B & J ASSOCIATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- B & J ASSOCIATION (EIN 36-6053422)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-27
- IRS object ID
- 202112399349100416
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-27T13:09:25-05:00 | 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 | 366053422 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | B & J ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | B&JA | BusinessNameControlTxt |
| Phone | 8474462077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 LONGMEADOW ROAD | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IDA B SCULLY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8474462077 | PhoneNum |
| Signature | 2021-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | IDA | PersonFirstNm |
| Person Last | SCULLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT NATHAN | PreparerPersonNm |
| PTIN | P01410595 | PTIN |
| Phone | 8472679600 | 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 |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,203,147 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $60,750 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $508,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,596 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $94,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,514 | 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 | $5,317 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $532 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,785 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,062 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,863 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,863 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $19 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,246 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,246 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2,310 | CashBOYAmt |
| Cash EOY | $4,025 | CashEOYAmt |
| Cash EOYFMV | $4,025 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,669 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $729 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $909,820 | CorporateStockBOYAmt |
| Corporate Stock EOY | $927,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,198,393 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $912,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $932,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,203,147 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $750 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,400 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,400 | 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 | $911,429 | RetainedEarningBOYAmt |
| Retained Earning EOY | $928,335 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $911,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $928,335 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $912,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $932,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $911,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,013 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $943,442 | SubtotalAmt |
| Other Decreases | $15,107 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $928,335 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $497,215 | $500,497 | -$3,282 | -$3,282 | |
| CAPITAL GAINS DIVIDENDS | $10,878 | $10,878 | $10,878 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,596 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,552 | 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 | $1,552 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,198 | OverpaymentAmt |
| Applied To ES Tax | $1,198 | 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 | CECELIA GREENSPAN | IndividualWithBooksNm |
| Phone | 8474462077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 LONGMEADOW ROAD | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | 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 |
|---|---|---|---|---|---|---|---|---|
