MARMOR FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARMOR FOUNDATION (EIN 36-6208103)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-17
- IRS object ID
- 201331689349100208
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-17T09:26:00-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363329163 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN D MARETA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 WAINWRIGHT DRIVE SUITE 280 | AddressLine1 |
| City | NORTHBROOK | City |
| State | IL | State |
| ZIP Code | 60062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366208103 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARMOR FOUNDATION CO JEAN MENDEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARM | NameControl |
| Phone | 8472911427 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 EL CID LANE | AddressLine1 |
| City | NORTHBROOK | City |
| State | IL | State |
| ZIP Code | 60062 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN MENDEL | Name |
| Title | PRESIDENT | Title |
| Phone | 8472911427 | Phone |
| Date Signed | 2013-06-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN D MARETA | Name |
| PTIN | P00118862 | PTIN |
| Phone | 8474801810 | Phone |
| Date Prepared | 2013-06-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 76901 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 18168 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 683 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 683 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 13792 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 19870 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 32643 | TotalRevenueAndExpenses |
| Total Net Investment Income | 683 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1025 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 417 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 188 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1630 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14080 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14080 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 15710 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14080 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 16933 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 683 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 9833 | CashBOY |
| Cash EOY | 8123 | CashEOY |
| Cash EOYFMV | 8123 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4730 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11283 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11283 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 40681 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 52771 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 57495 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 55244 | TotalAssetsBOY |
| Total Assets EOY | 72177 | TotalAssetsEOY |
| Total Assets EOYFMV | 76901 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 85616 | CapitalStockBOY |
| Capital Stock EOY | 85616 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -30372 | RetainedEarningsBOY |
| Retained Earnings EOY | -13439 | RetainedEarningsEOY |
| Total Net Assets BOY | 55244 | TotalNetAssetsBOY |
| Total Net Assets EOY | 72177 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 55244 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 72177 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 55244 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 16933 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 72177 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 72177 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12028 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 72989 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.164792 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19780 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 90026 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.219714 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 15961 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 87683 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.182031 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 19044 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 74321 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.256240 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 17172 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 36823 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.466339 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.289116 | TotalDistributionRatio |
| Average Distribution Ratio | 0.257823 | AverageDistributionRatio |
| Net Noncharitable Assets | 73894 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 19052 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 19059 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14080 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 14 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 14 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 14 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 14 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JEAN MENDEL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8472911427 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 EL CID LANE | AddressLine1 |
| City | NORTHBROOK | City |
| State | IL | State |
| ZIP Code | 60062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JEAN MENDEL | ||||||||
| 2390 EL CID LANE | NORTHBROOK | IL | 60062 | PRESIDENT, SECRETARY | 10.00 | 0 | 0 | 0 |
| BARRY MENDEL | ||||||||
| 2313 GLEN EAGLES LANE | RIVERWOODS | IL | 60015 | TREASURER | 1.00 | 0 | 0 | 0 |
