PHILIP J & CAROL J LYONS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP J & CAROL J LYONS FOUNDATION (EIN 36-3488076)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-05-08
- IRS object ID
- 201741289349100514
- Schema version
- 2015v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T09:22:31-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362700600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINEBERG SOLHEIM HOWELL & SHAIN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LASALLE ST STE 2200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363488076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILIP J & CAROL J LYONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 3123681111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6444 N DESERT WIND CIRCLE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP LYONS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123681111 | PhoneNum |
| Signature | 2017-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S SOLHEIM CPA | PreparerPersonNm |
| PTIN | P00570974 | PTIN |
| Phone | 3123720440 | PhoneNum |
| Preparation | 2017-04-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,073,686 | 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 |
| Dividends Rev And Expnss | $35,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,654 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,939 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,939 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,176 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $805,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $805,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,071,510 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $806,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $807,862 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,073,686 | 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 | $806,673 | RetainedEarningBOYAmt |
| Retained Earning EOY | $807,862 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $806,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $807,862 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $806,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $807,862 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $806,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $807,862 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $807,862 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 582 SH VANGUARD INFLATION | P | 2009-03-23 | 2016-08-26 | $15,575 | $13,761 | $1,814 | $1,814 |
| 197 SH DFA US CORE | P | 2011-09-09 | 2016-08-26 | $36,375 | $19,535 | $16,840 | $16,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,654 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,194 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,103,096 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045503 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,078,173 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041737 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,508 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $932,503 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040223 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,270 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $811,479 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052090 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,441 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $849,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051163 | DistributionYr5Rt |
| Total Distribution | 0.230716 | TotalDistributionRt |
| Average Distribution | 0.046143 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,050,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,460 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $539 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,999 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,750 | 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 | $539 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $539 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $954 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $954 | TotalPaymentsAndCreditsAmt |
| Overpayment | $415 | OverpaymentAmt |
| Applied To ES Tax | $415 | 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 | PHILIP J LYONS | IndividualWithBooksNm |
| Phone | 3123681111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6444 N DESERT WIND CIRCLE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP J LYONS | ||||||||
| 6444 N DESERT WIND CIRCLE | TUCSON | AZ | 85750 | PRES / TREASURER | 0.00 | $0 | $0 | $0 |
| CAROL J LYONS | ||||||||
| 6444 N DESERT WIND CIRCLE | TUCSON | AZ | 85750 | SECRETARY / V.P | 0.00 | $0 | $0 | $0 |
| JOHN J BUTTITA | ||||||||
| 10 S WACKER DR 4000 | CHICAGO | IL | 60606 | ASST. SECRETARY | 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 | $1,058,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,066,204 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,066,204 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,050,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $539 | TotalTaxAmt |
| Distributable Before Adj | $51,972 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,972 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,972 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $539 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,211 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,972 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,636 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,636 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $51,858 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHTH AVE 7TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| AMERICAN BIRD CONSERVANCY | ||||||||
| 4249 LOUDOUN AVE | THE PLAINES | VA | 20198 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,250 | |
| AMERICAN FRIENDS OF NEVESHALOMWAHAT AL-SALAM | ||||||||
| 12925 RIVERSIDE DR SUITE 230 | SHERMAN OAKS | CA | 91423 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| ANERA | ||||||||
| 1111 FOURTEENTH STNW SUITE 400 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| CHICAGO CANINE RESCUE | ||||||||
| 5272 N ELSTON AVE | CHICAGO | IL | 60630 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,250 | |
| CHILD FIND OF AMERICA | ||||||||
| PO BOX 277 | NEW PALTZ | NY | 125610277 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| COMMON THREADS | ||||||||
| 222 W MERCHADISE MART PLAZA SUITE | CHICAGO | IL | 60654 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | 1212 |
| COMMUNITY FOUNDATION FOR FLINTFLINT CHILD HEALTH AND DEVELOPMENT FUND | ||||||||
| 500 SAGINAW ST 200 | FLINT | MI | 48502 | N/A | PRIVATE SCHOOL | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DR 1300 | ARLINGTON | VA | 22209 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| DEBORAH'S PLACE | ||||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,250 | |
| DIRECT RELIEF | ||||||||
| 27 S LAPATERA LANE | SANTA BARBARA | CA | 93117 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,250 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $4,000 | |
| EDUCATION THROUGH MUSIC | ||||||||
| 122 E 42ND ST SUITE 1501 | NEW YORK | NY | 10168 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| FISHER HOUSE FOUNDATION | ||||||||
| 111 ROCKVILLE PIKE 420 | ROCKVILLE | MD | 20850 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| FISTULA FOUNDATION | ||||||||
| 1922 THE ALAMEDA SUITE 302 | SAN JOSE | CA | 951261430 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| FOOD GATHERERS | ||||||||
| PO BOX 131037 | ANN ARBOR | MI | 48113 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| FUGEES ACADEMY | ||||||||
| PO BOX 388 | SCOTTSDALE | GA | 30079 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| GIVAT HAVIVA | ||||||||
| 424 WEST 33RD ST 150 | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| GRANEEN FOUNDATION | ||||||||
| 1101 15TH ST NW 3RD FLOOR | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $3,000 | |
| GUIDE DOG FOUNDATION FOR THE BLIND | ||||||||
| 371 E JERICO TURNPIKE | SMITHTOWN | NY | 11787 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| HISPANIC SCHOLARSHIP FUND | ||||||||
| 1411 W 190TH ST 700 | GARDENA | CA | 90248 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| HOME FOR OUR TROOPS | ||||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| INJURED MARINE SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E ST | NEW YORK | NY | 101681280 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $4,000 | |
| INTREPID FALLEN HEROES FUND | ||||||||
| W 46TH ST 12TH AVE | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| LITTLE BROTHERSFRIENDS OF THE ELDERLY | ||||||||
| 355 N ASHLAND AVE | CHICAGO | IL | 606071019 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $3,000 | |
| MAYO CLINIC | ||||||||
| 13400 EAST SHEA BLVD | SCOTTSDALE | AZ | 85259 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| MUSIC AND MEMORY INC | ||||||||
| 160 FIRST ST | MINEOLA | NY | 11501 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $250 | |
| NATIONAL COUNCIL ON AGING | ||||||||
| 251 18TH ST SOUTH 500 | ARLINGTON | VA | 22202 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| NEW ISRAEL FUND | ||||||||
| 703 MARKET ST SUITE 1503 | SAN FRANCISCO | CA | 94103 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $6,000 | |
| POPULATION SERVICES INTERNATIONAL | ||||||||
| 1120 19TH ST NW 600 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| POWER MY LEARNING (CFY) | ||||||||
| 520 EIGHTH AVE FLOOR 10 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| PUPPIES BEHIND BARS | ||||||||
| 263 WEST 38TH ST 4TH FLOOR | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| SANCTUARY FOR FAMILIES | ||||||||
| PO BOX 1406 | NEW YORK | NY | 10268 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZAION | $750 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST 400 | FAIRFIELD | CT | 06825 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| SCHOLARSHIP AMERICA | ||||||||
| 7900 INTERNAIONAL DR 500 | MINNEAPOLIS | MN | 55425 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| THE PARENT-CHILD HOME PROGRAM | ||||||||
| 1415 KELLUM PL SUITE 101 | GARDEN CITY | NY | 11530 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| UNITED WAY OF NORTHERN ARIZONA | ||||||||
| 1515 E CEDAR SUITE D-1 | FLAGSTAFF | AZ | 86004 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZAION | $2,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| WOMEN'S GLOBAL EDUCATION PROJECT | ||||||||
| 136 N MARION ST SUITE 201 | OAK PARK | IL | 60301 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,654 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,939 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,939 | 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 (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $734,486 | $855,310 |
| MORGAN STANLEY | $71,200 | $216,200 |