| CECELIA GREENSPAN | ||||||||
| 40 LONGMEADOW ROAD | WINNETKA | IL | 60093 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROSS GREENSPAN | ||||||||
| 8327 HARDING AVE | SKOKIE | NV | 60076 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH SCULLY | ||||||||
| 44 FOX TRAIL | LINCOLNSHIRE | IL | 60069 | DIRECTOR | 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 | $985,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,019,125 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,019,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,003,838 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $354 | TotalTaxAmt |
| Distributable Before Adj | $49,838 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,838 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,838 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,093 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,093 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,838 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,910 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,465 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,498 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,093 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,838 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,255 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,079 | 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 | $1,951 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,910 | ExcessFromYear4Amt |
| Excess From Year2 | $2,465 | ExcessFromYear2Amt |
| Excess From Year1 | $4,498 | ExcessFromYear1Amt |
| Excess From Current Year | $2,255 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | ALZHEIMER'S CARE, SUPPORT AND RESEARCH. | $120 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL ST 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | TO PROMOTE UNDERSTANDING AND PREVENTION OF SUICIDE. | $100 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PC | TO STOP THE DEFAMATION OF THE JEWISH PEOPLE AND TO SECURE JUSTICE AND FAIR TREATMENT TO ALL. | $100 |
| BETH EMET SYNAGOGUE | |||||||
| 1224 DEMPSTER STREET | EVANSTON | IL | 60202 | NONE | PC | GENERAL FUND | $1,000 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE ST SUITE 720 | CHICAGO | IL | 60601 | NONE | PC | TO PREVENT AND END HOMELESSNESS. | $1,010 |
| CHICAGO COMMUNITY BOND FUND | |||||||
| 601 S CALIFORNIA | CHICAGO | IL | 60612 | NONE | PC | TO SUPPORT INDIVIDUALS WHOSE COMMUNITIES CANNOT AFFORD TO PAY BONDS THEMSELVES AND WHO HAVE BEEN IMPACTED BY STRUCTURAL VIOLENCE. | $518 |
| CHICAGO ZOOLOGICAL SOCIETY | |||||||
| 330 GOLF ROAD | BROOKFIELD | IL | 60513 | NONE | PC | GLOBAL CONSERVATION. | $600 |
| CHILDREN FIRST FUND | |||||||
| 42 W MADISON ST | CHICAGO | IL | 60602 | NONE | PC | TO PROMOTE THE GROWTH AND SUCCESS OF CHICAGO PUBLIC SCHOOLS THROUGH PHILANTHROPY AND PARTNERSHIPS. | $258 |
| COMMUNITY FOOD BASKET | |||||||
| 519 W MADISON ST | OTTAWA | IL | 61350 | NONE | PC | TO PROVIDE FOOD AND MATERIAL ASSISTANCE AT NO COST TO PERSONS OR FAMILIES WHO ARE UNABLE TO PROVIDE FOR THEIR OWN NEEDS. | $500 |
| CONNECTIONS FOR THE HOMELESS | |||||||
| 2121 DEWEY AVENUE | EVANSTON | IL | 60201 | NONE | PC | TO PROVIDE COMPREHENSIVE, COMPASSIONATE, WELL-RESOURCED, AND EFFECTIVE PROGRAMS IN AN EXECCPTIONAL WORKPLACE | $1,000 |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | NONE | PC | VETERAN SUPPORT. | $500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | TO PROVIDE LEGAL REPRESENTATION TO PEOPLE WHO HAVE BEEN ILLEGALLY CONVICTED, UNFAIRLY SENTENCED, OR ABUSED IN STATE JAILS AND PRISONS. | $50 |
| EQUESTRIAN CONNECTION | |||||||
| 872 S MILWAUKEE AVE 273 | LIBERTYVILLE | IL | 60048 | NONE | PC | TO OFFER THERAPY WITH THE USE OF HORSES TO CHILDREN AND ADULTS WITH SPECIAL NEEDS. | $309 |
| FAMILY PROMISE | |||||||
| 71 SUMMIT AVENUE | SUMMIT | NJ | 07901 | NONE | PC | TO HELP FAMILIES EXPERIENCING HOMELESSNESS AND LOW-INCOME FAMILIES ACHIEVE SUSTAINABLE INDEPENDENCE THROUGH A COMMUNITY-BASED RESPONSE. | $500 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | TO SUPPORT NETWORK OF FOOD BANKS, PANTRIES AND MEAL PROGRAMS THAT SERVE VIRTUALLY EVERY COMMUNITY IN THE UNITED STATES. | $1,500 |
