ALBERT & ANNE MANSFIELD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT & ANNE MANSFIELD FOUNDATION (EIN 36-4244272)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-29
- IRS object ID
- 202131199349101508
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-29T13:56:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 364244272 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT & ANNE MANSFIELD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFFREY HOPMAYER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 6156687696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3610 RICHLAND AVENUE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY HOPMAYER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6156687696 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | HOPMAYER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | 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 | $8,588,023 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $44,553 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,553 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,750,458 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,782 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,083 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $58 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $251,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,614 | 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 | $14,913 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,457 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,456 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,162 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $71 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,471 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $430,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $430,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $530,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,971 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$278,682 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,924 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,987 | CashBOYAmt |
| Cash EOY | $17,066 | CashEOYAmt |
| Cash EOYFMV | $17,066 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $144,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,296 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,758,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,495,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,993,495 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,389,846 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,318,876 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,392,166 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,297,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,016,494 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,588,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,297,698 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,016,494 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,297,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,016,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,297,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,016,494 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,297,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$278,682 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,019,016 | SubtotalAmt |
| Other Decreases | $2,522 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,016,494 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,749,768 | $1,664,589 | $85,179 | $85,179 | |||
| PLAINS ALL AMERICAN PIPELINE, LP LONG-TERM CAPITAL GAIN | $26 | $26 | $26 | P | 2020-12-31 | 2020-12-31 | |
| PLAINS ALL AMERICAN PIPELINE, LP NET SECTION 1231 LOSS | $113 | -$113 | -$113 | P | 2020-12-31 | 2020-12-31 | |
| CAPITAL GAINS DIVIDENDS | $690 | $690 | $690 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,782 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | 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 | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $416 | OverpaymentAmt |
