ROBERT SWANSON AND CYNTHIA SHEVLIN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT SWANSON AND CYNTHIA SHEVLIN FOUNDATION (EIN 36-7237696)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-05-06
- IRS object ID
- 202121269349101042
- Schema version
- 2019v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T12:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 361561860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367237696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT SWANSON AND CYNTHIA SHEVLIN CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 3126306000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE NORTHERN TRUST COMPANY | AddressLine1Txt |
| City | PO BOX CHICA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT O SWANSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3126306000 | PhoneNum |
| Signature | 2021-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
| Preparation | 2021-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,615,533 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $46,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,424,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,031 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $34 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $154,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,477 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,082 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,048 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $967 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $967 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,299 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,612 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,299 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,313 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,178 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,593 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,094 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,094 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,093,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $784,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $946,539 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $395,145 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $639,946 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $638,478 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $49,889 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,948 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,422 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,558,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,456,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,615,533 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,558,798 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,456,962 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,558,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,456,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,558,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,456,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,558,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,208 | OtherIncreasesAmt |
| Subtotal | $1,456,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,456,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20. ALPHABET INC CAPITAL STOCK USD0.001 CL A | 2012-01-13 | 2020-07-01 | $28,383 | $5,071 | $23,312 | $23,312 | |
| 100. AMERICAN TOWER CORP | 2013-09-23 | 2020-04-02 | $21,717 | $7,298 | $14,419 | $14,419 | |
| 50. AMERICAN TOWER CORP | 2013-06-25 | 2020-07-01 | $12,965 | $3,619 | $9,346 | $9,346 | |
| 90. COSTCO WHSL CORP NEW | 2008-01-24 | 2020-07-01 | $27,192 | $6,021 | $21,171 | $21,171 | |
| 155.76 MFO DFA INTL SMALL CO PORTFOLIO FUND | 2020-01-06 | 2020-04-02 | $2,000 | $2,936 | -$936 | -$936 | |
| 1220.76817 MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP | 2018-12-17 | 2020-01-06 | $42,690 | $30,960 | $11,730 | $11,730 | |
| 66.05183 MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP | 2017-12-15 | 2020-01-06 | $2,310 | $2,357 | -$47 | -$47 | |
| 175.44 MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP | 2017-12-15 | 2020-07-01 | $5,000 | $4,746 | $254 | $254 | |
| 100. WALT DISNEY CO | 2011-01-04 | 2020-04-02 | $9,565 | $3,856 | $5,709 | $5,709 | |
| 120. WALT DISNEY CO | 2011-01-04 | 2020-07-01 | $13,529 | $4,628 | $8,901 | $8,901 | |
| 600. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2013-04-15 | 2020-01-03 | $20,050 | $20,034 | $16 | $16 | |
| 800. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2013-04-15 | 2020-04-02 | $18,244 | $26,712 | -$8,468 | -$8,468 | |
| 100. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2013-04-15 | 2020-07-01 | $2,764 | $3,339 | -$575 | -$575 | |
| 196. FLEXSHARES TR GLOBAL QUALITY REAL ESTATEINDEX FD GLOBAL QUALITY R | 2015-02-11 | 2020-07-01 | $10,099 | $11,433 | -$1,334 | -$1,334 | |
| 300. FLEXSHARES TR GLOBAL QUALITY REAL ESTATEINDEX FD GLOBAL QUALITY R | 2015-02-11 | 2020-08-20 | $16,033 | $17,499 | -$1,466 | -$1,466 | |
| 1500. MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TIL | 2017-12-01 | 2020-01-03 | $97,224 | $98,756 | -$1,532 | -$1,532 | |
| 582. MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT | 2014-04-25 | 2020-04-02 | $26,018 | $37,290 | -$11,272 | -$11,272 | |
| 5000. MFC FLEXSHARES TR INTL QUALITY DIVIDEND INDEX FD | 2014-04-25 | 2020-01-03 | $121,385 | $140,050 | -$18,665 | -$18,665 | |
| 1000. MFC FLEXSHARES TR INTL QUALITY DIVIDEND INDEX FD | 2014-04-25 | 2020-04-02 | $17,355 | $28,010 | -$10,655 | -$10,655 | |
| 900. MFC FLEXSHARES TR INTL QUALITY DIVIDEND INDEX FD | 2014-04-25 | 2020-07-01 | $18,159 | $25,209 | -$7,050 | -$7,050 | |
| 940. MFC FLEXSHARES TR INTL QUALITY DIVIDEND INDEX FD | 2014-04-25 | 2020-08-20 | $20,167 | $26,329 | -$6,162 | -$6,162 | |
| 3000. MFC FLEXSHARES TRUST QUALITY DIVID INDEXFD | 2015-02-11 | 2020-01-03 | $144,921 | $110,550 | $34,371 | $34,371 | |
| 2500. MFC FLEXSHARES TRUST QUALITY DIVID INDEXFD | 2015-02-11 | 2020-04-02 | $86,611 | $92,125 | -$5,514 | -$5,514 | |
| 1970. MFC FLEXSHARES TRUST QUALITY DIVID INDEXFD | 2015-06-17 | 2020-07-01 | $83,442 | $72,483 | $10,959 | $10,959 | |
| 8495.15 MFO FRANKLIN INVS SECS TR FLTG RATE DAILY ACCESS FD ADVISOR | 2014-05-07 | 2020-01-06 | $70,000 | $77,985 | -$7,985 | -$7,985 | |
| 2398.1 MFO FRANKLIN INVS SECS TR FLTG RATE DAILY ACCESS FD ADVISOR | 2014-05-07 | 2020-07-01 | $17,554 | $22,015 | -$4,461 | -$4,461 | |