| FRIENDS OF THE HISTORIC GENESEE THEATRE | |||||||
| 203 N GENESEE ST | WAUKEGAN | IL | 60085 | NONE | PC | TO SERVE THE CULTURAL, EDUCATIONAL AND ECONOMIC NEEDS OF THE COMMUNITY BY SUPPORTING QUALITY DIVERSE ENTERTAINMENT THAT BRINGS SMILES, LAUGHTER, WARMTH AND LASTING MEMORIES TO EVERY PATRON AT EXCELLENT VALUES. | $200 |
| FRIENDS OF REFUGEES OF EASTERN EUROPE | |||||||
| 2935 WEST DEVON AVE | CHICAGO | IL | 60659 | NONE | PC | TO PROMOTE JEWISH PRIDE, IDENTITY AND CONTINUITY AMONG NEW AMERICAN FAMILIES IN THE GREATER CHICAGOLAND AREA BY PROVIDING EDUCATIONAL, RELIGIOUS, CULTURAL AND SOCIAL SERVICES. | $6,270 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | TO SUPPORT COMMUNITY FOOD BANK. | $2,100 |
| GREATERGOOD | |||||||
| 600 UNIVERSITY ST | SEATTLE | WA | 98101 | NONE | PC | TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE, PETS, AND THE PLANET. | $100 |
| I AM ALS | |||||||
| 1200 PENNSYLVANIA AVE 14135 | WASHINGTON | DC | 20044 | NONE | PC | TO SUPPORT ALS RESEARCH. | $516 |
| JDRF | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | TO FUND INNOVATIVE RESEARCH, ADVOCATE FOR GOVERNMENT ACTION, AND PROVIDE A SUPPORT STRUCTURE TO FIGHT TYPE 1 DIABETES. | $120 |
| JEWISH CHILD & FAMILY SERVICES | |||||||
| 3145 W PRATT BLVD | CHICAGO | IL | 60645 | NONE | PC | TO PROVIDE CARING AND HEALING SERVICES TO GUIDE CHICAGO-AREA FAMILIES IN NEED. | $2,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO BUILD A PROSPEROUS FUTURE FOR THE LAND OF ISRAEL AND ITS PEOPLE. | $90 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | JEWISH COMMUNITY SUPPORT. | $13,000 |
| K9S FOR WARRIORS | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | NONE | PC | TO HELP PROVIDE SERVICE DOGS TO MILITARY VETERANS. | $100 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVE 5TH FLOOR | NORWALK | CT | 06851 | NONE | PC | TO ACCELERATE THE DEVELOPMENT OF NEXT-GENERATION MULTIPLE MYELOMA TREATMENTS TO EXTEND THE LIVES OF PATIENTS AND LEAD TO A CURE. | $1,510 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 3803 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | TO IMPROVE THE LIVES OF PERSONS AND THEIR FAMILIES LIVING WITH SERIOUS MENTAL ILLNESS. | $250 |
| NEW TRIER TOWNSHIP ANGEL FUND | |||||||
| 739 ELM ST | WINNETKA | IL | 60093 | NONE | PC | TO HELP RESIDENTS FACING LIFE-THREATENING EMERGENCIES WHO DO NOT QUALIFY FOR GENERAL AND/OR EMERGENCY ASSISTANCE. | $250 |
| NO KID HUNGRY | |||||||
| 1030 15TH ST NW SUITE 1100 | WASHINGTON | DC | 20005 | NONE | PC | TO HELP END CHILDHOOD HUNGER. | $2,000 |
| NORTHFIELD TOWNSHIP FOOD PANTRY | |||||||
| 2550 WAUKEGAN SUITE 100 | GLENVIEW | IL | 60025 | NONE | PC | TO ASSIST TOWNSHIP RESIDENTS WHO ARE UNABLE TO PROVIDE ENOUGH FOOD FOR THEMSELVES AND THEIR FAMILIES. | $750 |
| NORTHSHORE UNIVERSITY HEALTHSYSTEM | |||||||
| 1033 UNIVERSITY PLACE SUITE 450 | EVANSTON | IL | 60201 | NONE | PC | TO SUPPORT NURSE EXCELLENCE. | $1,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PC | TO SUPPORT THE END TO THE KILLING OF HOMELESS CATS AND DOGS. | $1,358 |
| PAYPAL CHARITABLE GIVING FUND | |||||||
| 1250 I ST NW SUITE 1202 | WASHINGTON | DC | 20005 | NONE | PC | TO CONNECT CHARITIES AND DONORS. | $263 |
| SCHOLARSHIP SHARING | |||||||
| 9702 GAYTON RD 283 | RICHMOND | VA | 23238 | NONE | PC | TO HELP STUDENTS GET CONNECTED TO RESOURCES FOR PAYING FOR COLLEGE. | $250 |
| SPECIAL CHILDREN'S CHARITIES | |||||||
| 2 E 8TH ST | CHICAGO | IL | 60605 | NONE | PC | TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECUTAL DISABILITIES. | $53 |
| THE BAIL PROJECT | |||||||
| PO BOX 750 | VENICE | CA | 90294 | NONE | PC | TO PREVENT INCARCERATION AND COMBAT RACIAL AND ECONOMIC DISPARITIES IN THE BAIL SYSTEM. | $518 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 2033 K STREET NW SUITE 300 | WASHINGTON | DC | 20052 | NONE | PC | TO SUPPORT SCHOLARSHIP. | $1,000 |
| THE INTERNATIONAL CHURCHILL SOCIETY (REVERSAL OF 2019 CONTRIB REPORTED) | |||||||