| Applied To ES Tax | $416 | 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 | WWW.MANSFIELDFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JEFFREY HOPMAYER | IndividualWithBooksNm |
| Phone | 6156687696 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3610 RICHLAND AVENUE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| JUSTIN MANSFIELD | ||||||||
| 1423 SOUTH PLYMOUTH COURT | CHICAGO | IL | 60605 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRIANA NICHOLS | ||||||||
| 1003 SPRUCE ST APT 3F | PHILADELPHIA | PA | 19107 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ADAM NICHOLS | ||||||||
| 700 EAST 9TH STREET 12 | NEW YORK | NY | 10009 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARLENE HOPMAYER | ||||||||
| 999 NORTH LAKE SHORE DRIVE | CHICAGO | IL | 60611 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BENETTA MANSFIELD | ||||||||
| 727 S RACINE UNIT B | CHICAGO | IL | 60607 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SEYMOUR MANSFIELD | ||||||||
| 2837 SUNSET BOULEVARD | MINNEAPOLIS | MN | 55416 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEXIS MANSFIELD | ||||||||
| 2908 N RIVERSIDE DRIVE | CHICAGO | IL | 60618 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARCY SHINBAUM | ||||||||
| 343 ROLLING HILLS DRIVE | FAIRFIELD | CT | 06824 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEC HOPMAYER | ||||||||
| 120 EAST CULLERTON AVE 402 | CHICAGO | IL | 60616 | PRESIDENT & CEO | 0.00 | $0 | $0 | $0 |
| JEFFREY HOPMAYER | ||||||||
| 3610 RICHLAND AVENUE | NASHVILLE | TN | 37205 | EXEC DIREC & TREASURER | 0.00 | $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 | $7,577,491 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,704,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,704,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,589,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $379,468 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $379,468 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,084 | TotalTaxAmt |
| Distributable Before Adj | $377,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $377,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $377,384 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,971 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $440,971 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $440,971 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $377,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $67,187 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $440,971 | QualifyingDistributionsAmt |
| Applied To Year1 | $67,187 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $373,784 | 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 | $3,600 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOCUSED PHILANTHROPY CELENE PEURYE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 FOURTH STREET | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8475253998 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARISE CHICAGO | ||||||
| 1436 WEST RANDOLPH ST SUITE 202 | CHICAGO | IL | 60607 | PC | GENERAL SUPPORT | $17,000 |
| AVODAH THE JEWISH SERVICE CORPS | ||||||
| 4700 NORTH RAVENSWOOD SUITE B | CHICAGO | IL | 60640 | PC | GENERAL SUPPORT | $15,000 |
| CENTRO COMUNITARIO ARTS | ||||||
| PO BOX 577 | WEST NEW YORK | NJ | 07093 | PC | GENERAL SUPPORT | $25,000 |
| CHICAGO ARTS PARTNERSHIPS IN EDUCATION | ||||||
| 228 S WABASH AVE SUITE 500 | CHICAGO | IL | 60604 | PC | GENERAL SUPPORT | $15,000 |
| CHICAGO VOLUNTEER DOULAS | ||||||
| PO BOX 5851 | CHICAGO | IL | 60680 | PC | GENERAL SUPPORT | $15,000 |
| CONECT | ||||||
| 185 COLD SPRING ST | NEW HAVEN | CT | 06511 | PC | GENERAL SUPPORT | $12,000 |
| CURTS CAFE | ||||||
| 2922 CENTRAL ST | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $18,000 |
| EQUAL JUSTICE WORKS | ||||||
| 1730 M STREET NW SUITE 800 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $138,500 |
| FRACTURED ATLAS | ||||||
| 286 STANHOPE ST GROUND FLOOR | BROOKLYN | NY | 11237 | PC | GENERAL SUPPORT | $15,000 |
| GROWING HOME | ||||||
| 2732 N CLARK ST SUITE 310 | CHICAGO | IL | 60614 | PC | GENERAL SUPPORT | $15,000 |
| I GROW CHICAGO | ||||||
| 415 EAST NORTH WATER ST SUITE 2503 | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $40,000 |
| JEWISH COUNCIL ON URBAN AFFAIRS | ||||||
| 4700 NORTH RAVENSWOOD SUITE B | CHICAGO | IL | 60640 | PC | GENERAL SUPPORT | $15,000 |
| RESTORE JUSTICE FOUNDATION | ||||||
| PO BOX 101099 | CHICAGO | IL | 60610 | PC | GENERAL SUPPORT | $30,000 |
| UJAMAA PLACE | ||||||
| 1821 UNIVERSITY AVENUE N187 | ST PAUL | MN | 55104 | PC | GENERAL SUPPORT | $15,000 |
| WE-WIN INSTITUTE | ||||||
| 3751 17TH AVE S | MINNEAPOLIS | MN | 55407 | PC | GENERAL SUPPORT | $10,000 |
| YOUNG CHICAGO AUTHORS | ||||||
| 1180 N MILWAUKEE AVE | CHICAGO | IL | 60642 | PC | GENERAL SUPPORT | $20,000 |
| YOGACARE | ||||||
| 1808 W CHICAGO AVE NUM 2R | CHICAGO | IL | 60622 | PC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $430,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,553 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,403 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,869 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL EXCISE TAX REFUND | 01 | $12,025 |
| SETTLEMENT PROCEEDS | 01 | $58 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $251,908 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,908 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,913 | Amt |
| Net Investment Income | $7,457 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,456 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (28 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO & CO 2.100% 7/26/21 | $62,921 | $65,656 |
| PFIZER INC 2.200% 12/15/21 | $32,304 | $32,622 |
| PEPSI 3/5/22 2.750% | $64,566 | $66,909 |
| HOME DEPOT 2.625% 5/1/22 | $64,223 | $67,029 |
| KINDER MORGAN ENERGY PARTNERS 3.95% 9/1/22 | $36,045 | $36,728 |
| VISA 2.800% 12/14/22 | $64,210 | $68,017 |
| CVS 3.700% 2/9/23 | $35,076 | $37,444 |
| EOG RES INC 2.625% 12/15/22 | $33,908 | $36,525 |
| ABBVIE 2.850% 3/14/23 | $34,012 | $36,800 |
| SOUTHERN CO 2.950% 7/1/23 | $33,899 | $37,064 |
| NORTHROP GRUMMAN CORP | $34,761 | $37,618 |
| CITIGROUP 3.875% 10/25/23 | $35,410 | $38,489 |
| MICROSOFT CORP 3.625% 12/15/23 | $66,543 | $70,991 |
| THERMO FISHER SCIENTIFIC 2/1/24 | $35,922 | $38,592 |
| AMERICAL INTL GROUP 4.125% 2/15/24 | $35,537 | $38,753 |
| COMCAST CORP | $64,959 | $71,514 |
| US BANCORP 3.6% 9/11/24 | $66,505 | $71,886 |
| BB&T CORP 2.85% 10/26/24 | $60,905 | $64,928 |
| MERCK & CO INC 2.75%, 2/10/25 | $30,758 | $32,590 |
| VERIZON COMM INC 3.376% 2/15/25 | $31,226 | $33,319 |
| JP MORGAN CHASE 3.9% 7/15/25 | $69,878 | $73,843 |
| BP CAP MKTS AMER INC 3.796% 09/21/25 | $65,487 | $71,439 |
| UNITED TECHNOLOGIES CORP 3.950% 08/16/25 | $34,774 | $35,554 |
| HEWLETT PACKARD ENTERPRISE 4.9% 10/15/25 | $35,059 | $36,269 |
| MCDONALDS CORP 3.700% DUE 1/30/26 | $35,388 | $35,312 |
| AT&T INC 4.125% DUE 02/17/26 | $25,419 | $25,460 |
| ROYAL BNK CDA 2.5% 01/19/21 | $64,504 | $65,057 |
| TOTAL CAP INTL 2.750% 6/19/21 | $64,677 | $65,758 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (114 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $45,068 | $75,658 |
| ABBVIE INC | $40,465 | $44,896 |
| ADOBE INC | $57,413 | $113,527 |
| AGILENT TECHNOLOGIES INC | $23,148 | $41,708 |
| AIR PRODS & CHEMS INC | $45,498 | $77,594 |
| ALPHABET CL C | $67,876 | $264,534 |
| AMERICAN EXPRESS CO | $64,407 | $73,634 |
| AMERICAN TOWER CORP | $27,925 | $24,242 |
| AMERICAN WTR WKS CO INC | $52,491 | $91,315 |
| AMGEN INC | $48,993 | $56,790 |
| ANTHEM INC | $43,833 | $50,411 |
| APPLE | $42,970 | $478,746 |
| APPLIED MATLS INC | $58,024 | $84,315 |
| APTIV | $38,551 | $50,943 |
| AUTODESK INC | $16,961 | $18,626 |
| BALL CORP | $20,434 | $45,845 |
| BAXTER INTL INC | $23,494 | $21,264 |
| BECTON DICKINSON & CO | $16,227 | $17,265 |
| BLACK ROCK INC CL A | $57,753 | $87,306 |
| CIGNA CORP | $39,927 | $43,718 |
| CISCO SYS INC | $79,444 | $82,564 |
| CITIGROUP | $122,849 | $147,244 |
| COLGATE PALMOLIVE | $28,147 | $35,572 |
| COMCAST CORP | $55,721 | $78,548 |
| CONOCO PHILLIPS | $88,155 | $49,588 |
