DOMONT FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DOMONT FAMILY FOUNDATION (EIN 26-1526424)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-09
- IRS object ID
- 202221609349100507
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-09T11:39:12-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475657416 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOVITZ INVESTMENT GROUP PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 Sanders Road Suite 100N | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 | 261526424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Domont Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Kovitz FOS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOMO | BusinessNameControlTxt |
| Phone | 3126737181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 Sanders Road 100N | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lawrence Domont | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3126737181 | PhoneNum |
| Signature | 2022-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lawrence | PersonFirstNm |
| Person Last | Domont | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph Hanson | PreparerPersonNm |
| PTIN | P01495234 | PTIN |
| Phone | 3126737180 | PhoneNum |
| Preparation | 2022-05-31 | 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 | $2,747,166 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,441 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,099 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,441 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,721 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $886 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $886 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,066 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,066 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,643 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,643 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,115 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,043 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,219 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,024 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,042 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,107 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,022,799 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $91,578 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $87,954 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $88,307 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $207,475 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $177,457 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $604,492 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $444 | OtherAssetsBOYAmt |
| Other Assets EOY | $483 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $483 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $370,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $321,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,747,166 | 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 | $370,938 | RetainedEarningBOYAmt |
| Retained Earning EOY | $321,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $370,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $321,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $370,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $321,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $370,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,374 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,497 | OtherIncreasesAmt |
| Subtotal | $322,061 | SubtotalAmt |
| Other Decreases | $361 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $321,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BOOKING HOLDINGS INC NOTE | P | 2020-04-14 | 2021-04-05 | $11,137 | $10,396 | $741 | $741 |
| LOWES COS INC NOTE 3.75000% | P | 2020-04-15 | 2021-04-15 | $10,000 | $10,000 | $0 | $0 |
| APPLE INC COM | P | 2006-09-06 | 2021-02-23 | $49,554 | $1,013 | $48,541 | $48,541 |
| DONNELLEY R R & SONS CO BOND 8.87500% | P | 2012-03-20 | 2021-04-15 | $15,000 | $15,000 | $0 | $0 |
| ISHARES S&P 500 VALUE EFT | P | 2012-03-19 | 2021-12-13 | $36,461 | $15,757 | $20,704 | $20,704 |
| MOTOROLA SOLUTIONS INC NOTE 3.50000% | P | 2020-04-23 | 2021-06-10 | $10,526 | $10,231 | $295 | $295 |
| VANGUARD HEALTH CARE EFT | P | 2015-06-19 | 2021-12-10 | $25,421 | $14,261 | $11,160 | $11,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,441 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $935 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $935 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $439 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,939 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,004 | OverpaymentAmt |
| Applied To ES Tax | $1,004 | 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 | Allen C Berg Kovitz FOS | IndividualWithBooksNm |
| Phone | 3126737181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 Sanders Road | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Lawrence A Domont MD | ||||||||
| 70 Crescent Drive | Glencoe | IL | 60022 | President | 1.00 | $0 | $0 | $0 |
| Sally R Domont | ||||||||
| 70 Crescent Drive | Glencoe | IL | 60022 | Secretary | 1.00 | $0 | $0 | $0 |
| Andrew J Domont | ||||||||
| 70 Crescent Drive | Glencoe | IL | 60022 | Vice President | 1.00 | $0 | $0 | $0 |
| Zachary B Domont MD | ||||||||
| 70 Crescent Drive | Glencoe | IL | 60022 | Treasurer | 1.00 | $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 | $2,407,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,474,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,474,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,437,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $935 | TotalTaxAmt |
| Distributable Before Adj | $120,948 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,948 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,948 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $136,643 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,441 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $136,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,441 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,254 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,254 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $10,254 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Lawrence A Domont MD | ContributingManagerNm |
| Contributing Manager | Sally R Domont | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350Org | |||||||
