BARBARA BLUHM-KAUL FOUNDATION: Form 990PF, tax year 2024
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- Organization
- BARBARA BLUHM-KAUL FOUNDATION (EIN 36-7435405)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-26
- IRS object ID
- 202502389349101310
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-26T13:36:06-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N WACKER DRIVE 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367435405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA BLUHM-KAUL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | (F/K/A MAYFAIR FOUNDATION) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 3123371111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 189 EAST LAKE SHORE DRIVE 19 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BLUHM-KAUL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3123371111 | PhoneNum |
| Signature | 2025-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE A HORWICH | PreparerPersonNm |
| PTIN | P00295852 | PTIN |
| Phone | 3123410100 | PhoneNum |
| Preparation | 2025-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,730 | 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 | $1,107,299 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $739,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,544 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,834 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,834 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,121,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,101 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $68,201 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,103 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,029,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,029,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,112,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,029,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,101 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,055 | CashBOYAmt |
| Cash EOY | $14,581 | CashEOYAmt |
| Cash EOYFMV | $14,581 | CashEOYFMVAmt |
| Other Assets BOY | $8,293 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,149 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,149 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,730 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,834 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,834 | 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 | $13,514 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,730 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,730 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ON HOLDING AG | D | 2022-05-25 | 2024-10-22 | $4,815 | $4,784 | $31 | $31 |
| AMERICAN INTERNATIONAL GROUP, INC. | D | 2020-05-22 | 2024-10-22 | $8,094 | $8,199 | -$105 | -$105 |
| AXON ENTERPRISE, INC. | D | 2022-03-14 | 2024-10-22 | $18,019 | $17,589 | $430 | $430 |
| AXON ENTERPRISE, INC. | D | 2022-03-18 | 2024-10-22 | $2,252 | $2,199 | $53 | $53 |
| AXON ENTERPRISE, INC. | D | 2022-04-21 | 2024-10-22 | $22,523 | $21,986 | $537 | $537 |
| AXON ENTERPRISE, INC. | D | 2022-05-11 | 2024-10-22 | $20,271 | $19,788 | $483 | $483 |
| AXON ENTERPRISE, INC. | D | 2022-05-17 | 2024-10-22 | $22,523 | $21,986 | $537 | $537 |
| AXON ENTERPRISE, INC. | D | 2022-05-27 | 2024-10-22 | $18,019 | $17,589 | $430 | $430 |
| AXON ENTERPRISE, INC. | D | 2021-12-30 | 2024-10-22 | $2,252 | $2,199 | $53 | $53 |
| CBRE GROUP, INC. | D | 2020-05-22 | 2024-10-22 | $1,231 | $1,247 | -$16 | -$16 |
| CBRE GROUP, INC. | D | 2020-08-18 | 2024-10-22 | $4,310 | $4,364 | -$54 | -$54 |
| MERCADOLIBRE, INC. | D | 2020-04-14 | 2024-10-22 | $93,415 | $93,780 | -$365 | -$365 |
| NATERA, INC. | D | 2023-05-18 | 2024-10-22 | $8,387 | $8,391 | -$4 | -$4 |
| ORACLE CORPORATION | D | 2020-08-18 | 2024-10-22 | $56,924 | $56,600 | $324 | $324 |
| PALO ALTO NETWORKS, INC. | D | 2023-01-10 | 2024-10-22 | $7,525 | $7,570 | -$45 | -$45 |
| TESLA, INC. | D | 2020-05-20 | 2024-10-22 | $16,273 | $16,358 | -$85 | -$85 |
| THE TRADE DESK, INC. | D | 2020-04-14 | 2024-10-22 | $11,993 | $11,817 | $176 | $176 |
| THE TRADE DESK, INC. | D | 2020-05-20 | 2024-10-22 | $32,980 | $32,498 | $482 | $482 |
| THE TRADE DESK, INC. | D | 2018-11-12 | 2024-10-22 | $12,233 | $12,054 | $179 | $179 |
| UBER TECHNOLOGIES, INC. | D | 2020-05-07 | 2024-10-22 | $7,262 | $7,205 | $57 | $57 |
| UBER TECHNOLOGIES, INC. | D | 2022-05-17 | 2024-10-22 | $28,241 | $28,021 | $220 | $220 |
| UBER TECHNOLOGIES, INC. | D | 2022-05-18 | 2024-10-22 | $16,944 | $16,813 | $131 | $131 |
| UBER TECHNOLOGIES, INC. | D | 2020-08-18 | 2024-10-22 | $7,665 | $7,606 | $59 | $59 |
| UBER TECHNOLOGIES, INC. | D | 2019-10-15 | 2024-10-24 | $14,524 | $14,411 | $113 | $113 |
| WINGSTOP, INC. | D | 2022-08-11 | 2024-10-22 | $18,317 | $18,412 | -$95 | -$95 |
| WINGSTOP, INC. | D | 2022-08-22 | 2024-10-22 | $20,148 | $20,253 | -$105 | -$105 |
| WINGSTOP, INC. | D | 2022-08-31 | 2024-10-22 | $1,832 | $1,841 | -$9 | -$9 |
| WINGSTOP, INC. | D | 2022-09-07 | 2024-10-22 | $7,327 | $7,365 | -$38 | -$38 |
| NVIDIA CORPORATION | D | 2023-05-18 | 2024-10-24 | $8,293 | $8,254 | $39 | $39 |
| NVIDIA CORPORATION | D | 2017-08-11 | 2024-10-24 | $213,644 | $212,656 | $988 | $988 |
| NVIDIA CORPORATION | D | 2018-11-30 | 2024-10-24 | $30,922 | $30,779 | $143 | $143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,544 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $196 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $196 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $196 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $96 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARBARA BLUHM-KAUL | IndividualWithBooksNm |
| Phone | 3123371111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 189 E LAKE SHORE DRIVE SUITE 19 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BLUHM-KAUL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 189 E LAKE SHORE DRIVE SUITE 19 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLE BORON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 E PEARSON ST 5905 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $68,201 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $70,019 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $90,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $196 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $196 | TotalTaxAmt |
| Distributable Before Adj | $4,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,029,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,029,310 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $226,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $119,829 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $394,668 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $389,567 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $656,842 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,787,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,029,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,025,058 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,812,534 | 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 | $226,570 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,585,964 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $119,829 | ExcessFromYear4Amt |
| Excess From Year3 | $394,668 | ExcessFromYear3Amt |
| Excess From Year2 | $389,567 | ExcessFromYear2Amt |
| Excess From Year1 | $656,842 | ExcessFromYear1Amt |
| Excess From Current Year | $1,025,058 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC | |||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 606017633 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| AMERICAN FRIENDS OF ISRAEL PHILHARMONIC | |||||||
| 122 EAST 42ND STREE | NEW YORK | NY | 10168 | N/A | PUBLIC CHARITY | SUPPORT ISRAEL PHILHARMONIC | $2,000 |
| ANDERSON RANCH ARTS CENTER | |||||||
| 5263 OWL CREEK ROAD | SNOWMASS VILLAGE | CO | 81615 | N/A | PUBLIC CHARITY | TO PROMOTE THOUGHT-PROVOKING EXPERIENCES OF ART, CULTURE, AND SOCIETY. | $5,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | N/A | PUBLIC CHARITY | COLLECTS AND CONSERVES ART WORKS FOR PUBLIC APPRECIATION. | $90,000 |
| ASPEN ART MUSEUM | |||||||
| 637 E HYMAN AVENUE | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | TO PROMOTE THOUGHT-PROVOKING EXPERIENCES OF ART, CULTURE, AND SOCIETY. | $537,300 |
| ASPEN MUSIC FESTIVAL & SCHOOL | |||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | PROMOTE MUSIC EDUCATION FOR YOUNG MUSIXC STUDENTS | $10,000 |
| CHICAGO BOTANICAL GARDENS | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $600 |
| CHICAGO CARES | |||||||
| 2 SOUTH RIVERSIDE PLAZA | CHICAGO | IL | 60606 | N/A | PUBLIC CHARITY | TO SUPPORT MAKING CHICAGO A STRONGER COMMUNITY. | $20,000 |
| CHICAGO SINAI CONGREGATION | |||||||
| 15 W DELAWARE PL | CHICAGO | IL | 60610 | N/A | PUBLIC CHARITY | MEMBERSHIP | $3,875 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | N/A | PUBLIC CHARITY | PROMOTE LOCAL AND GLOBAL JEWISH NEEDS | $50,000 |
| ORANGE COUNTY MUSEUM OF ART | |||||||
| 3333 AVENUE OF THE ARTS | COSTA MESA | CA | 92626 | N/A | PUBLIC CHARITY | TO PROMOTE THOUGHT-PROVOKING EXPERIENCES OF ART, CULTURE, AND SOCIETY. | $185,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | TO SUPPORT MAKING THE PROMISE OF AMERICA REAL FOR EVERY AMERICAN: EQUALITY, FREEDOM OF SPEECH AND FREEDOM OF RELIGION | $25,000 |
| RELIGIOUS ACTION CENTER OF REFORM JUDAISM | |||||||
| 2027 MASSACHUSETTS AVENUE | NW WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| SEGERSTROM CENTER FOR THE ARTS | |||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $24,390 |
| THE JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $145 |
| THE WASHINGTON INSTITUE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | PROMOTE AMEEICAN INTERESTS IN THE MIDDLE EAST | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,029,310 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $723 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,834 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,544 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,834 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,267 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,101 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON SALE OF SECURITIES FOR CONTRIBUTIONS TO BE MADE. | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BARBARA BLUHM-KAUL | |||||||
| 1 | 189 E LAKE SHORE DRIVE SUITE 19 | CHICAGO | IL | 60611 | $372,685 | Yes (X) | |
| BARBARA BLUHM-KAUL | |||||||
| 2 | 189 E LAKE SHORE DRIVE SUITE 19 | CHICAGO | IL | 60611 | $482,925 | Yes (X) | |
| BARBARA BLUHM-KAUL | |||||||
| 3 | 189 E LAKE SHORE DRIVE SUITE 19 | CHICAGO | IL | 60611 | $251,689 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | MARKETABLE SECURITIES | $482,925 | 2024-10-22 |
| 3 | MARKETABLE SECURITIES | $251,689 | 2024-10-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,103 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TREASURY RESERVE | Desc |
| BOY Book Value | $8,293 | BOYBookValueAmt |
| EOY Book Value | $8,149 | EOYBookValueAmt |
| EOYFMV | $8,149 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC | $83 | $0 | $0 |
| BANK FEES | $50 | $0 | $0 |
| LICENSE & FEES | $115 | $0 | $0 |
| PAYROLL SERVICE | $1,105 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECLASS DFE | Desc |
| Revenue And Expenses Per Books | $8,834 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,834 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,834 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO EMPLOYEE | Desc |
| BOY Book Value | $8,834 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BLUHM-KAUL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 189 E LAKE SHORE DRIVE SUITE 19 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $5,217 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |