MARTIN AND MARY L BOYER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN AND MARY L BOYER FOUNDATION (EIN 26-0587477)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201901299349101865
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T14:02:05-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320077509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrison & Held LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W Wacker Dr STE 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260587477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN AND MARY L BOYER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO LOUIS S HARRISON HARRISON & HELD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOYE | BusinessNameControlTxt |
| Phone | 3123325440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG R BOYER | PersonNm |
| Person Title | PRES. & DIR. | PersonTitleTxt |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jason S Ornduff | PreparerPersonNm |
| PTIN | P00847270 | PTIN |
| Phone | 3123321111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,018,838 | 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 |
| Dividends Rev And Expnss | $260,934 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $260,934 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,248,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,186,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,248,148 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,630 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,630 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,512,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,512,712 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,000 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $52,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,927 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,824 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,531 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,043 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $610,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $610,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $681,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $610,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,830,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,448,211 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $270,045 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $270,045 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,237,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,876,357 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,748,793 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$11,856 | OtherAssetsBOYAmt |
| Total Assets BOY | $9,315,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,146,402 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,018,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,315,509 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,146,402 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,315,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,146,402 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,315,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,146,402 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,315,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,830,893 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,146,402 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,146,402 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH A/C 7A32 - VARIOUS | P | 2018-12-31 | 2018-12-31 | $7 | $8 | -$1 | -$1 |
| LODESTAR/SCHWAB A/C 2858 - VARIOUS | P | 2018-12-31 | 2018-12-31 | $8,185,926 | $5,938,250 | $2,247,676 | $2,247,676 |
| Capital Gain Dividends | $473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,248,148 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $522,264 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,627,142 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $560,931 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,041,424 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05080 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $521,525 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,518,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04528 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $579,473 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,120,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04781 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $649,776 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,889,777 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05465 | DistributionYr5Rt |
| Total Distribution | 0.243455 | TotalDistributionRt |
| Average Distribution | 0.048691 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,835,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $576,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,482 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $600,767 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $610,025 | 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 | $24,482 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,482 | SubtotalAmt |
| Tax Based On Investment Income | $24,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $18,482 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS S HARRISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123325440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARGARET A NAGELA | ||||||
| 333 W WACKER DRIVE STE 1700 | CHICAGO | IL | 60606 | TREAS. & DIR. | 0.50 | $0 |
| LOUIS S HARRISON | ||||||
| 333 W WACKER DRIVE STE 1700 | CHICAGO | IL | 60606 | SEC. & DIR. | 0.50 | $0 |
| CRAIG R BOYER | ||||||
| 333 W WACKER DRIVE STE 1700 | CHICAGO | IL | 60606 | PRES. & DIR. | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,778,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,015,782 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,015,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,835,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $591,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $591,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,482 | TotalTaxAmt |
| Distributable Before Adj | $567,295 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $567,295 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $567,295 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $610,025 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $610,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,482 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $585,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $567,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $575,323 | UndistributedIncomePYAmt |
| Qualifying Distributions | $610,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $575,323 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,702 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $532,593 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WWCIWFMTWTTW | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL PURPOSES | $20,000 |
| THE NORA PROJECT | |||||||
| 1418 W GEORGE STREET | CHICAGO | IL | 60657 | NONE | PC | GENERAL PURPOSES | $20,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $5,000 |
| CHICAGO BOTANIC GARDENS | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL PURPOSES | $5,000 |
| COUNCIL FOR THE JEWISH ELDERLY | |||||||
| 3003 W TOUHY AVENUE | CHICAGO | IL | 60645 | NONE | PC | GENERAL PURPOSES | $10,000 |
| DEBORAH'S PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | NONE | PC | GENERAL PURPOSES | $5,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL PURPOSES | $25,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL PURPOSES | $10,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W 42ND PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL PURPOSES | $10,000 |
| HADLEY SCHOOL FOR THE BLIND | |||||||
| 700 ELM STREET | WINNETKA | IL | 60093 | NONE | PC | GENERAL PURPOSES | $15,000 |
| JEWISH FEDERATION OF METRO CHICAGO | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $125,000 |
| KESNET | |||||||
| 3210 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL PURPOSES | $15,000 |
| LARABIDA CHILDREN'S HOSPITAL | |||||||
| EAST 65TH LAKE MICHIGAN | CHICAGO | IL | 60649 | NONE | PC | GENERAL PURPOSES | $10,000 |
| MISERICORDIA | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PC | GENERAL PURPOSES | $15,000 |
| NATIONAL JEWISH HEALTH FOUNDATION | |||||||
| PO BOX 17169 | DENVER | CO | 80217 | NONE | PC | GENERAL PURPOSES | $10,000 |
| NORTH SHORE SENIOR CENTER | |||||||
| 161 NORTHFIELD ROAD | NORTHFIELD | IL | 60093 | NONE | PC | GENERAL PURPOSES | $50,000 |
| OLD TOWN SCHOOL OF MUSIC | |||||||
| 4644 N LINCOLN AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL PURPOSES | $5,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | GENERAL PURPOSES | $5,000 |
| RAVINIA | |||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL PURPOSES | $50,000 |
| SPECIAL KIDS FOUNDATION | |||||||
| 2218 N MONTICELLO AVENUE | CHICAGO | IL | 60647 | NONE | PC | GENERAL PURPOSES | $15,000 |
| THE ARK | |||||||
| 6450 N CALIFORNIA AVENUE | CHICAGO | IL | 60645 | NONE | PC | GENERAL PURPOSES | $5,000 |
| GLOBAL CITIZENS YEAR | |||||||
| 1625 CLAY STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL PURPOSES | $10,000 |
| EVANSTON SCHOLARS | |||||||
| 1234 SHERMAN AVENUE | EVANSTON | IL | 60202 | NONE | PC | GENERAL PURPOSES | $5,000 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DRIVE | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL PURPOSES | $5,000 |
| LEUKEMIA RESEARCH FOUNDATION | |||||||
| 191 WAUKEGAN ROAD | NORTHFIELD | IL | 60093 | NONE | PC | GENERAL PURPOSES | $5,000 |
| BILLINGS CLINIC FOUNDATION | |||||||
| 2917 10TH AVENUE | BILLINGS | MT | 59101 | NONE | PC | GENERAL PURPOSES | $5,000 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENERAL PURPOSES | $5,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSES | $5,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 E 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL PURPOSES | $10,000 |
| BOYS TOWN JERUSALEM FOUNDATION | |||||||
| 1 PENNSYLVANIA PLAZA | NEW YORK | NY | 10119 | NONE | PC | GENERAL PURPOSES | $5,000 |
| AMERICAN FRIENDS OF HEBREW UNIVERSI | |||||||
| 20 N UPPER WACKER DRIVE STE 2020 | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $5,000 |
| CITY OF HOPE | |||||||
| 20 N UPPER WACKER DRIVE STE 1530 | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $5,000 |
| FAMILY ACTION NETWORK | |||||||
| PO BOX 322 | WINNETKA | IL | 60093 | NONE | PC | GENERAL PURPOSES | $25,000 |
| REMOTE AREA MEDICINE | |||||||
| 2200 STOCK CREEK BLVD | ROCKFORD | TN | 37853 | NONE | PC | GENERAL PURPOSES | $5,000 |
| SABIN VACCINE INSTITUTE | |||||||
| 2175 K STREET NW STE 400 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL PURPOSES | $10,000 |
| SHARSHERET | |||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | NONE | PC | GENERAL PURPOSES | $10,000 |
| HEADSTRONG VOICES FOR HEALING | |||||||
| PO BOX 7055 | EVANSTON | IL | 60204 | NONE | PC | GENERAL PURPOSES | $5,000 |
| ILLINOIS HOLOCAUST MUSEUM | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PC | GENERAL PURPOSES | $10,000 |
| JEWISH COMMUNITY CENTER CHICAGO | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $5,000 |
| ANTI DEFAMATION LEAGUE | |||||||
| 120 S LA SALLE STREET | CHICAGO | IL | 60603 | NONE | PC | GENERAL PURPOSES | $20,000 |
| SCHWAB CHARITABLE DONOR ADVISED FUN | |||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | NONE | PC | GENERAL PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $610,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260,934 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,247,675 | ExclusionAmt |
| Related Or Exempt Function Incm | $473 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,512,239 | ExclusionAmt |
| Related Or Exempt Function Incm | $473 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,512,712 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,876,357 | BookValueAmt |
| EOYFMV | $10,748,793 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRISON & HELD, LLP - LEGAL/TAX | CategoryTxt |
| Legal Fees | $4,000 | LegalFeesAmt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT TRANSFER FEE | $95 | $95 | |
| IL ANNUAL FILING FEE | $15 | $15 | |
| OFFICE EXPENSES | $1,948 | $1,948 | |
| SECRETARY OF STATE REGISTRATION FEES | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $3,630 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,630 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LODESTAR/SCHWAB FEES | $30,766 | $30,766 | $0 | $0 |
| MERRILL LYNCH FEES | $21,698 | $21,698 | $0 | $0 |
| SCHWAB BANK FEES | $463 | $463 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2017 EXCISE TAX | $1,293 | |
| 2018 ESTIMATED EXCISE TAX | $6,000 | |
| FOREIGN TAX | $5,531 | $5,531 |