GALTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GALTER FOUNDATION (EIN 36-6082419)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349103594
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T17:46:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814031109 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FSB&W LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 544 LAKEVIEW PARKWAY SUITE 301 | AddressLine1Txt |
| City | VERNON HILLS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366082419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALT | BusinessNameControlTxt |
| Phone | 3126645370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 480752 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 607140752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT JOSEPH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3126645370 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY P FLOOM | PreparerPersonNm |
| PTIN | P00014886 | PTIN |
| Phone | 8475801272 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,721,114 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,175 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $482,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,483 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,037 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,037 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $184,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,764 | 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 |
| Taxes Rev And Expnss | $529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $529 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,832 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,679 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,679 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $46,915 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $46,915 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,992 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $185,937 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185,937 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $185,937 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,345,227 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,338,952 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,468,038 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,219 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,468 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,468 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,596,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,587,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,721,114 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $360,347 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $360,347 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $360,347 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $360,347 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,236,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,227,604 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,236,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,227,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,596,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,587,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,236,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,227,604 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,227,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DIAGEO PLC | 2023-10-16 | 2024-10-14 | $2,977 | $3,253 | -$276 | -$276 | |
| FISERV INC. | 2024-08-28 | 2024-11-22 | $1,978 | $1,546 | $432 | $432 | |
| INTERCONTINENTAL EXCHANGE INC. | 2024-11-18 | 2024-12-20 | $2,712 | $2,813 | -$101 | -$101 | |
| ORACLE CORP | 2024-01-12 | 2024-12-20 | $4,148 | $2,427 | $1,721 | $1,721 | |
| AON PLC | 2020-03-26 | 2024-11-22 | $1,158 | $498 | $660 | $660 | |
| SPOTIFY TECHNOLOGY | 2022-01-27 | 2024-08-27 | $8,010 | $4,518 | $3,492 | $3,492 | |
| AON PLC GTD 3.5% | 2016-11-22 | 2024-06-14 | $25,000 | $25,000 | $0 | $0 | |
| ALPHABET INC | 2014-08-18 | 2024-10-07 | $11,837 | $2,258 | $9,579 | $9,579 | |
| AMAZON.COM INC 3.8% | 2018-06-07 | 2024-12-05 | $35,000 | $35,000 | $0 | $0 | |
| AMAZON.COM INC | 2020-09-21 | 2024-12-02 | $10,699 | $7,948 | $2,751 | $2,751 | |
| AMERICAN EXPRESS CO | 2020-05-26 | 2024-11-22 | $11,421 | $5,327 | $6,094 | $6,094 | |
| ANALOG DEVICES INC | 2022-04-05 | 2024-11-22 | $7,615 | $5,873 | $1,742 | $1,742 | |
| APPLE INC | 2014-01-28 | 2004-12-20 | $6,805 | $676 | $6,129 | $6,129 | |
| ARISTA NETWORKS INC | 2020-09-08 | 2024-10-07 | $7,937 | $1,046 | $6,891 | $6,891 | |
| ARISTA NETWORKS INC NEW | 2020-09-08 | 2024-12-20 | $2,493 | $288 | $2,205 | $2,205 | |
| BERKSHIRE HATHAWAY INC | 2014-01-09 | 2024-12-20 | $26,701 | $6,554 | $20,147 | $20,147 | |
| CARMAX INC | 2022-06-07 | 2024-11-22 | $3,211 | $3,299 | -$88 | -$88 | |
| CHARTER COMMUNICATIONS | 2020-02-28 | 2024-02-02 | $9,910 | $14,221 | -$4,311 | -$4,311 | |
| META PLATFORMS | 2018-03-20 | 2024-11-22 | $8,319 | $2,791 | $5,528 | $5,528 | |
| GENERAL MTRS CO | 2014-07-29 | 2024-09-25 | $6,600 | $4,613 | $1,987 | $1,987 | |
| GILDAN ACTIVEWEAR INC | 2020-03-09 | 2024-01-24 | $4,134 | $2,798 | $1,336 | $1,336 | |
| GOLUB CAP BDC INC | 2020-11-18 | 2024-04-08 | $30,000 | $30,000 | $0 | $0 | |
| HASBRO INC | 2020-03-06 | 2024-09-12 | $5,491 | $6,205 | -$714 | -$714 | |
| HAYWARD HOLDINGS INC | 2022-02-11 | 2024-11-22 | $1,408 | $1,548 | -$140 | -$140 | |
| INTERCONTINENTAL EXCHANGE INC. | 2022-08-23 | 2024-12-20 | $1,507 | $1,063 | $444 | $444 | |
| JPMORGAN CHASE & CO | 2022-08-02 | 2024-11-18 | $14,136 | $6,234 | $7,902 | $7,902 | |
| JACOBS SOLUTIONS INC | 2022-08-03 | 2024-11-22 | $2,183 | $1,678 | $505 | $505 | |
| KEYSIGHT TECHNOLOGIES INC | 2020-10-21 | 2024-10-30 | $25,000 | $25,000 | $0 | $0 | |
| KEYSIGHT TECHNOLOGIES INC | 2023-03-24 | 2024-11-27 | $6,456 | $5,251 | $1,205 | $1,205 | |
| LAS VEGAS SANDS CORP 3.2% | 2021-06-18 | 2024-06-26 | $50,000 | $50,094 | -$94 | -$94 | |
| LAS VEGAS SANDS CORP | 2021-06-11 | 2024-10-21 | $8,939 | $7,032 | $1,907 | $1,907 | |
| LOWES COS INC | 2022-12-15 | 2024-11-25 | $5,925 | $4,419 | $1,506 | $1,506 | |
| MOTOTROLA SOLUTIONS INC | 2020-03-19 | 2024-11-18 | $11,965 | $4,495 | $7,470 | $7,470 | |
| PACCAR | 2022-06-08 | 2024-12-20 | $8,844 | $4,906 | $3,938 | $3,938 | |
| PHILIP MORRIS INTL INC | 2019-04-16 | 2024-11-22 | $8,216 | $6,208 | $2,008 | $2,008 | |
| SALESFORCE INC | 2021-01-28 | 2024-12-10 | $8,958 | $5,769 | $3,189 | $3,189 | |
| SCHWAB CHARLES CORP | 2022-06-02 | 2024-11-22 | $2,038 | $1,775 | $263 | $263 | |
| SPLUNK INC | 2021-04-27 | 2024-02-20 | $7,302 | $5,856 | $1,446 | $1,446 | |
| SPOTIFY USA INC | 2022-07-06 | 2024-06-04 | $42,745 | $40,509 | $2,236 | $2,236 | |
| UNITED PARCEL SVC 2.8% | 2019-12-06 | 2024-11-15 | $35,000 | $35,000 | $0 | $0 | |
| VISA INC | 2021-11-19 | 2024-12-20 | $7,227 | $4,624 | $2,603 | $2,603 | |
| STYX INTERNATIONAL | 2017-01-01 | 2024-12-31 | $891 | $891 | $891 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,483 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,979 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,979 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,292 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,292 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $313 | OverpaymentAmt |
| Applied To ES Tax | $313 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | FSBW LLC | IndividualWithBooksNm |
| Phone | 8475801272 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 544 LAKEVIEW PARKWAY SUITE 301 | AddressLine1Txt |
| City | VERNON HILLS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60061 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| HIRSHEL GOODMAN | ||||||||
| PO BOX 480752 | NILES | IL | 60714 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT JOSEPH | ||||||||
| PO BOX 480752 | NILES | IL | 60714 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAREN GOODMAN | ||||||||
| PO BOX 480752 | NILES | IL | 60714 | DIRECTOR | 0.00 | $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 | $1,702,379 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,028,986 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,777,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,777,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,736,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,979 | TotalTaxAmt |
| Distributable Before Adj | $134,826 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $134,826 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $134,826 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,826 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,323 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,114 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,161 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,395 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $107,153 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,826 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,174 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $123,327 | 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 | $7,323 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,004 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,114 | ExcessFromYear4Amt |
| Excess From Year3 | $15,161 | ExcessFromYear3Amt |
| Excess From Year2 | $32,395 | ExcessFromYear2Amt |
| Excess From Year1 | $25,160 | ExcessFromYear1Amt |
| Excess From Current Year | $16,174 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 205 W TOUHY 225 | PARK RIDGE | IL | 60068 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $7,500 |
| BOYS TOWN JERUSALEM | |||||||
| 110 HILLSIDE SUITE 14 | LAKEWOOD | NJ | 08701 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $25,000 |
| CHICAGO JEWISH FEDERATION | |||||||
| 30 S WELLS | CHICAGO | IL | 60606 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $10,000 |
| CITY OF HOPE HARDWAREHOME IMPROVEMENT 1 | |||||||
| 1055 WILSHIRED BLVD 12TH FL | LOS ANGELES | CA | 90017 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $1,000 |
| GALTER LIFE CENTER ON THE GREEN | |||||||
| 5157 N FRANCISCO | CHICAGO | IL | 60625 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $25,000 |
| KOHL CHILDREN MUSEUM | |||||||
| 2100 PATRIOT BLV | GLENVIEW | IL | 60026 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $5,000 |
| LURIE CHILDREN HOSPITAL | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $7,500 |
| NORTHWESTERN FOUNDATION | |||||||
| 251 E HURON | CHICAGO | IL | 60611 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $25,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $10,000 |
| PAWS | |||||||
| 1110 W 35TH ST | CHICAGO | IL | 60609 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $5,000 |
| SHAARE ZEDEK MEDICAL CENTER | |||||||
| 55 W 39TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $2,500 |
| SWEDISH COVENANT HOSPITAL | |||||||
| 5145 N CALIFORNIA | CHICAGO | IL | 60625 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $25,000 |
| WTTW CHANNEL 11 | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | CHARITY | TO FOSTER AND PROMOTE ACTIVITIES OF RECIPIENT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,000 | 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 | $69 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,175 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,483 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,764 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 555 SHARES OF GALTER CORPORATION | StockNm |
| EOY Book Value | $185,937 | EOYBookValueAmt |
| EOYFMV | $185,937 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $46,915 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $50,992 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,338,952 | BookValueAmt |
| EOYFMV | $2,468,038 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL TAX DEPOSIT | $2,821 | $2,292 | $2,292 |
| RECEIVABLE FROM WD XX HOLDINGS LLC | $2,217 | $1,157 | $1,157 |
| RECEIVABLE FROM WD XXX HOLDINGS LLC | $181 | $19 | $19 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $16,965 | $16,965 | $0 |
| SECURITIES AMORTIZATION | $22,293 | $22,293 | $0 |
| WD XXX MISCELLANEOUS | $2 | $2 | $0 |
| MISCELLANEOUS | $197 | $197 | $0 |
| WD XXX RENTAL LOSS | $2,375 | $2,375 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACCRETION - BONDS | $22,774 | $22,774 | $22,774 |
| WD XX RENTAL INCOME | $2,221 | $2,221 | $2,221 |
| WD XXX ORDINARY INCOME | $42 | $42 | $42 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO GALTER CORPORATION | Desc |
| BOY Book Value | $360,347 | BOYBookValueAmt |
| EOY Book Value | $360,347 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $529 | Amt |
| Net Investment Income | $529 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |