THE@HOWARD AND RAINA RUSKIN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE@HOWARD AND RAINA RUSKIN FAMILY FOUNDATION (EIN 36-4455356)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202111329349101036
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T10:38:08-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362260623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lipschultz Levin & Gray LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 Huehl Road Bldg7 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 | 364455356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howard and Raina Ruskin Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 8474801990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Skokie Blvd Suite 260 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Howard Ruskin | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8474801990 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Howard | PersonFirstNm |
| Person Last | Ruskin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anton Hendler | PreparerPersonNm |
| PTIN | P01077823 | PTIN |
| Phone | 8472725300 | PhoneNum |
| Preparation | 2021-05-10 | 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 | 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 | $1,351,654 | 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 | $61,488 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,488 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,887 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,887 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,375 | 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 |
| Taxes Rev And Expnss | $3,239 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,375 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,487 | CashBOYAmt |
| Cash EOY | $18,165 | CashEOYAmt |
| Cash EOYFMV | $18,165 | CashEOYFMVAmt |
| Corporate Stock BOY | $62,670 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,679 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $781,295 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $864,239 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $864,239 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $519,251 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $409,571 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $409,571 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,416,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,351,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,351,654 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,500 | 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 | $1,416,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,334,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,416,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,334,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,416,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,351,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,416,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,214 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,387,489 | SubtotalAmt |
| Other Decreases | $53,335 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,334,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gains Dividends | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $17,887 | GrossSalesPriceAmt |
| Gain Or Loss | $17,887 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,887 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,887 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,103 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,103 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | 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 | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,297 | OverpaymentAmt |
| Applied To ES Tax | $1,297 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | Howard Ruskin | IndividualWithBooksNm |
| Phone | 8474801990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 S Atlantic | AddressLine1Txt |
| City | Lantana | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33462 | 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 |
|---|---|---|---|---|---|---|---|---|
| Howard Ruskin | ||||||||
| 420 Brierhill Road | Deerfield | IL | 60015 | President | 0.00 | $0 | $0 | $0 |
| Raina Ruskin | ||||||||
| 420 Brierhill Road | Deerfield | IL | 60015 | Vice President-Secretary | 0.00 | $0 | $0 | $0 |
| Julie Schultz | ||||||||
| 933 Pinecrest SE | E Grand Rapids | MI | 49506 | Director | 0.00 | $0 | $0 | $0 |
| Paula Gorelik | ||||||||
| 2903 Twin Oaks | Highland Park | IL | 60035 | Director | 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 | $56,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,103 | TotalTaxAmt |
| Distributable Before Adj | $1,685 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,685 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,685 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $116,211 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $134,912 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,795 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,475 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,793 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $588,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,665 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $691,851 | 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 | $116,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $575,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $134,912 | ExcessFromYear4Amt |
| Excess From Year3 | $109,795 | ExcessFromYear3Amt |
| Excess From Year2 | $138,475 | ExcessFromYear2Amt |
| Excess From Year1 | $88,793 | ExcessFromYear1Amt |
| Excess From Current Year | $103,665 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Howard Ruskin | ContributingManagerNm |
| Contributing Manager | Raina Ruskin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Jewish Federation of Palm Beach County | |||||
| 1 Harvard Circle Suite 100 | West Palm Beach | FL | 33409 | Community Organizations and Civic Affairs | $1,500 |
| High Ridge Charitable Foundation | |||||
| 2400 Hypoluxo Rd | Lantana | FL | 33462 | Community Organizations and Civic Affairs | $300 |
| Israel Tennis & Education Centers | |||||
| 57 W 38th St Suite 605 | New York | NY | 10018 | Community Organizations and Civic Affairs | $500 |
| CJE SeniorLife | |||||
| 3003 W Touhy Ave | Chicago | IL | 60645 | Community Organizations and Civic Affairs | $600 |
| Raymond F Kravis Center for the Arts | |||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | Community Organizations and Civic Affairs | $1,000 |
| The Art Institute of Chicago | |||||
| 111 South Michigan Ave | Chicago | IL | 60603 | Community Organizations and Civic Affairs | $200 |
| US Holocaust Memorial Museum | |||||
| 100 Raoul Wallenberg Place | Washington DC | DC | 20024 | Community Organizations and Civic Affairs | $5,000 |
| Jewish Federation of Metro Chicago | |||||
| 30 South Wells Street | Chicago | IL | 60606 | Community Organizations and Civic Affairs | $17,500 |
| Jewish Federation of Metro Chicago | |||||
| 30 South Wells Street | Chicago | IL | 60606 | Community Organizations and Civic Affairs | $17,500 |
| Ravinia Festival | |||||
| 418 Sheridian Rd | Highland Park | IL | 60035 | Community Organizations and Civic Affairs | $4,000 |
| University of Illinois-Urbana Champaign | |||||
| 620 East John Street MC-303 | Champaign | IL | 61820 | Education | $2,500 |
| Knox College | |||||
| 2 East South Street | Galesburg | IL | 61401 | Education | $5,000 |
| University of Illinois-Urbana Champaign | |||||
| 620 East John Street MC-303 | Champaign | IL | 61820 | Education | $5,000 |
| Knox College | |||||
| 2 East South Street | Galesburg | IL | 61401 | Education | $5,000 |
| Soka University of America | |||||
| 1 University Drive | Aliso Viejo | CA | 92656 | Education | $5,000 |
| University of Illinois-Urbana Champaign | |||||
| 620 East John Street MC-303 | Champaign | IL | 61820 | Education | $5,000 |
| University of Illinois-Urbana Champaign | |||||
| 620 East John Street MC-303 | Champaign | IL | 61820 | Education | $2,500 |
| University of Wisconsin | |||||
| 702 West Johnson Street Suite 1101 | Madison | WI | 53715 | Education | $2,500 |
| University of Illinois-Urbana Champaign | |||||
| 620 East John Street MC-303 | Champaign | IL | 61820 | Education | $2,500 |
| University of Illinois-Urbana Champaign | |||||
| 620 East John Street MC-303 | Champaign | IL | 61820 | Education | $2,000 |
| University of San Francisco | |||||
| 2130 Fulton Street | San Francisco | CA | 94117 | Education | $1,000 |
| Columbia College | |||||
| 600 S Michigan Ave 303 | Chicago | IL | 60605 | Education | $2,000 |
| Loyola University | |||||
| 1032 W Sheridian Rd | Chicago | IL | 60660 | Education | $2,500 |
| University of Illinois-Urbana Champaign | |||||
| 620 East John Street MC-303 | Champaign | IL | 61820 | Education | $2,500 |
| University of Illinois-Urbana Champaign | |||||
| 620 East John Street MC-303 | Champaign | IL | 61820 | Education | $2,500 |
| University of Illinois-Urbana Champaign | |||||
| 620 East John Street MC-303 | Champaign | IL | 61820 | Education | $2,000 |
| DePaul University | |||||
| 1 East Jackson Blvd | Chicago | IL | 60604 | Education | $100 |
| DePaul University | |||||
| 1 East Jackson Blvd | Chicago | IL | 60604 | Education | $2,500 |
| University of Illinois-Urbana Champaign | |||||
| 620 East John Street MC-303 | Champaign | IL | 61820 | Education | $2,500 |
| Play for Pink | |||||
| 175 East 74th Street 17-B | New York | NY | 10021 | Health and Human Services | $650 |
| St Jude Children's Hospital | |||||
| 2900 Rocky Point Drive | Tampa | FL | 33607 | Health and Human Services | $1,000 |
| Shriners Hospitals For Children | |||||
| 2211 N Oak Park | Chicago | IL | 60707 | Health and Human Services | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,488 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,887 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,375 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPM Invest Balanced FD | $491,056 | $491,056 |
| JPM Inc Builder FD | $373,183 | $373,183 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equity | StockNm |
| EOY Book Value | $59,679 | EOYBookValueAmt |
| EOYFMV | $59,679 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE | FMV | $70,145 | $70,145 |
| CROSSAMERICA | FMV | $288,404 | $288,404 |
| ENERGY TRANSFER PARTNERS | FMV | $51,022 | $51,022 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss | Desc |
| Amt | $53,335 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card Payable | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $17,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax | CategoryTxt |
| Amt | $3,239 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |