MASSARELLI CHARITABLE FOUNDATIO: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MASSARELLI CHARITABLE FOUNDATIO (EIN 20-2034836)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-02
- IRS object ID
- 201522459349100107
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-02T14:41:37-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364119639 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLNICKI PETERSON & WIRTH CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 OPUS PLACE SUITE 100 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | 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 | 202034836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSARELLI CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASS | BusinessNameControlTxt |
| Phone | 8476808000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 S MILWAUKEE AVENUE | AddressLine1Txt |
| City | LIBERTYVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60048 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL M MASSARELLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8476808000 | PhoneNum |
| Signature | 2015-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH W PETERSON CPA | PreparerPersonNm |
| PTIN | P00046293 | PTIN |
| Phone | 6303901140 | PhoneNum |
| Preparation | 2015-09-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $708,302 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,454 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,454 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,454 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $334,154 | GrossSalesPriceAmt |
| Total Rev And Expnss | $48,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,458 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,458 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $9,569 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $489 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,108 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,458 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,458 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,629 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,093 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $717,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $706,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $706,209 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $730,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $708,302 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $708,302 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $730,010 | RetainedEarningBOYAmt |
| Retained Earning EOY | $708,302 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $730,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $708,302 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $730,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $708,302 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $730,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,532 | ExcessRevenueOverExpensesAmt |
| Subtotal | $723,478 | SubtotalAmt |
| Other Decreases | $15,176 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $708,302 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $589,600 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036635 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $545,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054243 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $608,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043287 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $524,512 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044232 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $520,080 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064798 | DistributionYr5Rt |
| Total Distribution | 0.243195 | TotalDistributionRt |
| Average Distribution | 0.048639 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $662,192 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,208 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,333 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,550 | 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 | $125 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $125 | SubtotalAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $125 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL M MASSARELLI | IndividualWithBooksNm |
| Phone | 8476808000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 S MILWAUKEE AVENUE | AddressLine1Txt |
| City | LIBERTYVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60048 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (5 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 M MASSARELLI | ||||||||
| 920 S MILWAUKEE AVENUE | LIBERTYVILLE | IL | 60048 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JOANN M MASSARELLI | ||||||||
| 920 S MILWAUKEE AVE | LIBERTYVILLE | IL | 60048 | VICE PRES | 5.00 | $0 | $0 | $0 |
| MICHAEL R MASSARELLI | ||||||||
| 920 S MILWAUKEE AVE | LIBERTYVILLE | IL | 60048 | VICE PRES | 5.00 | $0 | $0 | $0 |
| JOHN P MASSARELLI | ||||||||
| 920 S MILWAUKEE AVE | LIBERTYVILLE | IL | 60048 | SECRETARY | 5.00 | $0 | $0 | $0 |
| JOSEPH M MASSARELLI | ||||||||
| 920 S MILWAUKEE AVE | LIBERTYVILLE | IL | 60048 | TREASURER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $658,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,951 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $672,276 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $672,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $662,192 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125 | TotalTaxAmt |
| Distributable Before Adj | $32,985 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,985 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,985 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $125 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,425 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,985 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,460 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,097 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,655 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $13,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,550 | QualifyingDistributionsAmt |
| Applied To Current Year | $32,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,565 | RemainingDistriFromCorpusAmt |
| Total Corpus | $23,777 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $23,777 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,460 | ExcessFromYear4Amt |
| Excess From Year3 | $9,097 | ExcessFromYear3Amt |
| Excess From Year2 | $2,655 | ExcessFromYear2Amt |
| Excess From Current Year | $10,565 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST JOSEPH SCHOOL | ||||||
| 221 PARK PLACE | LIBERTYVILLE | IL | 60048 | NONE | FOR FINANCIAL SUPPORT | $7,500 |
| DISABLED AMERICAN VETS | ||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | NONE | FOR FINANCIAL SUPPORT | $500 |
| ST JOSEPH CHURCH | ||||||
| 121 E MAPLE AVE | LIBERTYVILLE | IL | 60048 | NONE | FOR FINANCIAL SUPPORT | $2,000 |
| ST BENEDICT NURSING | ||||||
| 6930 WEST TOUHY AVE | NILES | IL | 60714 | NONE | FOR FINANCIAL SUPPORT | $1,000 |
| CARMEL CATHOLIC HS | ||||||
| 1 CARMEL PARKWAY | MUNDELEIN | IL | 60060 | NONE | FOR FINANCIAL SUPPORT | $5,000 |
| MAKE A WISH FOUNDATION | ||||||
| 3350 NORTH CENTRAL | PHOENIX | AZ | 85012 | NONE | FOR WISH GRANTING FUNDS | $1,000 |
| WTTW 11 | ||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | FOR FINANCIAL SUPPORT | $500 |
| SMILE TRAIN | ||||||
| PO BOX 96208 | WASHINGTON | DC | 20090 | NONE | FOR FINANCIAL SUPPORT | $500 |
| HINES VA | ||||||
| 5000 SOUTH 5TH AVE | HINES | IL | 60141 | NONE | FOR FINANCIAL SUPPORT | $2,000 |
| VETERANS OF FOREIGN WARS | ||||||
| PO BOX 8958 | TOPEKA | KS | 66608 | NONE | FINANCIAL SUPPORT | $500 |
| SOCIETY OF SAINT FRANCIS | ||||||
| 12300 116TH ST | KENOSHA | WI | 53142 | NONE | FINANCIAL SUPPORT | $500 |
| BLAIR EARLY CHILDHOOD CENTER | ||||||
| 6751 W 63RD PLACE | CHICAGO | IL | 60638 | NONE | FINANCIAL SUPPORT | $1,000 |
| LAMBS FARM | ||||||
| 14245 W ROCKLAND ROAD | LIBERTYVILLE | IL | 60048 | NONE | FINANCIAL ASSISTANCE | $50 |
| ALPHA CHI OMEGA | ||||||
| 1000 N JORDAN AVE | BLOOMINGTON | IN | 47406 | NONE | FOR FINANCIAL SUPPORT | $500 |
| RILEY CHILDRENS FOUNDATION | ||||||
| 1000 N JORDAN AVE | BLOOMINGTON | IN | 47406 | NONE | FOR FINANCIAL SUPPORT | $500 |
| ST JUDE'S CHILDRENS RESEARCH | ||||||
| 332 N LAUDERDALE | MEMPHIS | TN | 38105 | NONE | FOR FINANCIAL SUPPORT | $10,000 |
| OCULAR IMMUNOLOGY AND UVEITIS | ||||||
| 348 GLEN ROAD | WESTON | MA | 02493 | NONE | FOR FINANCIAL SUPPORT | $7,500 |
| WOUNDED WORRIORS | ||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | FOR FINANCIAL SUPPORT | $1,000 |
| COLLEGE OF LAKE COUNTY | ||||||
| 19351 W WASHINGTON | GRAYSLAKE | IL | 60030 | NONE | FOR FINANCIAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,454 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,118 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $36,118 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,576 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| TD AMERITRADE | 2014-01 | PURCHASE | 2014-12 | $2,619 | $2,332 | $287 |
| TD AMERITRADE | 2011-12 | PURCHASE | 2014-12 | $8,086 | $5,025 | $3,061 |
| TD AMERITRADE | 2014-01 | PURCHASE | 2014-12 | $106,937 | $119,460 | -$12,523 |
| TD AMERITRADE | 2011-01 | PURCHASE | 2014-12 | $72,318 | $51,970 | $20,348 |
| TD AMERITRADE | 2014-01 | PURCHASE | 2014-12 | $21,595 | $21,903 | -$308 |
| TD AMERITRADE | 2011-01 | PURCHASE | 2014-12 | $23,006 | $19,016 | $3,990 |
| TD AMERITRADE | 2011-01 | PURCHASE | 2014-12 | $4,685 | $1,871 | $2,814 |
| TD AMERITRADE | 2011-01 | PURCHASE | 2014-12 | $94,908 | $76,459 | $18,449 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TD AMERITRADE 964-021514 | $262,443 | $262,443 |
| TD AMERITRADE 964-021510 | $264,465 | $264,465 |
| TD AMERITRADE 964-021518 | $179,301 | $179,301 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $15,176 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $9,569 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & LICENSES | CategoryTxt |
| Amt | $489 | Amt |