CASTEN FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CASTEN FAMILY FOUNDATION INC (EIN 13-4074089)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349101708
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:38:14-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133952225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOEL PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 427 BEDFORD ROAD STE 300 | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | 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 | 134074089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASTEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAST | BusinessNameControlTxt |
| Phone | 6303211095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 EAST THIRD STREET | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH CASTEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6303211095 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAY NOEL | PreparerPersonNm |
| PTIN | P01302875 | PTIN |
| Phone | 9147476215 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.113.128.133 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 14:36:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3B28ACCEEAA66CAEDADCB4DF259BC1D948DE8D11 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3B28ACCEEAA66CAEDADCB4DF259BC1D948DE8D11 | 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 | $3,923,577 | 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 | $6,650 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,795 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,795 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,345 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,345 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $415,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,656 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,643 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,643 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $237,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,439 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,565 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,565 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $357 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $357 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,927 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,927 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $54,898 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,820 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,054 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,419 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $372,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $372,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $461,837 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,419 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $399,856 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$224,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,143,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$2,097 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$2,097 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $48,517 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $47,376 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $48,517 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $48,517 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $2,578,491 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,498,290 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,877,157 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,769,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,544,710 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,923,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,769,458 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,544,710 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,769,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,544,710 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,769,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,544,710 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,769,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$224,748 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,544,710 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,544,710 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| LEGACY VENTURE IV LLC | P | $585 | -$585 | -$585 | |||
| LEGACY VENTURE IV LLC | P | $98,119 | $98,119 | $98,119 | |||
| VANGUARD SHORT-TERM BOND ETF | P | $252,002 | -$1,940 | -$1,940 | $250,062 | 2016-09-13 | 2017-09-01 |
| CAPITAL GAINS DIVIDENDS | P | $67,062 | $67,062 | $67,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,656 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $301,030 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,813,573 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106992 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $250,074 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,915,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085761 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $175,941 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,016,919 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058318 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $295,355 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,919,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.101153 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,615 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,977,844 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032109 | DistributionYr5Rt |
| Total Distribution | 0.384333 | TotalDistributionRt |
| Average Distribution | 0.076867 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,767,329 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $289,583 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,050 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $291,633 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $399,856 | 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 | $2,050 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,050 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,853 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,353 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,303 | OverpaymentAmt |
| Applied To ES Tax | $2,303 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS CASTEN | IndividualWithBooksNm |
| Phone | 6303211095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 EAST THIRD STREET | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH CASTEN | ||||||||
| 8 EAST THIRD STREET | HINSDALE | IL | 60521 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| THOMAS CASTEN | ||||||||
| 8 EAST THIRD STREET | HINSDALE | IL | 60521 | VICE PRESIDENT | 4.00 | $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 | $3,824,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,824,699 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,824,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,767,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,366 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,050 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $320 | IncomeTaxAmt |
| Total Tax | $2,370 | TotalTaxAmt |
| Distributable Before Adj | $185,996 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $185,996 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $185,996 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $399,856 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $399,856 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,050 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $397,806 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,996 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $153,315 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,127 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $109,337 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $162,107 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $458,886 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $399,856 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,996 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $672,746 | 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 | $672,746 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $153,315 | ExcessFromYear4Amt |
| Excess From Year3 | $34,127 | ExcessFromYear3Amt |
| Excess From Year2 | $109,337 | ExcessFromYear2Amt |
| Excess From Year1 | $162,107 | ExcessFromYear1Amt |
| Excess From Current Year | $213,860 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE COMMUNITY HOUSE | |||||||||||
| 415 WEST EIGHT STREET | HINSDALE | IL | 60521 | NONE | PC | BUILD COMMUNITY BY PROVIDING INSPIRING OPPORTUNITIES FOR LEARNING, SOCIAL SUPPORT, AND RECREATION | $20,000 | ||||
| CHICAGO SYMPHONY ORCHESTRA | |||||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | TO ENRICH,INSPIRE, AND TRANSFORM LIVES THROUGH MUSIC AND MUSIC EDUCATION | $500 | ||||
| CHIPARKS FOUNDATION | |||||||||||
| 4100 N LONG AVENUE | CHICAGO | IL | 60641 | NONE | PC | ENHANCE THE QUALITY OF LIFE IN CHICAGO BY PROVIDING RECREATION AND LEISURE OPPORTUNITIES | $3,000 | ||||
| DAISY DASH | |||||||||||
| 148 BURLINGTON | CLARENDON | IL | 60514 | NONE | PC | TO PROVIDE A COMMUNITY EVENT THAT SUPPORTS LOCAL CHARITIES | $100 | ||||
| ASSISTANCE LEAGUE OF CHICAGOLAND WEST | |||||||||||
| 930 YORK ROAD | HINSDALE | IL | 60521 | NONE | PC | MISSION IS TO IDENTIFY,DEVELOP,FUND AND DELIVER EDUCATIONAL AND OUTREACH PROGRAMS THAT ADDRESS NEEDSAND ASSIST IN TRANSFORMING LIVES IN OUR LOCAL COMMUNITIES | $2,620 | ||||
| CENTER FOR SCIENTIFIC INQUIRY | |||||||||||
| PO BOX 741 | AMHERST | NY | 14226 | NONE | PC | TO FOSTER A SECULAR SOCIETY BASED ON SCIENCE,REASON,FREEDOM OF INQUIRY AND HUMANIST VALUES. | $2,500 | ||||
| CHICAGO COUNCIL ON GLOBAL AFFAIRS | |||||||||||
| 332 S MICHIGAN AVENUE SUITE 1100 | CHICAGO | IL | 60604 | NONE | PC | COMMITED TO INFLUENCING THE DISCOURSE ON GLOBAL ISSUES THROUGH CONTRIBUTIONS TO OPIONION AND POLICYINFORMATION, LEADERSHIP, DIALOGUE AND PUBLIC LEARNING | $10,050 | ||||
| CHICAGO PUBLIC MEDIA INC | |||||||||||
| 648 GRAND AVE NAVY PIER | CHICAGO | IL | 60611 | NONE | PC | TO SERVE THE PUBLIC INTEREST THROUGH THE SUPPORT OF PUBLIC RADIO. | $16,000 | ||||
| GLOBAL PARTNERSHIP FOR AFGHANISTAN | |||||||||||
| 25 AUTENRIETH ROAD | SCARSDALE | NY | 10583 | NONE | PC | TO SUPPORT CHARITABLE ACTIVITIES IN AFGHANISTAN | $120 | ||||
| GROWING HOME | |||||||||||
| 2732 N CLARK STREET SUITE 310 | CHICAGO | IL | 60614 | NONE | PC | TO AID PEOPLE WITH EMPLOYMENT BARRIERS THROUGH FARM BASED TRAINING | $300 | ||||
| GLOBEMED | |||||||||||
| 601 UNVERSITY PLACE | EVANSTON | IL | 60208 | NONE | PC | TO STRENGTHEN THE MOVEMENT OF GLOBAL HEALTH EQUITY BY EMPOWERING STUDENTS AND COMMUNITIES TO WORKTOGETHER TO IMPROVE THE HEALTH OF PEOPLE LIVING IN POVERTY AROUND THE WORLD. | $10,000 | ||||
| HACKLEY SCHOOL | |||||||||||
| 293 BENEDICT AVENUE | TARRYTOWN | NY | 10591 | NONE | PC | TO SUPPORT INTERNATIONAL UNDERSTANDING THROUGH TRAVEL FOR STUDENTS FACULTY AND STAFF. | $40,000 | ||||
| HINSDALE HIGH SCHOOL LEAP CLUB | |||||||||||
| S GRANT STREET | HINSDALE | IL | 60521 | NONE | PC | PUBLIC HIGH SCHOOL CLUB ORGANIZED TO ASSIST THE LEAP SCHOOLS IN SOUTH AFRICA WHICH PROVIDE STUDENTCENTERED MATH AND SCIENCE FOCUSED EDUCATION TO ECONOMICALLY DISADVANTAGED STUDENTS FROM GRADES 8 TO 12. | $70 | ||||
| ILLINOIS VIETNAM VETERANS | |||||||||||
| 2611 W SCHAUMBURY ROAD 119 | SCHAUMBURG | IL | 60194 | NONE | PC | PROVIDE ASSISTANCE TO VIETNAM WAR VETERANS. | $100 | ||||
| THE BOULEVARD | |||||||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | NONE | PC | TO PROVIDE A HEALING ENVIRONMENT AND RESOURCES TO HELP ILL AND INJURED HOMELESS ADULTS RESTORE THEIRHEALTH,REBUILD THEIR LIVES, AND REGAIN SELF SUFFICIENCY. | $4,000 | ||||
| ITALY SLOW FOODS FULBRIGHT PROGRAM | |||||||||||
| 809 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PC | THE PROMOTION OF INTERNATIONAL GOODWILL THROUGH THE EXCHANGE OF STUDENTS IN EDUCATION SCIENCE CULTURE | $53,633 | ||||
| LEAP SCIENCE AND MATHS SCHOOL | |||||||||||
| NONE | PC | PROVIDING STUDENT-CENTERED MATH AND SCIENCE FOCUSED EDUCATION TO SOUTH AFICA'S ECONOMICALLY DISADVANTAGED STUDENTS FROM GRADES 8 TO 12. | $101,500 | PO BOX 2229 122 THORNTON ROAD | CAPETOWN | SOUTH AFRICA | SF | ||||
| LEGACY VENTURE IV PARTNERSHIP | |||||||||||
| 180 LYTTON AVENUE | PALO ALTO | CA | 94301 | NONE | PC | 2016 PARTNERSHIP K-1 13A GOAL IS TO TAP THE POTENTIAL OF VENTURE CAPITAL TO HELP OUR MEMBERS AMPLIFYTHEIR POSITIVE IMPACT IN THE WORLD. | $1 | ||||
| MAD RIVER PATH ASSOCIATION | |||||||||||
| 4601 MAIN STREET | WAITSFIELD | VT | 05673 | NONE | PC | TO MAINTAIN COMMUNITY PATHWAYSPROVIDING EDUCATIONAL OPPORTUNITIES TO THE FAMILIES OF MARINES CORPS MEMBERS | $250 | ||||
| ONE ACRE FUND | |||||||||||
| 1742 TATUM STREET | FALCON HEIGHTS | MN | 55113 | NONE | PC | TRAINING AND EDUCATION TO ENABLE AFRICAN FARM FAMILIES TO GROW THEIR WAY OUT OF HUNGER PERMANENTLY. | $54,450 | ||||
| SOCIETY FOR SCIENCE AND THE PUBLIC | |||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | NONE | PC | PROMOTION OF UNDERSTANDING AND APPRECIATION OF SCIENCE AND THE VITAL ROLE IT PLAYS IN HUMAN ADVANCEMENT. | $90 | ||||
| PURPLE ASPARAGUS | |||||||||||
| 2545 W DIVERSEY | CHICAGO | IL | 60647 | NONE | PC | EDUCATING CHILDREN, FAMILIES, AND THE COMMUNITY ABOUT EATING FOOD THATS GOOD FOR THE BODY AND PLANET | $690 | ||||
| ST JUDES RESEARCH HOSPITAL | |||||||||||
| DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | SUPPORT RESEARCH INTO CHILDREN'S HEALTH ISSUES | $166 | ||||
| WELLNESS HOUSE | |||||||||||
| 131 NORTH COUNTY LINE ROAD | HINSDALE | IL | 60521 | NONE | PC | PROVIDES PSYCHOCIAL SUPPORT AND INFORMATION FOR CANCER PATIENTS, THEIR FAMILIES AND FRIENDS. | $430 | ||||
| SEMPER FI | |||||||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | NONE | PC | TO PROVIDE SUPPORT FOR CHALLENGES FACED BY MILITARY PERSONNEL AND THEIR FAMILIES | $1,040 | ||||
| WBEZ | |||||||||||
| 848 E GRAND AVENUE | CHICAGO | IL | 60611 | NONE | PC | TO SUPPORT THE EFFORTS OF PUBLIC RADIO | $50,000 | ||||
| WFMT | |||||||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | TO SUPPORT THE EFFORTS OF PUBLIC RADIO | $50 | ||||
| THE BONFIELD EXPRESS FOUNDATION | |||||||||||
| PO BOX 773 | DOWNERS GROVE | IL | 60515 | NONE | PC | WORKING TO BUILD CHARACTER AND COMMUNITY IN HIGH SCHOOL STUDENTS | $67 | ||||
| TONIIC INSTITUTE | |||||||||||
| 101 MISSION STREET SUITE 115 | SAN FRANCISCO | CA | 94105 | PC | PROVIDING A FORUM IN WHICH INVESTORS MAY BE EDUCATED ON ASPECTS OF INVESTMENT AND BUSINESS | $309 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $372,036 | 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 | $2,795 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,345 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,643 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $230,439 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,439 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINSDALE TOWNSHIP HIGH SCHOOL DISTRICT 86 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SOUTH GRANT STREET | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NOEL + PARTNERS LLP | CategoryTxt |
| Amt | $3,565 | Amt |
| Net Investment Income | $3,565 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HARBOR INTERNATIONAL FUND | AT COST | $631,910 | $675,966 |
| MATTHEWS PACIFIC TIGER FUND | AT COST | $555,784 | $740,154 |
| VANGUARD INTL EXPLORER FUND | AT COST | $895,092 | $1,020,288 |
| LEGACY VENTURE IV LLC | AT COST | $464,655 | $464,655 |
| VANGUARD SHORT TERM BOND FUND | AT COST | $151,195 | $148,313 |
| 13 PARTNERS FUND | AT COST | $600,000 | $612,452 |
| DFA INTL SMALL CO PORT | AT COST | $15,936 | $17,418 |
| DFA US LARGE CAP VALUE | AT COST | $32,011 | $34,284 |
| DFA US LARGE CO | AT COST | $45,912 | $51,039 |
| DFA US SMALL CAP PORT | AT COST | $15,766 | $16,493 |
| DFA US TARGETED VALUE | AT COST | $15,863 | $16,583 |
| IVY INTERNATIONAL CORE | AT COST | $15,233 | $16,647 |
| TWEEDY BROWNE GLOBAL | AT COST | $40,648 | $42,476 |
| VANGUARD TOTAL STOCK MKT | AT COST | $18,285 | $20,389 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING FEES | $975 | $975 | $0 |
| FILING FEE | $250 | $0 | $0 |
| PORTFOLIO EXPENSE - LEGACY VENTURE IV LLC | $13,595 | $13,595 | $0 |
| OFFICE | $920 | $0 | $0 |
| MISCELLANEOUS | $86 | $0 | $0 |
| ENTERTAINMENT | $8,228 | $0 | $0 |
| INVESTMENT MANAGMENT FEE | $2,000 | $2,000 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGACY VENTURE IV LLC | Desc |
| Revenue And Expenses Per Books | $5,643 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,643 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $4,927 | Amt |
| Net Investment Income | $4,927 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |