PHILIP J & CAROL J LYONS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP J & CAROL J LYONS FOUNDATION (EIN 36-3488076)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2015-12-15
- IRS object ID
- 201533499349100803
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-15T14:36:35-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LASALLE ST STE 2200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP LYONS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123681111 | PhoneNum |
| Signature | 2015-11-12 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,000,808 | 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 | $15 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,806 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,634 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,440 | 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 | $2,862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,847 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,553 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,211 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,211 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $775,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $805,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $999,597 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $777,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $806,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,000,808 | 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 | $777,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $806,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $777,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $806,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $777,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $806,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $777,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $806,673 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $806,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3169 SH DFA US CORE EQUITY | P | 2011-09-09 | 2015-09-09 | $53,952 | $33,238 | $20,714 | $20,714 |
| 267 SH DFA US CORE EQUITY | P | 2015-09-09 | $4,548 | $4,712 | -$164 | -$164 | |
| 746 SH LORILLARD MERGER | P | 2004-02-03 | 2015-06-12 | $37,651 | $8,722 | $28,929 | $28,929 |
| LORILLARD/REYNOLDS MERGER | P | 2004-02-03 | 2015-06-12 | $6,996 | $6,996 | $6,996 | |
| CASH IN LIEU | P | 2015-06-16 | 2015-06-16 | $65 | $65 | $65 | |
| 59 SH DFA US CORE EQUITY | P | 2003-12-11 | 2015-01-23 | $1,034 | $935 | $99 | $99 |
| 55 SH DFA US CORE EQUITY | P | 2014-09-09 | 2015-01-23 | $966 | $971 | -$5 | -$5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,634 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,078,173 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041737 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,508 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $932,503 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040223 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,270 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $811,479 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052090 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,441 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $849,069 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051163 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,108 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $760,267 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042233 | DistributionYr5Rt |
| Total Distribution | 0.227446 | TotalDistributionRt |
| Average Distribution | 0.045489 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,103,096 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,179 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $806 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,985 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,000 | 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 | $806 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $806 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $954 | OverpaymentAmt |
| Applied To ES Tax | $954 | 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 | 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 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $1,109,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,119,894 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,119,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,103,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $806 | TotalTaxAmt |
| Distributable Before Adj | $54,349 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,349 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,349 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $806 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,194 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,287 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,287 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,713 | 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 | $52,636 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 BLUES THEATER | |||||||
| 2257 N LINCOLN | CHICAGO | IL | 60614 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 |
| AMERICAN BIRD CONSERVANCY | |||||||
| 4249 LOUDOUN AVE | THE PLAINES | VA | 20198 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,500 |
| CHICAGO CANINE RESCUE | |||||||
| 5272 N ELSTON | CHICAGO | IL | 60630 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| CHILD FIND OF AMERICA | |||||||
| PO BOX 277 | NEW PALTZ | NY | 125610277 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 |
| AMERICAN FRIENDS OF NEVE SHALOM | |||||||
| 229 N CENTRAL AVE | GLENDALE | CA | 91203 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| DEBORAH'S PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60630 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| DOCTORS WITHOUT BOURDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $4,000 |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST SUITE 1501 | NEW YORK | NY | 10168 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| FISTULA FOUNDATION | |||||||
| 1900 THE ALAMEDA 500 | SAN JOSE | CA | 951261437 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| FOOD GATHERERS | |||||||
| PO BOX 131037 | ANN ARBOR | MI | 48113 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| FOREST HIGHLANDS FOUNDATION | |||||||
| 2425 WILLIAM PALMER | FLAGSTAFF | AZ | 86005 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $8,500 |
| GRAMEEN FOUNDATION | |||||||
| 1101 15TH ST NW 3RD FLOOR | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| CFY | |||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 |
| COMMON THREADS | |||||||
| 500 N DEARBORN ST | CHICAGO | IL | 60654 | N/A | PRIVATE SCHOOL | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND ST | NEW YORK | NY | 101681289 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $4,000 |
| DIRECT RELIEF | |||||||
| 27 SOUTH LAPATERA LN | SANTA BARBARA | CA | 93117 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| LITTLE BROTHERSFRIENDS OF THE ELDERLY | |||||||
| 355 N ASHLAND AVE | CHICAGO | IL | 606071019 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $3,000 |
| GIVAT HAVIVA | |||||||
| 424 W 33RD ST | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| HER JUSTICE | |||||||
| 100 BROADWAY | NEW YORK | NY | 10005 | 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 | $6,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANNE LURIE PLACE | CHICAGO | IL | 60632 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $3,000 |
| PARENT-CHILD HOME PROGRAM | |||||||
| 1415 KELLUM PLACE SUITE 101 | GARDEN CITY | NY | 11530 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 W 38TH ST 4TH FLOOR | NEW YORK | NY | 10018 | 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 | $500 |
| MUSIC & MEMORY | |||||||
| 160 FIRST ST | MINEOLA | NY | 11501 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH ST NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 |
| WOMENS LEARNING PARTNERSHIP | |||||||
| 4343 MONTGOMERY AVE | BETHESDA | MD | 20814 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,634 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,440 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,440 | 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 | $734,262 | $804,357 |
| MORGAN STANLEY | $71,200 | $195,240 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | 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 | $0 | $0 | $0 |
| EXCISE TAX | $2,847 | $2,847 | $0 | $0 |