THE PRITZKER PUCKER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE PRITZKER PUCKER FAMILY FOUNDATION (EIN 30-0036022)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202113149349102626
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T17:04:34-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300036022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRITZKER PUCKER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIT | BusinessNameControlTxt |
| Phone | 3125772600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RIVERSIDE PLZ NO 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061594 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULA H MCMENAMIN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3125772600 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAULA | PersonFirstNm |
| Person Last | MCMENAMIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | $95,038,129 | 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 | $1,026,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $973,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $972,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,680,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,185,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,680,019 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $291,504 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $287,555 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,971,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,940,420 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,877 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $250,877 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,215 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,092 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,123 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $180,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $147,211 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $85,345 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $85,345 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,813 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,833 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,516 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,516 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $914,944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $741,844 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,654 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,473,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $875,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $461,381 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,580,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,580,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,053,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $875,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,041,446 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,081,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,064,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200,494 | CashBOYAmt |
| Cash EOY | $465,345 | CashEOYAmt |
| Cash EOYFMV | $465,345 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,321,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,105,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,105,995 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $60,907,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $58,778,523 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,445,704 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $20,896 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,085 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,085 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $62,451,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,370,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,038,129 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,295 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,295 | 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 | $62,451,308 | RetainedEarningBOYAmt |
| Retained Earning EOY | $60,369,653 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,451,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,369,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,451,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,370,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,451,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,081,655 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $60,369,653 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,369,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| GAIN/LOSS FROM PASSTHROUGHS | P | 2019-01-01 | 2020-12-31 | $1,887,029 | $1,887,029 | $1,887,029 | |
