CAROL LAVIN BERNICK FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAROL LAVIN BERNICK FAMILY FOUNDATION (EIN 36-4134174)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349102398
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T14:57:12-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 364134174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL BERNICK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O POLISHED NICKEL CAPITAL MGMT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 3124777600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER NO 1680 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL BERNICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3124777600 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A HAUMANN | PreparerPersonNm |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.176.181.68 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 11:36:13 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F18F835EE371A329476A90C9A25407CADD21E201 | 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 | $7,642,391 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,385 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $978 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,421 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $190,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,042,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,871 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $358,518 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,270 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,550 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,142 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $406,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $499,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $406,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,678 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $409,390 | CashBOYAmt |
| Cash EOY | $325,658 | CashEOYAmt |
| Cash EOYFMV | $325,658 | CashEOYFMVAmt |
| Other Investments BOY | $5,895,094 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,837,874 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,316,733 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,304,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,163,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,642,391 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $6,304,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,163,532 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,304,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,163,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,304,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,163,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,304,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,952 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,163,532 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,163,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,042,669 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,982,798 | CostOrOtherBasisAmt |
| Gain Or Loss | $59,871 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $59,871 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,871 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $463,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,265,893 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063829 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $730,327 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,222,705 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.101115 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $690,811 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,175,040 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096280 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $919,499 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,853,343 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117084 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,383,866 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.005904 | DistributionYr5Rt |
| Total Distribution | 0.384212 | TotalDistributionRt |
