MARMOR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARMOR FOUNDATION (EIN 36-6208103)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202011919349100811
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T11:20:32-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366208103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARMOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARM | BusinessNameControlTxt |
| Phone | 8472911427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 EL CID LANE | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN MENDEL | PersonNm |
| Person Title | PRES./SEC. | PersonTitleTxt |
| Phone | 8472911427 | PhoneNum |
| Signature | 2020-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTY ALBERT | PreparerPersonNm |
| PTIN | P01242690 | PTIN |
| Phone | 8472679600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.8.122.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-06 | IPDt |
| IP Tm | 12:46:40 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 213129ABCD16C7FF93FDD12761FBF98517529A2C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 90BACFE0B2AF49DEB58CCD12F22AECC92323D68A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $78,329 | 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 | $33,100 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,871 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,871 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,910 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,881 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,781 | 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 | $1,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,781 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,936 | CashBOYAmt |
| Cash EOY | $8,529 | CashEOYAmt |
| Cash EOYFMV | $8,529 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,156 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,627 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,544 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,548 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $96 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $96 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,329 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $85,616 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,616 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$39,307 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$10,291 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $75,928 | SubtotalAmt |
| Other Decreases | $603 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $75,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| 200 ABBOT LABORATORIES | P | $16,330 | $5,582 | $10,748 | $10,748 | ||
| 400 ABBVIE | P | $29,603 | $26,044 | $3,559 | $3,559 | ||
| 200 DEERE & COMPANY | D | $33,703 | $33,100 | $603 | $603 | 2019-10-01 | 2019-10-16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,910 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,231 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $75,483 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.175285 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,101 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,746 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.217790 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,508 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,201 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.286180 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,862 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $68,355 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.217424 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,517 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $78,130 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.160207 | DistributionYr5Rt |
| Total Distribution | 1.056886 | TotalDistributionRt |
| Average Distribution | 0.211377 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,634 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,817 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $168 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,985 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,380 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $168 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $168 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $168 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEAN MENDEL | IndividualWithBooksNm |
| Phone | 8472911427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 EL CID LANE | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN MENDEL | ||||||||
| 2390 EL CID LANE | NORTHBROOK | IL | 60062 | PRES./SEC. | 10.00 | $0 | $0 | $0 |
| BARRY MENDEL | ||||||||
| 2313 GLEN EAGLES LANE | RIVERWOODS | IL | 60015 | TREASURER | 1.00 | $0 | $0 | $0 |
| SCOTT MENDEL | ||||||||
| 2825 KNOLLWOOD LANE | GLENVIEW | IL | 60025 | DIRECTOR | 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 | $42,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $168 | TotalTaxAmt |
| Distributable Before Adj | $2,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,380 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $168 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,212 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,640 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,508 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,302 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,054 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,225 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,864 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,516 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,741 | 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 | $8,640 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,101 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,508 | ExcessFromYear4Amt |
| Excess From Year3 | $11,302 | ExcessFromYear3Amt |
| Excess From Year2 | $11,054 | ExcessFromYear2Amt |
| Excess From Year1 | $9,721 | ExcessFromYear1Amt |