| GAIN/LOSS FROM DISPOSAL OF STOCK | P | 2019-01-01 | 2020-12-31 | $2,229,935 | $1,095,803 | $1,095,803 | $1,134,132 |
| GAIN/LOSS FROM REDEMPTION OF STOCK | P | 2019-01-01 | 2020-12-31 | $6,340,033 | $1,150,417 | $1,150,417 | $5,189,616 |
| GAIN/LOSS FROM OTHER INVESTMENTS | P | 2019-01-01 | 2020-12-31 | $4,220,688 | $9,399 | $9,399 | $4,211,289 |
| 1231 GAIN/LOSS FROM PASSTHROUGHS | P | 2019-01-01 | 2020-12-31 | $8,423 | $8,423 | $8,423 | |
| GAIN/LOSS FROM LIQUIDATION | P | 2019-01-01 | 2020-12-31 | $5,499,340 | $528,948 | $528,948 | $4,970,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,680,019 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,157 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $97,157 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,756 | OverpaymentAmt |
| Applied To ES Tax | $26,756 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | DIVERSIFIED FINANCIAL MGMT CORP | IndividualWithBooksNm |
| Phone | 3125772600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 NORTH RIVERSIDE PLAZA STE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061594 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| GIGI PRITZKER PUCKER | ||||||||
| 150 NORTH RIVERSIDE PLAZA STE 3300 | CHICAGO | IL | 606061594 | PRESIDENT & DIRECTOR | 0.20 | $0 | $0 | $0 |
| MICHAEL PUCKER | ||||||||
| 150 NORTH RIVERSIDE PLAZA STE 3300 | CHICAGO | IL | 606061594 | DIRECTOR, TREASURER & V.P. | 0.20 | $0 | $0 | $0 |
| PAULA H MCMENAMIN | ||||||||
| 150 NORTH RIVERSIDE PLAZA STE 3300 | CHICAGO | IL | 606061594 | VICE PRESIDENT | 0.20 | $0 | $0 | $0 |
| SCOTT STEVENS | ||||||||
| 150 NORTH RIVERSIDE PLAZA STE 3300 | CHICAGO | IL | 606061594 | VICE PRESIDENT | 0.20 | $0 | $0 | $0 |
| JULIE WILEN | ||||||||
| 150 NORTH RIVERSIDE PLAZA STE 3300 | CHICAGO | IL | 606061594 | VICE PRESIDENT | 40.00 | $250,877 | $0 | $0 |
| MARIAN PRITZKER | ||||||||
| 150 NORTH RIVERSIDE PLAZA STE 3300 | CHICAGO | IL | 606061594 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JOSHUA S ABERN | ||||||||
| 150 NORTH RIVERSIDE PLAZA STE 3300 | CHICAGO | IL | 606061594 | VICE PRESIDENT & SECRETARY | 0.20 | $0 | $0 | $0 |
| CHARLES J BARRON | ||||||||
| 150 NORTH RIVERSIDE PLAZA STE 3300 | CHICAGO | IL | 606061594 | VICE PRESIDENT & SECRETARY | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BETH VALUKAS | |||||
| 2141 N SOUTHPORT AVE 2ND FL | CHICAGO | IL | 60614 | CONSULTING | $61,162 |
| MADALYN FRIGO | |||||
| 2141 N SOUTHPORT AVE 2ND FL | CHICAGO | IL | 60614 | CONSULTING | $53,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $317,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,514,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $90,009,167 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $93,840,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $93,840,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,407,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,433,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,621,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,621,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,401 | TotalTaxAmt |
| Distributable Before Adj | $4,551,258 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,551,258 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,551,258 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,041,446 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,041,446 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,041,446 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,551,258 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $148,709 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,901,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,081,758 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,132,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,041,446 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,551,258 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,490,188 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,622,267 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,622,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $148,709 | ExcessFromYear3Amt |
| Excess From Year2 | $1,901,612 | ExcessFromYear2Amt |
| Excess From Year1 | $3,081,758 | ExcessFromYear1Amt |
| Excess From Current Year | $3,490,188 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,680 |
| AFTER SCHOOL MATTERS | ||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 |
| AMERICAN ASSOCIATES OF NATIONAL THEATRE | ||||||
| 247 W 30TH ST SUITE 8F | NEW YORK | NY | 10001 | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 |
| AMERICAN JEWISH WORLD SERVICE INC | ||||||
| 45 WEST 36TH ST | NEW YORK | NY | 10018 | 501(C)(3) | GENERAL OPERATING SUPPORT | $200,000 |
| ARTADIA | ||||||
| 45 MAIN ST SUITE 515 | BROOKLYN | NY | 11201 | 501(C)(3) | GENERAL OPERATING SUPPORT | $22,500 |
| BERNARD ZELL ANSHE EMET | ||||||
| 3751 N ROADWAY ST | CHICAGO | IL | 60613 | 501(C)(3) | GENERAL OPERATING SUPPORT | $125,000 |
| BRIGHT PROMISES | ||||||
| 70 EAST LAKE ST SUITE 1120 | CHICAGO | IL | 60601 | 501(C)(3) | GENERAL OPERATING SUPPORT | $17,500 |
| CAMP KESEM - KESEM OF CHICAGO | ||||||
| 10586 W PICO BLVD 196 | LOS ANGELES | CA | 90064 | 501(C)(3) | GENERAL OPERATING SUPPORT | $45,000 |
| CAMP OF DREAMS | ||||||
| 1235A N CLYBOURN AVE SUITE 362 | CHICAGO | IL | 60610 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| CARE INC | ||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | 501(C)(3) | GENERAL OPERATING SUPPORT | $12,000 |
| CENTER FOR CONFLICT RESOLUTION | ||||||
| 11 EAST ADAMS | CHICAGO | IL | 60603 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 |
| CHICAGO CHILDREN'S MUSEUM | ||||||
| NAVY PIER 700 E GRAND AVE SUITE 127 | CHICAGO | IL | 60611 | 501(C)(3) | GENERAL OPERATING SUPPORT | $600,000 |
| CHICAGO COMMUNITY TRUST | ||||||
| 225 N MICHIGAN AVE SUITE 2200 | CHICAGO | IL | 60601 | 501(C)(3) | GENERAL OPERATING SUPPORT | $300,000 |
| CHICAGO THEATRE GROUP INC - GOODMAN THEATRE | ||||||
| 170 NORTH DEARBORN | CHICAGO | IL | 60601 | 501(C)(3) | GENERAL OPERATING SUPPORT | $125,000 |
| CHILDREN FIRST FUND | ||||||
| 200 W MADISON 2ND FLOOR | CHICAGO | IL | 60606 | 501(C)(3) | GENERAL OPERATING SUPPORT | $150,000 |
| CHILDREN'S HOME & AID | ||||||
| 125 S WACKER DR SUITE 1400 | CHICAGO | IL | 60606 | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 |
| CHILDREN'S HOSPITAL OF CHICAGO - ANN & ROBERT H LURIE | ||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 |
| CIVIC CONSULTING ALLIANCE | ||||||
| 21 S CLARK ST SUITE 4301 | CHICAGO | IL | 60603 | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 |
| COLUMBIA SCHOOL OF LAW | ||||||
| 622 W 113TH ST MAIL CODE 4524 | NEW YORK | NY | 10025 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH ST MAIL CODE 4524 | NEW YORK | NY | 10025 | 501(C)(3) | GENERAL OPERATING SUPPORT | $655,000 |
| COMMITTEE TO PROTECT JOURNALISTS | ||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| COMMONWEALTH SCHOOL | ||||||
| 151 COMMONWEALTH AVE | BOSTON | MA | 02116 | 501(C)(3) | GENERAL OPERATING SUPPORT | $275,000 |
| CURE VIOLENCE GLOBAL | ||||||
| 227 W MONROE ST SUITE 1025 | CHICAGO | IL | 60606 | 501(C)(3) | GENERAL OPERATING SUPPORT | $200,000 |
| FOREFRONT | ||||||
| 208 S LASALLE ST SUITE 1540 | CHICAGO | IL | 60604 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,650 |
| FRACTURED ATLAS | ||||||
| 248 W 35TH ST 10TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 |
| FREE SPIRIT MEDIA | ||||||
| 906 S HOMAN AVE 5TH FLOOR | CHICAGO | IL | 60624 | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 |
| FRIENDS OF THE CHILDREN | ||||||
| 231 N PINE AVENUE | CHICAGO | IL | 60644 | 501(C)(3) | GENERAL OPERATING SUPPORT | $55,000 |
| GARY COMER YOUTH CENTER | ||||||
| 7200 S INGLESIDE AVE | CHICAGO | IL | 60619 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| GEFFEN PLAYHOUSE | ||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 90024 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| GIRLS IN THE GAME | ||||||
| 1401 S SACRAMENTO DR | CHICAGO | IL | 60623 | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 |
| GHETTO FILM SCHOOL | ||||||
| 79 ALEXANDER AVE 4TH FLOOR | BRONX | NY | 10454 | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 |
| GOODNATION FOUNDATION INC | ||||||
| 100 CROSBY ST RM 303 | NEW YORK | NY | 10012 | 501(C)(3) | GENERAL OPERATING SUPPORT | $250,000 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| HIGH JUMP | ||||||
| 59 W NORTH BOULEVARD | CHICAGO | IL | 60610 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| HYATT HOTELS FOUNDATION | ||||||
| 150 N RIVERSIDE PLAZA | CHICAGO | IL | 60606 | 501(C)(3) | GENERAL OPERATING SUPPORT | $100,000 |
| INVEST FOR KIDS INC | ||||||
| 875 N MICHIGAN AVE SUITE 3400 | CHICAGO | IL | 60611 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| JESSE WHITE TUMBLERS | ||||||
| PO BOX 10041 412 W CHICAGO AVE 205 | CHICAGO | IL | 60610 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| JOHNNY MORRIS' WONDERS OF WILDLIFE NATIONAL MUSEUM & AQUARIUM | ||||||
| 730 W SUNSHINE ST | SPRINGFIELD | MO | 65807 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 |
| KESHET | ||||||
| 610 ACADEMY DR | NORTHBROOK | IL | 60062 | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 |
| LAMBS FARM | ||||||
| 14245 W ROCKLAND RD | LIBERTYVILLE | IL | 60048 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| LYRIC OPERA OF CHICAGO | ||||||
| 20 N WACKER DR | CHICAGO | IL | 60606 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| MAPSCORPS | ||||||
| 5307 S HYDE PARK BLVD | CHICAGO | IL | 60615 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| METROPOLITAN FAMILY SERVICES | ||||||
| ONE NORTH DEARBORN SUITE 1000 | CHICAGO | IL | 60602 | 501(C)(3) | GENERAL OPERATING SUPPORT | $70,533 |
| MHA LABS | ||||||
| 141 W JACKSON BLVD NO 2250 | CHICAGO | IL | 60604 | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 |
| MIDWEST ACCESS COALITION | ||||||
| PO BOX 408363 | CHICAGO | IL | 60640 | 501(C)(3) | GENERAL OPERATING SUPPORT | $8,000 |
| MY BLOCK MY HOOD MY CITY | ||||||
| 47 W POLK ST SUITE 100 | CHICAGO | IL | 60605 | 501(C)(3) | GENERAL OPERATING SUPPORT | $280,000 |
| NAMI CHICAGO | ||||||
| 1801 WEST WARNER SUITE 202 | CHICAGO | IL | 60613 | 501(C)(3) | GENERAL OPERATING SUPPORT | $100,000 |
| NEW YORK UNIVERSITY | ||||||
| 25 W FOURTH ST 4TH FLOOR | NEW YORK | NY | 10012 | 501(C)(3) | GENERAL OPERATING SUPPORT | $100,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 1201 DAVIS ST | EVANSTON | IL | 60208 | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 |
| ONE HEART WORLDWIDE | ||||||
| 1818 PACHECO ST | SAN FRANCISCO | CA | 94116 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| PIONEER WORKS | ||||||
| 159 PIONEER ST | BROOKLYN | NY | 11231 | 501(C)(3) | GENERAL OPERATING SUPPORT | $75,000 |
| PRITZKER MILITARY MUSEUM & LIBRARY | ||||||
| 104 S MICHIGAN AVE SUITE 400 | CHICAGO | IL | 60603 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| PROJECT& | ||||||
| 220 GREEN ST | CHICAGO | IL | 60607 | 501(C)(3) | GENERAL OPERATING SUPPORT | $125,000 |
| RED SOX FOUNDATION | ||||||
| 4 JERSEY ST | BOSTON | MA | 02215 | 501(C)(3) | GENERAL OPERATING SUPPORT | $27,000 |
| RUSH UNIVERSITY MEDICAL | ||||||
| 1201 W HARRISON ST SUITE 300 | CHICAGO | IL | 60607 | 501(C)(3) | GENERAL OPERATING SUPPORT | $45,333 |
| SAFER FOUNDATION | ||||||
| 571 W JACKSON BLVD | CHICAGO | IL | 60661 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| SALVADORAN AMERICAN HUMANITARIAN FOUNDATION | ||||||
| 2050 CORAL WAY SUITE 600 | MIAMI | FL | 33145 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| SHIRLEY RYAN ABILITY LAB | ||||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 |
| SKILLS FOR CHICAGOLAND'S FUTURE | ||||||
| 191 N WACKER DR SUITE 1150 | CHICAGO | IL | 60606 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 |
| SOLOMON SCHECHTER DAY SCHOOL | ||||||
| 125 WELLS AVE | NEWTON | MA | 02459 | 501(C)(3) | GENERAL OPERATING SUPPORT | $100,000 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| STORYCATCHERS THEATRE | ||||||
| 544 W OAK ST SUITE 1005 | CHICAGO | IL | 60610 | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 |
| SUNDANCE INSTITUTE | ||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | 501(C)(3) | GENERAL OPERATING SUPPORT | $805,000 |
| TECTONIC THEATER PROJECT | ||||||
| 340 W 42ND ST 2624 | NEW YORK | NY | 10036 | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 |
| THE BARACK OBAMA FOUNDATION | ||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 |
| THE IMPACT | ||||||
| PO BOX 170578 | NEW YORK | NY | 11217 | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 |
| THE JEWISH MUSEUM | ||||||
| 1109 FIFTH AVE | NEW YORK | NY | 10128 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,800 |
| TIDES FOUNDATION | ||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 91439 | 501(C)(3) | GENERAL OPERATING SUPPORT | $75,000 |
| UMOJA STUDENT DEVELOPMENT CORPORATION | ||||||
| 910 W VANBUREN ST SUITE 710 | CHICAGO | IL | 60607 | 501(C)(3) | GENERAL OPERATING SUPPORT | $100,000 |
| UNITED STATES ARTISTS | ||||||
| 980 N MICHIGAN AVE SUITE 1300 | CHICAGO | IL | 60611 | 501(C)(3) | GENERAL OPERATING SUPPORT | $135,000 |
| UNITED WAY | ||||||
| 333 S WABASH AVE 30TH FLOOR | CHICAGO | IL | 60604 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 |
| UNIVERSITY OF CHICAGO | ||||||
| 6045 S DREXEL AVE | CHICAGO | IL | 60637 | 501(C)(3) | GENERAL OPERATING SUPPORT | -$254,731 |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||
| 1800 GRANT ST SUITE 725 | DENVER | CO | 80203 | 501(C)(3) | GENERAL OPERATING SUPPORT | $575,300 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 3500 S FIGUEROA ST SUITE 102 | LOS ANGELES | CA | 90089 | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 |
| URBAN ALLIANCE | ||||||
| 2030 Q STREET NW | WASHINGTON | DC | 20009 | 501(C)(3) | GENERAL OPERATING SUPPORT | $30,000 |
| VICTORY GARDENS THEATER | ||||||
| 2433 N LINCOLN AVE | CHICAGO | IL | 60614 | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 |
| WINDOW TO THE WORLD (WTTW) | ||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| WOMEN'S FOUNDATION OF BOSTON | ||||||
| 126 BROOKLINE AVE 3RD FLOOR | BOSTON | MA | 02115 | 501(C)(3) | GENERAL OPERATING SUPPORT | $300,000 |
| WRITERS GUILD FOUNDATION | ||||||
| 7000 W 3RD ST | LOS ANGELES | CA | 90048 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,580,065 | 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 | $184 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $972,662 | ExclusionAmt |
| Related Or Exempt Function Incm | $712 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,591 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,388 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,680,019 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| UBTI FROM PASSTHROUGHS | 525990 | -$43,178 | |
| FEDERAL REFUND | $40,000 | ||
| UBTI FROM DEBT FINANCED ACTIVITY | -$3,297 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$46,475 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,940,456 | ExclusionAmt |
| Related Or Exempt Function Incm | $51,100 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,945,081 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FOUNDATION RECEIVED TAX-EXEMPT INTEREST OF $712 FROM PASSTHROUGHS |
| 7 | THE FOUNDATION RECEIVED NON-TAXABLE INCOME OF $10,388 FROM |
| 7 | PASSTHROUGHS |
| 11 | THE FOUNDATION RECEIVED A FEDERAL REFUND OF $40,000 |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL A PUCKER REVOCABLE TRUST | ||||||
| 1 | 150 N RIVERSIDE PLAZA SUITE 3300 | CHICAGO | IL | 60606 | $1,011,450 | Yes (X) |
| MICHAEL A PUCKER REVOCABLE TRUST | ||||||
| 2 | 150 N RIVERSIDE PLAZA SUITE 3300 | CHICAGO | IL | 60606 | $7,743 | Yes (X) |
| MICHAEL A PUCKER REVOCABLE TRUST | ||||||
| 3 | 150 N RIVERSIDE PLAZA SUITE 3300 | CHICAGO | IL | 60606 | $7,557 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCK | $1,011,450 | 2020-04-07 |
| 2 | STOCK | $7,743 | 2020-04-13 |
| 3 | STOCK | $7,557 | 2020-04-16 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN LPS | FMV | $23,328,498 | $31,971,411 |
| INVESTMENT IN LLCS | FMV | $10,283,449 | $17,194,250 |
| INVESTMENT IN STOCKS | FMV | $23,362,363 | $42,475,800 |
| OTHER INVESTMENTS | FMV | $1,799,987 | $1,800,017 |
| EBIE NONDEPRECIABLE ASSET | FMV | $4,226 | $4,226 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,215 | LegalFeesAmt |
| Net Investment Income | $3,092 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,123 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT - TGCP, L.L.C. | $20,896 | $20,896 | $20,896 |
| DIVIDEND RECEIVABLE | $0 | $189 | $189 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $2,276 | $2,276 | $0 |
| MISCELLANEOUS EXPENSE | $38,132 | $0 | $38,132 |
| TELEPHONE AND COMMUNICATION | $2,538 | $0 | $2,538 |
| INSURANCE | $5,096 | $0 | $5,096 |
| CHARITABLE CONTRIBUTIONS FROM PASSTHROUGHS | $133 | $0 | $133 |
| OTHER PORTFOLIO DEDUCTIONS FROM PASSTHROUGHS | $739,568 | $739,568 | $0 |
| NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGHS | $112,446 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $4,029 | $0 | $4,029 |
| GENERAL OFFICE EXPENSE | $9,693 | $0 | $9,693 |
| POSTAGE AND DELIVERY | $1,033 | $0 | $1,033 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PASSTHROUGHS | $297,979 | $287,555 | $297,979 |
| UBTI FROM PASSTHROUGHS | -$43,178 | -$43,178 | |
| FEDERAL REFUND | $40,000 | $40,000 | |
| UBTI FROM DEBT FINANCED ACTIVITY | -$3,297 | -$3,297 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,295 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $33,500 | $33,500 | $0 |
| PROFESSIONAL FEES | $147,211 | $0 | $147,211 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A PUCKER REVOCABLE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RIVERSIDE PLAZA SUITE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID BY PASSTHROUGHS | $11,833 | $11,833 | $0 |
| FEDERAL AND STATE INCOME TAX | $23,980 | $0 | $0 |