GERALDI NORTON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GERALDI NORTON FOUNDATION (EIN 36-6069997)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-05-26
- IRS object ID
- 202241469349101104
- Schema version
- 2020v4.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-26T12:25:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366069997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERALDI NORTON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHRIS EKLUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 9172738614 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 LEE STREET | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN WISE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9172738614 | PhoneNum |
| Signature | 2022-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | WISE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY EDELSTEIN | PreparerPersonNm |
| PTIN | P00193702 | PTIN |
| Phone | 8472679600 | PhoneNum |
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 | 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 | $4,032,214 | 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 |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $232,321 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,018,174 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $232,321 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $297,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $297,204 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,035 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,614 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,421 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,356 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,877 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,933 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,367 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,038 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,018 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,138 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,901 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $408,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $728,289 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $728,289 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,092,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,864,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,213,985 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $79,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $89,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,580,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,663,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,032,214 | 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 | $2,580,743 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,663,929 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,580,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,663,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,580,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,663,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,580,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,186 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,663,929 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,663,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES (SCHWAB) | P | $14,014 | $8,393 | $5,621 | $5,621 |
| PUBLICLY-TRADED SECURITIES (SEABRIDGE) | P | $126,610 | $76,140 | $50,470 | $50,470 |
| PUBLICLY-TRADED SECURITIES (BLAIR) | P | $359,497 | $374,564 | -$15,067 | -$15,067 |
| PUBLICLY-TRADED SECURITIES (BLAIR) | P | $12,226 | $25,901 | -$13,675 | -$13,675 |
| 2504.06 SHS J.W. CHILDS ASIA SMALL CO FUND | P | $505,827 | $300,855 | $204,972 | $204,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $232,321 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $808 | 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 | $808 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,805 | TaxDueAmt |
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 | CHRISTOPHER EKLUND | IndividualWithBooksNm |
| Phone | 9172738614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 LEE STREET | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KATHRYN WISE | ||||||||
| 2215 CHESTNUT AVENUE | WILMETTE | IL | 60091 | PRESIDENT & SECRETARY | 3.00 | $17,614 | $0 | $0 |
| CHRISTOPHER EKLUND | ||||||||
| 145 LEE ST | BROOKLINE | MA | 02445 | CHAIRMAN & TREASURER | 3.00 | $26,421 | $0 | $0 |
| PETER H EKLUND | ||||||||
| 444 WEST FULLERTON | CHICAGO | IL | 60614 | VICE PRESIDENT | 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 | $2,945,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $689,767 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,634,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,634,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,580,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,016 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,016 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,613 | TotalTaxAmt |
| Distributable Before Adj | $175,403 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $175,403 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $175,403 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,138 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $176,138 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $176,138 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,239 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $105,146 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,700 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,900 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $295,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,138 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $175,403 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $735 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $296,720 | 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 | $56,239 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $240,481 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $105,146 | ExcessFromYear4Amt |
| Excess From Year3 | $73,700 | ExcessFromYear3Amt |
| Excess From Year2 | $60,900 | ExcessFromYear2Amt |
| Excess From Current Year | $735 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN WISE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 10 | AddressLine1Txt |