| Average Distribution | 0.076842 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,167,672 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $550,778 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,217 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $551,995 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $406,220 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,434 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,434 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,434 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,645 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,645 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,211 | OverpaymentAmt |
| Applied To ES Tax | $12,211 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | POLISHED NICKEL CAP MGMT LLC | IndividualWithBooksNm |
| Phone | 3124777600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR STE 1680 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL BERNICK | ||||||||
| 155 N WACKER STE 1680 | CHICAGO | IL | 60606 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| CRAIG BERNICK | ||||||||
| 155 N WACKER STE 1680 | CHICAGO | IL | 60606 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PETER BERNICK | ||||||||
| 155 N WACKER STE 1680 | CHICAGO | IL | 60606 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELIZABETH BERNICK HUBER | ||||||||
| 155 N WACKER STE 1680 | CHICAGO | IL | 60606 | VICE PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N WACKER | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST MGTMT FEES | ServiceTypeTxt |
| Compensation | $53,112 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,756,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $519,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,276,824 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,276,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,167,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,434 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,434 | TotalTaxAmt |
| Distributable Before Adj | $355,950 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $355,950 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $355,950 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $406,220 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $406,220 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,220 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,950 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $534,734 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $337,977 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $378,188 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,390 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,373,206 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $406,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $355,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,270 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,423,476 | 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 | $14,917 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,408,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $534,734 | ExcessFromYear4Amt |
| Excess From Year3 | $337,977 | ExcessFromYear3Amt |
| Excess From Year2 | $378,188 | ExcessFromYear2Amt |
| Excess From Year1 | $107,390 | ExcessFromYear1Amt |
| Excess From Current Year | $50,270 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | NONE | GROUP | GENERAL FUND | $5,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVE SUITE 1700 | CHICAGO | IL | 60601 | NONE | GROUP | GENERAL FUND | $1,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | GROUP | GENERAL FUND | $250 | |
| BEAR NECESSITIES PEDIATRIC CANCER FOUNDATION | ||||||||
| 55 WEST WACKER DR SUITE 1100 | CHICAGO | IL | 60611 | NONE | PC | GENERAL FUND | $3,000 | |
| BELMONT CHILD CARE ASSOCIATION INC | ||||||||
| 2150 HEMPSTEAD TURNPIKE GATE 6 | ELMONT | NY | 11003 | NONE | PC | GENERAL FUND | $2,000 | BELMONT PARK |
| BELVIDERE HIGH SCHOOL DISTRICT 100 CHARITABLE FOUNDATION | ||||||||
| 1201 5TH AVE | BELVIDERE | IL | 61008 | NONE | PC | GENERAL FUND | $1,500 | |
| BELVIDERE HIGH SCHOOL MUSIC BOOSTERS | ||||||||
| 1500 EAST AVE | BELVIDERE | IL | 61008 | NONE | PC | GENERAL FUND | $1,000 | |
| BENEDICTINE SISTERS OF CHICAGO | ||||||||
| 7430 N RIDGE BLVD | CHICAGO | IL | 60645 | NONE | N/A | GENERAL FUND | $2,500 | |
| BENET ACADEMY | ||||||||
| 2200 MAPLE AVE | LISLE | IL | 60532 | NONE | N/A | GENERAL FUND | $2,000 | |
| BIG SHOULDERS FUND | ||||||||
| 212 W VAN BUREN ST | CHICAGO | IL | 60607 | NONE | PC | GENERAL FUND | $1,000 | |
| BLUE GAVEL SCHOLARSHIP FUND | ||||||||
| 700 14TH AVE S | NAPLES | FL | 34102 | NONE | PC | GENERAL FUND | $4,000 | |
| BOYS & GIRLS CLUB OF CHICAGO | ||||||||
| 550 W VAN BUREN STE SUITE 350 | CHICAGO | IL | 60607 | NONE | PC | GENERAL FUND | $500 | |
| BRAIN RESEARCH FOUNDATION | ||||||||
| 111 W WASHINGTON ST SUITE 1460 | CHICAGO | IL | 60602 | NONE | PC | GENERAL FUND | $100 | |
| BRENT SOPEL FOUNDATION | ||||||||
| 820 N RIDGE AVE | ARLINGTON HEIGHTS | IL | 60004 | NONE | PC | GENERAL FUND | $2,000 | |
| BROTHER RICE HIGH SCHOOL | ||||||||
| 10001 S PULASKI RD | CHICAGO | IL | 60655 | NONE | N/A | GENERAL FUND | $30,000 | |
| C200 FOUNDATION | ||||||||
| 65 E WACKER PL STE 510 | CHICAGO | IL | 60606 | NONE | PC | GENERAL FUND | $25,000 | |
| CALIFORNIA YOUTH SERVICES | ||||||||
| 23282 MILL CREEK DRIVE | LAGUNA HILLS | CA | 92653 | NONE | PC | GENERAL FUND | $1,000 | |
| CATHOLIC CHARITIES | ||||||||
| 721 N LASALLE STREET | CHICAGO | IL | 60654 | NONE | N/A | GENERAL FUND | $200 | |
| CHICAGO FOUNDATION FOR WOMEN | ||||||||
| 140 S DEARBORN ST STE 400 | CHICAGO | IL | 60603 | NONE | PC | GENERAL FUND | $4,000 | |
| CHICAGO PUBLIC LIBRARY FOUNDATION | ||||||||
| 20 NORTH MICHIGAN AVE SUITE 520 | CHICAGO | IL | 60602 | NONE | PC | GENERAL FUND | $15,000 | |
| CHILDREN'S MIRACLE NETWORK HOSPITALS | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL FUND | $250 | |
| COLUMBIA COLLEGE CHICAGO | ||||||||
| 600 S MICHIGAN AVE SUITE 400 | CHICAGO | IL | 60605 | NONE | PC | GENERAL FUND | $1,000 | |
| CUDDLES FOR CLEFTS | ||||||||
| 2009 COUNTY ROAD 2540 | QUINLAN | TX | 75454 | NONE | PC | GENERAL FUND | $2,000 | |
| DUPAGE P A D S INC | ||||||||
| 705 WEST LIBERTY DRIVE | WHEATON | IL | 60187 | NONE | PC | GENERAL FUND | $750 | |
| EMERITUS COLLEGE OF SANTA MONICA COLLEGE | ||||||||
| 1900 PICO BOULEVARD | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL FUND | $100 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| ONE BRIAR RD | GOLF | IL | 60029 | NONE | GROUP | GENERAL FUND | $5,000 | |
| EVANSTON TOWNSHIP HIGH SCHOOL | ||||||||
| 1600 DODGE AVE | EVANSTON | IL | 60201 | NONE | PC | GENERAL FUND | $2,500 | |
| FAYETTE ALLIANCE FOUNDATION | ||||||||
| 603 W SHORT ST | LEXINGTON | KY | 40508 | NONE | PC | GENERAL FUND | $5,000 | |
| FGCU ATHLETICS | ||||||||
| 1501 FGCU BOULEVARD SOUTH | FOR MYERS | FL | 33965 | NONE | PC | GENERAL FUND | $15,000 | |
| FIGHT ON FOR KATHY & JOHN | ||||||||
| 9725 S RIDGEWAY | EVERGREEN PARK | IL | 60805 | NONE | PC | GENERAL FUND | $500 | |
| FRANCIS W PARKER SCHOOL | ||||||||
| 300 WEBSTER AVE | CHICAGO | IL | 60614 | NONE | PC | GENERAL FUND | $15,000 | |
| FRIENDS OF PRENTICE | ||||||||
| 251 E HURON ST | CHICAGO | IL | 60611 | NONE | PC | GENERAL FUND | $300 | |
| GENEVA LAKE ASSOCIATION INC | ||||||||
| PO BOX 412 | LAKE GENEVA | WI | 53147 | NONE | PC | GENERAL FUND | $250 | |
| GENEVA LAKE CONSERVANCY | ||||||||
| 398 MILL ST | FONTANA | WI | 53125 | NONE | PC | GENERAL FUND | $5,000 | |
| GENEVA LAKE SAILING SCHOOL INC | ||||||||
| 1250 LAKE SHORE DRIVE | FONTANA | WI | 53125 | NONE | PC | GENERAL FUND | $5,000 | |
| GENEVA LAKE WATER SAFETY COMMITTEE INC | ||||||||
| PO BOX 548 | WILLIAMS BAY | WI | 53191 | NONE | PC | GENERAL FUND | $5,000 | |
| GEORGE WILLIAMS COLLEGE OF AURORA UNIVERSITY | ||||||||
| 347 SOUTH GLADSTONE AVE | AURORA | IL | 60506 | NONE | PC | GENERAL FUND | $10,000 | |
| GLENWOOD ACADEMY | ||||||||
| 500 W 187TH ST | GLENWOOD | IL | 60425 | NONE | PC | GENERAL FUND | $5,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | GENERAL FUND | $3,300 | |
| HANDS OF PEACE | ||||||||
| 100 ELM STREET | GLENVIEW | IL | 60025 | NONE | PC | GENERAL FUND | $1,000 | |
| HARVEST CHURCH | ||||||||
| PO BOX 381855 | GERMANTOWN | TN | 38183 | NONE | N/A | GENERAL FUND | $1,000 | |
