RISCH-DIECKMANN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RISCH-DIECKMANN FAMILY FOUNDATION (EIN 30-0138000)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-25
- IRS object ID
- 201712379349100501
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-25T08:57:27-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 W DIEHL RD SUITE 400 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605632349 | 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 | 300138000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISCH-DIECKMANN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RISC | BusinessNameControlTxt |
| Phone | 6302318038 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 INGALTON AVENUE | AddressLine1Txt |
| City | WEST CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C DIECKMANN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6302318038 | PhoneNum |
| Signature | 2017-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL BOYLE | PreparerPersonNm |
| PTIN | P01246734 | PTIN |
| Phone | 6305668400 | PhoneNum |
| Preparation | 2017-08-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.1.81.38 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-07 | IPDt |
| IP Tm | 11:16:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C30C050D945DEB821E5F1DDF35CF6737F6AD08D9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 29104F3DC08A25DB8BAD40270524C4752D111674 | 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 | $789,011 | 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 | $25,300 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,786 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,597 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,478 | 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 | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $660 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,351 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,351 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $930 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,564 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,903 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,903 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,575 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,521 | CashBOYAmt |
| Cash EOY | $41,886 | CashEOYAmt |
| Cash EOYFMV | $41,886 | CashEOYFMVAmt |
| Corporate Bonds BOY | $440,630 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $509,930 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $533,483 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $349,584 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $217,152 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $213,642 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $880,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $768,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $789,011 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $880,735 | RetainedEarningBOYAmt |
| Retained Earning EOY | $768,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $880,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $768,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $880,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $768,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $880,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $768,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $768,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $230,070 | $253,331 | -$23,261 | -$23,261 |
| CAPITAL GAINS DIVIDENDS | P | $1,774 | $1,774 | $1,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,487 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $875,471 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017870 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,791 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $900,324 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094178 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,443 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $901,794 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062590 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,149 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $879,820 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069502 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,215 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $830,793 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054424 | DistributionYr5Rt |
| Total Distribution | 0.298564 | TotalDistributionRt |
| Average Distribution | 0.059713 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $832,157 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,691 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $246 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,937 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,675 | 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 | $246 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $246 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Overpayment | $474 | OverpaymentAmt |
| Applied To ES Tax | $474 | 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 | ROBERT C DIECKMANN | IndividualWithBooksNm |
| Phone | 6302318038 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 INGALTON AVENUE | AddressLine1Txt |
| City | WEST CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60185 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA A DIECKMANN | ||||||||
| 520 INGALTON AVENUE | WEST CHICAGO | IL | 60185 | PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| ROBERT C DIECKMANN | ||||||||
| 520 INGALTON AVENUE | WEST CHICAGO | IL | 60185 | TREASURER | 0.00 | $0 | $0 | $0 |
| BRIAN DIECKMANN | ||||||||
| 1131 MOSAIC DRIVE | CELEBRATION | FL | 34747 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON DIECKMANN | ||||||||
| 0S 602 PRESTON CT | GENEVA | IL | 60134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEX DIECKMANN | ||||||||
| 530 INGALTON AVENUE | WEST CHICAGO | IL | 60185 | 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 | $711,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $844,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $844,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $832,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $246 | TotalTaxAmt |
| Distributable Before Adj | $41,362 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,362 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,362 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,675 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $246 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,429 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,362 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,053 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,244 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,639 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,799 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $75,735 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,313 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $164,048 | 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 | $4,053 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $159,995 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,244 | ExcessFromYear4Amt |
| Excess From Year3 | $12,639 | ExcessFromYear3Amt |
| Excess From Year2 | $40,799 | ExcessFromYear2Amt |
| Excess From Current Year | $88,313 | 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NEIGHBORHOOD FOOD PANTRIES | ||||||
| 427 W ARMY TRAIL ROAD | BLOOMINGDALE | IL | 60108 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ST MICHAEL'S UNITED CHURCH OF CHRIST | ||||||
| 108 SHERMAN STREET | WEST CHICAGO | IL | 60185 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ST MICHAEL'S UNITED CHURCH OF CHRIST | ||||||
| 108 SHERMAN STREET | WEST CHICAGO | IL | 60185 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ST MICHAEL'S UNITED CHURCH OF CHRIST | ||||||
| 108 SHERMAN STREET | WEST CHICAGO | IL | 60185 | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| ILLINOIS CONFERENCE UCC - MISSION FRIENDS | ||||||
| 1840 WESTCHESTER BLVD | WESTCHESTER | IL | 60154 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ILLINOIS CONFERENCE UCC - MAJOR GIFTS INITIATIVE | ||||||
| 1840 WESTCHESTER BLVD | WESTCHESTER | IL | 60154 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| ST MICHAEL'S UNITED CHURCH OF CHRIST | ||||||
| 108 SHERMAN STREET | WEST CHICAGO | IL | 60185 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| NEIGHBORHOOD FOOD PANTRIES | ||||||
| 427 W ARMY TRAIL ROAD | BLOOMINGDALE | IL | 60108 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ST MICHAEL'S UNITED CHURCH OF CHRIST | ||||||
| 108 SHERMAN STREET | WEST CHICAGO | IL | 60185 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| NEIGHBORHOOD FOOD PANTRIES | ||||||
| 427 W ARMY TRAIL ROAD | BLOOMINGDALE | IL | 60108 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ST MICHAEL'S UNITED CHURCH OF CHRIST | ||||||
| 108 SHERMAN STREET | WEST CHICAGO | IL | 60185 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| CHURCH WORLD SERVICE | ||||||
| PO BOX 968 | ELKHART | IN | 46515 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,000 | 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 | 18 | ExclusionCd |
| Exclusion | $25,300 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,094 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,597 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,797 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $1,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $660 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $509,930 | EOYBookValueAmt |
| EOYFMV | $533,483 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY FUNDS | AT COST | $150,000 | $153,008 |
| OTHER INVESTMENTS | AT COST | $67,152 | $60,634 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL FILING FEES | $15 | $0 | $15 |
| POSTAGE | $82 | $82 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,351 | Amt |
| Net Investment Income | $3,351 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX ON INVESTMENT INCOME | $916 | $916 | $0 |
| FOREIGN TAX | $0 | $14 | $0 |