LVA FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LVA FOUNDATION (EIN 36-3930242)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349101215
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T09:59:33-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mowery & Schoenfeld LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Half Day Road Suite 250 | AddressLine1Txt |
| City | Lincolnshire | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363930242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Larry & Victoria Smith Foundation Ltd | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LARRY A SMITH | InCareOfNm |
| Business Name Control | LARR | BusinessNameControlTxt |
| Phone | 8472478959 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Half Day Road STE 250 | AddressLine1Txt |
| City | Lincolnshire | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY A SMITH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8472478959 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffery L Mowery | PreparerPersonNm |
| PTIN | P00570599 | PTIN |
| Phone | 8472478959 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.192.34.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 36802120171355000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 84029F5E4DAA12EDA0F603CAAB3A0905F7728931 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 133E4FAB9044E25329EEC51B9954A14721C617F0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,125,768 | 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 | $2,635 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,545 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $66 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $66 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $695 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $628 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $558 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $470 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $470 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,319 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,816 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,816 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,319 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,152 | CashBOYAmt |
| Cash EOY | $6,987 | CashEOYAmt |
| Cash EOYFMV | $6,987 | CashEOYFMVAmt |
| Other Investments BOY | $1,180,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,089,883 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,118,781 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,187,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,096,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,125,768 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,187,005 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,096,870 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,187,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,096,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,187,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,096,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,187,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,135 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,096,870 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,096,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #2200 (SEE ATTACHED) | P | 2014-01-01 | 2016-03-15 | $97,217 | $127,732 | -$30,322 | -$30,515 |
| 201.06 SHS PIMCO FOREIGN BOND USD CL INST | P | 2015-01-01 | 2016-03-15 | $2,018 | $2,112 | -$93 | -$94 |
| 2,965.26 SHS PIMCO HIGH YIELD FUND INST CL (SEE ATTACHED) | P | 2014-01-01 | 2016-03-15 | $24,808 | $27,810 | -$2,942 | -$3,002 |
| 929.59 SHS PIMCO REAL RETURN FUND INSTL | P | 2010-02-17 | 2016-03-15 | $9,837 | $8,800 | $1,037 | $1,037 |
| 865.96 SHS PIMCO REAL RETURN FUND INSTL | P | 2010-02-24 | 2016-03-15 | $9,163 | $9,373 | -$208 | -$210 |
| 42.89 SHS VANGUARD 500 INDEX FD ADMIRAL | P | 2011-02-11 | 2016-03-15 | $8,000 | $5,263 | $2,737 | $2,737 |
| 1,015.10 SHS AMERICAN FD EUROPACIFIC GWTH FD | 2010-02-17 | 2016-03-15 | $44,000 | $37,274 | $6,726 | $6,726 | |
| CAPITAL GAIN DIVIDENDS | P | $4,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,640 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,683 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,190,389 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075339 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,074 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,310,982 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072521 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,239 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,337,833 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062967 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,402 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,306,783 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067649 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,683 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,312,357 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047764 | DistributionYr5Rt |
| Total Distribution | 0.32624 | TotalDistributionRt |
| Average Distribution | 0.065248 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,082,721 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $262 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,907 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,286 | 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 | $262 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $262 | SubtotalAmt |
| Tax Based On Investment Income | $262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $178 | OverpaymentAmt |
| Applied To ES Tax | $178 | 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 |
| 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 | LARRY A SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472478959 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 HALF DAY ROAD SUITE 250 | AddressLine1Txt |
| City | linconshire | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LARRY A SMITH | ||||||||
| 475 HALF DAY ROAD SUITE 250 | LINCOLNSHIRE | IL | 60069 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| VICTORIA C SMITH | ||||||||
| 475 HALF DAY ROAD SUITE 250 | LINCOLNSHIRE | IL | 60069 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JEFFERY L MOWERY | ||||||||
| 475 HALF DAY ROAD SUITE 250 | LINCOLNSHIRE | IL | 60069 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,089,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,099,209 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,099,209 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,082,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $262 | TotalTaxAmt |
| Distributable Before Adj | $53,874 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,874 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,874 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,286 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $100,286 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $262 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,024 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $24,573 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,787 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,087 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,994 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $105,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,286 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $53,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,412 | RemainingDistriFromCorpusAmt |
| Total Corpus | $151,853 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $151,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,573 | ExcessFromYear4Amt |
| Excess From Year3 | $18,787 | ExcessFromYear3Amt |
| Excess From Year2 | $31,087 | ExcessFromYear2Amt |
| Excess From Year1 | $30,994 | ExcessFromYear1Amt |
| Excess From Current Year | $46,412 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY A SMITH | ContributingManagerNm |
| Contributing Manager | VICTORIA C SMITH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LARRY A SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 HALF DAY ROAD SUITE 250 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472478959 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD INCLUDE DESCRIPTIVE INFORMATION ABOUT THE ORGANIZATION REQUESTING FUNDS, INCLUDING THEIR PURPOSE AND THEIR CURRENT SOURCES OF FUNDING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Miscellaneous grants under 1000 | |||||||
| Details available upon request | Lincolnshire | IL | 60069 | None | Public | General charitable gift | $4,084 |
| fuller theological seminary | |||||||
| 135 N Oakland Avenue | Pasadena | CA | 91182 | none | public | general charitable gift | $25,000 |
| youth with a mission | |||||||
| 11141 Osborne Street | lake view terrace | CA | 91342 | none | public | general charitable gift | $12,000 |
| scholarleaders international | |||||||
| 27850 Irma Lee Circle | Lake Forest | IL | 60045 | none | public | general charitable gift | $27,600 |
| institute for religion culture & public life | |||||||
| 80 claremont avenue room 203 | new york | NY | 10027 | none | public | general charitable gift | $25,000 |
| La Salle Street Church | |||||||
| 1111 north wells st suite 500 | Chicago | IL | 60610 | none | PC | general charitable gift | $3,000 |
| United World Mission | |||||||
| 205 Regency Executive Park Drive S | Charlotte | NC | 28217 | None | PC | General Charitable gift | $2,000 |
| Rotary International | |||||||
| 1560 Sherman Avenue | Evanston | IL | 602013698 | None | PC | General Charitable Gift | $1,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,816 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$18,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,905 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCKS, MUTUAL FUNDS AND REIT | FMV | $1,089,883 | $1,118,781 |
| DETAILS AVAILABLE UPON REQUEST | FMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC DIRECT EXPENSES | Desc |
| Revenue And Expenses Per Books | $470 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $470 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $695 | Amt |
| Net Investment Income | $695 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $558 | $558 |
| FEDERAL TAX PAID | $55 | |
| IL ANNUAL FEE | $15 |