RINTELS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RINTELS FAMILY FOUNDATION (EIN 27-0076648)
- Tax period
- 2020-02-01 to 2021-01-31
- Filed
- 2021-12-22
- IRS object ID
- 202113569349100811
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-22T16:51:07-06:00 | ReturnTs |
| Tax Period End | 2021-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363793926 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN AND JURASKA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON SUITE 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270076648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINTELS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RINT | BusinessNameControlTxt |
| Phone | 3129220062 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD NO 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE RINTELS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8477338922 | PhoneNum |
| Signature | 2021-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EUGENE | PersonFirstNm |
| Person Last | RINTELS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER LILEK | PreparerPersonNm |
| PTIN | P01275656 | PTIN |
| Phone | 3129220062 | PhoneNum |
| Preparation | 2021-12-22 | 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 | $1,938,070 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $34,110 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,110 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$110,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $642,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$37,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,620 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,876 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,111 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,051 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,051 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,111 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,051 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,509 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $406,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,959 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $970,770 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,293,416 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,442,111 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $572,496 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $373,377 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $364,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,949,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,798,752 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,938,070 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,949,893 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,798,752 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,949,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,798,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,949,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,798,752 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,949,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,580 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,805,313 | SubtotalAmt |
| Other Decreases | $6,561 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,798,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH | P | $54,547 | $55,283 | -$736 | -$736 |
| MERRILL LYNCH | P | $588,376 | $698,202 | -$109,826 | -$109,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$110,562 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $799 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $799 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $799 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,040 | 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 | $9,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $8,238 | OverpaymentAmt |
| Applied To ES Tax | $8,238 | 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 | RYAN JURASKA LLP | IndividualWithBooksNm |
| Phone | 3129220062 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD STE 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE V RINTELS | ||||||||
| 10970 LA REINA RD | DEL RAY BEACH | FL | 33446 | PRESIDENT / TREASURER | 5.00 | $0 | $0 | $0 |
| CAROL RINTELS | ||||||||
| 10970 LA REINA RD | DEL RAY BEACH | FL | 33446 | SECRETARY | 5.00 | $5,000 | $0 | $0 |
| PHIL RYAN | ||||||||
| 141 W JACKSON BLVD SUITE 2250 | CHICAGO | IL | 60604 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DEBORAH WEINER | ||||||||
| 477 DREXEL AVE | GLENCOE | IL | 60022 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| ANDREW RINTELS | ||||||||
| 3253 N LEAVITT STREET | CHICAGO | IL | 60618 | DIRECTOR | 5.00 | $5,000 | $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 | $1,374,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $473,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,848,688 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,848,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,820,958 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $799 | TotalTaxAmt |
| Distributable Before Adj | $90,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,249 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,051 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $74,051 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $74,051 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,159 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,051 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,159 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $23,357 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENE V RINTELS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 1 E WACKER DR STE 1500 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $50 |
| AMERICAN FASCIAL DISTORTION MODEL ASSOCIATION | |||||||
| 299 RIDGE ROAD | CHARLESTON | MD | 04422 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $36,000 |
| BROOKFIELD ZOO MEMBERSHIPADOPTION | |||||||
| 3300 GOLF RD | BROOKFIELD | IL | 60513 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $4,000 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $300 |
| CHARITIESORG | |||||||
| 14200 PARK MEADOW DR STE 330S | CHANTILLY | VA | 20151 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $1,000 |
| CHICAGO CHILDRENS MUSEUM | |||||||
| 700 EAST GRAND AVENUE STE 127 | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $500 |
| COLEMAN PANTRY | |||||||
| 2300 LAPEER RD | FLINT | MI | 48503 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY CHARITY | $1,000 |
| CORPORATE CHARITY VEST | |||||||
| PO BOX 675791 | ATLANTA | GA | 30006 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY CHARITY | $500 |
| FRIENDS OF THE AUDUBON SOCIETY | |||||||
| 125 S WACKER DR 2125 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $115 |
| HANLEY FOUNDATION | |||||||
| 1130 W MONROE ST STE 200 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $5,050 |
| HOLOCAUST MUSEUM | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $100 |
| HOMEBUILDERS FOUNDATION | |||||||
| 88 INVERNESS CIRCLE EAST UNIT E104 | ENGLEWOOD | CO | 80112 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $1,500 |
| JEWISH COUNCIL FOR YOUTH SERVICES | |||||||
| 150 N MICHIGAN AVE STE 640 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $500 |
| JEWISH FEDERATION OF SPBF | |||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $360 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $10,000 |
| KINGDOM LIVING MINISTRIES | |||||||
| 205 NEW BRUNSWICK AVE | PERTH AMBOY | NJ | 08861 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $150 |
| KOHL CHILDREN'S MUSEUM | |||||||
| 2100 PATRIOT BLVD | GLENVIEW | IL | 60026 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $500 |
| KRAVIS CENTER | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $1,000 |
| MACULAR DEGENERATION | |||||||
| PO BOX 515 | NORTHAMPTON | MA | 010610515 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $225 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 530 E 74TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $5,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DR | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $300 |
| NORTH SHORE CONGREGATION | |||||||
| 1185 SHERIDAN RD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $3,301 |
| PLAY FOR PINK | |||||||
| 28 WEST 44TH ST STE 609 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $1,000 |
| RECOVERING COMMUNITY | |||||||
| 501 N CENTRAL AVE | CHICAGO | IL | 60644 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $500 |
| ROSCOE VILLAGE NEIGHBORS | |||||||
| 2155 W BELMONT AVE BOX 117 | CHICAGO | IL | 60618 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $250 |
| SOUTH FLORIDA PBS | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $100 |
| THE WELL OF MERCY | |||||||
| 6339 N FAIRFIELD AVE | CHICAGO | IL | 60659 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $500 |
| WBEZ | |||||||
| 848 E GRAND AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY THE CHARITY | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,051 | 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 | $34,110 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$110,562 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$37,942 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$37,942 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER ELECTS UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL REMAINING QUALIFYING DISTRIBUTIONS TO YEARS PRIOR TO 2018. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN NOTES | $17,680 | $15,911 |
| DOMINION RESOURCES | $76,543 | $76,569 |
| JPMORGAN CHASE & CO | $76,056 | $72,142 |
| VIACOM INC | $73,966 | $77,063 |
| CITIGROUP INC. | $129,132 | $122,315 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTEL CORP | $131,790 | $166,530 |
| CISCO SYSTEMS INC | $39,090 | $66,870 |
| MERCK AND CO INC | $40,453 | $53,949 |
| JP MORGAN CHASE | $30,703 | $64,335 |
| PFIZER INC | $64,272 | $71,800 |
| ABBVIE INC | $63,658 | $71,736 |
| BANK OF AMERICA CORP | $58,913 | $59,300 |
| BRISTOL MYERS SQUIBB CO | $38,308 | $43,001 |
| ENTERPRISE PRDTS PTNRS | $161,629 | $121,380 |
| CANADIAN NATURAL RESOURCES | $54,700 | $45,160 |
| MICROSOFT CORP | $145,236 | $231,960 |
| IBM | $124,931 | $119,100 |
| AT&T | $58,070 | $57,260 |
| COMCAST | $48,805 | $49,570 |
| LYONDELLBASELL | $93,854 | $85,760 |
| PHILIP MORRIS | $81,889 | $79,650 |
| VERIZON | $57,115 | $54,750 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJ ERROR | Desc |
| Amt | $6,561 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH ADMIN FEE | CategoryTxt |
| Amt | $111 | Amt |
| Net Investment Income | $111 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE TAXPAYER PREVIOUSLY FILED FORM 990-PF TIMELY BY PAPER. THE TAXPAYER HAD PREFERRED PAPER FILING OVER ELECTRONIC FILING. THE TAXPAYER RECEIVED ITS ORIGINALLY FILED PAPER RETURN BACK WITH NOTICE 0422604607, LTR 2697C ON DECEMBER 16, 2021. THE NOTICE INFORMED THE TAXPAYER TO AVOID PENALTIES, THE IRS MUST RECEIVE THE COMPLETE AND ACCURATE RETURN WITHIN 10 DAYS. THE TAXPAYER WAS ALSO ADVISED TO INCLUDE THIS INFORMATION IN A REASONABLE CAUSE STATEMENT. THE TAXPAYER IS FILING THIS RETURN ELECTRONICALLY ON DECEMBER 22, 2021. THE TAXPAYER IS REQUESTING NO PENALTY DUE TO REASONABLE CAUSE AS THIS WAS THE FIRST OCCURRENCE SINCE A CHANGE IN LEGISLATION, AND SINCE THE TAXPAYER IS RESPONDING WITHIN THE 10 DAYS PER THE INSTRUCTIONS ON THE NOTICE. THE TAXPAYER HAS TAKEN STEPS TO ENSURE ALL FUTURE TAX RETURNS WILL BE FILED TIMELY AND ELECTRONICALLY IN THE FUTURE. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $15,861 | $0 | $0 |
| IL CHARITY BUREAU FUND | $15 | $0 | $0 |