CARNAHAN DANIELS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CARNAHAN DANIELS FOUNDATION (EIN 26-4146362)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-29
- IRS object ID
- 202141199349101554
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-29T13:59:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363618670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADDEN JIGANTI MOORE & SINARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 S LASALLE ST SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | 264146362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNAHAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARN | BusinessNameControlTxt |
| Phone | 3123464101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO MJMS 190 S LASALLE ST NO 1 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN CARNAHAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123464101 | PhoneNum |
| Signature | 2021-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELLEN | PersonFirstNm |
| Person Last | CARNAHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHEILA M HANSEN | PreparerPersonNm |
| PTIN | P00046173 | PTIN |
| Phone | 3123464101 | PhoneNum |
| Preparation | 2021-04-26 | PreparationDt |
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 | $889,441 | 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 | $149,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,946 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $353,272 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,238 | 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 |
| Legal Fees Rev And Expnss | $3,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $680 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $299 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,383 | CashBOYAmt |
| Cash EOY | $126,096 | CashEOYAmt |
| Cash EOYFMV | $126,096 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,922 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $585,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $487,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $634,041 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $189,337 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $111,812 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $116,257 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $316 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,125 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,125 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $803,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $738,368 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $889,441 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,910 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,910 | 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 | $801,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | $738,368 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $801,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $738,368 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $803,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $738,368 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $801,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $738,368 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $738,368 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB - 9892 | $344,411 | $344,970 | -$559 | -$559 | |
| COST BASIS ADJUSTMENTS | $10 | -$10 | -$10 | P | |
| CAPITAL GAINS DIVIDENDS | $8,861 | $8,861 | $8,861 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,292 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $333 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $333 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,667 | OverpaymentAmt |
| Applied To ES Tax | $3,667 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL M SHERIDAN | IndividualWithBooksNm |
| Phone | 3123464101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 S LASALLE ST STE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ELLEN CARNAHAN | ||||||||
| 1300 N LAKE SHORE DRIVE 9D | CHICAGO | IL | 60610 | PRES, TREAS, DIR | 0.00 | $0 | $0 | $0 |
| PAUL M SHERIDAN | ||||||||
| 190 S LASALLE ST STE 1700 | CHICAGO | IL | 60603 | SEC, DIR | 0.00 | $0 | $0 | $0 |
| MARIANNE WOODWARD | ||||||||
| 209 HARRISON STREET 204 | EVANSTON | IL | 60201 | VICE PRESIDENT, DIR | 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 | $711,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $732,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $732,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $721,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $333 | TotalTaxAmt |
| Distributable Before Adj | $35,726 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,726 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,726 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $195,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $195,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,726 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $94,119 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,968 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $298,091 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,886 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $94,461 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $635,525 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,726 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $159,274 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $794,799 | 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 | $94,119 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $700,680 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,968 | ExcessFromYear4Amt |
| Excess From Year3 | $298,091 | ExcessFromYear3Amt |
| Excess From Year2 | $26,886 | ExcessFromYear2Amt |
| Excess From Year1 | $94,461 | ExcessFromYear1Amt |
| Excess From Current Year | $159,274 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELLEN CARNAHAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALMOST HOME KIDS | |||||
| 211 E GRAND | CHICAGO | IL | 60611 | GENERAL CHARITABLE PURPOSES | $1,000 |
| AMERICAN CANCER SOCIETY | |||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | GENERAL CHARITABLE PURPOSES | $1,000 |
| AMERICAN LUNG ASSOCIATION | |||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | GENERAL CHARITABLE PURPOSES | $50 |
| BAPTIST MEMORIAL HEALTH CARE FOUNDATION | |||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 38120 | GENERAL CHARITABLE PURPOSES | $1,000 |
| BOTTOM LINE INC | |||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | GENERAL CHARITABLE PURPOSES | $5,000 |
| CHICAGO FOUNDATION FOR WOMEN | |||||
| 140 S DEARBORN ST SUITE 400 | CHICAGO | IL | 60603 | GENERAL CHARITABLE PURPOSES | $20,000 |
| COMMUNITIES IN SCHOOLS OF CHICAGO | |||||
| 815 W VAN BUREN SUITE 300 | CHICAGO | IL | 60607 | GENERAL CHARITABLE PURPOSES | $95,000 |
| ENVISION UNLIMITED | |||||
| 8 S MICHIGAN SUITE 1700 | CHICAGO | IL | 60603 | GENERAL CHARITABLE PURPOSES | $250 |
| EVANS SCHOLARS FOUNDATION | |||||
| 1 BRIAR RD | GOLF | IL | 60029 | GENERAL CHARITABLE PURPOSES | $2,500 |
| FACIAL PAIN RESEARCH FOUNDATION | |||||
| 2653 SW 87TH DRIVE SUITE A | GAINSVILLE | FL | 32608 | GENERAL CHARITABLE PURPOSES | $1,000 |
| FERNWOOD BOTANICAL GARDEN | |||||
| 13988 RANGE LINE ROAD | NILES | MI | 49120 | GENERAL CHARITABLE PURPOSES | $1,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | GENERAL CHARITABLE PURPOSES | $2,150 |
| INDIANA LANDMARKS | |||||
| 1201 CENTRAL AVENUE | INDIANAPOLIS | IN | 46202 | GENERAL CHARITABLE PURPOSES | $100 |
| INTERNATIONAL ASSOCIATION FOR SPELLING AS COMMUNICATION | |||||
| PO BOX 1361 | HERNDON | VA | 20172 | GENERAL CHARITABLE PURPOSES | $1,000 |
| JDRF ILLINOIS CHAPTER | |||||
| 440 N WELLS | CHICAGO | IL | 60654 | GENERAL CHARITABLE PURPOSES | $500 |
| MARILLAC ST VINCENT FAMILY SERVICES INC | |||||
| 2145 N HALSTED | CHICAGO | IL | 60614 | GENERAL CHARITABLE PURPOSES | $1,200 |
| MERCY HOUSING LAKEFRONT | |||||
| 120 S LASALLE ST SUITE 1850 | CHICAGO | IL | 60603 | GENERAL CHARITABLE PURPOSES | $1,000 |
| METROPOLITAN PLANNING COUNCIL | |||||
| 140 S DEARBORN ST SUITE 1400 | CHICAGO | IL | 60603 | GENERAL CHARITABLE PURPOSES | $55,000 |
| SCHOLARSHIP AMERICA | |||||
| ONE SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | GENERAL CHARITABLE PURPOSES | $2,500 |
| VIGILANT TORCH FOUNDATION | |||||
| 6412 BRANDON AVENUE SITE 318 | SPRINGFIELD | VA | 22150 | GENERAL CHARITABLE PURPOSES | $1,000 |
| WINDOW TO THE WORLD COMMUNICATIONS INC (WFMT) | |||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | GENERAL CHARITABLE CONTRIBUTIONS | $250 |
| WOMEN EMPLOYED | |||||
| 65 E WACKER PLACE SUITE 1500 | CHICAGO | IL | 60601 | GENERAL CHARITABLE PURPOSES | $1,500 |
| WOUNDED WARRIOR PROJECT | |||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | GENERAL CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $18,946 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$33,181 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$14,235 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$14,235 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THESE ITEMS ARE A DIRECT RESULT OF THE FOUNDATION |
| 4 | DIRECTORS' INVESTMENT OF THE FOUNDATION ASSETS IN A PRUDENT MANNER |
| 8 | WHICH IS CONSISTENT WITH THEIR FIDUCIARY DUTY TO THE FOUNDATION. |
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 | ELLEN CARNAHAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 N LAKE SHORE DRIVE 9D | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $149,700 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB - 9892 | BondNm |
| EOY Book Value | $111,812 | EOYBookValueAmt |
| EOYFMV | $116,257 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - 9892 | StockNm |
| EOY Book Value | $487,413 | EOYBookValueAmt |
| EOYFMV | $634,041 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MADDEN, JIGANTI, MOORE & SINARS LLP | CategoryTxt |
| Legal Fees | $3,000 | LegalFeesAmt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - INCOME RECEIVABLE | $316 | $458 | $458 |
| FEDERAL ESTIMATED TAX PAYMENTS | $3,667 | $3,667 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $25 | $25 | $0 |
| FOREIGN INCOME TAX WITHHOLDING | $274 | $274 | $0 |
| FEDERAL INCOME TAX FYE 12/31/20 | $333 | $0 | $0 |
| PENALTIES | $48 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYABLE | Desc |
| BOY Book Value | $1,910 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN CARNAHAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 N LAKE SHORE DRIVE 9D | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |