HEI FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HEI FOUNDATION INC (EIN 20-0196993)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-27
- IRS object ID
- 201621189349100002
- Schema version
- 2015v2.1
- 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 | 2016-04-27T09:25:20-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200196993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUEN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MICHAEL HUGHES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUEN | BusinessNameControlTxt |
| Phone | 7083435511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 OAK BROOK CLUB DR NO E205 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL F HUGHES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7083435511 | PhoneNum |
| Signature | 2016-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WEISMANN | PreparerPersonNm |
| PTIN | P00746945 | PTIN |
| Phone | 8472679600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,112,608 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,464 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,092 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,092 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $171,333 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $685,128 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,333 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $199,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,425 | 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 | $2,464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,425 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,087 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $928,712 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $956,037 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,010,521 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $941,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,058,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,112,608 | 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 | $941,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,058,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $941,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,058,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $941,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,058,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $941,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,058,124 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,058,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AMERICAN BALANCED FUND-12.963.599 SHS | P | $325,050 | $249,512 | $75,538 | $75,538 |
| INCOME FUND OF AMERICA-15,185.724 SHS | P | $325,050 | $264,283 | $60,767 | $60,767 |
| CAPITAL GAINS DIVIDENDS | P | $35,028 | $35,028 | $35,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,333 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,205,709 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067180 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,015 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,115,812 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081568 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $140,015 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $868,786 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.161162 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $716,451 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.143939 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $144,680 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $592,809 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.244058 | DistributionYr5Rt |
| Total Distribution | 0.697907 | TotalDistributionRt |
| Average Distribution | 0.139581 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,164,676 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $162,567 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,974 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $164,541 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,015 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,269 | TaxDueAmt |
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 | Yes (1) | 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 | MICHAEL F HUGHES | IndividualWithBooksNm |
| Phone | 7083435511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 OAK BROOK CLUB DR UNIT E205 | AddressLine1Txt |
| City | OAK BROOK | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL F HUGHES | ||||||||
| 3 OAK BROOK CLUB DRE-205 | OAK BROOK | IL | 60523 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MADELINE E HUGHES | ||||||||
| 3 OAK BROOK CLUB DRE-205 | OAK BROOK | IL | 60523 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN C MAYTON | ||||||||
| 1801 W 16TH ST | BROADVIEW | IL | 60155 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| LORAYN C KEENEY | ||||||||
| 1801 W 16TH ST | BROADVIEW | IL | 60155 | SECRETARY/TREASURER | 1.00 | $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 | $1,146,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,182,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,182,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,164,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,949 | TotalTaxAmt |
| Distributable Before Adj | $54,285 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,285 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,285 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $81,015 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $81,015 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,285 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $115,693 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,837 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $97,102 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,076 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $339,072 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,285 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,730 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $365,802 | 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 | $115,693 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $250,109 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,837 | ExcessFromYear4Amt |
| Excess From Year3 | $97,102 | ExcessFromYear3Amt |
| Excess From Year2 | $36,076 | ExcessFromYear2Amt |
| Excess From Year1 | $22,364 | ExcessFromYear1Amt |
| Excess From Current Year | $26,730 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL F HUGHES | ContributingManagerNm |
| Contributing Manager | MADELINE E HUGHES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL HUGHES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 OAK BROOK CLUB DR UNIT E205 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7083435511 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER DESCRIBING NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATE CHILDREN'S HOSPITAL | |||||||
| 4440 W 95TH STREET | OAK LAWN | IL | 60453 | NONE | PC | PUBLIC SERVICE/MEDICAL | $13,000 |
| CHICAGO CHILDREN'S ADVOCACY CENTER | |||||||
| 1240 SOUTH DAMEN AVENUE | CHICAGO | IL | 60608 | NONE | PC | PUBLIC SERVICE/MEDICALPUBLIC SERVICES | $10,000 |
| COVENANT HOUSE | |||||||
| 461 EIGHT AVE | NEW YORK | NY | 10001 | NONE | PC | PUBLIC SERVICE | $5,000 |
| LEWIS UNIVERSITY | |||||||
| ONE UNIVERSITY PARKWAY | ROMEOVILLE | IL | 60446 | NONE | PC | EDUCATIONAL | $26,000 |
| MISERICORDIA | |||||||
| 6300 RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PC | PUBLIC SERVICES/MEDICAL | $2,500 |
| OFF THE STREET CLUB | |||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | NONE | PC | PUBLIC SERVICES | $5,000 |
| RANKEN JORDAN PEDIATRIC BRIDGE HOSPITAL | |||||||
| 11365 DORSETT ROAD | MARYLAND HEIGHTS | MO | 63043 | NONE | PC | PUBLIC SERVICE/MEDICAL | $2,000 |
| SOS CHILDREN'S VILLAGES ILLINOIS | |||||||
| 216 W JACKSON BLVD SUITE 925 | CHICAGO | IL | 60606 | NONE | PC | PUBLIC SERVICE | $7,500 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | PUBLIC SERVICE/MEDICAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,000 | 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 | $26,092 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $171,333 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $197,425 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $197,425 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICA BALANCED FUND CLASS A | AT COST | $235,202 | $288,439 |
| INCOME FUND OF AMERICA CLASS A | AT COST | $217,126 | $251,152 |
| WASHINGTON MUTUAL INV FUND CLASS A | AT COST | $503,709 | $470,930 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MICHAEL HUGHES | |||
| 3 OAK BROOK CLUB DR E-205 | OAK BROOK | IL | 60523 |
| HUEN ELECTRIC INC | |||
| 1801 16TH AVENUE | BROADVIEW | IL | 60155 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $15 | $0 | $15 |
| FEDERAL EXCISE TAXES | $2,449 | $0 | $0 |