MARTIN AND MARY L BOYER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN AND MARY L BOYER FOUNDATION (EIN 26-0587477)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-08
- IRS object ID
- 202121289349100907
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-08T09:47:31-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320077509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISON & HELD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DR SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 260587477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN AND MARY L BOYER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LOUIS S HARRISON HARRISON & HELD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOYE | BusinessNameControlTxt |
| Phone | 3123325440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE NO 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG R BOYER | PersonNm |
| Person Title | PRES. & DIR. | PersonTitleTxt |
| Phone | 3123325440 | PhoneNum |
| Signature | 2021-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CRAIG | PersonFirstNm |
| Person Last | BOYER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON S ORNDUFF | PreparerPersonNm |
| PTIN | P00847270 | PTIN |
| Phone | 3123321111 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $12,054,913 | 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 |
| Dividends Rev And Expnss | $282,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,638,368 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,986 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $326,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,863 | 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 |
| Other Prof Fees Rev And Expnss | $75,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,564 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,862 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,613 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,613 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $710,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $710,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $794,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $710,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$467,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $445,248 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $531,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $531,479 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $10,378,698 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,824,935 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,523,434 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,823,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,356,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,054,913 | 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 | $10,823,946 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,356,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,823,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,356,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,823,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,356,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,823,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$467,532 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,356,414 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,356,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CHARLES SCHWAB A/C 2858 - VARIOUS | $1,647,427 | $1,639,750 | $7,677 | $7,677 |
| CHARLES SCHWAB A/C 2858 - VARIOUS | $3,990,941 | $3,954,632 | $36,309 | $36,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,986 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,389 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,389 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | 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 | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,611 | OverpaymentAmt |
| Applied To ES Tax | $2,611 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS S HARRISON CO H&H | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123325440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET A NAGELA | ||||||||
| 333 W WACKER DRIVE STE 1700 | CHICAGO | IL | 60606 | TREAS. & DIR. | 0.50 | $0 | $0 | $0 |
| LOUIS S HARRISON | ||||||||
| 333 W WACKER DRIVE STE 1700 | CHICAGO | IL | 60606 | SEC. & DIR. | 0.50 | $0 | $0 | $0 |
| CRAIG R BOYER | ||||||||
| 333 W WACKER DRIVE STE 1700 | CHICAGO | IL | 60606 | PRES. & DIR. | 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 | $11,426,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $418,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,845,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,845,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $177,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,667,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $583,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $583,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,389 | TotalTaxAmt |
| Distributable Before Adj | $579,978 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $579,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $579,978 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $710,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $710,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $710,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $579,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $573,462 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $710,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $573,462 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,563 | 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 | $443,415 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI DEFAMATION LEAGUE | |||||||
| 120 S LA SALLE STREET | CHICAGO | IL | 60603 | NONE | PC | GENERAL PURPOSES | $25,000 |
| BILLINGS CLINIC FOUNDATION | |||||||
| 2917 10TH AVENUE | BILLINGS | MT | 59101 | NONE | PC | GENERAL PURPOSES | $10,000 |
| CHERRY PRESCHOOL | |||||||
| 1418 LAKE STREET | EVANSTON | IL | 60201 | NONE | PC | GENERAL PURPOSES | $10,000 |
| COVENANT HOUSE ILLINOIS | |||||||
| 30 W CHICAGO AVENUE | CHICAGO | IL | 60654 | NONE | PC | GENERAL PURPOSES | $10,000 |
| DEBORAH'S PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | NONE | PC | GENERAL PURPOSES | $20,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL PURPOSES | $50,000 |
| EVANSTON SCHOLARS | |||||||
| 1234 SHERMAN AVENUE | EVANSTON | IL | 60202 | NONE | PC | GENERAL PURPOSES | $5,000 |
| FAMILY ACTION NETWORK | |||||||
| PO BOX 322 | WINNETKA | IL | 60093 | NONE | PC | GENERAL PURPOSES | $25,000 |
| GLOBAL CITIZEN YEAR | |||||||
| 1625 CLAY STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL PURPOSES | $10,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W 42ND PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL PURPOSES | $100,000 |
| HADLEY SCHOOL FOR THE BLIND | |||||||
| 700 ELM STREET | WINNETKA | IL | 60093 | NONE | PC | GENERAL PURPOSES | $15,000 |
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | GENERAL PURPOSES | $20,000 |
| JUF - JEWISH UNITED FUND | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $120,000 |
| KESHET | |||||||
| 600 ACADEMY DRIVE SUITE 130 | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL PURPOSES | $25,000 |
| LARABIDA CHILDREN'S HOSPITAL | |||||||
| EAST 65TH LAKE MICHIGAN | CHICAGO | IL | 60649 | NONE | PC | GENERAL PURPOSES | $10,000 |
| MISERICORDIA | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PC | GENERAL PURPOSES | $25,000 |
| NORTH SHORE SENIOR CENTER | |||||||
| 161 NORTHFIELD ROAD | NORTHFIELD | IL | 60093 | NONE | PC | GENERAL PURPOSES | $100,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | GENERAL PURPOSES | $10,000 |
| RAVINIA | |||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL PURPOSES | $50,000 |
| SHARSHERET | |||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | NONE | PC | GENERAL PURPOSES | $10,000 |
| SPECIAL KIDS FOUNDATION | |||||||
| 2218 N MONTICELLO AVENUE | CHICAGO | IL | 60647 | NONE | PC | GENERAL PURPOSES | $5,000 |
| STREET SAMARITANS | |||||||
| 1054 S PLYMOUTH COURT | CHICAGO | IL | 60605 | NONE | PC | GENERAL PURPOSES | $10,000 |
| THE NORA PROJECT | |||||||
| 1418 W GEORGE STREET | CHICAGO | IL | 60657 | NONE | PC | GENERAL PURPOSES | $25,000 |
| WTTW PUBLIC BROADCASTING SERVICE | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL PURPOSES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $710,000 | 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 | $282,877 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,986 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $326,863 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,863 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,824,935 | BookValueAmt |
| EOYFMV | $11,523,434 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $1,924 | $1,924 | $0 |
| OFFICE EXPENSES | $689 | $689 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL/TAX | $4,255 | $4,230 | $25 |
| LODESTAR/SCHWAB FEES | $71,334 | $71,334 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,862 | $4,862 | $0 |
| ESTIMATED EXCISE TAX | $1,331 | $0 | $0 |