BERGHORST FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BERGHORST FOUNDATION INC (EIN 41-2116698)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-28
- IRS object ID
- 201411189349100416
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-28T16:11:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412116698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Berghorst Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | BERG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas C Dorn | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,791,159 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,255 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,255 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,006 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,355 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,355 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$248,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,006 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,740 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,064 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,064 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $914,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $673,317 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,756,095 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $957,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $708,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,791,159 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $957,180 | RetainedEarningBOYAmt |
| Retained Earning EOY | $708,381 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $957,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $708,381 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $957,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $708,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $957,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$248,799 | ExcessRevenueOverExpensesAmt |
| Subtotal | $708,381 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $708,381 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $246,378 | GrossSalesPriceAmt |
| Cost Or Other Basis | $241,123 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,255 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,255 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,255 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $268,791 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,934,845 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.138921 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $275,177 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,898,451 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.144948 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $274,856 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,800,581 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.152649 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $198,632 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,705,707 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.116451 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $150,229 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $732,805 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.205005 | DistributionYr5Rt |
| Total Distribution | 0.757974 | TotalDistributionRt |
| Average Distribution | 0.151595 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,763,267 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $267,302 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $340 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $267,642 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,105 | 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 | $340 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $340 | SubtotalAmt |
| Tax Based On Investment Income | $340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $744 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $744 | TotalPaymentsAndCreditsAmt |
| Overpayment | $404 | OverpaymentAmt |
| Applied To ES Tax | $404 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Alexander Berghorst | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| D Theodore Berghorst | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Deborah H Berghorst | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Lisa Hinckley Berghorst | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Sarah Berghorst | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Thomas C Dorn | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,737,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,790,119 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,790,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,763,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $340 | TotalTaxAmt |
| Distributable Before Adj | $87,823 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,823 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $282,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $340 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $281,765 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,823 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $113,835 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $114,082 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $185,332 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $181,722 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $172,705 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $767,676 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $282,105 | QualifyingDistributionsAmt |
| Applied To Current Year | $87,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $194,282 | RemainingDistriFromCorpusAmt |
| Total Corpus | $961,958 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $113,835 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $848,123 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $114,082 | ExcessFromYear4Amt |
| Excess From Year3 | $185,332 | ExcessFromYear3Amt |
| Excess From Year2 | $181,722 | ExcessFromYear2Amt |
| Excess From Year1 | $172,705 | ExcessFromYear1Amt |
| Excess From Current Year | $194,282 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | D THEODORE BERGHORST | ContributingManagerNm |
| Contributing Manager | DEBORAH H BERGHORST | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DRUG DISCOVERY FOUNDATION | |||||||
| 57 W 57TH ST STE 904 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN CANCER SOCIETY INC - CHICAGO | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $2,500 |
| ASHOKA | |||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | PC | General & Unrestricted | $1,000 |
| BOYS & GIRLS CLUB OF INDIAN RIVER COUNTY INC | |||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO HUMANITIES FESTIVAL | |||||||
| 500 N DEARBORN ST STE 825 | CHICAGO | IL | 60654 | N/A | PC | General & Unrestricted | $4,500 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | N/A | PC | Governing Member Gift 2013 | $5,000 |
| CHRIST EPISCOPAL CHURCH OF WINNETKA | |||||||
| 470 MAPLE ST | WINNETKA | IL | 60093 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITY CHURCH OF VERO BEACH | |||||||
| 1901 23RD ST | VERO BEACH | FL | 32960 | N/A | PC | 2014 Stewardship Drive Campaign | $15,000 |
| DASIE BRIDGEWATER HOPE CENTER INC | |||||||
| PO BOX 701483 | WABASSO | FL | 32970 | N/A | PC | General & Unrestricted | $2,000 |
| DOWNTOWN COMMUNITY TELEVISION CENTER INC | |||||||
| 87 LAFAYETTE ST 2ND FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $200 |
| DUKE UNIVERSITY - PRATT SCHOOL OF ENGINEERING | |||||||
| 305 TEER BLDG BOX 90271 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $10,000 |
| ENVIRONMENTAL LEARNING CENTER INC | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | N/A | PC | Charitable Event | $4,000 |
| FOUNDATION FOR WOMENS CANCER | |||||||
| 230 W MONROE ST STE 2528 | CHICAGO | IL | 60606 | N/A | PC | Charitable Event | $2,500 |
| GENEVA SCHOOL OF MANHATTAN | |||||||
| 123 W 57TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $3,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 4568 US HWY 1 | VERO BEACH | FL | 32967 | N/A | PC | General & Unrestricted | $2,000 |
| Harvest Food & Outreach Center | |||||||
| 2050 40TH AVE STE 10 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $2,000 |
| INDIAN RIVER COMMUNITY FOUNDATION | |||||||
| PO BOX 643968 | VERO BEACH | FL | 32964 | N/A | PC | General & Unrestricted | $2,000 |
| INDIAN RIVER COMMUNITY FOUNDATION | |||||||
| PO BOX 643968 | VERO BEACH | FL | 32964 | N/A | PC | Learning Alliance Fund | $5,000 |
| INDIAN RIVER COMMUNITY FOUNDATION | |||||||
| PO BOX 643968 | VERO BEACH | FL | 32964 | N/A | PC | Impact 100 Program | $1,000 |
| INDIAN RIVER LAND TRUST INC | |||||||
| 80 ROYAL PALM POINTE STE 301 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $2,000 |
| INDIAN RIVER MEMORIAL HOSPITAL INC | |||||||
| 1000 36TH ST | VERO BEACH | FL | 32960 | N/A | PC | 21 Century Campaign | $45,000 |
| JOHN'S ISLAND FOUNDATION INC | |||||||
| 6001 N A1A PMB 8323 | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | General & Unrestricted | $5,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE INC | |||||||
| 6001 N A-1-A STE 8133 | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | General & Unrestricted | $2,500 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DR | CHICAGO | IL | 60606 | N/A | PC | Annual Appeal | $7,500 |
| MCKEE BOTANICAL GARDEN INC | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $1,000 |
| MIDWEST PALLIATIVE & HOSPICE CARECENTER | |||||||
| 2050 CLAIRE CT | GLENVIEW | IL | 60025 | N/A | PC | General & Unrestricted | $2,500 |
| NORTH SHORE COUNTRY DAY SCHOOL | |||||||
| 310 GREEN BAY RD | WINNETKA | IL | 60093 | N/A | PC | General & Unrestricted | $2,000 |
| NORTHSHORE UNIVERSITY HEALTHSYSTEM | |||||||
| 1033 UNIVERSITY PL STE 450 | EVANSTON | IL | 60201 | N/A | PC | Auxiliary at Evanston & Glenbrook Hospitals, AMERICAN CRAFT EXPOSITION | $1,000 |
| NORTHSHORE UNIVERSITY HEALTHSYSTEM | |||||||
| 1033 UNIVERSITY PL STE 450 | EVANSTON | IL | 60201 | N/A | PC | Establishment of the Jeffery S. Vender CHAIR OF ANESTHESIOLOGY RESEARCH AND EDUCATION | $20,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST 3RD FL | EVANSTON | IL | 60208 | N/A | PC | Kellogg School of Business | $5,000 |
| ONE ACRE FUND | |||||||
| 1742 TATUM ST | FALCON HEIGHTS | MN | 55113 | N/A | PC | General & Unrestricted | $2,000 |
| ONEGOAL | |||||||
| 215 W SUPERIOR ST STE 700 | CHICAGO | IL | 60654 | N/A | PC | Charitable Event | $18,000 |
| POSSE FOUNDATION | |||||||
| 14 WALL ST 7TH FLR | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $3,500 |
| RIVERSIDE THEATRE INC | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | Endowment Fund | $5,000 |
| RIVERSIDE THEATRE INC | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | Patron Producer Program | $10,000 |
| RIVERSIDE THEATRE INC | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | Charitable Event | $2,000 |
| SPARK PROGRAM INC | |||||||
| 251 RHODE ISLAND ST STE 205 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $800 |
| STEPHEN M ROSS SCHOOL OF BUSINESS UNIV OF MI | |||||||
| 701 TAPPAN ST RM D1235 | ANN ARBOR | MI | 48109 | N/A | PC | General & Unrestricted | $5,000 |
| THE CHICAGO COMMUNITY TRUST | |||||||
| 225 N MICHIGAN AVE STE 220 | CHICAGO | IL | 60601 | N/A | PC | TJ Medical Research Fund | $600 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF CHICAGO CELIAC DISEASE PROGRAM | |||||||
| 5839 S MARYLAND AVE MC 4065 | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $2,000 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | Director's Gold Society & Athena Society | $10,000 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | Grand Gold Patron Fund | $4,150 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | Museum's Capital Expansion Campaign | $40,000 |
| WHALE TRUST | |||||||
| PO BOX 243 | MAKAWAO | HI | 96768 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,006 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN TOWER REIT INC | $94,303 | $256,781 |
| APPLE INC. | $75,226 | $546,995 |
| BAXTER INTERNATIONAL INC. | $90,233 | $125,468 |
| CBRE GROUP INC | $44,051 | $122,821 |
| ENDOLOGIX INC | $61,163 | $174,400 |
| EXPRESS SCRIPTS HOLDING CO. | $36,237 | $65,955 |
| JOHNSON & JOHNSON | $90,825 | $154,329 |
| QUALCOMM INC | $90,863 | $157,781 |
| SCHLUMBERGER LTD | $90,416 | $151,565 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,330 | $6,330 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2013 | CategoryTxt |
| Amt | $700 | Amt |