CASTEN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CASTEN FAMILY FOUNDATION INC (EIN 13-4074089)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202033169349101843
- 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 Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T15:13:56-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133952225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOEL PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 427 BEDFORD ROAD STE 300 | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | 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 | 134074089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASTEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAST | BusinessNameControlTxt |
| Phone | 6303211095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 EAST THIRD STREET | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH CASTEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6303211095 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAY NOEL | PreparerPersonNm |
| PTIN | P01302875 | PTIN |
| Phone | 9147476215 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.196.142.48 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 16:12:33 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 174BAB4B75D86E1A5D58FB8457368C9947E9B7FF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 174BAB4B75D86E1A5D58FB8457368C9947E9B7FF | 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 | $3,375,161 | 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 | $13,410 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,547 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,547 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,011 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$134,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,239,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $263 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $263 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$75,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,821 | 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 | $5,040 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,040 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $762 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $762 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,729 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,353 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $39,541 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,786 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,746 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,786 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,396 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,396 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $484,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $415,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$559,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$19,901 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$3,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$3,764 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $690 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $690 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $147,195 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $200,376 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $147,195 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $147,195 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $3,445,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,923,092 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,231,040 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,626,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,067,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,375,161 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,626,271 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,067,213 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,626,271 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,067,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,626,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,067,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,626,271 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$559,058 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,067,213 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,067,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| K&G GOURMET LLC LOAN | P | 2015-10-19 | 2019-12-31 | $44,664 | -$44,664 | -$44,664 | |