| City | KENILWORTH | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472519733 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH EXPLANATION OF PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE; GRANTS USUALLY PAID IN DECEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS MADE PRINCIPALLY IN CHICAGO AREA; NO GRANTS TO INDIVIDUALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEARING RESEARCH FOUNDATION | ||||||
| 9 S MICHIGAN AVE STE 1205 | CHICAGO | IL | 60603 | PC | UNRESTRICTED | $1,000 |
| ART INSTITUTE OF CHICAGO | ||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | PC | SUSTAINING FELLOWS | $2,500 |
| BARTH SYNDROME FOUNDATION | ||||||
| PO BOX 419S64 | BOSTON | MA | 02241 | PC | UNRESTRICTED | $1,000 |
| BRAIN AND BEHAVIOR RESEARCH FOUNDATION | ||||||
| 90 PARK AVE | NEW YORK | NY | 10016 | PC | UNRESTRICTED | $1,000 |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | ||||||
| PO BOX 97 | PLYMOUTH | VT | 05056 | PC | COOLIDGE SCHOLARS PROGRAM | $14,850 |
| CHICAGO BOTANIC GARDEN | ||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | PC | UNRESTRICTED | $750 |
| CHICAGO SYMPHONY ORCHESTRA ASSOCIATION | ||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | PC | UNRESTRICTED | $1,000 |
| CHICAGO YOUTH CENTERS | ||||||
| 218 S WABASH STE 600 | CHICAGO | IL | 60604 | PC | UNRESTRICTED | $1,000 |
| CONNECTIONS FOR THE HOMELESS | ||||||
| 2010 DEWEY AVE | EVANSTON | IL | 60201 | PC | UNRESTRICTED | $1,000 |
| CURE VIOLENCE GLOBAL | ||||||
| 227 W MONRE STE 1025 | CHICAGO | IL | 60606 | PC | UNRESTRICTED | $1,000 |
| EXECUTIVE SERVICE CORPS OF CHICAGO | ||||||
| 25 E WASHINGTON STE 1500 | CHICAGO | IL | 60604 | PC | UNRESTRICTED | $1,000 |
| FIELD MUSEUM OF NATURAL HISTORY | ||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | PC | UNRESTRICTED | $1,000 |
| FSHD SOCIETY | ||||||
| 450 BEDFORD ST | LEXINGTON | MA | 02420 | PC | UNRESTRICTED | $15,000 |
| GROTON SCHOOL | ||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | PC | ANNUAL FUND | $2,500 |
| HADLEY SCHOOL FOR THE BLIND | ||||||
| 700 ELM ST | WINNETKA | IL | 60093 | PC | WOMEN'S BOARD | $2,000 |
| HARVARD GRADUATE SCHOOL OF EDUCATION | ||||||
| LONGFELLOW HALL 13 APPIAN WAY | CAMBRIDGE | MA | 02138 | PC | COLLEGE ADMISSIONS REFORM | $35,000 |
| HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS | ||||||
| 208 S LASALLE STE 1818 | CHICAGO | IL | 60604 | PC | UNRESTRICTED | $1,000 |
| ILLINOIS SHELTER & RECOVERY SERVICES | ||||||
| 550 W FRONTAGE RD STE 3820 | NORTHFIELD | IL | 60093 | PC | UNRESTRICTED | $2,000 |
| JOURNEYCARE FOUNDATION | ||||||
| 405 LAKE ZURICH RD | BARRINGTON | IL | 60010 | PC | UNRESTRICTED | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | PC | UNRESTRICTED | $2,500 |
| LAKE FOREST COLLEGE | ||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | PC | UNRESTRICTED | $1,000 |
| LAWRENCE HALL YOUTH SERVICES | ||||||
| 4833 N FRANCISCO | CHICAGO | IL | 60625 | PC | UNRESTRICTED | $1,000 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | ||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | PC | UNRESTRICTED | $1,000 |
| MIDWEST YOUNG ARTISTS CONSERVATORY | ||||||
| 878 LYSTER RD | HIGHWOOD | IL | 60040 | PC | UNRESTRICTED | $1,000 |
| MISS PORTER'S SCHOOL | ||||||
| 60 MAIN ST | FARMINGTON | CT | 06032 | PC | ANNUAL FUND | $3,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||
| 3803 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | PC | UNRESTRICTED | $1,000 |
| NORTH SHORE COUNTRY DAY SCHOOL | ||||||
| 310 GREEN BAY RD | WINNETKA | IL | 60093 | PC | UNRESTRICTED | $1,000 |
| NORTH SHORE UNIVERSITY HEALTH SYSTEM FOUNDATION | ||||||
| 1033 UNIVERSITY PL STE 450 | EVANSTON | IL | 60201 | PC | UNRESTRICTED | $1,000 |
| PROVIDENCE ST MEL SCHOOL | ||||||
| 119 S CENTRAL PARK AVE | CHICAGO | IL | 60624 | PC | UNRESTRICTED | $4,000 |
| RAVINIA FESTIVAL | ||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | PC | UNRESTRICTED | $4,000 |
| THE CLEMENTE COURSE IN THE HUMANITIES | ||||||
| C/O BARD COLLEGE PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | PC | UNRESTRICTED | $3,000 |
| THE METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PC | NATIONAL COUNCIL AUDITIONS-NEW ENGLAND REGION | $1,000 |
| TRINITY COLLEGE | ||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | PC | ANNUAL FUND | $5,000 |
| UCSD FOUNDATION | ||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 92093 | PC | OCD RESEARCH | $25,000 |
| UNIVERSITY OF CHICAGO | ||||||
| 1212 E 59TH STREET | CHICAGO | IL | 60637 | PC | FOREFRONT FUND | $5,000 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | PC | UNRESTRICTED | $1,000 |
| WTTW CHANNEL 11 | ||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | PC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,100 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,859 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $232,321 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $297,204 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $297,204 | 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 | $3,650 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A O SMITH | $64,004 | $185,292 |
| ACLARIS THERAPEUTICS | $10,135 | $12,940 |
| PORTFOLIO AT SEABRIDGE ADVISORS | $756,317 | $1,088,636 |
| AUTOLUS THERAPEUTICS | $10,385 | $4,336 |
| BRISTOL MYERS SQUIBB | $112,832 | $111,716 |
| CHARLES SCHWAB CORP NEW | $76,850 | $185,057 |
| DOCUSIGN | $16,666 | $93,366 |
| DYNATRACE | $17,612 | $30,722 |
| ENERSYS | $31,229 | $41,530 |
| EXXON MOBIL | $94,813 | $160,758 |
| GRACO | $22,361 | $172,048 |
| JOHNSON & JOHNSON | $49,967 | $59,804 |
| PETIQ | $17,774 | $23,070 |
| ROBERT HALF INTL | $67,549 | $134,145 |
| ROYAL CARIBBEAN CRUISES | $41,627 | $115,769 |
| SAREPTA THERAPEUTICS | $10,141 | $13,809 |
| TACTILE SYS TECHNOLOGY | $36,650 | $31,458 |
| TENABLE HLDGS | $34,887 | $68,461 |
| TREEHOUSE FOODS | $36,800 | $35,904 |
| TREX | $53,199 | $108,836 |
| W W GRAINGER | $29,753 | $181,711 |
| COCA COLA | $25,090 | $28,791 |
| MONTROSE ENVIRONMENTAL GROUP | $18,160 | $17,492 |
| PAYLOCITY | $19,036 | $30,887 |
| PREVAIL THERAPEUTICS | $10,138 | $19,379 |
| MATTHEWS ASIA DIVIDEND INVESTOR | $200,662 | $258,068 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KIMCO REALTY CORP (REIT) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $71,003 | BookValueAmt |
| EOYFMV | $89,940 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY & ADR FEES | $14,688 | $14,688 | $0 |
| BANK & WIRE CHARGES | $97 | $0 | $97 |
| STORAGE | $2,340 | $1,170 | $1,170 |
| POSTAGE | $150 | $75 | $75 |
| STATE FILING FEES | $25 | $0 | $25 |
| CHARITABLE EVENTS | $577 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,356 | Amt |
| Net Investment Income | $1,356 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |