BOBBIE AND STANTON COOK FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BOBBIE AND STANTON COOK FAMILY FOUNDATION (EIN 36-7166361)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-02
- IRS object ID
- 201431229349100418
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-02T15:18:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364462730 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIOKAJLO HEIN & ASSOCIATES INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 495 CENTRAL AVENUE SUITE 101 | AddressLine1 |
| City | NORTHFIELD | City |
| State | IL | State |
| ZIP Code | 60093 | 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 | 367166361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANTON R COOK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 8472513065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 RALEIGH ROAD | AddressLine1 |
| City | KENILWORTH | City |
| State | IL | State |
| ZIP Code | 600431209 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANTON COOK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8472513065 | PhoneNum |
| Signature | 2014-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY M CIOKAJLO | PreparerPersonNm |
| PTIN | P00038319 | PTIN |
| Phone | 8477849822 | 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 | $2,741,710 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,408 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,408 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $233,649 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $233,649 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $265,058 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,058 | 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 |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,387 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $530,775 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $530,775 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $380,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $380,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $612,774 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,727,303 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,598,161 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,598,161 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,150,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,508,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,741,710 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,150,866 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,508,936 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,150,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,508,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,150,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,508,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,150,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,291 | ExcessRevenueOverExpensesAmt |
| Other Increases | $246,779 | OtherIncreasesAmt |
| Subtotal | $2,508,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,508,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AR MICROCAP VALUE FUND, LP - ST | P | 2013-12-31 | $104 | $104 | $104 |
| AR MICROCAP VALUE FUND, LP - LT | P | 2013-12-31 | $25,460 | $25,460 | $25,460 |
| AR SMALL MID CAP VALUE - ST | P | 2013-12-31 | $18,103 | $18,103 | $18,103 |
| AR SMALL MID CAP VALUE - LT | P | 2013-12-31 | $160,281 | $160,281 | $160,281 |
| CAPITAL GAINS DIVIDENDS | P | $29,701 | $29,701 | $29,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $233,649 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $129,674 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,256,820 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057459 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,867 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,255,847 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046930 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,596 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,986,143 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030509 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,044 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,639,718 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049426 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,415 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,173,182 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000651 | DistributionYr5Rt |
| Total Distribution | 0.184975 | TotalDistributionRt |
| Average Distribution | 0.036995 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,492,325 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,204 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,063 | 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 | $2,316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $559 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $559 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,757 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STANTON R COOK | IndividualWithBooksNm |
| Phone | 8472513065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 RALEIGH ROAD | AddressLine1 |
| City | KENILWORTH | City |
| State | IL | State |
| ZIP Code | 600431209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANTON R COOK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 RALEIGH ROAD | AddressLine1 |
| City | KENILWORTH | City |
| State | IL | State |
| ZIP Code | 600431209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,082,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $448,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,530,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,530,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,492,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,316 | TotalTaxAmt |
| Distributable Before Adj | $122,300 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,300 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,300 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,063 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,063 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,316 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $127,747 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,300 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $9,623 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,763 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,386 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,386 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,623 | ExcessFromYear1Amt |
| Excess From Current Year | $7,763 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STANTON R COOK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ANTIQUARIAN SOCIETY | |||||||