| 300. NIKE INC CLASS B | 2009-12-08 | 2020-07-01 | $29,545 | $4,786 | $24,759 | $24,759 | |
| 60.34328 MFB NORTHN MID CAP INDEX FD FD | 2017-12-21 | 2020-01-03 | $1,163 | $1,168 | -$5 | -$5 | |
| 2534.36672 MFB NORTHN MID CAP INDEX FD FD | 2017-12-21 | 2020-01-03 | $48,837 | $45,257 | $3,580 | $3,580 | |
| 896.06 MFB NORTHN MID CAP INDEX FD FD | 2018-12-20 | 2020-07-01 | $15,000 | $13,946 | $1,054 | $1,054 | |
| 4580.15 MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND | 2018-12-20 | 2020-01-03 | $60,000 | $51,319 | $8,681 | $8,681 | |
| 1716.74 MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND | 2013-04-15 | 2020-07-01 | $20,000 | $18,730 | $1,270 | $1,270 | |
| 586.76 MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND | 2013-04-15 | 2020-08-21 | $7,000 | $6,402 | $598 | $598 | |
| 9746.59 MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FD | 2014-05-07 | 2020-01-03 | $100,000 | $99,708 | $292 | $292 | |
| 1088.14 MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2012-12-03 | 2020-04-02 | $10,000 | $12,481 | -$2,481 | -$2,481 | |
| 1630.44 MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2012-12-03 | 2020-07-01 | $18,000 | $18,701 | -$701 | -$701 | |
| 600. PFIZER INC COM | 2012-11-19 | 2020-07-01 | $20,692 | $14,478 | $6,214 | $6,214 | |
| 350. MFC SPDR TR UNIT SER 1 STD & POORS UNIT SER 1 | 2020-07-01 | 2020-08-20 | $118,436 | $111,706 | $6,730 | $6,730 | |
| 200. MFC SELECT SECTOR SPDR TR TECH INT-TECHNOLOGY | 2020-01-03 | 2020-07-01 | $20,894 | $18,524 | $2,370 | $2,370 | |
| 300. MFC SELECT SECTOR SPDR TR COMUNICATION SERVC SELECT SECTOR SPDR F | 2020-01-03 | 2020-04-02 | $12,805 | $16,221 | -$3,416 | -$3,416 | |
| 375.66 MFO VANGUARD DEVELOPED MARKETS INDEX ADMR | 2020-01-06 | 2020-08-21 | $5,000 | $5,316 | -$316 | -$316 | |
| CAPITAL GAIN DIVIDENDS | $5,284 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,031 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $210,607 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,805,795 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116628 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $196,265 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,013,287 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097485 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $203,015 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,006,088 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101199 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $277,102 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,059,303 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.134561 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $204,265 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,317,590 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088137 | DistributionYr5Rt |
| Total Distribution | 0.53801 | TotalDistributionRt |
| Average Distribution | 0.107602 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,665,265 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $179,186 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,492 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $180,678 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $252,313 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,492 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,492 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,442 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,442 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,950 | OverpaymentAmt |
| Applied To ES Tax | $2,950 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT O SWANSON | ||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | TRUSTEE | 20 | $0 |
| CYNTHIA J SHEVLIN | ||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | TRUSTEE | 20 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,690,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,690,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,690,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,665,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,492 | TotalTaxAmt |
| Distributable Before Adj | $81,771 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,771 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,771 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,313 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $252,313 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,492 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $250,821 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,771 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $91,063 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $150,963 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $104,581 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,633 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $568,857 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,313 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,771 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $170,542 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $739,399 | 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 | $91,063 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $648,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $150,963 | ExcessFromYear4Amt |
| Excess From Year3 | $104,581 | ExcessFromYear3Amt |
| Excess From Year2 | $100,617 | ExcessFromYear2Amt |
| Excess From Year1 | $121,633 | ExcessFromYear1Amt |
| Excess From Current Year | $170,542 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT O SWANSON AND CYNTHIA J SH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED SCHEDULE | AddressLine1Txt |
| City | SEE ATTACHED SCHEDULE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $245,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,568 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $639,946 | EOYBookValueAmt |
| EOYFMV | $638,478 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $784,974 | EOYBookValueAmt |
| EOYFMV | $946,539 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $20,948 | BookValueAmt |
| EOYFMV | $19,422 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME | Desc |
| Revenue And Expenses Per Books | $34 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST ADJUSTMENT | Desc |
| Amt | $1,208 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY SERVICES | $8,064 | $2,016 | $6,048 |
| INVESTMENT MANAGEMENT | $1,066 | $1,066 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $967 | Amt |
| Net Investment Income | $967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |