ORLEBEKE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ORLEBEKE FOUNDATION (EIN 46-2836655)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-18
- IRS object ID
- 201801389349100610
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-18T12:02:46-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261144503 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEN AND COHEN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 REVERE DR SUITE 350 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 | 462836655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORLEBEKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORLE | BusinessNameControlTxt |
| Phone | 8479714129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 W OAK ST APT 3A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN BERGHOEF | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gerald Cohen | PreparerPersonNm |
| PTIN | P00841719 | PTIN |
| Phone | 8478978900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,700,691 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $305,294 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,324 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,324 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $327,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,326 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,324 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $375 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,099 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $152,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,326 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,324 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $477,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $508,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $508,429 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $807,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $928,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,192,262 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,284,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,436,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,700,691 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,284,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,436,592 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,284,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,436,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,284,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,436,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,284,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $152,441 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,436,592 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,436,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.37 BRIGHTHOUSE FINANCIAL | P | 2013-09-30 | 2017-08-10 | $21 | $19 | $2 | $2 |
| 0.176 TRISURA GROUP LTD | P | 2015-07-17 | 2017-07-03 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $157,876 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,176,084 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.13424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $148,658 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,031,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.14410 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $605,988 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02063 | DistributionYr3Rt |
| Total Distribution | 0.298970 | TotalDistributionRt |
| Average Distribution | 0.099657 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,387,310 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,255 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $223 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138,478 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $173,080 | 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 | $223 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $223 | SubtotalAmt |
| Tax Based On Investment Income | $223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $785 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $785 | TotalPaymentsAndCreditsAmt |
| Overpayment | $562 | OverpaymentAmt |
| Applied To ES Tax | $562 | AppliedToESTaxAmt |
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 | SUSAN BERGHOEF | BusinessNameLine1Txt |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 W OAK ST APT 3A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | 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 |
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 |
|---|---|---|---|---|---|---|
| SUSAN BERGHOEF | ||||||
| 30 W OAK ST APT 3A | CHICAGO | IL | 60610 | President & CEO | 0.00 | $0 |
| PATRICK CROKE | ||||||
| 1701 N NORTH PARK AVE APT 2 | CHICAGO | IL | 60614 | Treasurer | 0.00 | $0 |
| KATHERINE BERGHOEF | ||||||
| 2 28TH ST APT 2 | SAN FRANCISCO | CA | 94110 | Director | 0.00 | $0 |
| DAVID BERGHOEF | ||||||
| 1825 TAMARIND AVE | LOS ANGELES | CA | 90028 | Director | 0.00 | $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 | $953,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $454,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,408,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,408,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,387,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,366 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $223 | TotalTaxAmt |
| Distributable Before Adj | $69,143 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $69,143 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,143 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,080 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $173,080 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $223 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $172,857 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,143 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $75,048 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,902 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $174,950 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,080 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,143 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,937 | RemainingDistriFromCorpusAmt |
| Total Corpus | $278,887 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $278,887 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $75,048 | ExcessFromYear2Amt |
| Excess From Year1 | $99,902 | ExcessFromYear1Amt |
| Excess From Current Year | $103,937 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN BERGHOEF | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN BERGHOEF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 W OAK ST APT 3A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8478978900 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| URBAN INITIATIVES | |||||||
| 650 W LAKE ST SUITE 340 | CHICAGO | IL | 60661 | NONE | PC | UNRESTRICTED USE | $25,000 |
| STEPPENWOLF THEATRE | |||||||
| 1650 N HALSTED ST | CHICAGO | IL | 60614 | NONE | PC | UNRESTRICTED USE | $17,080 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVENUE NW 300 | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED USE | $100,000 |
| ROGER BALDWIN FOUNDATION | |||||||
| 150 N MICHIGAN AVENUE SUITE 800 | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED FUND | $5,000 |
| HYDE PARK ART CENTER | |||||||
| 5020 S CORNELL AVENUE | CHICAGO | IL | 60615 | NONE | PF | UNRESTRICTED FUND | $1,000 |
| PROSPERITY NOW | |||||||
| 1200 G STREET NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,080 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,326 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SUSAN BERGHOEF | |||||||
| 1 | 30 W OAK ST APT 3A | CHICAGO | IL | 60610 | $185,000 | Yes (X) | |
| SUSAN BERGHOEF | |||||||
| 2 | 30 W OAK ST APT 3A | CHICAGO | IL | 60610 | $43,882 | Yes (X) | |
| SUSAN BERGHOEF | |||||||
| 3 | 30 W OAK ST APT 3A | CHICAGO | IL | 60610 | $28,994 | Yes (X) | |
| SUSAN BERGHOEF | |||||||
| 4 | 30 W OAK ST APT 3A | CHICAGO | IL | 60610 | $47,418 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 536 SHARES OF VALERO ENERGY CORP | $43,882 | 2017-11-20 |
| 3 | 160 SHARES OF BERKSHIRE HATHAWAY INC | $28,994 | 2017-11-20 |
| 4 | 902 SHARES OF BANK NEW YORK MELLON CORP | $47,418 | 2017-11-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK NEW YORK | $109,864 | $133,734 |
| BERKSHIRE HATHAWAY INC. | $119,882 | $172,451 |
| CF INDS HLDGS INC. | $55,661 | $49,559 |
| DEERE & COMPANY | $51,983 | $97,036 |
| DISCOVER FINANCIAL SERVICES | $62,767 | $88,150 |
| GENERAL MOTORS | $61,786 | $75,340 |
| METLIFE INC. | $20,536 | $24,673 |
| BP PLC | $32,951 | $29,421 |
| TRAVELERS COS INC | $82,480 | $108,512 |
| WELLS FARGO & CO | $45,633 | $54,603 |
| WESTERN UNION CO | $40,628 | $47,525 |
| BROOKFIELD ASSET MANAGEMENT | $68,559 | $82,726 |
| GOODYEAR TIRE & RUBBER | $61,521 | $64,620 |
| MICRON TECHNOLOGY | $59,046 | $98,688 |
| WAL-MART STORES INC | $7,646 | $11,850 |
| BROOKFIELD BUSINESS PARTNERS LP | $813 | $1,312 |
| TRISURA GROUP LTD | $169 | $218 |
| VALERO ENERGY GROUP | $43,882 | $49,264 |
| BRIGHTHOUSE FINANCIAL | $2,356 | $2,580 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ANNUAL REPORT | $10 |
| FEES | $14 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $375 | Amt |