| PO BOX 58279 | WASHINGTON | DC | 20037 | NONE | PC | TO HELP PRESERVE THE MEMORY OF WINSTON CHURCHILL AND CONTINUE TO EXPLORE HOW HIS LIFE, EXPERIENCES AND LEADERSHIP ARE EVER-MORE RELEVANT IN TODAY'S CHAOTIC WORLD. | -$5,000 |
| THE MEDICATION-INDUCED SUICIDE PREVENTION AND EDUCATION FOUNDATION | |||||||
| 180 E PEARSON ST APT 5301 | CHICAGO | IL | 60611 | NONE | PC | TO RAISE AWARENESS AND EDUCATE THE PUBLIC ABOUT THE DANGERS OF AKATHISIA. | $1,030 |
| THE NATE WASSERMAN CAMP FUND | |||||||
| 426 MADISON ST | DENVER | CO | 80206 | NONE | PC | TO HELP DESERVING KIDS FROM HARD-WORKING FAMILIES ATTEND SUMMER CAMP. | $500 |
| THE PROMISED LAND DACHSHUND SANCTUARY | |||||||
| PO BOX 826 | GARDENDALE | TX | 79758 | NONE | PC | TO SUPPORT DACHSHUND RESCUE. | $100 |
| THE TALKING FARM | |||||||
| PO BOX 6329 | EVANSTON | IL | 60204 | NONE | PC | TO SUPPORT THE PRODUCTION AND APPRECIATION OF LOCALLY GROWN FOOD. | $3,095 |
| UNITED WAY OF CHICAGO | |||||||
| 333 S WABASH AVE 30TH FLOOR | CHICAGO | IL | 60604 | NONE | PC | TO SUPPORT NONPROFITS ON THE FRONT LINES AND NEIGHBORS IN NEED. | $258 |
| VETERANS OF FOREIGN WARS | |||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | TO FOSTER CAMARADARIE AMONG UNITED STATES VETERANS OF OVERSEAS CONFLICTS. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,246 | 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 | $25,918 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,514 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,514 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCULLY FAMILY CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 LONGMEADOW ROAD | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,750 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $60,133 | FairMarketValueAmt |
| Received | 2020-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,625 | Amt |
| Net Investment Income | $563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,062 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANCE BERNSTEIN INC ADV | $57,429 | $65,041 |
| AMERICAN BEACON AHL MNGD FUT STR Y | $22,507 | $22,956 |
| AMERICAN BEACON SIM HILD OPP Y | $50,447 | $54,761 |
| BLACKROCK MID CAP GRW EQ INST | $252 | $445 |
| CLEARBRIDGE LARGE CAP GWTH I | $54,594 | $84,494 |
| DOUBLELINE SHILLER ENH CAPE I | $37,743 | $49,258 |
| DOUBLELINE TOTAL RETURN I | $51,504 | $52,497 |
| FIDELITY ADV GRW OPPORT I | $59,760 | $104,149 |
| INVESCO DEVELOPING MKTS Y | $2,131 | $2,574 |
| INVESCO FUNDAMENTAL ALT Y | $47,310 | $47,275 |
| ISHARES CORE S&P US VALUE | $73,127 | $73,446 |
| ISHARES RUSSELL 2000 GRWTH ETF | $30,237 | $58,487 |
| ISHARES RUSSELL 2000 VALUE ETF | $24,830 | $42,819 |
| ISHARES RUSSELL MIDCAP G ETF | $1,473 | $2,669 |
| ISHARES S&P MID-CAP 400 G ETF | $50,198 | $89,553 |
| ISHARES S&P MID-CAP 400 V ETF | $1,500 | $2,589 |
| JANUS HENDERSON DEV WORLD BD I | $99,786 | $111,977 |
| JANUS HENDERSON TRITON I | $21,155 | $37,094 |
| JOHN HANCOCK INTL GROWTH I | $2,182 | $3,131 |
| LEGG MASON CLEARBRIDGE SEL I | $9,050 | $16,563 |
| NUANCE MID CAP VALUE INSTNL | $263 | $281 |
| PGIM TOTAL RETURN BOND Z | $52,618 | $54,292 |
| PIMCO INCOME I2 | $33,035 | $33,803 |
| PIMCO STOCKSPLUS INTL I2 | $33,214 | $34,827 |
| TWEEDY BROWN GLOBAL VALUE FD | $7,672 | $8,289 |
| VIRTUS KAR INTL SMALL-CAP I | $59,136 | $80,590 |
| VIRTUS KAR SMALL-CAP GROWTH I | $5,509 | $7,833 |
| WELLS FARGO SPEC SM CP VAL I | $5,144 | $5,661 |
| WELLS FARGO SPECIAL MDCP VL I | $6,751 | $7,666 |
| WISDOMTREE US MIDCAP DIV FND | $27,424 | $43,373 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,317 | LegalFeesAmt |
| Net Investment Income | $532 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,785 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX BASIS ADJUSTMENT - CONTRIBUTION RECEIVED OF MARKETABLE SECURITIES | Desc |
| Amt | $15,107 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $72 | $0 | $0 |
| FILING FEES | $15 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,863 | Amt |
| Net Investment Income | $6,863 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,000 | $0 | $0 |
| FOREIGN TAX | $94 | $94 | $0 |