MARTIN AND MARY L BOYER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN AND MARY L BOYER FOUNDATION (EIN 26-0587477)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201511339349102116
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T14:30:06-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320077509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISON & HELD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DR SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260587477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN AND MARY L BOYER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOYE | BusinessNameControlTxt |
| Phone | 8475641340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 CARLYLE COURT | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN I BOYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8475641340 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET A NAGELA | PreparerPersonNm |
| PTIN | P00439254 | PTIN |
| Phone | 3123321111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,801,580 | 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 |
| Interest On Sav Rev And Expnss | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $271,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $271,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $449,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $256,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,099 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,700 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $48,504 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,504 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,715 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,715 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,565 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,565 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,919 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $580,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $580,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $643,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,919 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $581,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$387,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,180 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $162,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $162,828 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $244,282 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,151,203 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,951,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,638,752 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$5,841 | OtherAssetsBOYAmt |
| Other Assets EOY | -$12,125 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,489,226 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,101,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,801,580 | 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 | $10,489,226 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,101,818 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,489,226 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,101,818 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,489,226 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,101,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,489,226 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$387,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,101,818 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,101,818 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3,000 IPATH BLOOMBERG COMMODITY | 2009-12-22 | 2014-12-10 | $95,647 | $121,898 | -$26,251 | -$26,251 | |
| 1,000 ISHARES BARCLAYS 1-3 YEAR | 2009-08-31 | 2014-12-10 | $105,141 | $104,182 | $959 | $959 | |
| 1,500 VANGUARD TOTAL BOND MARKET | 2009-08-31 | 2014-12-10 | $123,957 | $118,446 | $5,511 | $5,511 | |
| 1,500 VANGUARD SHORT TERM BOND | 2009-08-31 | 2014-12-10 | $120,197 | $119,797 | $400 | $400 | |
| CAPITAL GAINS DIVIDENDS | $4,358 | $4,358 | $4,358 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,023 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $649,776 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,889,777 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054650 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $474,578 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,270,238 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042109 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $413,215 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,233,980 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044749 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $374,411 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,976,452 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046940 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $299,903 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,554,107 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039701 | DistributionYr5Rt |
| Total Distribution | 0.228149 | TotalDistributionRt |
| Average Distribution | 0.045630 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,120,837 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $553,074 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,092 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $555,166 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $581,565 | 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 | $2,092 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,092 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,092 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,537 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,537 | TotalPaymentsAndCreditsAmt |
| Overpayment | $445 | OverpaymentAmt |
| Applied To ES Tax | $445 | 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 | ALAN I BOYER | IndividualWithBooksNm |
| Phone | 8475641340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 CARLYLE COURT | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN I BOYER | ||||||||
| 709 CARLYLE COURT | NORTHBROOK | IL | 60062 | PRESIDENT (DIRECTOR) | 3.00 | $0 | $0 | $0 |
| LOUIS S HARRISON | ||||||||
| 333 W WACKER DRIVE SUITE 1700 | CHICAGO | IL | 60606 | SECRETARY (DIRECTOR) | 1.00 | $0 | $0 | $0 |
| CRAIG BOYER | ||||||||