| PO Box 843004 | Boston | MA | 022843004 | N/A | Public Charity | Unrestricted | $7,500 |
| Advocate Charitable Foundation | |||||||
| 3075 Highland Parkway Suite 600 | Downers Grove | IL | 60515 | N/A | Public Charity | Unrestricted | $1,000 |
| American Jewish Committee | |||||||
| PO Box 7247 Mail Code 6760 | Philadelphia | PA | 191700001 | N/A | Public Charity | Unrestricted | $500 |
| American Security Project | |||||||
| 1201 Pennsylvania Ave | Washington | DC | 20004 | N/A | Public Charity | Unrestricted | $7,500 |
| Chicago Botanic Garden | |||||||
| 1000 Lake Cook Rd | Glencoe | IL | 60022 | N/A | Public Charity | Unrestricted | $2,500 |
| Children's Research Fund | |||||||
| 225 East Chicago Ave | Chicago | IL | 60611 | N/A | Public Charity | Unrestricted | $250 |
| Darien Library | |||||||
| 1441 Post Road | Darien | CT | 06820 | N/A | Public Charity | Unrestricted | $1,000 |
| Deerfield Academy | |||||||
| 445 Pine St | Deerfield | IL | 60015 | N/A | Public Charity | Unrestricted | $2,500 |
| Domus Kids Inc | |||||||
| 83 Lockwood Ave | Stamford | CT | 06902 | N/A | Public Charity | Unrestricted | $2,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce St | Montgomery | AL | 36104 | N/A | Public Charity | Unrestricted | $10,000 |
| Georgetown University | |||||||
| 37th O Streets NW | Washington | DC | 20057 | N/A | Public Charity | Unrestricted | $2,500 |
| Glencoe Jr Kindergarten & Nursery School | |||||||
| 999 Green Bay Road | Glencoe | IL | 60022 | N/A | Public Charity | Unrestricted | $500 |
| Greater Chicago Food Depository | |||||||
| 4100 W 42nd Place | Chicago | IL | 60632 | N/A | Public Charity | Unrestricted | $4,000 |
| Habitat for Humanity | |||||||
| 322 West Lamar Street | Americus | GA | 31709 | N/A | Public Charity | Unrestricted | $7,500 |
| Howard Area Community Center | |||||||
| 7648 N Paulina St | Chicago | IL | 60626 | N/A | Public Charity | Unrestricted | $500 |
| Indiana University Foundation | |||||||
| 1500 Indiana 46 | Bloomington | IN | 47408 | N/A | Public Charity | Unrestricted | $500 |
| Jewish United Fund | |||||||
| 30 South Wells Street | Chicago | IL | 606065056 | N/A | Public Charity | Unrestricted | $20,852 |
| KIPP Metro Atlanta Schools | |||||||
| 300 Temple St NW | Atlanta | GA | 30314 | N/A | Public Charity | Unrestricted | $500 |
| Michael J Fox Foundation | |||||||
| PO Box 5014 | Hagerstown | MD | 21741 | N/A | Public Charity | Unrestricted | $1,000 |
| Misericordia | |||||||
| 6300 N Ridge Ave | Chicago | IL | 60660 | N/A | Public Charity | Unrestricted | $500 |
| North Shore Senior Center | |||||||
| Development Dept 161 Northfield Rd | Northfield | IL | 60093 | N/A | Public Charity | Unrestricted | $1,500 |
| Northshore Congregation | |||||||
| 1185 Sheridan Rd | Glencoe | IL | 60022 | N/A | Public Charity | Unrestricted | $11,740 |
| Northwestern University | |||||||
| 633 Clark St | Evanston | IL | 60208 | N/A | Public Charity | Unrestricted | $1,000 |
| Old Irving Park Community Clinic | |||||||
| 5425 West Addison St | Chicago | IL | 60641 | N/A | Public Charity | Unrestricted | $1,000 |
| Open Door Shelter | |||||||
| 4 Merritt St | Norwalk | CT | 06854 | N/A | Public Charity | Unrestricted | $1,000 |
| Oregon Health Science University | |||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 97239 | N/A | Public Charity | Unrestricted | $1,000 |
| Person to Person Inc | |||||||
| 1864 Post Road | Darien | CT | 06820 | N/A | Public Charity | Unrestricted | $3,000 |
| Princeton University | |||||||
| PO Box 5357 | Princeton | NJ | 08543 | N/A | Public Charity | Unrestricted | $2,500 |
| Ravinia Festival | |||||||
| 418 Sheridan Road | Highland Park | IL | 60035 | N/A | Public Charity | Unrestricted | $4,000 |
| Repairers of the Breach | |||||||
| PO Box 1638 | Goldsboro | NC | 275331638 | N/A | Public Charity | Unrestricted | $5,000 |
| Share Our Spare | |||||||
| 3800 N Milwaukee Ave | Chicago | IL | 60641 | N/A | Public Charity | Unrestricted | $1,036 |
| Southern Poverty Law | |||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | N/A | Public Charity | Unrestricted | $6,500 |
| St Lukes Episcopal Church | |||||||
| 939 Hinman Ave | Evanston | IL | 60202 | N/A | Public Charity | Unrestricted | $5,000 |
| St Lukes Parish School | |||||||
| 519 Ashland Ave | River Forest | IL | 60305 | N/A | Public Charity | Unrestricted | $500 |
| Temple Shalom | |||||||
| 3480 N Lake Shore Dr | Chicago | IL | 60657 | N/A | Public Charity | Unrestricted | $5,265 |
| The Conscious Kid | |||||||
| 9226 Regents Rd Apt L | La Jolla | CA | 92037 | N/A | Public Charity | Unrestricted | $500 |
| University of Pennsylvania | |||||||
| 3451 Walnut Street Rm 433 | Philadelphia | PA | 191046205 | N/A | Public Charity | Unrestricted | $7,500 |
| Washington University | |||||||
| One Brookings Drive | St Louis | MO | 63130 | N/A | Public Charity | Unrestricted | $2,500 |
| Writers Theatre | |||||||
| 321 Park Ave | Glencoe | IL | 60022 | N/A | Public Charity | Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,643 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,441 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $117,721 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,721 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $25,500 | Amt |
| Net Investment Income | $25,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fidelity - Bonds | BondNm |
| EOY Book Value | $87,954 | EOYBookValueAmt |
| EOYFMV | $88,307 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2009 Shs Exxon Mobil Corp | $5,595 | $122,931 |
| 2755 Shs Johnson & Johnson | $1,576 | $471,298 |
| 6586 Shs Apple Inc. | $16,686 | $1,169,476 |
| 938 Shs Eli Lilly & Co. | $882 | $259,094 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $10,024 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $10,042 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Fidelity - ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $177,457 | BookValueAmt |
| EOYFMV | $604,492 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal & Professional Fees | CategoryTxt |
| Legal Fees | $886 | LegalFeesAmt |
| Net Investment Income | $886 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Deposit | Desc |
| BOY Book Value | $444 | BOYBookValueAmt |
| EOY Book Value | $483 | EOYBookValueAmt |
| EOYFMV | $483 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Year Tax | Desc |
| Amt | $361 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV of stock in excess of basis contributed to Charities | Desc |
| Amt | $20,497 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Fidelity Fees | $23,991 | $23,991 | $0 |
| Bank Fees | $75 | $75 | $0 |