HEI FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HEI FOUNDATION INC (EIN 20-0196993)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201431329349100943
- 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
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T10:57:35-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1 |
| City | DEERFIELD | City |
| State | IL | State |
| ZIP Code | 60015 | 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 | 200196993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUEN FOUNDATION INC CO MICHAEL HUGHES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUEN | BusinessNameControlTxt |
| Phone | 7083435511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 OAK BROOK CLUB DR NO E205 | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL F HUGHES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7083435511 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN J O'CONNOR | PreparerPersonNm |
| PTIN | P00738988 | PTIN |
| Phone | 8472679600 | 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 | $1,171,845 | 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 | $200,541 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $28,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,448 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $243,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,618 | 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 |
| Taxes Rev And Expnss | $541 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $541 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $151,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $777,622 | CorporateStockBOYAmt |
| Corporate Stock EOY | $926,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,157,845 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $788,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $940,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,171,845 | 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 | $788,622 | RetainedEarningBOYAmt |
| Retained Earning EOY | $940,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $788,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $940,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $788,622 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $940,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $788,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $151,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $940,240 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $940,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 2053.460 SHS-AMERICAN BALANCE FUND CL A | P | $47,000 | $38,486 | $8,514 | $8,514 |
| 2395.511 SHS-INCOME FUND OF AMERICA CL A | P | $47,000 | $41,066 | $5,934 | $5,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,448 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,015 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $868,786 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.161162 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,125 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $716,451 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143939 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,680 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $592,809 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.244058 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,515 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $390,653 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.249621 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,372 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $383,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.306182 | DistributionYr5Rt |
| Total Distribution | 1.104962 | TotalDistributionRt |
| Average Distribution | 0.220992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,115,812 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $246,586 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $426 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $247,012 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,015 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $852 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Tax Due | $292 | 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 | 0 | 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 | Yes (1) | 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 | MICHAEL F HUGHES | IndividualWithBooksNm |
| Phone | 7083435511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 OAK BROOK CLUB DR UNIT E205 | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60521 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL F HUGHES | ||||||||
| 3 OAK BROOK CLUB DRE-205 | OAK BROOK | IL | 60523 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MADELINE E HUGHES | ||||||||
| 3 OAK BROOK CLUB DRE-205 | OAK BROOK | IL | 60523 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,119,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,132,804 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,132,804 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,115,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $852 | TotalTaxAmt |
| Distributable Before Adj | $54,939 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,939 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,939 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,015 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,015 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $98,491 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,200 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,693 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,837 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,102 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $457,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,076 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $493,399 | 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 | $98,491 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $394,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,200 | ExcessFromYear4Amt |
| Excess From Year3 | $115,693 | ExcessFromYear3Amt |
| Excess From Year2 | $67,837 | ExcessFromYear2Amt |
| Excess From Year1 | $97,102 | ExcessFromYear1Amt |
| Excess From Current Year | $36,076 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL F HUGHES | ContributingManagerNm |
| Contributing Manager | MADELINE E HUGHES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL HUGHES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 OAK BROOK CLUB DR UNIT E205 | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7083435511 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER DESCRIBING NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATE CHILDREN'S HOSPITAL | |||||||
| 4440 W 95TH STREET | OAK LAWN | IL | 60453 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICE/MEDICAL | $10,000 |
| CHICAGO CHILDREN'S ADVOCACY CENTER | |||||||
| 1240 SOUTH DAMEN AVENUE | CHICAGO | IL | 60608 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICES | $5,000 |
| MERCY HOME FOR BOYS & GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICES | $12,500 |
| OFF THE STREET CLUB | |||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICES | $37,500 |
| RANKEN JORDAN PEDIATRIC BRIDGE HOSPITAL | |||||||
| 11365 DORSETT ROAD | MARYLAND HEIGHTS | MO | 63043 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICE/MEDICAL | $7,500 |
| SOS CHILDREN'S VILLAGES ILLINOIS | |||||||
| 216 W JACKSON BLVD SUITE 925 | CHICAGO | IL | 60606 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICE | $5,000 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICE/MEDICAL | $12,500 |
| SUNNY RIDGE FAMILY CENTER | |||||||
| 270 REMINGTON BLVD SUITE C | BOLINGBROOK | IL | 60440 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,000 | 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 | $28,170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,448 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,618 | 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 | HUEN ELECTRIC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 WEST 16TH STREET | AddressLine1 |
| City | BROADVIEW | City |
| State | IL | State |
| ZIP Code | 60155 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICA BALANCED FUND CLASS A | $452,452 | $588,491 |
| INCOME FUND OF AMERICA CLASS A | $473,788 | $569,354 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| MICHAEL HUGHES | |||
| 3 OAK BROOK CLUB DR E-205 | OAK BROOK | IL | 60523 |
| HUEN ELECTRIC INC | |||
| 1801 16TH AVENUE | BROADVIEW | IL | 60155 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $15 | $0 | $15 |
| FEDERAL EXCISE TAXES | $526 | $0 | $0 |