| HOPE & FRIENDSHIP FOUNDATION | ||||||||
| 721 HICKORY ST | LEMONT | IL | 60439 | NONE | PC | GENERAL FUND | $750 | |
| INTERNATIONAL WOMEN'S FORUM | ||||||||
| 20960 FRANKFORT SQURE ROAD | FRANKFORT | IL | 60423 | NONE | PC | GENERAL FUND | $595 | |
| LAKE GENEVA FRESH AIR ASSOCIATION | ||||||||
| PO BOX 10 | WILLIAMS BAY | WI | 53191 | NONE | PC | GENERAL FUND | $5,000 | |
| LEMONT BASEBALL & SOFTBALL CLUB | ||||||||
| PO BOX 261 | LEMONT | IL | 60439 | NONE | PC | GENERAL FUND | $750 | |
| LEMONT PARK DISTRICT FOUNDATION | ||||||||
| 16028 W 127TH ST | LEMONT | IL | 60439 | NONE | PC | GENERAL FUND | $500 | |
| LONG SHADOWS CHARITABLE FOUNDATION | ||||||||
| 49 DR BROWN LANE | CAMBRIDGE | NY | 12816 | NONE | PC | GENERAL FUND | $1,500 | |
| MARILLAC ST VINCENT FAMILY SERVICES | ||||||||
| PO BOX 14699 | CHICAGO | IL | 60614 | NONE | N/A | GENERAL FUND | $1,000 | |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PC | GENERAL FUND | $500 | |
| MARKEY CANCER FOUNDATION | ||||||||
| 800 ROSE STREET CC 160 | LEXINGTON | KY | 40536 | NONE | PC | GENERAL FUND | $2,500 | |
| MARWEN | ||||||||
| 833 N ORLEANS | CHICAGO | IL | 60610 | NONE | PC | GENERAL FUND | $100 | |
| MARY BETH RICHMOND SCHOLARSHIP FUND AT NORTHWESTERN MEDICINEFD | ||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | GENERAL FUND | $10,000 | |
| MAYO CLINIC RESEARCH | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | GROUP | GENERAL FUND | $500 | |
| METROPOLITAN PLANNING COUNCIL | ||||||||
| 140 SOUTH DEARBORN SUITE 1400 | CHICAGO | IL | 60603 | NONE | PC | GENERAL FUND | $15,000 | |
| MORTON ARBORETUM | ||||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | NONE | PC | GENERAL FUND | $500 | |
| MULTIPLIER | ||||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | NONE | PC | GENERAL FUND | $2,500 | |
| NAPERVILLE EDUCATION FOUNDATION | ||||||||
| 2013 W HILLSIDE | NAPERVILLE | IL | 60540 | NONE | PC | GENERAL FUND | $500 | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 30 E 33RD ST | NEW YORK | NY | 10016 | NONE | GROUP | GENERAL FUND | $1,000 | |
| NATIONAL VETERANS ART MUSEUM | ||||||||
| 4041 N MILWAUKEE AVENUE 2ND FLOOR | CHICAGO | IL | 60641 | NONE | PC | GENERAL FUND | $500 | |
| NEW ORLEANS JCC | ||||||||
| 4342 ST CHARLES AVE | NEW ORLEANS | LA | 70115 | NONE | PC | GENERAL FUND | $1,000 | |
| NORTHWESTERN | ||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | GENERAL FUND | $21,000 | |
| OFF THE STREET CLUB | ||||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | NONE | PC | GENERAL FUND | $5,000 | |
| OLD FRIENDS INC | ||||||||
| 1841 PAYNES DEPOT RD | GEORGETOWN | KY | 40324 | NONE | PC | GENERAL FUND | $750 | |
| OLD ST PATRICK'S CHURCH | ||||||||
| 700 W ADAMS 711 W MONROE | CHICAGO | IL | 60661 | NONE | N/A | GENERAL FUND | $2,000 | |
| OPPORTUNITY KNOCKS | ||||||||
| 8020 MADISON ST | RIVER FOREST | IL | 60305 | NONE | PC | GENERAL FUND | $10,000 | |
| OPRF COMMUNITY FOUNDATION | ||||||||
| 1049 LAKE STREET SUITE 204 | OAK PARK | IL | 60301 | NONE | PC | GENERAL FUND | $500 | |
| PERMANENTLY DISABLED JOCKEY FUND | ||||||||
| PO BOX 803 | ELMHURST | IL | 60126 | NONE | PC | GENERAL FUND | $17,500 | |
| PREPARING LEADERS OF TOMORROW | ||||||||
| PO BOX 22663 | BROOKLYN | NY | 11202 | NONE | PC | GENERAL FUND | $250 | |
| PROJECT PURPLE | ||||||||
| 115 MAIN STREET SUITE 1 | SEYMOUR | CT | 06483 | NONE | PC | GENERAL FUND | $500 | |
| REAL MEN CHARITIES INC | ||||||||
| 7417 S BENNETT AVENUE | CHICAGO | IL | 60649 | NONE | UKNOWN | GENERAL FUND | $5,000 | |
| REMEDIES RENEWING LIVES | ||||||||
| 220 EASTON PARKWAY | ROCKFORD | IL | 61108 | NONE | PC | GENERAL FUND | $2,500 | |
| RERUN INC | ||||||||
| 236A WATERS ROAD | EAST GREENBUSH | NY | 12061 | NONE | PC | GENERAL FUND | $1,750 | |
| SARAH'S INN | ||||||||
| 309 HARRISON ST | OAK PARK | IL | 60304 | NONE | PC | GENERAL FUND | $300 | |
| SCHOOL DISTRICT 113A EDUCATIONAL FOUNDATION | ||||||||
| 13212 RED DRIVE | LEMONT | IL | 60439 | NONE | PC | GENERAL FUND | $750 | |
| SS CYRIL AND METHODIUS PARISH | ||||||||
| 9415 ROCHESTER AVE | BROOKFIELD | IL | 60513 | NONE | N/A | GENERAL FUND | $500 | |
| ST ALPHONSUS CATHOLIC CHURCH | ||||||||
| 210 E LOGAN ST | LEMONT | IL | 60439 | NONE | N/A | GENERAL FUND | $750 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL FUND | $200 | |
| ST JULIANA | ||||||||
| 7200 N OSCEOLA AVE | CHICAGO | IL | 60631 | NONE | N/A | GENERAL FUND | $1,500 | |
| ST RAPHAEL | ||||||||
| 1215 MODAFF RD | NAPERVILLE | IL | 60540 | NONE | N/A | GENERAL FUND | $1,000 | |
| TALKING EYES MEDIA INC | ||||||||
| 110 MONTCLAIR AVENUE | MONTCLAIR | NJ | 07424 | NONE | PC | GENERAL FUND | $250 | |
| TEACHING TOLERANCE | ||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | GENERAL FUND | $40,000 | |
| THE CHICAGO COMMUNITY TRUST | ||||||||
| 225 NORTH MICHIGAN AVE SUITE 2200 | CHICAGO | IL | 60601 | NONE | PC | GENERAL FUND | $250 | |
| THE CHICAGO NETWORK | ||||||||
| 737 NORTH MICHIGAN AVE SUITE 1900 | CHICAGO | IL | 60601 | NONE | PC | GENERAL FUND | $5,000 | |
| THE CIVIC FEDERATION | ||||||||
| 10 NORTH DEARBORN ST SUITE 800 | CHICAGO | IL | 60602 | NONE | PC | GENERAL FUND | $5,000 | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | NONE | PC | GENERAL FUND | $1,000 | |
| THE LEXINGTON SCHOOL | ||||||||
| 1050 LANE ALLEN RD | LEXINGTON | IL | 40504 | NONE | PC | GENERAL FUND | $10,000 | |
| THE OAK PARK RIVER FOREST INFANT WELFARE SOCIETY | ||||||||
| 320 LAKE STREET | OAK PARK | IL | 60302 | NONE | PC | GENERAL FUND | $1,000 | |
| THE SALVATION ARMY | ||||||||
| 5400 NORTH PULASKI ROAD | CHICAGO | IL | 60630 | NONE | PC | GENERAL FUND | $500 | |
| THE SHIRLEY RYAN ABILITY LAB | ||||||||
| 355 EAST ERIE ST | CHICAGO | IL | 60611 | NONE | PC | GENERAL FUND | $500 | |
| THE THRESHOLDS | ||||||||
| 4101 NORTH RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | GENERAL FUND | $1,000 | |
| TOWN OF LINN PROFESSIOANL POLICE ASSOCIATION | ||||||||
| W3728 FRANKLIN WALSH ST | ZENDA | WI | 53195 | NONE | N/A | GENERAL FUND | $1,000 | |
| TULANE UNIVERSITY | ||||||||
| 1555 POYDRAS ST SUITE 1000 | NEW ORLEANS | LA | 70112 | NONE | PC | GENERAL FUND | $500 | |
| UK CHS | ||||||||
| 900 SOUTH LIMESTONE | LEXINGTON | KY | 40508 | NONE | N/A | GENERAL FUND | $11,250 | |
| UK SPORTS MEDICINE RESEARCH INSTITUTE | ||||||||
| 900 SOUTH LIMESTONE | LEXINGTON | KY | 40508 | NONE | N/A | GENERAL FUND | $10,000 | |
| VIRGINIA TECH HELMET LAB | ||||||||
| 902 PRICES FORK RD SUITE 4500 | BLACKSBURG | VA | 24061 | NONE | PC | GENERAL FUND | $2,500 | |
| VOCEL | ||||||||
| 5317 W CHICAGO AVENUE | CHICAGO | IL | 60651 | NONE | PC | GENERAL FUND | $5,000 | |
| WITTENBURG VILLAGE | ||||||||
| 1200 LUTHER DR | CROWN POINT | IN | 46307 | NONE | PC | GENERAL FUND | $1,000 | |
| YWCA METROPOLITAN CHICAGO | ||||||||
| 1030 W VAN BUREN | CHICAGO | IL | 60607 | NONE | SOUNK | GENERAL FUND | $8,000 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL FUND | $1,000 | |
| USTA FOUNDATION | ||||||||
| 70 WEST RED OAK LANE | WHITE PLAINES | NY | 10604 | NONE | PC | GENERAL FUND | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $406,195 | 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 | $1,385 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $190,021 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $358,518 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $358,518 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF PRENTICE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 E HURON ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-01-15 | GrantDt |
| Grant | $300 | GrantAmt |
| Purpose Of Grant | THE GRANT WAS DONATED TO THE FRIENDS OF PRENTICE GENERAL FUND TO FULFILL GRANTS TO NORTHWESTERN MEMORIAL HOSPITAL AND THE PRENTICE WOMEN'S HOSPITAL AS SELECTED BY THE FRIENDS OF PRENTICE BOARD OF DIRECTORS. | PurposeOfGrantTxt |
| Expended By Grantee | $300 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/5/2020 | DatesOfReportsByGranteeTxt |
| Verification | 2020-11-05 | VerificationDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,837,874 | BookValueAmt |
| EOYFMV | $7,316,733 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECRETARY OF STATE LICENSE | $10 | $0 | $10 |
| INVESTMENT EXPENSES | $53,142 | $53,142 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $6,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $9,276 | $0 | $0 |
| STATE CHARITABLE FEE | $15 | $0 | $15 |
| FOREIGN TAXES | $2,232 | $2,550 | $0 |