| 185 SALISBURY STREET | WORCESTER | MA | 016091634 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| AMERICAN RED CROSS OF WEST MICHIGAN | |||||||
| 112 W 14TH STREET | TRAVERSE CITY | MI | 49686 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| SANTA FE ANIMAL SHELTER (SFAS) | |||||||
| 100 CAJA DEL RIO ROAD | SANTE FE | NM | 87507 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 |
| ASHER STUDENT FOUNDATION | |||||||
| 345 W PORTAL ROAD SUITE 120 | SAN FRANCISCO | CA | 94127 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| ATLANTIC SALMON FEDERATION | |||||||
| PO BOX 807 | CALAIS | ME | 046190807 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| BOYS AND GIRLS CLUBS OF CHICAGO | |||||||
| 550 W VAN BUREN STREET STE 350 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| CARLETON COLLEGE | |||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | NONE | PUBLIC CHARITY | ALUMNI ANNUAL FUND-I | $4,000 |
| CHICAGO CHILDREN'S CHOIR | |||||||
| 78 EAST WASHINGTON STREET | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| CHICAGO FOUNDATION FOR EDUCATION | |||||||
| ONE N LASALLE ST SUITE 1675 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| CHICAGO HISTORICAL SOCIETY | |||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 |
| MCCORMICK FDTCHICAGO TRIBUNE CHARITIES | |||||||
| 205 N MICHIGAN AVE SUITE 4300 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | HOLIDAY GIVING FUND | $1,000 |
| CHICAGO YOUTH CENTERS | |||||||
| 218 S WABASH AVE SUITE 600 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| CHICAGO ZOOLOGICAL SOCIETYBROOKFIELD ZOO | |||||||
| 8400 W 31ST STREET | BROOKFIELD | IL | 60513 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $3,000 |
| GENERAL DOUGLAS MACARTHUR FOUNDATION | |||||||
| MACARTHUR SQUARE | NORFOLK | VA | 23510 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 |
| GOODWILL INDUSTRIES OF METRO CHICAGO | |||||||
| PO BOX 609102 | CHICAGO | IL | 60680 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60680 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 |
| FOUNDATION FOR HOMAN SQUARE | |||||||
| 3517 W ARTHINGTON ST | CHICAGO | IL | 60624 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 |
| HOWARD AREA COMMUNITY CENTER | |||||||
| 7648 N PAULINA STREET | CHICAGO | IL | 60626 | NONE | PUBLIC CHARITY | HACC READING PROGRAM | $1,500 |
| ILLINOIS ST ANDREW SOCIETY | |||||||
| 2800 DES PLAINES AVE | NORTH RIVERSIDE | IL | 60546 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,500 |
| INDIAN HILL CLUB SCHOLARSHIP FOUNDATION | |||||||
| ONE INDIAN HILL ROAD | WINNETKA | IL | 60093 | NONE | PUBLIC CHARITY | SCHOLARSHIP FUND | $500 |
| JOHN G SHEDD AQUARIUM | |||||||
| 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,500 |
| JUNIOR ACHIEVEMENT | |||||||
| 651 W WASHINGTON AVE STE 404 | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| KENILWORTH GARDEN CLUB | |||||||
| 2215 CHESTNUT AVE | WILMETTE | IL | 60091 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| LINCOLN PARK ZOO | |||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $4,000 |
| MEALS AT HOME | |||||||
| 1123 EMERSON SUITE 213 | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 |
| METROPOLITAN FAMILY SERVICES | |||||||
| 14 E JACKSON BLVD 14TH FL | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DRIVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $25,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2020 RIDGE ROAD | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | PRESIDENT'S FUND | $8,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2020 RIDGE ROAD | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | KELLOGG SCHOOL OF MGMT | $2,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2020 RIDGE ROAD | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | MURPHY SOCIETY FUND | $12,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2020 RIDGE ROAD | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | FEINBERG SCHOOL OF MEDICINE | $2,000 |
| NORWOOD LIFE CARE FOUNDATION | |||||||
| 6009 N NINA AVE | CHICAGO | IL | 60631 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| REHABILITATION INSTITUTE FOUNDATION | |||||||
| 345 EAST SUPERIOR STREET | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| RIDGEBACK RESCUE OF THE US | |||||||
| 1790 VALLEY DRIVE | HIGHLAND | MI | 48356 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $250 |
| THE ALBERT BAKER FUND | |||||||
| 1510 J STREET SUITE 150 | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| THE FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 606052496 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $25,000 |
| THE HADLEY SCHOOL FOR THE BLIND | |||||||
| 700 ELM STREET | WINNETKA | IL | 600932554 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,500 |
| THE LEELANAU SCHOOL | |||||||
| ONE OLD HOMESTEAD ROAD | GLEN ARBOR | MI | 49636 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,000 |
| WINNETKA COMMUNITY HOUSE | |||||||
| 620 LINCOLN AVE | WINNETKA | IL | 60093 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 |
| THE SALVATION ARMY | |||||||
| 5400 N PULASKI ROAD | CHICAGO | IL | 60630 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $10,000 |
| VOICES FOR ILLINOIS CHILDREN | |||||||
| 208 S LASALLE STREET SUITE 1490 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 |
| THE HOOVER INSTITUTION-STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,750 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,408 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $233,649 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $255,058 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $255,058 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STANTON R COOK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 RALEIGH ROAD | AddressLine1 |
| City | KENILWORTH | City |
| State | IL | State |
| ZIP Code | 60043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREP | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ADVISORY RESEARCH ALL CAP | StockNm |
| EOY Book Value | $380,000 | EOYBookValueAmt |
| EOYFMV | $612,774 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AR MICROCAP VALUE FUND | FMV | $0 | $0 |
| AR SMALL MID CAP VALUE FUND | FMV | $1,598,161 | $1,598,161 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $15 | $0 | $15 |
| SAFE DEPOSIT BOX | $52 | $52 | $0 |
| WIRE FEES | $15 | $15 | $0 |
| BANK CHARGES | $48 | $0 | $48 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED APPPRECIATION ON AR INVESTMENT PARTNERSHIPS | Description |
| Amount | $246,779 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES - AR INVE | CategoryTxt |
| Amt | $23,387 | Amt |
| Net Investment Income | $23,387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |