NIKOH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NIKOH FOUNDATION (EIN 36-4254755)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-02
- IRS object ID
- 202042469349100419
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-02T16:15:55-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362260623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lipschultz Levin & Gray LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 Huehl Road Bldg7 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 | 364254755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Nikoh Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NIKO | BusinessNameControlTxt |
| Phone | 8472725300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 Huehl Rd Bldg 7 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Debra Hokin | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8472725300 | PhoneNum |
| Signature | 2020-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eugene B Levin | PreparerPersonNm |
| PTIN | P01291169 | PTIN |
| Phone | 8472725300 | PhoneNum |
| Preparation | 2020-09-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.249.218.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-02 | IPDt |
| IP Tm | 15:04:49 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C86E3AB0B6EE9DF49B1C97DE0143E960D6B11B23 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0CD8E725CC3C5207BD300D15C2AFB4942B400A64 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,277,353 | 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 | $3,598 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,598 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $186,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,332,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $186,784 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,736 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,736 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $330,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $330,006 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $147 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,503 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $400 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,103 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,508 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,508 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,503 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $580,295 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $580,295 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $650,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $612,798 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$320,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $292,251 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,733 | CashBOYAmt |
| Cash EOY | $68,348 | CashEOYAmt |
| Cash EOYFMV | $68,348 | CashEOYFMVAmt |
| Other Investments BOY | $9,736,662 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,402,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,209,005 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,791,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,470,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,277,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $462,292 | CapitalStockBOYAmt |
| Capital Stock EOY | $462,292 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,329,103 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,008,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,791,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,470,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,791,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,470,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,791,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$320,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,470,848 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,470,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| Alliancebernstein Holding LP | P | 2019-01-01 | 2019-12-31 | $320 | -$320 | -$320 | |
| Alliancebernstein Holding LP | P | 2018-01-01 | 2019-12-31 | $357 | $357 | $357 | |
| Alliancebernstein Holding LP | P | 2018-01-01 | 2019-12-31 | $88 | $88 | $88 | |
| JP Morgan | P | 2019-01-01 | 2019-12-31 | $9,903 | -$9,903 | -$9,903 | |
| JP Morgan | P | 2018-01-01 | 2019-12-31 | $97,115 | $97,115 | $97,115 | |
| TD Ameritrade | P | 2019-01-01 | 2019-12-31 | $599,794 | -$42,899 | -$42,899 | $556,895 |
| TD Ameritrade | P | 2018-01-01 | 2019-12-31 | $535,848 | $55,512 | $55,512 | $591,360 |
| Capital Gains Dividends | P | $86,834 | $86,834 | $86,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $186,784 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $580,999 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,945,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053082 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $514,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,419,331 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049336 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $638,234 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,460,490 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067463 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $307,434 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,829,313 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031277 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $125,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,073,275 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040755 | DistributionYr5Rt |
| Total Distribution | 0.241913 | TotalDistributionRt |
| Average Distribution | 0.048383 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,641,133 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $514,850 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,923 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $517,773 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $612,798 | 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 | $2,923 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,923 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,923 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $62 | EsPenaltyAmt |
| Overpayment | $7,015 | OverpaymentAmt |
| Applied To ES Tax | $7,015 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eugene Levin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472725300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 Huehl Rd Bldg 7 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Debra M Hokin | ||||||||
| PO Box 130 | Glencoe | IL | 60022 | President | 4.00 | $8,000 | $0 | $0 |
| Eugene B Levin | ||||||||
| 1191 Gail Drive | Buffalo Grove | IL | 60089 | Treasurer | 4.00 | $8,000 | $0 | $0 |
| Joseph A Hokin | ||||||||
| PO Box 130 | Glencoe | IL | 60022 | Vice President | 4.00 | $8,000 | $0 | $0 |
| Gary S Hokin | ||||||||
| PO Box 130 | Glencoe | IL | 60022 | Vice President | 4.00 | $6,000 | $0 | $0 |