| LEGACY VENTURE IV LLC | P | $2,189 | -$2,189 | -$2,189 | |||
| LEGACY VENTURE IV LLC | P | $135,177 | $135,177 | $135,177 | |||
| LEGACY VENTURE IX LLC | P | $62 | -$62 | -$62 | |||
| HARBOR INTL FUND | P | 2018-12-17 | 2019-01-14 | $235,276 | -$76,015 | -$76,015 | $159,261 |
| IVY INTERNATIONAL CORE EQUITY | P | 2019-02-05 | $14,255 | -$676 | -$676 | $13,579 | |
| VANGUARD TOTAL STOCK MARKET | P | 2019-07-18 | $68,723 | $8,365 | $8,365 | $77,088 | |
| VANGUARD SHORT TERM INV GRADE | P | 2019-04-21 | 2019-12-30 | $44,382 | $603 | $603 | $44,985 |
| HARBOR INTL FUND | P | 2019-01-14 | $366,288 | -$118,344 | -$118,344 | $247,944 | |
| VANGUARD INTL EXPLORER | P | 2015-08-14 | 2019-01-14 | $457,682 | -$57,697 | -$57,697 | $399,985 |
| IVY INTERNATIONAL CORE EQUITY | P | 2019-02-05 | $14,262 | -$677 | -$677 | $13,585 | |
| VANGUARD TOTAL STOCK MARKET | P | 2019-07-18 | $20,413 | $2,484 | $2,484 | $22,897 | |
| VANGUARD INTL EXPLORER | P | 2019-11-04 | $105,311 | -$5,326 | -$5,326 | $99,985 | |
| CAPITAL GAINS DIVIDENDS | P | $24,780 | $24,780 | $24,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$134,241 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $376,020 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,630,203 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103581 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $397,806 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,767,329 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105594 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $301,030 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,813,573 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.106992 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $250,074 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,915,931 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085761 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $175,941 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,016,919 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058318 | DistributionYr5Rt |
| Total Distribution | 0.460246 | TotalDistributionRt |
| Average Distribution | 0.092049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,320,993 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $305,694 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $49 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $305,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $415,182 | 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 | $49 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,710 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,710 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,661 | OverpaymentAmt |
| Applied To ES Tax | $3,661 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS CASTEN | IndividualWithBooksNm |
| Phone | 6303211095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 EAST THIRD STREET | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH CASTEN | ||||||||
| 8 EAST THIRD STREET | HINSDALE | IL | 60521 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| THOMAS CASTEN | ||||||||
| 8 EAST THIRD STREET | HINSDALE | IL | 60521 | VICE PRESIDENT | 4.00 | $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 | $3,371,566 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,371,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,371,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,320,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49 | TotalTaxAmt |
| Distributable Before Adj | $166,001 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $166,001 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $166,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $415,182 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $415,182 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $49 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $415,133 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,001 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,127 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $109,337 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $162,107 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $213,860 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $200,924 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $720,355 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $415,182 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $249,181 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $969,536 | 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 | $34,127 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $935,409 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,337 | ExcessFromYear4Amt |
| Excess From Year3 | $162,107 | ExcessFromYear3Amt |
| Excess From Year2 | $213,860 | ExcessFromYear2Amt |
| Excess From Year1 | $200,924 | ExcessFromYear1Amt |
| Excess From Current Year | $249,181 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF CHICAGOLAND WEST | |||||||||||
| 930 YORK ROAD | HINSDALE | IL | 60521 | NONE | PC | MISSION IS TO IDENTIFY,DEVELOP,FUND AND DELIVER EDUCATIONAL AND OUTREACH PROGRAMS THAT ADDRESS NEEDSAND ASSIST IN TRANSFORMING LIVES IN OUR LOCAL COMMUNITIES | $525 | ||||
| BOY SCOUTS OF AMERICA | |||||||||||
| 811 W HILLGROVE AVENUE | LA GRANGE | IL | 60525 | NONE | PC | TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES OVER THEIR LIFETIME. | $70 | ||||
| CHICAGO COUNCIL ON GLOBAL AFFAIRS | |||||||||||
| 332 S MICHIGAN AVENUE SUITE 1100 | CHICAGO | IL | 60604 | NONE | PC | COMMITED TO INFLUENCING THE DISCOURSE ON GLOBAL ISSUES THROUGH CONTRIBUTIONS TO OPIONION AND POLICYINFORMATION, LEADERSHIP, DIALOGUE AND PUBLIC LEARNING | $10,000 | ||||
| CHICAGO PUBLIC MEDIA INC | |||||||||||
| 648 GRAND AVE NAVY PIER | CHICAGO | IL | 60611 | NONE | PC | TO SERVE THE PUBLIC INTEREST THROUGH THE SUPPORT OF PUBLIC RADIO. | $65,000 | ||||
| CHICAGO SYMPHONY ORCHESTRA | |||||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | TO ENRICH,INSPIRE, AND TRANSFORM LIVES THROUGH MUSIC AND MUSIC EDUCATION | $500 | ||||
| CHIPARKS FOUNDATION | |||||||||||
| 4100 N LONG AVENUE | CHICAGO | IL | 60641 | NONE | PC | ENHANCE THE QUALITY OF LIFE IN CHICAGO BY PROVIDING RECREATION AND LEISURE OPPORTUNITIES | $3,300 | ||||
| CLIMATE INSTITUTE | |||||||||||
| 900 17TH ST NW SUITE 700 | WASHINGTON | DC | 20006 | NONE | PC | PROMOTION OF SOLUTIONS FOR DEALING WITH CLIMATE CHANGE. | $15,000 | ||||
| GRIST MAGAZINE | |||||||||||
| 710 2ND AVENUE SUITE 860 | SEATTLE | WA | 98104 | NONE | PC | TO INFORM ENTERTAIN,PROVOKE, AND ENCOURAGE CREATIVE THINKING ABOUT ENVIRONMENTAL PROBLEMS AND SOLUTIONS. | $500 | ||||
| DISTRICT 181 FOUNDATION | |||||||||||
| 115 W 55TH STREET | CLAREDON HILLS | IL | 60514 | NONE | PC | TO SUPPORT SCHOOL INITIATIVES THAT NEED ADDITIONAL FUNDING | $5,000 | ||||
| EDGAR MILLER LEGACY MISSION | |||||||||||
| 1366 N SEDGWICK STREET | CHICAGO | IL | 60610 | NONE | PC | TO PRESERVE EDGAR MILLER'S ARTISTIC AND ARCHITECTURAL WORKS | $600 | ||||
| HCS FAMILY SERVICE | |||||||||||
| 19 CHICAGO AVENUE | HINSDALE | IL | 60521 | NONE | PC | TO PREVENT HOMELESSNESS AND FOOD INSECURITY. | $500 | ||||
| FRANK LLOYD WRIGHT FOUNDATION | |||||||||||
| 209 S LA SALLE ST STE 118 | CHICAGO | IL | 60604 | NONE | PC | TO ENGAGE,EDUCATE, AND INSPIRE THE PUBLIC IN THE DESIGN LEGACY OF FRANK LLOYD WRIGHT ARCHITECT | $86 | ||||
| INTERNATIONAL BIOCHAR INSTITUTE | |||||||||||
| 1211 CONNECTICUT AVENUE STE 650 | WASHINGTON | DC | 20036 | NONE | PC | TO PROMOTE DEVELOPMENT OF SUSTAIABLE BIOCHAR SYSTEMS | $26,500 | ||||
| MORTON ARBORETUM | |||||||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | NONE | PC | TO SUPPORT THE COLLECTION AND STUDY OF TREES, SHRUBS AND LANDSCAPES | $300 | ||||
| LEAP SCIENCE AND MATHS SCHOOL | |||||||||||
| NONE | PC | PROVIDING STUDENT-CENTERED MATH AND SCIENCE FOCUSED EDUCATION TO SOUTH AFICA'S ECONOMICALLY DISADVANTAGED STUDENTS FROM GRADES 8 TO 12. | $165,510 | PO BOX 2229 122 THORNTON ROAD | CAPETOWN | SOUTH AFRICA | SF | ||||
| ONE ACRE FUND | |||||||||||
| 1742 TATUM STREET | FALCON HEIGHTS | MN | 55113 | NONE | PC | TRAINING AND EDUCATION TO ENABLE AFRICAN FARM FAMILIES TO GROW THEIR WAY OUT OF HUNGER PERMANENTLY. | $50,000 | ||||
| MY BLOCK MY HOOD MY CITY | |||||||||||
| W 47TH STREET STE 100 | CHICAGO | IL | 60605 | NONE | PC | TO PROVIDE OPPORTUNITIES TO EXPLORE NEW COMMUNITIES IN THE CHICAGO AREA | $600 | ||||
| PLEASANT HOME FOUNDATION | |||||||||||
| 217 HOME AVENUE | HINSDALE | IL | 60521 | NONE | PC | TO PRESENT EDUCATIONAL PROGRAMS, COMMUNITY EVENTS, AND OTHER CULTURAL EVENTS | $3,000 | ||||
| ONE GOAL GRADUATION PERIOD | |||||||||||
| 180 N WABASH AVE STE 800 | CHICAGO | IL | 60601 | NONE | PC | TO PROVIDE AN EQUITABLE OPPORTUNITY FOR YOUNG PERSONS TO ACHIEVE | $5 | ||||
| SCHOOLS COUNT | |||||||||||
| 9750 CRESECENT PARK CIRCLE UNIT 132 | ORLAND PARK | IL | 60462 | NONE | PC | TO PROMOTE EDUCATIONAL RESOURCES. | $5,000 | ||||
| SEED SAVER EXCHANGE | |||||||||||
| 3094 NORTH WINN ROAD | DECORAH | IA | 52101 | NONE | PC | TO PRESERVE HEIRLOOM PLANT VARIETIES. | $100 | ||||
| ONE MILLION DEGREES | |||||||||||
| 226 W JACKSON 528 | CHICAGO | IL | 60606 | NONE | PC | TO SUPPORT COMMUNITY COLLEGE STUDENTS TO SUCCEED | $300 | ||||
| SOCIETY FOR SCIENCE AND THE PUBLIC | |||||||||||
| 1719 N ST SW | WASHINGTON | DC | 20036 | NONE | PC | TO PROMOTE THE UNDERSTANDING AND APPRECIATION OF SCIENCE. | $500 | ||||
| THE BOULEVARD | |||||||||||
| 3456 WEST FRANKLIN BOULEVARD | CHICAGO | IL | 60624 | NONE | PC | TO PROVIDE MEDICAL RESPITE CARE,HOLISTIC SUPPORT,AND HOUSING SERVICES | $4,066 | ||||
| THE COMMUNITY HOUSE | |||||||||||
| 415 WEST EIGHT STREET | HINSDALE | IL | 60521 | NONE | PC | BUILD COMMUNITY BY PROVIDING INSPIRING OPPORTUNITIES FOR LEARNING, SOCIAL SUPPORT, AND RECREATION | $2,500 | ||||
| THE LAND INSTITUTE | |||||||||||
| 2440 E WATER WELL ROAD | SALINAS | KS | 67401 | NONE | PC | TO SUPPORT EFFORTS TO DEVELOP AN ALTERNATIVE TO CURRENT AGRICULTURAL PRACTICES | $25,080 | ||||
| THE WARRIOR SCHOLAR | |||||||||||
| 7 S US HIGHWAY 12 | FOX LAKE | IL | 60020 | NONE | PC | TO SUPPORT SERVICE MEMBERS AS THEY TRANSITION FROM THE MILITARY TO HIGHER EDUCATION | $500 | ||||
| WIKIMEDIA FOUNDATON INC | |||||||||||
| PO BOX 98204 | WASHINGTON | DC | 200908204 | NONE | PC | TO PROVIDE THE WORLD'S KNOWLEGDE TO EVERY SINGLE PERSON IN THE PLANET IN THEIR LANGUAGE. | $104 | ||||
| US VETERANS ASSISTANCE FOUNDATION | |||||||||||
| 1118 SUPERIOR AVENUE | TOMAH | WI | 54660 | NONE' | PC | TO IDENTIFY AND ADDRESS THE ISSUES FACED BY VETERANS AND LOW INCOME PEOPLE | $150 | ||||
| VERMONT PUBLIC RADIO | |||||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PC | TO SUPPORT PUBLIC RADIO | $600 | ||||
| YOUNG MENS CHRISTIAN ASSOCIATION | |||||||||||
| 5401 WEST BROADWAY AVENUE | MINNEAPOLIS | MN | 55428 | NONE | PC | TO PROVIDE CHRISTIAN SUPPORT TO YOUNG MEN MOVING FROM RURAL TO URBAN AREAS | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,396 | 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 | $9,547 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,011 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$134,241 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$88,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$88,420 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HINSDALE TOWNSHIP HIGH SCHOOL DISTRICT 86 | ||||||
| 1 | 5500 SOUTH GRANT STREET | HINSDALE | IL | 60521 | $8,410 | Yes (X) |
| ROTARY CLUB OF HINSDALE FOUNDATION | ||||||
| 2 | PO BOX 395 | HINSDALE | IL | 60521 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NOEL + PARTNERS LLP | CategoryTxt |
| Amt | $5,040 | Amt |
| Net Investment Income | $5,040 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MATTHEWS PACIFIC TIGER FUND | AT COST | $622,488 | $741,269 |
| VANGUARD INTL EXPLORER FUND | AT COST | $404,959 | $394,950 |
| LEGACY VENTURE IV LLC | AT COST | $358,485 | $358,485 |
| VANGUARD SHORT TERM BOND FUND | AT COST | $89,507 | $89,477 |
| 13 PARTNERS FUND | AT COST | $600,000 | $693,210 |
| DFA INTL SMALL CO PORT | AT COST | $30,342 | $31,457 |
| DFA US LARGE CAP VALUE | AT COST | $48,298 | $51,955 |
| DFA US LARGE CO | AT COST | $60,941 | $78,892 |
| DFA US SMALL CAP PORT | AT COST | $29,478 | $30,719 |
| DFA US TARGETED VALUE | AT COST | $29,784 | $30,092 |
| TWEEDY BROWNE GLOBAL | AT COST | $158,299 | $169,514 |
| VANGUARD TOTAL STOCK MKT | AT COST | $349,731 | $420,022 |
| LEGACY VENTURE IX LLC | AT COST | $125,147 | $125,147 |
| VANGUARD SHORT TERM INV GRADEFUND | AT COST | $15,633 | $15,851 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING FEES | $1,187 | $1,187 | $0 |
| FILING FEE | $250 | $0 | $0 |
| PORTFOLIO EXPENSE - LEGACY VENTURE IV LLC | $7,386 | $7,386 | $0 |
| PORTFOLIO EXPENSE - LEGACY VENTURE IX LLC | $13,015 | $13,015 | $0 |
| ENTERTAINMENT | $5,989 | $0 | $0 |
| LEGAL | $150 | $0 | $0 |
| OFFICE | $5,088 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $10,158 | $10,158 | $0 |
| MISCELLANEOUS | $357 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LEGACY VENTURE IV LLC | -$23 | -$23 | -$23 |
| PIMCO ALL ASSET AUTHORITY FUND | $336 | $336 | $336 |
| LEGACY VENTURE IX LLC | -$50 | -$50 | -$50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,853 | $2,853 | $0 |
| NEW YORK STATE TAX | $621 | $500 | $0 |
| FEDERAL EXCISE TAX | $5,255 | $0 | $0 |