MARMOR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARMOR FOUNDATION (EIN 36-6208103)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-06
- IRS object ID
- 202121269349100742
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T11:52:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366208103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARMOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARM | BusinessNameControlTxt |
| Phone | 8472911427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 EL CID LANE | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN MENDEL | PersonNm |
| Person Title | PRES./SEC. | PersonTitleTxt |
| Phone | 8472911427 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEAN | PersonFirstNm |
| Person Last | MENDEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTY ALBERT | PreparerPersonNm |
| PTIN | P01242690 | PTIN |
| Phone | 8472679600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $119,501 | 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 | $51,855 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $649 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $649 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $800 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $330 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $349 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,061 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,061 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,406 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,529 | CashBOYAmt |
| Cash EOY | $11,116 | CashEOYAmt |
| Cash EOYFMV | $11,116 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,499 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $36,544 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,864 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $96 | OtherAssetsBOYAmt |
| Other Assets EOY | $22 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,501 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $85,616 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,616 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$10,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,251 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $112,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $112,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $113,727 | SubtotalAmt |
| Other Decreases | $860 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $112,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 10 SELECT SECTOR HEALTH CARE | P | $1,113 | $917 | $196 | $196 |
| 70 ISHARES CORE DIV GROWTH | P | $3,069 | $2,726 | $343 | $343 |
| 20 SELECT SECTOR TECHNOLOGY | P | $2,500 | $1,655 | $845 | $845 |
| 30 SPDR S&P 500 ETF | P | $7,639 | $8,872 | -$1,233 | -$1,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11 | TaxDueAmt |
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 | 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 | JEAN MENDEL | IndividualWithBooksNm |
| Phone | 8472911427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 EL CID LANE | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN MENDEL | ||||||||
| 2390 EL CID LANE | NORTHBROOK | IL | 60062 | PRES./SEC. | 10.00 | $0 | $0 | $0 |
| BARRY MENDEL | ||||||||
| 2313 GLEN EAGLES LANE | RIVERWOODS | IL | 60015 | TREASURER | 1.00 | $0 | $0 | $0 |
| SCOTT MENDEL | ||||||||
| 2825 KNOLLWOOD LANE | GLENVIEW | IL | 60025 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11 | TotalTaxAmt |
| Distributable Before Adj | $3,511 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,511 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,511 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,406 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,406 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,406 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,511 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,508 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,302 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,721 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,516 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,406 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,511 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,895 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,996 | 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 | $11,508 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,302 | ExcessFromYear4Amt |
| Excess From Year3 | $11,054 | ExcessFromYear3Amt |
| Excess From Year2 | $9,721 | ExcessFromYear2Amt |
| Excess From Year1 | $15,516 | ExcessFromYear1Amt |
| Excess From Current Year | $8,895 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEAN MENDEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANTI-CRUELTY SOCIETY | ||||||||
| 157 W GRAND AVENUE | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITABLE | CHARITABLE | $13 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITABLE | CHARITABLE | $577 | |
| CHICAGO HISTORY MUSEUM | ||||||||
| 1601 N CLARK ST | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 1 BRIAR ROAD | GOLF | IL | 60029 | NONE | PUBLIC CHARITABLE | CHARITABLE | $250 | |
| FORWARD STEPS | ||||||||
| 370 INTERLOCKEN BLVD | BROOMFIELD | CO | 80021 | NONE | PUBLIC CHARITABLE | CHARITABLE | $1,025 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 | |
| ILLINOIS HOLOCAUST MUSEUM | ||||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITABLE | CHARITABLE | $120 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 1 N LASALLE STREET 1200 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITABLE | CHARITABLE | $2,025 | |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 | |
| MISERICORDIA | ||||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITABLE | CHARITABLE | $5,200 | |
| NATIONAL HUMANE SOCIETY | ||||||||
| 40 E MAIN STREET 364 | NEWARK | DE | 19711 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 | |
| NORTHBROOK DAYS FESTIVAL | ||||||||
| SHERMER AND MEADOW | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $20 | |
| NORTHBROOK PUBLIC LIBRARY | ||||||||
| 1201 CEDAR LANE | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 | |
| SPCA INTERNATIONAL | ||||||||
| PO BOX 8682 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITABLE | CHARITABLE | $30 | |
| TEMPLE BETH EL | ||||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $1,540 | |
| WTTW | ||||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITABLE | CHARITABLE | $110 | |
| ALLEY CAT RESCUE | ||||||||
| PO BOX 585 | MT RANIER | MD | 20712 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| PO BOX 6949 | CHICAGO | IL | 606806912 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 | |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CENTER AVE NE SUITE | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITABLE | CHARITABLE | $20 | 2700 |
| AARP | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | NONE | PUBLIC CHARITABLE | CHARITABLE | $30 | |
| MUTTS WITH A MISSION | ||||||||
| 3122 HIGH ST | PORTSMOUTH | VA | 23707 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 | |
| JEWISH NATIONAL FUND | ||||||||
| 60 REVERE DRIVE 725 | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $20 | |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITABLE | CHARITABLE | $20 | |
| WILDERNESS TORAH | ||||||||
| 2222 HAROLD WAY SUITE CW508 | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 | |
| CDC FOUNDATION | ||||||||
| 600 PEACHTREE STREET NE SUITE 1000 | ATLANTA | GA | 30308 | NONE | PUBLIC CHARITABLE | CHARITABLE | $50 | |
| SOLOMON SCHECHTER | ||||||||
| 3210 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 | |
| MUSEUM OF CONTEMPORARY ART | ||||||||
| 220 E CHICAGOE AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITABLE | CHARITABLE | $76 | |
| JEWISH WOMEN'S FOUNDATION | ||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITABLE | CHARITABLE | $365 | |
| SUDC FOUNATION | ||||||||
| 101 EISENHOWER PARKWAY SUITE 300 | ROSELAND | NJ | 07068 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,061 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $649 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $800 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $800 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JEAN MENDEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 EL CID LANE | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $51,855 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 SHARES ABBVIE STOCK | NoncashPropertyDesc |
| Fair Market Value | $51,855 | FairMarketValueAmt |
| Received | 2020-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $330 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES INC CORE MSCI EMERGING MARKETS ETF | AT COST | $4,039 | $4,963 |
| ISHARES TRUST CORE DIVIDEND GROWTH | AT COST | $5,062 | $5,827 |
| SECTOR SPDR TR SHS BEN INT INDUSTRIAL | AT COST | $3,861 | $4,428 |
| SELECT SECTOR SPDR TR HEALTH CARE | AT COST | $2,751 | $3,403 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY | AT COST | $1,655 | $2,600 |
| SPDR S&P MIDCAP 400 ETF TR | AT COST | $3,528 | $4,199 |
| SPDR S&P 500 ETF TRUST | AT COST | $1,479 | $1,869 |
| ABBVIE | AT COST | $51,855 | $53,575 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $96 | BOYBookValueAmt |
| EOY Book Value | $22 | EOYBookValueAmt |
| EOYFMV | $22 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE CONTRIBUTIONS | Desc |
| Amt | $860 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND BROKER FEES | $267 | $0 | $0 |
| MISCELLANEOUS | $82 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY MENDEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2313 GLEN EAGLES LANE | AddressLine1Txt |
| City | RIVERWOODS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $10 | $0 | $0 |
| FEDERAL TAXES | $168 | $0 | $0 |
| ILLINOIS TAXES | $15 | $0 | $15 |