| CUMMINS INC | $23,922 | $34,292 |
| CVS HEALTH CORP | $49,312 | $49,996 |
| DEERE & CO | $30,853 | $57,846 |
| DISNEY | $16,086 | $140,052 |
| EBAY INC | $54,220 | $75,074 |
| ECOLAB INC | $35,740 | $52,575 |
| EDWARDS LIFESCIENCES CORP | $17,969 | $33,846 |
| ELECTRONIC ARTS INC | $17,038 | $20,966 |
| EMERSON ELEC CO | $78,119 | $86,639 |
| EQUINIX INC | $29,180 | $45,708 |
| FACEBOOK INC | $81,271 | $131,117 |
| GENERAL MLS INC | $43,888 | $54,508 |
| GILEAD SCIENCES INC | $39,925 | $35,189 |
| HERSHEY CO | $14,329 | $19,498 |
| HOME DEPOT INC | $69,877 | $94,826 |
| HUMANA INC | $42,028 | $57,438 |
| IDEXX LABS INC | $13,247 | $32,991 |
| INTERCONTINENTAL EXCHANGE INC | $16,445 | $20,867 |
| INTUIT | $13,995 | $21,651 |
| KIMBERLY CLARK CORP | $29,565 | $33,977 |
| LAM RESEARCH CORP | $37,908 | $60,451 |
| LAUDER ESTEE COS INC | $19,750 | $38,864 |
| LOWES COS INC | $36,126 | $57,302 |
| MARSH & MCLENNAN COS INC | $23,754 | $28,431 |
| MASTERCARD INC | $62,306 | $91,020 |
| MEDTRONIC PLC | $54,842 | $70,987 |
| MICROSOFT CORP | $169,588 | $350,089 |
| MORGAN STANLEY | $73,724 | $124,793 |
| NEXTERA ENERGY INC | $70,573 | $127,066 |
| NIKE INC CL B | $49,169 | $86,438 |
| NVIDIA CORP | $35,524 | $92,952 |
| OWENS CORNING INC | $15,181 | $27,880 |
| PEPSICO INC | $83,355 | $106,183 |
| PHILLIPS 66 | $34,616 | $24,129 |
| PNC FINL SVCS CORP | $115,517 | $130,226 |
| PRICE T ROWE GROUP | $23,438 | $36,788 |
| PROCTER & GAMBLE CO | $36,818 | $62,056 |
| PROGRESSIVE CORP OHIO | $26,289 | $33,520 |
| PROLOGIS INC | $46,863 | $57,902 |
| QUALCOMM INC | $29,320 | $51,948 |
| S&P GLOBAL INC | $24,683 | $39,119 |
| SALESFORCE COM INC | $73,850 | $116,606 |
| STARBUCKS CORP | $107,155 | $143,888 |
| TARGET | $35,463 | $76,791 |
| TEXAS INSTRS INC | $46,449 | $67,622 |
| THERMO FISHER SCIENTIFIC CORP | $24,262 | $38,194 |
| TRACTOR SUPPLY CO | $17,029 | $19,681 |
| TJX INC | $44,927 | $62,827 |
| VALERO ENERGY CORP | $51,095 | $25,117 |
| VERIZON COMMUNICATIONS INC | $72,780 | $79,959 |
| VERTEX PHARMACEUTICALS INC | $15,715 | $13,944 |
| VISA INC CL A | $30,015 | $47,027 |
| WASTE MGMT INC DEL | $36,555 | $38,799 |
| ZOETIS | $33,765 | $63,221 |
| AKAMAI TECHNOLOGIES INC | $16,804 | $21,103 |
| AVERY DENNISON CORP | $22,509 | $38,002 |
| BEST BUY INC | $22,585 | $36,723 |
| CADENCE DESIGN SYSTEM INC | $17,380 | $20,192 |
| CARMAX INC | $59,075 | $53,937 |
| CBRE GROUP INC | $12,024 | $31,862 |
| CLOROX | $26,267 | $36,951 |
| ETSY INC. | $9,542 | $35,582 |
| EXPEDITORS INTL WASHINGTON INC | $22,587 | $28,913 |
| GRAINGER W W INC | $26,846 | $39,201 |
| HASBRO INC | $21,896 | $20,579 |
| HESS CORP | $40,681 | $38,431 |
| HUNTINGTON BANCSHARES INC | $28,625 | $27,748 |
| INTERNATIONAL FLAVORS & FRAGRANCES | $25,262 | $20,462 |
| METTLER TOLEDO INTERNATIONAL | $14,643 | $28,492 |
| NASDAQ | $16,176 | $20,707 |
| PARKER HANNIFIN CORP | $51,281 | $66,468 |
| PERKINELMER INC | $17,294 | $17,938 |
| REGIONS FINL CORP | $28,359 | $28,581 |
| ROCKWELL AUTOMATION INC | $27,430 | $39,126 |
| STANLEY BLACK & DECKER | $36,409 | $43,747 |
| SVB FINL GROUP | $20,569 | $37,232 |
| TELADOC HEALTH INC | $6,360 | $20,596 |
| WEST PHARMACEUTICAL SVSC INC | $9,646 | $18,698 |
| XYLEM INC | $24,827 | $33,285 |
| ALEXANDRIA REAL ESTATE EQ INC | $42,684 | $44,911 |
| ALEXION PHARMACEUTICALS INC | $20,042 | $27,498 |
| AMN HEALTHCARE SVCS | $14,574 | $17,813 |
| TETRA TECH INC | $30,153 | $53,259 |
| ACCENTURE | $47,639 | $77,579 |
| EATON CORP LLC | $56,401 | $86,621 |
| TRANE TECH (NAME CHANGE FROM INGERSOLL-RAND CO LTD) | $19,465 | $37,596 |
| JOHNSON CONTROLS INTL PLC | $48,303 | $58,191 |
| STERIS PLC | $13,492 | $19,523 |
| PENTAIR PLC | $16,239 | $19,219 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $2,522 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS ATTORNEY GENERAL 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 (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX REFUND | $12,025 | $12,025 | |
| SETTLEMENT PROCEEDS | $58 | $58 | $58 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $82,162 | $82,162 | $0 |
| FOUNDATION MANAGEMENT SERVICES | $3,000 | $0 | $3,000 |