PHILIP J & CAROL J LYONS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP J & CAROL J LYONS FOUNDATION (EIN 36-3488076)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-02-03
- IRS object ID
- 201510349349100351
- Schema version
- 2013v4.0
- 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 | 2015-02-03T09:17:15-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LASALLE ST STE 2200 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85750 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP LYONS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123681111 | PhoneNum |
| Signature | 2014-11-21 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,093,615 | 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 | $25 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,491 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,736 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,415 | 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 |
| Taxes Rev And Expnss | $1,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,033 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,043 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,372 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,420 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $732,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $775,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,092,195 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $735,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $777,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,093,615 | 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 | $735,723 | RetainedEarningBOYAmt |
| Retained Earning EOY | $777,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $735,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $777,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $735,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $777,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $735,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $777,120 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $777,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 7521 SH DFA US CORE EQTY | P | 2011-09-09 | 2013-12-10 | $121,728 | $74,322 | $47,406 | $47,406 |
| 103 SH DFA US CORE EQUITY | P | 2012-09-10 | 2013-12-10 | $1,661 | $1,253 | $408 | $408 |
| 311 SH VANGUARD ENERGY | P | 2011-03-11 | 2013-12-10 | $38,776 | $34,012 | $4,764 | $4,764 |
| 1596 SH VANGUARD TOTAL INTL STK | P | 2008-01-17 | 2013-12-10 | $26,243 | $28,770 | -$2,527 | -$2,527 |
| 1507 SH DFA US CORE EQUITY | P | 2011-09-09 | 2014-09-02 | $26,840 | $14,889 | $11,951 | $11,951 |
| 188 SH DFA US CORE EQUITY | P | 2012-12-12 | 2014-09-02 | $3,364 | $2,319 | $1,045 | $1,045 |
| 60 SH DFA US CORE EQUITY | P | 2013-03-08 | 2014-09-02 | $1,074 | $820 | $254 | $254 |
| 97 SH DFA US CORE EQUITY | P | 2013-06-10 | 2014-09-02 | $1,721 | $1,395 | $326 | $326 |
| 13902 SH PIMCO LOW DURATION | P | 2013-12-10 | $14,378 | $14,258 | $120 | $120 | |
| 68 SH PIMCO LOW DURATION | P | 2013-12-10 | $706 | $717 | -$11 | -$11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,736 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,508 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $932,503 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040223 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,270 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $811,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052090 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,441 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $849,069 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051163 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,108 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $760,267 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042233 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,863 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $640,530 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041939 | DistributionYr5Rt |
| Total Distribution | 0.227648 | TotalDistributionRt |
| Average Distribution | 0.045530 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,078,173 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,089 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $864 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,953 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,727 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,727 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,727 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $640 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,087 | 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 | 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 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85750 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,086,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,094,592 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,094,592 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,078,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,727 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,727 | TotalTaxAmt |
| Distributable Before Adj | $52,182 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,182 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,182 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,105 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,105 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,895 | 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 | $49,287 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 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 INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| AMERICAN NEAR EAST REFUGEE AID | ||||||||
| 1111 14TH ST SUITE 400 | WASHINGTON | DC | 20002 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $900 | |
| CHICAGO CANINE RESCUE | ||||||||
| 5272 N ELSTON | CHICAGO | IL | 60630 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,800 | |
| CHILD FIND OF AMERICA | ||||||||
| PO BOX 277 | NEW PALTZ | NY | 125610277 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| COMPUTERS FOR YOUTH | ||||||||
| 520 EIGHTH AVENUE 10TH FLOOR | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $900 | |
| DEBORAH'S PLACE | ||||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60630 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,800 | |
| DOCTORS WITHOUT BOURDERS | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $4,000 | |
| EDUCATION THROUGH MUSIC | ||||||||
| 122 E 42ND STREET SUITE 1501 | NEW YORK | NY | 10168 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $900 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $900 | |
| FOOD GATHERERS | ||||||||
| PO BOX 131037 | ANN ARBOR | MI | 48113 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $900 | |
| FOREST HIGHLANDS FOUNDATION | ||||||||
| 2425 WILLIAM PALMER | FLAGSTAFF | AZ | 86005 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $4,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $2,500 | |
| GRAMEEN FOUNDATION | ||||||||
| 1101 15TH ST NW 3RD FLOOR | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| GUIDE DOG FOUNDATION FOR THE BLIND | ||||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 117872976 | N/A | PRIVATE SCHOOL | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| HOMES FOR OUR TROOPS | ||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,500 | |
| INJURED MARINE SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,500 | |
| INTREPID FALLEN HEROES FUND | ||||||||
| ONE INTREPID SQUARE WEST 46TH | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,500 | STREET AND 12TH AVENUE |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| LITTLE BROTHERSFRIENDS OF THE ELDERLY | ||||||||
| 355 N ASHLAND AVENUE | CHICAGO | IL | 606071019 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $2,500 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| PO BOX 27106 | NEW YORK | NY | 100877106 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| NATIONAL COUNCIL ON AGING | ||||||||
| 1901 L STREET NW 4TH FLOOR | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| NEW ISRAEL FUND | ||||||||
| 330 SEVENTH AVENUE 11TH FLOOR | NEW YORK | NY | 100015050 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $5,000 | |
| NOTHING BUT NETS | ||||||||
| PO BOX 96539 | WASHINGTON | DC | 200906539 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| PARENT-CHILD HOME PROGRAM | ||||||||
| 1415 KELLUM PLACE SUITE 101 | GARDEN CITY | NY | 11530 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $900 | |
| PUPPIES BEHIND BARS | ||||||||
| 263 W 38TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | 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 ORGANIZATION | $900 | |
| SUNSHINE FOUNDATION | ||||||||
| 1041 MILL CREEK DRIVE | FEASTERVILLE | PA | 19053 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| UNITED NEGRO COLLEGE FUND | ||||||||
| PO BOX 10444 | FAIRFAX | VA | 220318044 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| YOUNG WOMEN'S LEADERSHIP NETWORK | ||||||||
| 322 EIGHTH AVE 14TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $900 | |
| FISTULA FOUNDATION | ||||||||
| 1900 THE ALAMEDA 500 | SAN JOSE | CA | 951261437 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $700 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | 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 | $23,679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,736 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,415 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,415 | 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 | $704,500 | $885,295 |
| MORGAN STANLEY | $71,200 | $206,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IL AG 990 | $15 | $15 | $0 | $0 |
| EXCISE TAX | $1,018 | $1,018 | $0 | $0 |