CASTEN FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CASTEN FAMILY FOUNDATION INC (EIN 13-4074089)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201733139349100218
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T10:42:38-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133952225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOEL PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 427 BEDFORD ROAD STE 300 | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134074089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASTEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAST | BusinessNameControlTxt |
| Phone | 6303211095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 EAST THIRD STREET | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH CASTEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6303211095 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAY NOEL | PreparerPersonNm |
| PTIN | P01302875 | PTIN |
| Phone | 9147476215 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.113.128.133 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 11:25:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 10735AD1990E490C68352E028631958E52E2F73F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10735AD1990E490C68352E028631958E52E2F73F | 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 | $3,648,633 | 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 | $1,019,920 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,562 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,562 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $606 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $606 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,131,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,341 | 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 |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,680 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $268 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $268 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,686 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,813 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,049 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,886 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,049 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,859 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $336,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,908 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $795,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,821 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $709,674 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,143,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,143,591 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $47,376 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $47,376 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $47,376 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $2,214,758 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,578,491 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,457,666 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,974,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,769,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,648,633 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,974,432 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,769,458 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,974,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,769,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,974,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,769,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,974,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $795,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,769,458 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,769,458 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LEGACY VENTURE IV LLC | P | $775 | $775 | $775 |
| LEGACY VENTURE IV LLC | P | $64,202 | $64,202 | $64,202 |
| CAPITAL GAINS DIVIDENDS | P | $9,466 | $9,466 | $9,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,443 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $250,074 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,915,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085761 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $175,941 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,016,919 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058318 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $295,355 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,919,881 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101153 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $95,615 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,977,844 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032109 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $185,265 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,025,719 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061230 | DistributionYr5Rt |
| Total Distribution | 0.338571 | TotalDistributionRt |
| Average Distribution | 0.067714 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,813,573 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $190,518 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $878 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $301,908 | 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 | $878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,731 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,731 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,853 | OverpaymentAmt |
| Applied To ES Tax | $1,853 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS CASTEN | IndividualWithBooksNm |
| Phone | 6303211095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 EAST THIRD STREET | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JUDITH CASTEN | ||||||||
| 8 EAST THIRD STREET | HINSDALE | IL | 60521 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| THOMAS CASTEN | ||||||||
| 8 EAST THIRD STREET | HINSDALE | IL | 60521 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,856,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,856,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,856,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,813,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $878 | TotalTaxAmt |
| Distributable Before Adj | $139,801 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,801 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,801 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,908 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $301,908 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $878 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $301,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,801 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,574 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $153,315 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,127 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,337 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $332,353 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,908 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,801 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $162,107 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $494,460 | 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 | $35,574 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $458,886 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $153,315 | ExcessFromYear3Amt |
| Excess From Year2 | $34,127 | ExcessFromYear2Amt |
| Excess From Year1 | $109,337 | ExcessFromYear1Amt |
| Excess From Current Year | $162,107 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | BUILDING HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASES AND STROKES. | $100 | ||||
| CENTER FOR SCIENTIFIC INQUIRY | |||||||||||
| PO BOX 741 | AMHERST | NY | 14226 | NONE | PC | TO FOSTER A SECULAR SOCIETY BASED ON SCIENCE,REASON,FREEDOM OF INQUIRY AND HUMANIST VALUES. | $2,500 | ||||
| ASSISTANCE LEAGUE OF CHICAGOLAND WEST | |||||||||||
| 930 YORK ROAD | HINSDALE | IL | 60521 | NONE | PC | MISSION IS TO IDENTIFY,DEVELOP,FUND AND DELIVER EDUCATIONAL AND OUTREACH PROGRAMS THAT ADDRESS NEEDSAND ASSIST IN TRANSFORMING LIVES IN OUR LOCAL COMMUNITIES | $7,350 | ||||
| CHICAGO COUNCIL ON GLOBAL AFFAIRS | |||||||||||
| 332 S MICHIGAN AVENUE SUITE 1100 | CHICAGO | IL | 60604 | NONE | PC | COMMITED TO INFLUENCING THE DISCOURSE ON GLOBAL ISSUES THROUGH CONTRIBUTIONS TO OPIONION AND POLICYINFORMATION, LEADERSHIP, DIALOGUE AND PUBLIC LEARNING | $10,075 | ||||
| CHICAGO PUBLIC MEDIA INC | |||||||||||
| 648 GRAND AVE NAVY PIER | CHICAGO | IL | 60611 | NONE | PC | TO SERVE THE PUBLIC INTEREST THROUGH THE SUPPORT OF PUBLIC RADIO. | $50,000 | ||||
| CITIZENS ARCHIVE OF PAKISTAN | |||||||||||
| 1311 NORTH SUTTON PLACE | CHICAGO | IL | 60610 | NONE | PC | DEDICATED TO THE CULTURAL AND HISTORICAL PRESERVATION OF ALL ASPECTS OF PAKISTAN'S HISTORY. | $11,590 | ||||
| FAMILY SHELTER SERVICE | |||||||||||
| 605 EAST ROOSEVELT ROAD | WHEATON | IL | 60187 | NONE | PC | TO TRANSFORM LIVES BY OFFERING HELP AND HOPE TO THOSE AFFECTED BY DOMESTIC VIOLENCE. | $10,020 | ||||
| GLOBEMED | |||||||||||
| 601 UNVERSITY PLACE | EVANSTON | IL | 60208 | NONE | PC | TO STRENGTHEN THE MOVEMENT OF GLOBAL HEALTH EQUITY BY EMPOWERING STUDENTS AND COMMUNITIES TO WORKTOGETHER TO IMPROVE THE HEALTH OF PEOPLE LIVING IN POVERTY AROUND THE WORLD. | $20,000 | ||||
| ILLINOIS VIETNAM VETERANS | |||||||||||
| 2611 W SCHAUMBURY ROAD 119 | SCHAUMBURG | IL | 60194 | NONE | PC | PROVIDE ASSISTANCE TO VIETNAM WAR VETERANS. | $100 | ||||
| HACKLEY SCHOOL | |||||||||||
| 293 BENEDICT AVENUE | TARRYTOWN | NY | 10591 | NONE | PC | TO SUPPORT INTERNATIONAL UNDERSTANDING THROUGH TRAVEL FOR STUDENTS FACULTY AND STAFF. | $40,000 | ||||
| HINSDALE HIGH SCHOOL LEAP CLUB | |||||||||||
| S GRANT STREET | HINSDALE | IL | 60521 | NONE | PC | PUBLIC HIGH SCHOOL CLUB ORGANIZED TO ASSIST THE LEAP SCHOOLS IN SOUTH AFRICA WHICH PROVIDE STUDENTCENTERED MATH AND SCIENCE FOCUSED EDUCATION TO ECONOMICALLY DISADVANTAGED STUDENTS FROM GRADES 8 TO 12. | $1,150 | ||||
| INTERFAITH HOUSE | |||||||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | NONE | PC | TO PROVIDE A HEALING ENVIRONMENT AND RESOURCES TO HELP ILL AND INJURED HOMELESS ADULTS RESTORE THEIRHEALTH,REBUILD THEIR LIVES, AND REGAIN SELF SUFFICIENCY. | $3,000 | ||||
| IRAQUI MUTUAL AID SOCIETY | |||||||||||
| 6328 NORTH CLARK STREET SUITE 1 | CHICAGO | IL | 60660 | NONE | PC | TO FOSTER THE WELL-BEING SND SELF-SUFFICIENCY OF REFUGEES IN THE UNITED STATES BY EASING THEIR TRANSITION TO LIFE IN AMERICA. | $500 | ||||
| LEGACY VENTURE IV PARTNERSHIP | |||||||||||
| 180 LYTTON AVENUE | PALO ALTO | CA | 94301 | NONE | PC | 2016 PARTNERSHIP K-1 13A GOAL IS TO TAP THE POTENTIAL OF VENTURE CAPITAL TO HELP OUR MEMBERS AMPLIFYTHEIR POSITIVE IMPACT IN THE WORLD. | $4 | ||||
| ONE ACRE FUND | |||||||||||
| 1742 TATUM STREET | FALCON HEIGHTS | MN | 55113 | NONE | PC | TRAINING AND EDUCATION TO ENABLE AFRICAN FARM FAMILIES TO GROW THEIR WAY OUT OF HUNGER PERMANENTLY. | $54,460 | ||||
| LEAP SCIENCE AND MATHS SCHOOL | |||||||||||
| NONE | PC | PROVIDING STUDENT-CENTERED MATH AND SCIENCE FOCUSED EDUCATION TO SOUTH AFICA'S ECONOMICALLY DISADVANTAGED STUDENTS FROM GRADES 8 TO 12. | $63,600 | PO BOX 2229 122 THORNTON ROAD | CAPETOWN | SOUTH AFRICA | SF | ||||
| THE COMMUNITY HOUSE | |||||||||||
| 415 WEST EIGHTH STREET | HINSDALE | IL | 60521 | NONE | PC | BUILD COMMUNITY BY PROVIDING INSPIRING OPPORTUNITIES FOR LEARNING, SOCIAL SUPPORT, AND RECREATION. | $20,000 | ||||
| MARINE CORPS SCHOLARSHIP FUND | |||||||||||
| 909 N WASHINGTON STREET SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PC | PROVIDING EDUCATIONAL OPPORTUNITIES TO THE FAMILIES OF MARINES CORPS MEMBERS | $5,000 | ||||
| SOCIETY FOR SCIENCE AND THE PUBLIC | |||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | NONE | PC | PROMOTION OF UNDERSTANDING AND APPRECIATION OF SCIENCE AND THE VITAL ROLE IT PLAYS IN HUMAN ADVANCEMENT. | $250 | ||||
| VERMONT PUBLIC RADIO | |||||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PC | TO PROVIDE AN ESSENTIAL AND TRUSTED INDEPENDENT VOICE FOR NEWS, INFORMATION, MUSIC, AND CULTURALEXPLORATION FOR THE PEOPLE OF OUR REGION. | $1,000 | ||||
| WELLNESS HOUSE | |||||||||||
| 131 NORTH COUNTY LINE ROAD | HINSDALE | IL | 60521 | NONE | PC | PROVIDES PSYCHOCIAL SUPPORT AND INFORMATION FOR CANCER PATIENTS, THEIR FAMILIES AND FRIENDS. | $160 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,859 | 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 | $3,562 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,730 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,341 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,341 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THOMAS CASTEN | ||||||
| 1 | 8 EAST THIRD STREET | HINSDALE | IL | 60521 | $500,000 | Yes (X) |
| JUDY CASTEN | ||||||
| 2 | 8 EAST THIRD STREET | HINSDALE | IL | 60521 | $500,000 | Yes (X) |
| HINSDALE TOWNSHIP HIGH SCHOOL DISTRICT 86 | ||||||
| 3 | 5500 SOUTH GRANT STREET | HINSDALE | IL | 60521 | $16,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NOEL + PARTNERS LLP | CategoryTxt |
| Amt | $3,680 | Amt |
| Net Investment Income | $3,680 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HARBOR INTERNATIONAL FUND | AT COST | $592,002 | $550,033 |
| MATTHEWS PACIFIC TIGER FUND | AT COST | $546,628 | $528,827 |
| VANGUARD INTL EXPLORER FUND | AT COST | $534,403 | $479,294 |
| LEGACY VENTURE IV LLC | AT COST | $502,262 | $502,262 |
| VANGUARD SHORT TERM BOND FUND | AT COST | $403,196 | $397,250 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADAM TREMBLAY | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING FEES | $500 | $500 | $0 |
| FILING FEE | $250 | $0 | $0 |
| PORTFOLIO EXPENSE - LEGACY VENTURE IV LLC | $15,386 | $15,386 | $0 |
| OFFICE | $2,984 | $0 | $0 |
| MISCELLANEOUS | $17 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGACY VENTURE IV LLC | Desc |
| Revenue And Expenses Per Books | $606 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $606 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $606 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL - 2015 | $561 | $0 | $0 |
| FEDERAL - 2016 | $2,731 | $0 | $0 |
| FOREIGN TAXES PAID | $3,686 | $3,686 | $0 |