| Excess From Current Year | $15,516 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEAN MENDEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-CRUELTY SOCIETY | |||||||
| 157 W GRAND AVENUE | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITABLE | CHARITABLE | $20 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITABLE | CHARITABLE | $349 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 N CLARK ST | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITABLE | CHARITABLE | $70 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | NONE | PUBLIC CHARITABLE | CHARITABLE | $456 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 1 BRIAR ROAD | GOLF | IL | 60029 | NONE | PUBLIC CHARITABLE | CHARITABLE | $250 |
| FORWARD STEPS | |||||||
| 370 INTERLOCKEN BLVD | BROOMFIELD | CO | 80021 | NONE | PUBLIC CHARITABLE | CHARITABLE | $500 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITABLE | CHARITABLE | $20 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITABLE | CHARITABLE | $1,730 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 1 N LASALLE STREET 1200 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITABLE | CHARITABLE | $6,700 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 |
| MEALS AT HOME | |||||||
| 1123 EMERSON STREET SUITE 213 | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITABLE | CHARITABLE | $18 |
| MISERICORDIA | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITABLE | CHARITABLE | $3,925 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DRIVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITABLE | CHARITABLE | $195 |
| NORTHBROOK PUBLIC LIBRARY | |||||||
| 1201 CEDAR LANE | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 |
| SPCA INTERNATIONAL | |||||||
| PO BOX 8682 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITABLE | CHARITABLE | $20 |
| WTTW | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITABLE | CHARITABLE | $90 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | PUBLIC CHARITABLE | CHARITABLE | $72 |
| ALPHA EPSILON PI FOUNDATION | |||||||
| 8815 WESLEYAN ROAD | INDIANAPOLIS | IN | 462681171 | NONE | PUBLIC CHARITABLE | CHARITABLE | $50 |
| SHEDD AQUARIUM | |||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITABLE | CHARITABLE | $407 |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITABLE | CHARITABLE | $185 |
| ISRAEL FOUNDATION | |||||||
| 3100 DUNDEE RD 308 | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 |
| NATIONAL WILDLIFE FOUNDATION | |||||||
| 1133 FIFTEENTH ST NW STE 1000 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITABLE | CHARITABLE | $15 |
| NATIONAL HUMANE SOCIETY | |||||||
| 40 E MAIN STREET 364 | NEWARK | DE | 19711 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 |
| ADLER PLANETARIUM | |||||||
| 1300 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITABLE | CHARITABLE | $229 |
| BROOKFIELD ZOO | |||||||
| 8400 31ST ST | BROOKFIELD | IL | 60513 | NONE | PUBLIC CHARITABLE | CHARITABLE | $244 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITABLE | CHARITABLE | $375 |
| OIL LAMP THEATER | |||||||
| 1723 GLENVIEW ROAD | GLENVIEW | IL | 60025 | NONE | PUBLIC CHARITABLE | CHARITABLE | $50 |
| ILLINOIS HOLOCAUST MUSEUM | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITABLE | CHARITABLE | $40 |
| FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITABLE | CHARITABLE | $245 |
| KOHLS CHILDRENS MUSEUM | |||||||
| 2100 PATRIOT BLVD | GLENVIEW | IL | 60026 | NONE | PUBLIC CHARITABLE | CHARITABLE | $150 |
| LEADER DOGS FOR THE BLIND | |||||||
| 1039 S ROCHESTER ROAD | ROCHESTER HILLS | MI | 483073115 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 847415000 | NONE | PUBLIC CHARITABLE | CHARITABLE | $20 |
| TEMPLE BETH EL | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $1,620 |
| PCRF | |||||||
| PO BOX 1926 | KENT | OH | 44240 | NONE | PUBLIC CHARITABLE | CHARITABLE | $50 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 W GREEN ST | URBANA | IL | 61801 | NONE | PUBLIC CHARITABLE | CHARITABLE | $100 |
| PET PARTNERS | |||||||
| 345 118TH AVE SE 200 | BELLEVUE | WA | 98005 | NONE | PUBLIC CHARITABLE | CHARITABLE | $10 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITABLE | CHARITABLE | $15 |
| NORTHBROOK DAYS FESTIVAL | |||||||
| SHERMER AND MEADOW | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITABLE | CHARITABLE | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,380 | 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 | $1,871 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,910 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,781 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,781 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY MENDEL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2313 GLEN EAGLES LANE | AddressLine1Txt |
| City | RIVERWOODS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $33,100 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 SHARES DEERE & COMPANY | NoncashPropertyDesc |
| Fair Market Value | $33,100 | FairMarketValueAmt |
| Received | 2019-10-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,425 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES INC CORE MSCI EMERGING MARKETS ETF | AT COST | $4,039 | $4,301 |
| ISHARES TRUST CORE DIVIDEND GROWTH | AT COST | $7,788 | $8,414 |
| SECTOR SPDR TR SHS BEN INT INDUSTRIAL | AT COST | $3,861 | $4,073 |
| SELECT SECTOR SPDR TR HEALTH CARE | AT COST | $3,668 | $4,074 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY | AT COST | $3,310 | $3,667 |
| SPDR S&P MIDCAP 400 ETF TR | AT COST | $3,528 | $3,754 |
| SPDR S&P 500 ETF TRUST | AT COST | $10,350 | $11,265 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $96 | EOYBookValueAmt |
| EOYFMV | $96 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE CONTRIBUTIONS | Desc |
| Amt | $603 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $168 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY MENDEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2313 GLEN EAGLES LANE | AddressLine1Txt |
| City | RIVERWOODS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $10 | $0 | $0 |
| FEDERAL TAXES | $264 | $0 | $0 |
| ILLINOIS TAXES | $15 | $0 | $0 |