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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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-12-22T16:51:07-06:00ReturnTs
Tax Period End2021-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363793926PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RYAN AND JURASKA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON SUITE 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270076648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RINTELS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRINTBusinessNameControlTxt
Phone3129220062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON BLVD NO 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEUGENE RINTELSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8477338922PhoneNum
Signature2021-12-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEUGENEPersonFirstNm
Person LastRINTELSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER LILEKPreparerPersonNm
PTINP01275656PTIN
Phone3129220062PhoneNum
Preparation2021-12-22PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,938,070FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$34,110InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34,110InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,510DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,510DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$110,562NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$642,923GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$37,942TotalRevAndExpnssAmt
Total Net Invst Incm$72,620TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$15,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$111OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$111OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,876TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,587TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,111TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,051ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,051ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$106,638TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,111TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$74,051TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$144,580ExcessRevenueOverExpensesAmt
Net Investment Income$57,509NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$406,627SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$131,959SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$131,959SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$970,770CorporateStockBOYAmt
Corporate Stock EOY$1,293,416CorporateStockEOYAmt
Corporate Stock EOYFMV$1,442,111CorporateStockEOYFMVAmt
Corporate Bonds BOY$572,496CorporateBondsBOYAmt
Corporate Bonds EOY$373,377CorporateBondsEOYAmt
Corporate Bonds EOYFMV$364,000CorporateBondsEOYFMVAmt
Total Assets BOY$1,949,893TotalAssetsBOYAmt
Total Assets EOY$1,798,752TotalAssetsEOYAmt
Total Assets EOYFMV$1,938,070TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,949,893RetainedEarningBOYAmt
Retained Earning EOY$1,798,752RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,949,893TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,798,752TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,949,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,798,752TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,949,893TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$144,580ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,805,313SubtotalAmt
Other Decreases$6,561OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,798,752TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCHP$54,547$55,283-$736-$736
MERRILL LYNCHP$588,376$698,202-$109,826-$109,826
FieldValueIRS element (for citing)
Capital Gain Net Income-$110,562CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$799InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$799SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$799TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,040EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,040TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Overpayment$8,238OverpaymentAmt
Applied To ES Tax$8,238AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRYAN JURASKA LLPIndividualWithBooksNm
Phone3129220062PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON BLVD STE 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EUGENE V RINTELS
10970 LA REINA RDDEL RAY BEACHFL33446PRESIDENT / TREASURER5.00$0$0$0
CAROL RINTELS
10970 LA REINA RDDEL RAY BEACHFL33446SECRETARY5.00$5,000$0$0
PHIL RYAN
141 W JACKSON BLVD SUITE 2250CHICAGOIL60604DIRECTOR5.00$0$0$0
DEBORAH WEINER
477 DREXEL AVEGLENCOEIL60022DIRECTOR5.00$5,000$0$0
ANDREW RINTELS
3253 N LEAVITT STREETCHICAGOIL60618DIRECTOR5.00$5,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,374,746AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$473,942AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,848,688TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,848,688AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,730CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,820,958NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,048MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,048MinimumInvestmentReturnAmt
Tax Based On Investment Income$799TaxBasedOnInvestmentIncomeAmt
Total Tax$799TotalTaxAmt
Distributable Before Adj$90,249DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$90,249DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$90,249DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$74,051ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$74,051QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$74,051AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,249DistributableAsAdjustedAmt
Undistributed Income PY$7,159UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$74,051QualifyingDistributionsAmt
Applied To Year1$7,159AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$66,892AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$23,357UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEUGENE V RINTELSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
1 E WACKER DR STE 1500CHICAGOIL60601NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$50
AMERICAN FASCIAL DISTORTION MODEL ASSOCIATION
299 RIDGE ROADCHARLESTONMD04422NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$36,000
BROOKFIELD ZOO MEMBERSHIPADOPTION
3300 GOLF RDBROOKFIELDIL60513NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$4,000
CANCER WELLNESS CENTER
215 REVERE DRNORTHBROOKIL60062NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$300
CHARITIESORG
14200 PARK MEADOW DR STE 330SCHANTILLYVA20151NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$1,000
CHICAGO CHILDRENS MUSEUM
700 EAST GRAND AVENUE STE 127CHICAGOIL60611NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$500
COLEMAN PANTRY
2300 LAPEER RDFLINTMI48503NONEPUBLIC CHARITYUNRESTRICTED USE BY CHARITY$1,000
CORPORATE CHARITY VEST
PO BOX 675791ATLANTAGA30006NONEPUBLIC CHARITYUNRESTRICTED USE BY CHARITY$500
FRIENDS OF THE AUDUBON SOCIETY
125 S WACKER DR 2125CHICAGOIL60606NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$115
HANLEY FOUNDATION
1130 W MONROE ST STE 200CHICAGOIL60607NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$5,050
HOLOCAUST MUSEUM
9603 WOODS DRSKOKIEIL60077NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$100
HOMEBUILDERS FOUNDATION
88 INVERNESS CIRCLE EAST UNIT E104ENGLEWOODCO80112NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$1,500
JEWISH COUNCIL FOR YOUTH SERVICES
150 N MICHIGAN AVE STE 640CHICAGOIL60601NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$500
JEWISH FEDERATION OF SPBF
25 BROADWAY 17TH FLOORNEW YORKNY10004NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$360
JEWISH UNITED FUND
30 S WELLS STCHICAGOIL60606NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$10,000
KINGDOM LIVING MINISTRIES
205 NEW BRUNSWICK AVEPERTH AMBOYNJ08861NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$150
KOHL CHILDREN'S MUSEUM
2100 PATRIOT BLVDGLENVIEWIL60026NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$500
KRAVIS CENTER
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$1,000
MACULAR DEGENERATION
PO BOX 515NORTHAMPTONMA010610515NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$225
MEMORIAL SLOAN KETTERING CANCER CENTER
530 E 74TH STNEW YORKNY10021NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$5,000
MUSEUM OF SCIENCE AND INDUSTRY
5700 S LAKE SHORE DRCHICAGOIL60637NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$300
NORTH SHORE CONGREGATION
1185 SHERIDAN RDGLENCOEIL60022NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$3,301
PLAY FOR PINK
28 WEST 44TH ST STE 609NEW YORKNY10036NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$1,000
RECOVERING COMMUNITY
501 N CENTRAL AVECHICAGOIL60644NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$500
ROSCOE VILLAGE NEIGHBORS
2155 W BELMONT AVE BOX 117CHICAGOIL60618NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$250
SOUTH FLORIDA PBS
3401 S CONGRESS AVEBOYNTON BEACHFL33426NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$100
THE WELL OF MERCY
6339 N FAIRFIELD AVECHICAGOIL60659NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$500
WBEZ
848 E GRAND AVECHICAGOIL60611NONEPUBLIC CHARITYUNRESTRICTED USE BY THE CHARITY$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,051TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,110ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,510ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$110,562ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$37,942ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$37,942TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTAXPAYER 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)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJ ERRORDesc
Amt$6,561Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMERRILL LYNCH ADMIN FEECategoryTxt
Amt$111Amt
Net Investment Income$111NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationTHE 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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS$15,861$0$0
IL CHARITY BUREAU FUND$15$0$0