| Samuel C Hokin | ||||||||
| PO Box 130 | Glencoe | IL | 60022 | Secretary | 4.00 | $8,000 | $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 | $10,711,849 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,803,181 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,803,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,641,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $532,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $532,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,923 | TotalTaxAmt |
| Distributable Before Adj | $529,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $529,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $529,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $612,798 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $612,798 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,923 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $609,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $529,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $97,807 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $468 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,728 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $612,798 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $529,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,664 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $244,667 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $244,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $97,807 | ExcessFromYear3Amt |
| Excess From Year2 | $468 | ExcessFromYear2Amt |
| Excess From Year1 | $62,728 | ExcessFromYear1Amt |
| Excess From Current Year | $83,664 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||
| 250 Williams St NW | Atlanta | GA | 30303 | None | Public Charity | Cancer research. | $1,000 |
| American Friends ISCD | |||||||
| One Northfield Plaza | Northfield | IL | 60093 | None | Public Charity | Assist people with disabilities. | $10,000 |
| American Friends of Hebrew University | |||||||
| 20 N Wacker Drive | Chicago | IL | 60606 | None | Public Charity | Cancer research. | $50,000 |
| American Technion Society | |||||||
| 111 W Washington St | Chicago | IL | 60602 | None | Public Charity | Cancer research. | $25,000 |
| Anti-Cruelty Society | |||||||
| 175 W Grand Ave | Chicago | IL | 60654 | None | Public Charity | Animal welfare. | $500 |
| ARK | |||||||
| 6450 N California Ave | Chicago | IL | 60645 | None | Public Charity | Help the poor. | $1,000 |
| Associated Talmud Torahs | |||||||
| 3531 Madison St | Skokie | IL | 60076 | None | Public Charity | Education. | $5,000 |
| Bright Pink | |||||||
| 670 N Clark St | Chicago | IL | 60654 | None | Public Charity | Women's health. | $77,479 |
| Carry the Load | |||||||
| 514 S Hall Street | Dallas | TX | 75226 | None | Public Charity | Honors our nation's heroes. | $5,000 |
| Congregation Or VeShalom | |||||||
| 1681 N Druid Hills Rd NE | Brookhaven | GA | 30319 | None | Public Charity | Religious. | $513 |
| Friends of the IDF | |||||||
| 29 E Madison St | Chicago | IL | 60602 | None | Public Charity | Assistance. | $29,080 |
| Greater Chicago Food Depository | |||||||
| 4100 W Ann Lurie Pl | Chicago | IL | 60632 | None | Public Charity | Feed the poor. | $500 |
| Habitat for Humanity | |||||||
| 285 Peachtree Center Ave NE | Atlanta | GA | 30303 | None | Public Charity | Housing. | $30 |
| Israel Cancer Research Fund | |||||||
| Two Northfield Plaza | Northfield | IL | 60093 | None | Public Charity | Cancer research. | $56,800 |
| Jewish National Fund Aleh Negev Medical Center | |||||||
| 60 Revere Dr | Northbrook | IL | 60062 | None | Public Charity | Building medical center. | $50,000 |
| Jewish United Fund | |||||||
| 30 S Wells St 3rd Floor | Chicago | IL | 60606 | None | Public Charity | Social services. | $5,000 |
| Keshet | |||||||
| 617 Landwehr Rd | Northbrook | IL | 60062 | None | Public Charity | Serve individuals with disabilities. | $64,000 |
| Leukemia and Lymphoma Society | |||||||
| 954 W Washington Blvd | Chicago | IL | 60607 | None | Public Charity | Cancer Research. | $1,500 |
| Leukemia Research Foundation | |||||||
| 191 Waukegan Rd Suite 105 | Northfield | IL | 60093 | None | Public Charity | Cancer research. | $50,000 |
| Lungevity Lung Cancer Foundation | |||||||
| 228 S Wabash | Chicago | IL | 60604 | None | Public Charity | Lung cancer research/assistance. | $2,000 |
| Maccabim School | |||||||
| 3851 White Cloud Drive | Skokie | IL | 60076 | None | Public Charity | Education. | $10,000 |
| Memorial Sloan Kettering Cancer Center | |||||||
| 1275 York Ave | New York | NY | 10065 | None | Public Charity | Cancer research. | $69,100 |
| Mishkan Chicago | |||||||
| 4001 N Ravenswood 108 | Chicago | IL | 60613 | None | Public Charity | Religious.Assistance. | $20,536 |
| Network for Good | |||||||
| 1140 Connecticut Ave NW | Washington | DC | 20036 | None | Public Charity | Assistance. | $25 |
| Next Rung Inc | |||||||
| 7190 Woodland Ave SE | Covington | GA | 30014 | None | Public Charity | Help mental health issues of first responders. | $10,000 |
| Pancreatic Cancer Action Network | |||||||
| 300 Park Avenue | New York | NY | 10022 | None | Public Charity | Cancer assistance.Pancreatic Cancer Research/Assistance. | $680 |
| Paypal Charitable Giving Fund | |||||||
| 1250 I Street NW | Washington | DC | 20005 | None | Public Charity | Assistance. | $52 |
| Slingshot Fund | |||||||
| 25 Broadway 9th Fl | New York | NY | 10004 | None | Public Charity | Maximize philanthropic effectiveness.Assistance. | $10,000 |
| Vanderbilt Hillel | |||||||
| 205 Kirkland Hall | Nashville | TN | 37240 | None | Public Charity | Education. | $25,000 |
| Vanderbilt University | |||||||
| 2201 West End Ave | Nashville | TN | 37235 | None | Public Charity | Education. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $580,295 | 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 | $3,598 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,888 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $186,784 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $330,006 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,006 | 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 | $4,100 | Amt |
| Net Investment Income | $4,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TD Ameritrade | AT COST | $1,697,513 | $2,139,387 |
| JPMorgan | AT COST | $7,704,987 | $9,069,618 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JPM Fees | $25,483 | $25,483 | $0 |
| IL Charitable Bureau Fund | $15 | $15 | $0 |
| Secretary of State | $10 | $10 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Plains All American Pipeline LP | -$1,797 | -$1,797 | -$1,797 |
| Alliance Bernstein Holding LP | $4,282 | $4,282 | $4,282 |
| Holly Energy Partners LP | -$194 | -$194 | -$194 |
| Transmontaigne Partners LP | -$555 | -$555 | -$555 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes - TD | CategoryTxt |
| Amt | $147 | Amt |
| Net Investment Income | $147 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |