008 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE WILLMS | BusinessNameLine1Txt |
| Business Name Line2 | BMO HARRIS BANK NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2626934101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST MONROE STREET TAX DIV 12W | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|
| THOMAS J KUHN | ||||||
| 111 WEST MONROE STREET TAX DIV 12W | CHICAGO | IL | 60603 | CO-TRUSTEE | 2 | $30,470 |
| BMO HARRIS BANK N A | ||||||
| 111 WEST MONROE STREET TAX DIV 12W | CHICAGO | IL | 60603 | CO-TRUSTEE | 2 | $60,940 |
| 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 |
| 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 | $5,748,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,822,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,822,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,735,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $286,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $286,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,736 | TotalTaxAmt |
| Distributable Before Adj | $281,020 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $281,020 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $281,020 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $346,850 | 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 | $346,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $346,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $281,020 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,201 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,457 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,655 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,136 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,068 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $310,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $346,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $281,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,830 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $376,347 | 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 | $43,201 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $333,146 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,457 | ExcessFromYear4Amt |
| Excess From Year3 | $70,655 | ExcessFromYear3Amt |
| Excess From Year2 | $76,136 | ExcessFromYear2Amt |
| Excess From Year1 | $66,068 | ExcessFromYear1Amt |
| Excess From Current Year | $65,830 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WALTER EDITH BEST FOUNDATION ADM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BMO HARRIS BANK NA 111 WEST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3124616301 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS MAY BE SUBMITTED, AT ANY TIME, IN WRITING TO FOUNDATION ADMINISTRATOR. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YEAR ROUND APPLICATIONS ACCEPTED | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO ORGANIZATIONS WHICH GIVE SUBSTANTIAL BENEFITS TO CHILDREN INCLUDING CARE, TREATMENT, EDUCATION, SUPPORT AND HEALTH OF CHILDREN. MAY INCLUDE INDIRECT BENEFITS AS WELL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ASSOCIATION FOR INDIVIDUAL | ||||||||
| DEVELOPMENT | 309 WEST NEW INDIAN TRAIL | AURORA | IL | 60506 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| BETWEEN FRIENDS | ||||||||
| PO BOX 608548 | CHICAGO | IL | 60660 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| CATHOLIC CHARITIES - CHICAGO | ||||||||
| 721 N LASALLE STREET | CHICAGO | IL | 60654 | NONE | PUBLIC | CHARITABLE | $7,500 | |
| HUMANITARIAN SERVICE PROJECT | ||||||||
| 465 RANDY ROAD | CAROL STREAM | IL | 60188 | NONE | P.C. | GENERAL OPERATING PURPOSES | $5,000 | |
| LAZARUS HOUSE | ||||||||
| 214 WALNUT STREET | ST CHARLES | IL | 60174 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| NORTHWEST COMMUNITY HOSPITAL | ||||||||
| 3060 SALT CREEK LANE SUITE 110 | ARLINGTON | IL | 60005 | NONE | P.C. | GENERAL OPERATING PURPOSES | $25,000 | |
| REHABILITATION INSTITUTE OF | ||||||||
| CHICAGO | 355 EAST ERIE STREET | CHICAGO | IL | 60611 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| MISERICORDIA HEART OF MERCY CENTER | ||||||||
| 2916 WEST 47TH ST | CHICAGO | IL | 60632 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| EDWARD FOUNDATION | ||||||||
| 801 S WASHINGTON | NAPERVILLE | IL | 60540 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| CASA KANE COUNTY | ||||||||
| 100 S 3RD STREET SUITE 460 | GENEVA | IL | 60134 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| INFANT WELFARE SOCIETY OF CHICAGO | ||||||||
