S5 FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- S5 FOUNDATION INC (EIN 39-6105207)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201631329349100138
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T09:21:03-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | 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 | 396105207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Schield Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL A SCHIELD | InCareOfNm |
| Business Name Control | SCHI | BusinessNameControlTxt |
| Phone | 8472512134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 221 | AddressLine1Txt |
| City | Wilmette | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600910221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A SCHIELD | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8472512134 | PhoneNum |
| Signature | 2016-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven R Glover | PreparerPersonNm |
| PTIN | P00253365 | PTIN |
| Phone | 8472512134 | 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 | $2,933,476 | 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 | $1,200,294 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,200,105 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,197,145 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $500 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $20 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,236,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,233,318 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $500 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,553 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $81 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $81 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,834 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,081 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,044,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,231,118 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $391,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $495,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $495,309 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $660,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,601,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,438,167 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,052,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,097,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,933,476 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,431,812 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,431,812 | CapitalStockEOYAmt |
| Retained Earning BOY | -$5,379,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$4,334,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,052,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,097,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,052,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,097,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,052,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,044,441 | ExcessRevenueOverExpensesAmt |
| Other Increases | $500 | OtherIncreasesAmt |
| Subtotal | $2,097,272 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,097,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,200,102 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,957 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,197,145 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,197,145 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,197,145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,477,650 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,469 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,272,341 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060101 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,327 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,126,219 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059781 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,275 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,055,642 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050467 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,786,087 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,113,471 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.894849 | DistributionYr5Rt |
| Total Distribution | 1.154482 | TotalDistributionRt |
| Average Distribution | 0.230896 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,658,379 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $613,809 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,311 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $626,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $172,081 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,622 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,622 | SubtotalAmt |
| Tax Based On Investment Income | $24,622 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,840 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13,782 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL A SCHIELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472512134 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221 | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600910221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 A SCHIELD | ||||||||
| PO Box 221 | Wilmette | IL | 600910221 | PRES, TREAS, DIRECTOR | 40.0 | $0 | $0 | $0 |
| JILL S SCHIELD | ||||||||
| PO Box 221 | Wilmette | IL | 600910221 | VP, SECRETARY, DIRECTOR | 5.0 | $0 | $0 | $0 |
| AUDREY SCHIELD | ||||||||
| PO Box 221 | Wilmette | IL | 600910221 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| NINA SCHIELD | ||||||||
| PO Box 221 | Wilmette | IL | 600910221 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,253,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $445,767 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,698,862 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,698,862 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,658,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,622 | TotalTaxAmt |
| Distributable Before Adj | $108,297 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,797 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $108,797 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,081 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $172,081 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $172,081 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,632,747 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $725 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,564 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,276 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,877 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,731,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,081 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $108,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,284 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,794,473 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,632,747 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $161,726 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $725 | ExcessFromYear4Amt |
| Excess From Year3 | $15,564 | ExcessFromYear3Amt |
| Excess From Year2 | $13,276 | ExcessFromYear2Amt |
| Excess From Year1 | $68,877 | ExcessFromYear1Amt |
| Excess From Current Year | $63,284 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED FOR DETAILS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 221 | AddressLine1Txt |
| City | wilmette | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CONTRIBUTION | GrantOrContributionPurposeTxt |
| Amt | $172,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,981 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,981 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Michael A Schield | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 221 | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600910221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,200,294 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,000 shs - SIGMA ALDRICH CORP COMMON STOCK | $554,360 | 2015-02-23 |
| 2 | 4,645 shs - SIGMA ALDRICH CORP COMMON STOCK | $645,934 | 2015-05-21 |
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 | $2,200 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BAIRD #7108 | StockNm |
| EOY Book Value | $1,601,963 | EOYBookValueAmt |
| EOYFMV | $2,438,167 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSES | $56 | $56 |
| STATE FILING FEES | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF PRIOR YEAR DISTRIBUTIONS | Desc |
| Amt | $500 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $17,553 | Amt |