STRATEGY STUDIO / PUBLIC DATA EXPLORER

CHICAGO FREEDOM TRUST: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CHICAGO FREEDOM TRUST (EIN 26-4123223)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-02-13
IRS object ID
201840449349100319
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-02-13T17:24:43-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVID A HAFFT & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 VILLAGE GREEN DR SUITE 214AddressLine1Txt
CityLINCOLNSHIRECityNm
State AbbreviationILStateAbbreviationCd
ZIP600693086ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264123223EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHICAGO FREEDOM TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHICBusinessNameControlTxt
Phone7738691357PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 W 35TH STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEONARD LEOPersonNm
Person TitlePRIMARY TRUSTEEPersonTitleTxt
Phone7738691357PhoneNum
Signature2018-02-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID HAFFTPreparerPersonNm
PTINP01232364PTIN
Phone8479138006PhoneNum
Preparation2018-02-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.247.157.124IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-02-13IPDt
IP Tm17:24:33IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id88D2E8FCC43D3F2686FE6C9DDDECC365E9FA3638AtSubmissionCreationDeviceId
At Submission Filing Device Id88D2E8FCC43D3F2686FE6C9DDDECC365E9FA3638AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,032FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$523LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$523LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$2,066TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,066TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,089TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,589TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,089TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,589TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,089ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,121CashBOYAmt
Cash EOY$12,032CashEOYAmt
Cash EOYFMV$12,032CashEOYFMVAmt
Total Assets BOY$14,121TotalAssetsBOYAmt
Total Assets EOY$12,032TotalAssetsEOYAmt
Total Assets EOYFMV$12,032TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$14,121RetainedEarningBOYAmt
Retained Earning EOY$12,032RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,121TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,032TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,121TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,032TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,121TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,089ExcessRevenueOverExpensesAmt
Subtotal$12,032SubtotalAmt
Tot Net Ast Or Fund Balances EOY$12,032TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,486AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,027NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.735358DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$21,360NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.749064DistributionYr2Rt
Adjusted Qlfy Distri Yr3$18,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$38,926NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.462416DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$55,106NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.290350DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,140AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$63,499NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.112443DistributionYr5Rt
Total Distribution4.349631TotalDistributionRt
Average Distribution0.869926AverageDistributionRt
Net Vl Noncharitable Assets$10,042NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,736AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$8,736AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,589QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLEONARD LEOIndividualWithBooksNm
Phone7738691357PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11111 W 35TH STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60609ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADAM MEYERSON
1120 20TH ST NW 550SWASHINGTONDC20036CO-TRUSTEE0.50$0$0$0
JOSEPH G LEHMAN
PO BOX 48640MIDLANDMI48640CO-TRUSTEE0.50$0$0$0
LEONARD LEO
1776 I ST NW 300WASHINGTONDC20006PRIMARY TRUSTTE & CO0.50$0$0$0
LESLIE GRAVES
PO BOX 279SPRING GREENWI53588CO-TRUSTEE0.50$0$0$0
TRACIE SHARP
PO BOX 5208RICHMONDCA94805CO-TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,195AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,195TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$10,195AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$153CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,042NetVlNoncharitableAssetsAmt
Minimum Investment Return$502MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$502MinimumInvestmentReturnAmt
Distributable Before Adj$502DistributableBeforeAdjAmt
Distributable Before Ded$502DistributableBeforeDedAmt
Distributable As Adjusted$502DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,589ExpensesAndContributionsAmt
Qualifying Distributions$26,589QualifyingDistributionsAmt
Adjusted Qualifying Distri$26,589AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$502DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,965ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,117ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$69,082TotalExcessDistributionCyovAmt
Qualifying Distributions$26,589QualifyingDistributionsAmt
Applied To Current Year$502AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,087RemainingDistriFromCorpusAmt
Total Corpus$95,169TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,965ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$91,204ExcessDistriCyovToNextYrAmt
Excess From Year4$16,000ExcessFromYear4Amt
Excess From Year3$18,000ExcessFromYear3Amt
Excess From Year2$16,000ExcessFromYear2Amt
Excess From Year1$15,117ExcessFromYear1Amt
Excess From Current Year$26,087ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INSTITUTE FOR JUSTICE
901 N GLEBE RDARLINGTONVA22203publicENTERPRENEURSHIPCLINIC ONAT UNIV OF CHICAGO$2,000
MEALS ON WHEELS OF CONTRA COSTS
PO BOX 3195MARTINEZCA94553publicMEALS FOR HOMEBOUND$2,000
MEDSTAR NATL REHABILITATION NETWORK
102 IRVING ST NWWASHINGTONDC20010publicAS LEADER INSERVE COMMUNITYREHAB SVCS$3,000
WORLD ORPHAN FUND
N7130 NORTH LOST LAKE RDRANDOLPHWI53956PUBLICASSISTANCE TOPROVIDINGORPHANED CHILDREN$2,000
CITY RESCUE MISSION OF SAGINAW
PO BOX 548SAGINAWMI48606publicMEALS FOR HOMELESS$2,000
STEPPING AHEAD
480 W 78TH ST 111CHANHASSENMN55317PUBLICINDIVIDUALIZEDADDICTION COUNSELING$2,000
CHICAGO HOPE ACADEMY
2189 W BOWLER STCHICAGOIL60612publicSCHOOL GRANT$2,000
MUSTARD SEED COMMUNITIES
29 JANES AVEMEDFIELDMA02052PUBLICFOR JOBS, NUTRITIONCOMMUNITY OUTREACHTRAINING, EDUCATION$5,000
PREGNANCY RESOURCE CTR OF MID-MICHIGAN
PO BOX 1804MIDLANDMI48641PUBLICPREGNANCY SUPPORT$2,000
WENATCHEE VALLEY MUSEUM
127 S MISSION STWENATCHEEWA98801PUBLICHISTORY OFPRESERVING & PRESENTINGCOMMUNITIES$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,000TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARBARA AND BARRE SEID FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11111 W 35TH STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60609ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDAVID HAFFT & CO LTD TAX RETURN PREPCategoryTxt
Amt$500Amt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePAGE 4, PART VII-A, LINE 8BFormAndLineReferenceDesc
Medium ExplanationNOT REQUIRED TO REGISTER OR FILE REPORTS IN UTAH OR ANY OTHER STATE.MediumExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryARONBERG GOLDGEHN LEGAL FEESCategoryTxt
Legal Fees$523LegalFeesAmt
Disbursements Charitable Prps$523DisbursementsCharitablePrpsAmt