FIFIELD FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FIFIELD FAMILY FOUNDATION (EIN 20-1074711)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349103363
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T16:41:34-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341853929 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST WACKER DR SUITE 2500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201074711 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIFIELD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIFI | BusinessNameControlTxt |
| Phone | 3124246226 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 W JACKSON BLVD NO 600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN D FIFIELD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3124246226 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON S VANDEN BOSCH | PreparerPersonNm |
| PTIN | P00539220 | PTIN |
| Phone | 3126026800 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.68.8.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 12:30:40 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 565510FF21C348FBB62FA3D4838CDE2D2BBE73E9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $750,924 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $551,776 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $285,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $548,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $285,383 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $837,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,399 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $550,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $550,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $553,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $550,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $283,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3,043 | CashEOYAmt |
| Cash EOYFMV | $3,043 | CashEOYFMVAmt |
| Grants Receivable BOY | $997,881 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $747,881 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $747,881 | GrantsReceivableEOYFMVAmt |
| Total Assets BOY | $997,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $750,924 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $750,924 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,250 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,200 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,300,527 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $753,057 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,302,777 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $756,257 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | -$304,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$5,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$304,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$5,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $997,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $750,924 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$304,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $283,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $300,000 | OtherIncreasesAmt |
| Subtotal | $279,049 | SubtotalAmt |
| Other Decreases | $284,382 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$5,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| LAZARD GLOBAL | 2017-08-30 | 2017-08-30 | $23,328 | $18,925 | $4,403 | $4,403 |
| MARTIN MARIETTA MATLS COM | 2017-08-30 | 2017-08-30 | $9,410 | $6,708 | $2,702 | $2,702 |
| MICROCHIP TECHNOLOGY INC | 2017-08-30 | 2017-08-30 | $43,445 | $1 | $43,444 | $43,444 |
| NETFLIX COM INC | 2017-08-30 | 2017-08-30 | $23,374 | $8,309 | $15,065 | $15,065 |
| IMPINJ INC | 2017-08-30 | 2017-08-30 | $3,517 | $1,882 | $1,635 | $1,635 |
| INCYTE GENOMICS INCORPORATED | 2017-08-30 | 2017-08-30 | $10,961 | $1,436 | $9,525 | $9,525 |
| LUMBER LIQUIDATORS | 2017-08-30 | 2017-08-30 | $8,829 | $3,580 | $5,249 | $5,249 |
| FLEXION THERAPEUTICS INC | 2017-08-30 | 2017-08-30 | $11,552 | $6,816 | $4,736 | $4,736 |
| FIRST REPUBLIC BANK | 2017-08-30 | 2017-08-30 | $6,788 | $4,745 | $2,043 | $2,043 |
| FARMERS BROTHERS COMPANY | 2017-08-30 | 2017-08-30 | $6,443 | $2,044 | $4,399 | $4,399 |
| 2017-08-30 | 2017-08-30 | $9,684 | $1,825 | $7,859 | $7,859 | |
| ANDEAVOR | 2017-08-30 | 2017-08-30 | $10,633 | $1 | $10,632 | $10,632 |
| BROADRIDGE FINANCIAL SOLUTIONS INC | 2017-08-30 | 2017-08-30 | $14,952 | $2 | $14,950 | $14,950 |
| ENZO BIOCHEM | 2017-08-30 | 2017-08-30 | $18,353 | $6,486 | $11,867 | $11,867 |
| AMAZON COM INC | 2017-08-30 | 2017-08-30 | $18,385 | $3,805 | $14,580 | $14,580 |
| ADOBE SYS INC COM | 2017-08-30 | 2017-08-30 | $5,086 | $3,165 | $1,921 | $1,921 |
| THERAPEUTICSMD INC | 2017-08-30 | 2017-08-30 | $2,264 | $1,457 | $807 | $807 |
| PERRIGO COMPANY PLC IRELAND | 2017-08-30 | 2017-08-30 | $854 | $1 | $853 | $853 |
| NUVECTRA CORPORATION | 2017-08-30 | 2017-08-30 | $5,548 | $3,435 | $2,113 | $2,113 |
| SIENTRA INC | 2017-08-30 | 2017-08-30 | $4,800 | $2,559 | $2,241 | $2,241 |
| NXSTGE MEDICAL INC | 2017-08-30 | 2017-08-30 | $7,113 | $4,546 | $2,567 | $2,567 |
| OPPENHEIMER DEVELOPING MARKETS | 2017-10-27 | 2017-10-27 | $115,932 | $75,000 | $40,932 | $40,932 |
| MICROSOFT CORPORATION | 2017-10-27 | 2017-10-27 | $69,740 | $37,868 | $31,872 | $31,872 |
| JP MORGAN CHASE | 2017-10-27 | 2017-10-27 | $117,080 | $68,092 | $48,988 | $48,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $285,383 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $285,383 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $257,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,282 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 112.839614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $499,999 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $140,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.550751 | DistributionYr5Rt |
| Total Distribution | 116.390365 | TotalDistributionRt |
| Average Distribution | 23.278073 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $123 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,863 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,854 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,717 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $550,000 | 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 | $2,854 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,854 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,854 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $88 | EsPenaltyAmt |
| Tax Due | $2,942 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL DOYLE | IndividualWithBooksNm |
| Phone | 3124246226 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 W JACKSON BLVD SUITE 600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN D FIFIELD | ||||||||
| 600 W JACKSON BLVD SUITE 600 | CHICAGO | IL | 60661 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RANDY A FIFIELD | ||||||||
| 600 W JACKSON BLVD SUITE 600 | CHICAGO | IL | 60661 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,854 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,854 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $550,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $550,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,854 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $547,146 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $492,959 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $257,386 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $750,345 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $550,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $550,000 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,300,345 | 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 | $492,959 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $807,386 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $257,386 | ExcessFromYear4Amt |
| Excess From Current Year | $550,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN D FIFIELD | ContributingManagerNm |
| Contributing Manager | RANDY A FIFIELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO | ||||||
| 225 E CHICAGO AVENUE | CHICAGO | IL | 60611 | 501C3 | TO PROMOTE AND FOSTER ACTIVITIES OF THE RECIPIENT. | $250,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||
| 750 NORTH LAKE SHORE DRIVE | CHICAGO | IL | 60611 | 501C3 | TO PROMOTE AND FOSTER ACTIVITIES OF THE RECIPIENT. | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $550,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 E CHICAGO AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501C3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO PROMOTE AND FOSTER ACTIVITIES OF THE RECIPIENT. | GrantOrContributionPurposeTxt |
| Amt | $747,881 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $747,881 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $285,383 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $285,399 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,399 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| STEVE & RANDY FIFIELD | |||||||
| 1 | 600 W JACKSON BOULEVARD SUITE 600 | CHICAGO | IL | 60661 | $244,202 | Yes (X) | |
| STEVE & RANDY FIFIELD | |||||||
| 2 | 600 W JACKSON BOULEVARD SUITE 600 | CHICAGO | IL | 60661 | $4,687 | Yes (X) | |
| STEVE & RANDY FIFIELD | |||||||
| 3 | 600 W JACKSON BOULEVARD SUITE 600 | CHICAGO | IL | 60661 | $302,867 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $244,202 | 2017-08-30 |
| 3 | SECURITIES | $302,867 | 2017-10-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FUTURE CONTRIBUTIONS | IdentifierTxt |
| Form And Line Reference | 990-PF, PART XV 3B | FormAndLineReferenceDesc |
| Medium Explanation | THE FIFIELD FAMILY FOUNDATION HAS MADE A COMMITMENT TO THE ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO, OF WHICH $747,881 STILL REMAINS TO BE FUNDED AS OF DECEMBER 31, 2017. THE FIFIELD FAMILY FOUNDATION EXPECTS TO USE FUTURE CONTRIBUTIONS TO FUND THIS COMMITMENT. | MediumExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV & DONOR BASIS | Desc |
| Amt | $284,382 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE | Desc |
| Amt | $300,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PLEDGES PAYABLE | $1,297,881 | $747,881 |
| DUE TO MICHIANA | $2,646 | $2,646 |
| DUE TO FRC REALTY | $0 | $2,515 |
| DUE TO FRC 1850 | $0 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SERVICE FEES | CategoryTxt |
| Amt | $30 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY A STEVEN D FIFIELD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 W JACKSON BLVD SUITE 600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | ZIPCd |