KBIH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KBIH FOUNDATION INC (EIN 84-1973237)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349102055
- Schema version
- 2020v4.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T08:16:59-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363302504 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORWOOD MARCUS & BERK CHTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W MADISON ST STE 3700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | 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 | 841973237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KBIH Foundation Inc | BusinessNameLine1Txt |
| Business Name Line2 | fka Kranberg-Harris Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KBIH | BusinessNameControlTxt |
| Phone | 3126063200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W Madison 3700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kiersten Kranberg | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kiersten | PersonFirstNm |
| Person Last | Kranberg | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey A Zaluda | PreparerPersonNm |
| PTIN | P00208806 | PTIN |
| Phone | 3126063200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $3,747,298 | 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 | $49,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,584 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $49,584 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,025,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,419 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $60,801 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $113,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,003 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $110,385 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $6,152 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,076 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,076 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $27,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,522 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,521 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,718 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $130 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,727 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,609 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,609 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$84,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,687 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $110,385 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,148 | CashBOYAmt |
| Cash EOY | $1,341 | CashEOYAmt |
| Cash EOYFMV | $1,341 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $43,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,044 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,042,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,992,901 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,702,372 | CorporateStockEOYFMVAmt |
| Other Assets EOYFMV | $541 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,121,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,037,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,747,298 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,000,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $121,935 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,286 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,121,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,037,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,121,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,037,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,121,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$84,649 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,037,286 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,037,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | P | 2020-01-01 | 2020-01-01 | $1,015,076 | $954,275 | $60,801 | $60,801 |
| MORGAN STANLEY | P | 2016-01-01 | 2020-01-01 | $10,488 | $8,100 | $2,388 | $2,388 |
| Capital Gain Dividends | $230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,419 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $60,801 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,247 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,247 | SubtotalAmt |
| Tax Based On Investment Income | $1,247 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $2,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $832 | OverpaymentAmt |
| Applied To ES Tax | $832 | AppliedToESTaxAmt |
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 | false | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey A Zaluda | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126063200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W Madison St Ste 3700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jamie Kranberg | ||||||
| 500 W Madison St Ste 3700 | Chicago | IL | 60661 | Pres, Sec & Dir | 1.00 | $0 |
| Kenneth Harris | ||||||
| 500 W Madison St Ste 3700 | Chicago | IL | 60661 | Pres, Sec & Dir | 1.00 | $0 |
| Kiersten Kranberg | ||||||
| 500 W Madison St Ste 3700 | Chicago | IL | 60661 | Pres, Sec & Dir | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,170,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,691 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,218,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,218,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,170,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,247 | TotalTaxAmt |
| Distributable Before Adj | $157,282 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $157,282 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $157,282 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,336 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $174,336 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $174,336 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,282 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $174,336 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157,282 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,054 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,054 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $17,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $17,054 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNIVERSITY OF IOWA | ||||||
| 2700 UNIVERSITY CAPITOL CENTRE | IOWA CITY | IA | 52242 | None | To further exempt purpose of recipient | $40,000 |
| SUPERIOR WATERSHED PARTNERSHIP | ||||||
| 2 PETER WHITE DR | MARQUETTE | MI | 49855 | None | To further exempt purpose of recipient | $30,000 |
| UIFUIC GREAT CITIES | ||||||
| 1305 W GREEN ST | URBANA | IL | 61801 | None | To further exempt purpose of recipient | $30,000 |
| SAVORY INSTITUTE | ||||||
| 885 ARAPAHOE AVE | BOULDER | CO | 80302 | None | To further exempt purpose of recipient | $25,000 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | None | To further exempt purpose of recipient | $32,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,609 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,584 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,419 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,003 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $2,992,901 | EOYBookValueAmt |
| EOYFMV | $3,702,372 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HMB Legal | CategoryTxt |
| Legal Fees | $6,152 | LegalFeesAmt |
| Net Investment Income | $3,076 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,076 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL Attorney General - Filing Fees | Desc |
| Revenue And Expenses Per Books | $130 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $130 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Manager Fee (Morgan Stanley) | CategoryTxt |
| Amt | $27,043 | Amt |
| Net Investment Income | $13,522 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,521 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2019 990-PF | $5,181 | $5,181 |
| Foreign Taxes Paid | $1,537 | $1,537 |