| 1931 N HALSTED ST | CHICAGO | IL | 60614 | NONE | P.C. | GENERAL OPERATING PURPOSES | $5,000 | |
| ADVOCATE CHARITABLE FOUNDATION | ||||||||
| 205 WEST TOUHY SUITE 225 | PARK RIDGE | IL | 60068 | NONE | PUBLIC | CHARITABLE | $8,000 | |
| FAMILY SHELTER SERVICE | ||||||||
| 605 E ROOSEVELT ROAD | WHEATON | IL | 60187 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| OPEN HEART MAGIC | ||||||||
| 300 W ADAMS STE 611 | CHICAGO | IL | 60606 | NONE | P.C. | GENERAL OPERATING PURPOSES | $3,000 | |
| PEDIATRIC ONCOLOGY TREASURE CHEST | ||||||||
| FOUNDATION | 15430 70TH CT | ORLAND PARK | IL | 60462 | NONE | PC | PROGRAM SUPPORT | $8,000 |
| ELIM CHRISTIAN SERVICES | ||||||||
| 15565 SOUTH 70TH COURT | ORLAND PARK | IL | 60462 | NONE | PC | PROGRAM SUPPORT | $3,500 | |
| CANINE THERAPY CORPS INC | ||||||||
| 1700 WEST IRVING PARK ROAD SUITE 3 | CHICAGO | IL | 60613 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| AID FOR WOMEN | ||||||||
| 8 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | P.C. | GENERAL OPERATING PURPOSES | $5,000 | |
| FAMILY RESCUE | ||||||||
| 9204 SOUTH COMMERCIAL AVENUE | CHICAGO | IL | 60617 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| FOX VALLEY CHRISTIAN ACTION | ||||||||
| 35 W 624 RIVERWOOD LN | ST CHARLES | IL | 60174 | NONE | P.C. | GENERAL OPERATING PURPOSES | $5,000 | |
| GIGIS PLAYHOUSE OF TINLEY PARK | ||||||||
| 16800 SOUTH OAK PARK AVENUE | TINLEY PARK | IL | 60477 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| THE HARBOUR | ||||||||
| 1440 RENAISSANCE DR STE 240 | PARK RIDGE | IL | 60068 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| CHILDSERV | ||||||||
| 8765 WEST HIGGINS ROAD NO 450 | CHICAGO | IL | 60631 | NONE | PC | PROGRAM SUPPORT | $7,000 | |
| PICKLEBERRY PIE INC | ||||||||
| 7426 BARCLAY RD | CHELTENHAM | PA | 19012 | NONE | P.C. | GENERAL OPERATING PURPOSES | $3,000 | |
| CASA CENTRAL | ||||||||
| 1343 N CALIFORNIA AVE | CHICAGO | IL | 60622 | NONE | P.C. | GENERAL OPERATING PURPOSES | $5,000 | |
| KALEIDOSCOPE INC | ||||||||
| 1901 W CARROLL AVE SUITE 205 | CHICAGO | IL | 60612 | NONE | P.C. | GENERAL OPERATING PURPOSES | $5,000 | |
| BETHANY CHRISTIAN SERVICES OF ILLINOIS | ||||||||
| 12416 S HARLEM AVE SUITE 305 | Palos Heights | IL | 60463 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| Mothers Trust Foundation | ||||||||
| 400 E ILLINOIS RD | Lake Forest | IL | 60045 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| Marklund at Mill Creek | ||||||||
| 1S450 WYATT DR | Geneva | IL | 60134 | NONE | PC | PROGRAM SUPPORT | $5,700 | |
| Ann and Robert Lurie Children's Hosp of | ||||||||
| Chicago | 225 E CHICAGO AVE | Chicago | IL | 60611 | NONE | PC | PROGRAM SUPPORT | $30,000 |
| AMITA Health Alexian Brothers Behavior | ||||||||
| 1650 MOON LAKE BLVD | Hoffman Estates | IL | 60169 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| Beacon Place | ||||||||
| 603 S MCALISTER AVE 6489 | Waukegan | IL | 60085 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Hopes Front Door | ||||||||
| 1047 CURTISS ST | Downers Grove | IL | 60515 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| ALEXANDER LEIGH CENTER FOR AUTISM | ||||||||
| 4100 VETERANS PARKWAY | McHenry | IL | 60050 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| Little Friends | ||||||||
| 27555 DIEHL RD | Warrenville | IL | 60555 | NONE | PC | PROGRAM SUPPORT | $7,100 | |
| Spectrios Institute for Low Vision | ||||||||
| 219 EAST COLE AVE | Wheaton | IL | 60187 | NONE | PC | PROGRAM SUPPORT | $9,760 | |
| KIDSMATTER FOUNDATION INC | ||||||||
| 320 W JACKSON AVE | Naperville | IL | 60540 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Love Moves Us Inc | ||||||||
| 2600 CANYON VIEW LN | Joliet | IL | 60432 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| Pediatric Brain Tumor Foundation | ||||||||
| 1409 LINDEN | Park Ridge | IL | 60068 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $296,560 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,287 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $344,954 | 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 | $455,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $455,675 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $647 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,434 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $728 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $395 | $395 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $24 | $24 | $0 |