| 1732 FIELDWOOD DRIVE | NORTHBROOK | IL | 60062 | TREASURER (DIRECTOR) | 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 | $12,143,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,305,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,305,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,581 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,120,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $606,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $606,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,092 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,092 | TotalTaxAmt |
| Distributable Before Adj | $603,950 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $603,950 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $603,950 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $581,565 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $581,565 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,092 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $579,473 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $603,950 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $461,431 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $581,565 | QualifyingDistributionsAmt |
| Applied To Year1 | $461,431 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,134 | 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 | $483,816 | 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE SUITE 1700 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| 500 N DEARBORN STREET | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $25,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| PO BOX 4124 | NEW YORK | NY | 10165 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| BBYO INTERNATIONAL | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | NON-SPECFIED USE | $5,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 1784 | NEW YORK | NY | 10156 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $30,000 |
| CHICAGO BOTANIC GARDENS | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $50,000 |
| CHICAGO YOUTH CENTERS | |||||||
| 218 S WABASH AVENUE SUITE 600 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION | |||||||
| 2501 W COTA DRIVE | BLOOMINGTON | IN | 47403 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| CITY OF HOPE | |||||||
| 20 N WACKER DRIVE SUITE 1530 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| COUNCIL FOR THE JEWISH ELDERLY | |||||||
| 3003 W TOUHY AVENUE | CHICAGO | IL | 60645 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| DEBORAH'S PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $20,000 |
| FAMILY ACTION NETWORK | |||||||
| PO BOX 322 | WINNETKA | IL | 60093 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $25,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| GLOBAL CITIZENS YEAR | |||||||
| 1625 CLAY STREET SUITE 400 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $10,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W 42ND PLACE | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $10,000 |
| HADLEY SCHOOL FOR THE BLIND | |||||||
| 700 ELM STREET | WINNETKA | IL | 60093 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $20,000 |
| JEWISH CHILD & FAMILY SERVICES | |||||||
| 3145 W PRATT BLVD | CHICAGO | IL | 60645 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $10,000 |
| JEWISH FEDERATION OF METROPOLITAN CHICAGO | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $55,000 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $30,000 |
| KESHET | |||||||
| 3210 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $10,000 |
| LARABIDA CHILDRENS HOSPITAL | |||||||
| EAST 65TH LAKE MICHIGAN | CHICAGO | IL | 60649 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| MISERICORDIA | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $10,000 |
| MODERN ISRAEL PROJECT | |||||||
| 78 RANDALL AVENUE | ROCKVILLE | NY | 11570 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $20,000 |
| NATIONAL JEWISH HEALTH FOUNDATION | |||||||
| PO BOX 17169 | DENVER | CO | 80217 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $10,000 |
| NORTH SHORE SENIOR CENTER | |||||||
| 161 NORTHFIELD ROAD | NORTHFIELD | IL | 60093 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $50,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| OLD TOWN FOLK SCHOOL | |||||||
| 4644 N LINCOLN AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $10,000 |
| OVARIAN CANCER RESEARCH FUND | |||||||
| 14 PENNSYLVANIA PLAZA SUITE 1710 | NEW YORK | NY | 10122 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| RAVINIA FESTIVAL | |||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $50,000 |
| REMOTE AREA MEDICAL FOUNDATION | |||||||
| 1834 BEECH STREET | KNOXVILLE | TN | 37920 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| SABIN VACCINE INSTITUTE | |||||||
| 2000 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| SMILE TRAIN | |||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| SPECIAL KIDS FOUNDATION | |||||||
| 2218 N MONTICELLO AVENUE | CHICAGO | IL | 60647 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $15,000 |
| SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP | |||||||
| 610 S MICHIGAN AVENUE | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| STARLIGHT CHILDREN'S FOUNDATION (MIDWEST) | |||||||
| 30 E ADAMS STREET SUITE 1020 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| TEACH FOR AMERICA | |||||||
| 300 W ADAMS STREET SUITE 1000 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $5,000 |
| THE ARK | |||||||
| 6450 N CALIFORNIA AVENUE | CHICAGO | IL | 60645 | NONE | PUBLIC CHARITY | NON-SPECFIED USE | $5,000 |
| WFMT (WWCI) | |||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $10,000 |
| WTTW 11 | |||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | NON-SPECIFIED USE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $580,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,016 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $256,076 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $256,076 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,951,115 | BookValueAmt |
| EOYFMV | $11,638,752 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRISON & HELD, LLP | CategoryTxt |
| Legal Fees | $4,700 | LegalFeesAmt |
| Net Investment Income | $4,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS | Desc |
| BOY Book Value | -$5,841 | BOYBookValueAmt |
| EOY Book Value | -$12,125 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $800 | $0 | $800 |
| SECRETARY OF STATE - FILING FEE | $10 | $0 | $10 |
| JULIE BOYER - OFFICE | $750 | $0 | $750 |
| OTHER OFFICE EXPENSES | $5 | $0 | $5 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH INVESTMENT FEES | CategoryTxt |
| Amt | $48,504 | Amt |
| Net Investment Income | $48,504 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,215 | $6,215 | $0 |
| 2013 EXCISE TAXES | $2,000 | $2,000 | $0 |
| 2014 ESTIMATED EXCISE TAXES | $500 | $500 | $0 |