| SCOTT MENDEL | ||||||||
| 2825 KNOLLWOOD | GLENVIEW | IL | 60025 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 58291 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 16728 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 75019 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 75019 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1125 | CashDeemedCharitable |
| Net Noncharitable Assets | 73894 | NetNoncharitableAssets |
| Minimum Investment Return | 3695 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3695 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14 | TaxBasedOnInvestmentIncome |
| Total Tax | 14 | TotalTax |
| Distributable Amount Before Adj | 3681 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3681 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3681 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14080 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 14080 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 14080 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3681 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 15347 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 15785 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 11964 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 15524 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 8796 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 67416 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14080 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3681 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 10399 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 77815 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 15347 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 62468 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 15785 | ExcessFromYear4 |
| Excess From Year3 | 11964 | ExcessFromYear3 |
| Excess From Year2 | 15524 | ExcessFromYear2 |
| Excess From Year1 | 8796 | ExcessFromYear1 |
| Excess From Current Year | 10399 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEAN MENDEL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| 601 E STREET | WASHINGTON | DC | 20049 | NONE | CHARITY | CULTURAL | $10 |
| ADLER PLANATRIUM | |||||||
| 1300 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | CHARITY | CULTURAL | $180 |
| AEPI FOUNDATION | |||||||
| 8815 WESLEYAN ROAD | INDIANAPOLIS | IN | 46268 | NONE | CHARITY | CULTURAL | $25 |
| AMERICAN HUMANE SOCIETY | |||||||
| 77 E MONROE ST | CHICAGO | IL | 60603 | NONE | CHARITY | CULTURAL | $81 |
| AMERICAN RED CROSS | |||||||
| 405 W JOHN H GWYNN JR AVENUE | PEORIA | IL | 61605 | NONE | CHARITY | MEDICAL | $10 |
| ANTI CRUELTY SOCIETY | |||||||
| 157 W GRAND AVENUE | CHICAGO | IL | 60654 | NONE | CHARITY | CULTURAL | $10 |
| BRANDON DANN ROTSTEIN MEMORIAL FOUNDATION | |||||||
| 1065 HOHLFELDER ROAD | GLENCOE | IL | 60022 | NONE | CHARITY | CULTURAL | $50 |
| BROOKFIELD ZOO | |||||||
| 3300 GOLF ROAD | BROOKFIELD | IL | 60513 | NONE | CHARITY | CULTURAL | $225 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | CHARITY | CULTURAL | $160 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | NONE | CHARITY | CULTURAL | $456 |
| CURE | |||||||
| 730 N FRANKLIN ST SUITE 404 | CHICAGO | IL | 60611 | NONE | CHARITY | MEDICAL | $650 |
| DFCI JIMMY FUND WALK | |||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | CHARITY | MEDICAL | $25 |
| EVANS SCHOLARSHIP FOUNDATION | |||||||
| 1 BRIAR ROAD | GOLF | IL | 60029 | NONE | CHARITY | EDUCATIONAL | $250 |
| FORWARD STEPS | |||||||
| 370 INTERLAKEN BLVD | BROOMFIELD | CO | 80021 | NONE | CHARITY | EDUCATIONAL | $1,090 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W 42ND PLACE | CHICAGO | IL | 60632 | NONE | CHARITY | CULTURAL | $10 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | CHARITY | CULTURAL | $20 |
| JEWISH FARM SCHOOL | |||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | NONE | CHARITY | CULTURAL | $54 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | CHARITY | CULTURAL | $1,100 |
| JOSSELYN CENTER | |||||||
| 405 CENTRAL AVENUE | NORTHFIELD | IL | 60093 | NONE | CHARITY | CULTURAL | $25 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL | |||||||
| 500 NORTH DEARBORN SUITE 305 | CHICAGO | IL | 60654 | NONE | CHARITY | MEDICAL | $4,834 |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | NONE | CHARITY | CULTURAL | $72 |
| MARINE TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | CHARITY | CULTURAL | $10 |
| MISERICORDIA | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | NONE | CHARITY | MEDICAL | $4,100 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | CHARITY | CULTURAL | $40 |
| NORTHBROOK DAYS | |||||||
| PO BOX 232 | NORTHBROOK | IL | 60062 | NONE | CHARITY | CULTURAL | $20 |
| NORTHBROOK PARK DISTRICT | |||||||
| 3323 WALTERS AVENUE | NORTHBROOK | IL | 60062 | NONE | CHARITY | CULTURAL | $24 |
| NORTHBROOK PUBLIC LIBRARY | |||||||
| 1201 CEDAR LANE | NORTHBROOK | IL | 60062 | NONE | CHARITY | CULTURAL | $10 |
| NORTHFIELD FOOD PANTRY | |||||||
| 3801 W LAKE AVE 101 | GLENVIEW | IL | 60026 | NONE | CHARITY | CULTURAL | $10 |
| RESPIRATORY HEALTH ASSOCIATION | |||||||
| 1440 W WASHINGTON BLVD | CHICAGO | IL | 60607 | NONE | CHARITY | MEDICAL | $50 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| ONE KROC DRIVE | OAKBROOK | IL | 60523 | NONE | CHARITY | CULTURAL | $20 |
| SHEDD AQUARIUM | |||||||
| 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | CHARITY | CULTURAL | $149 |
| SPCA | |||||||
| 510 N LASALLE STREET | CHICAGO | IL | 60610 | NONE | CHARITY | CULTURAL | $20 |
| SPECIAL OLYMPICSILLINOIS | |||||||
| 605 E WILLOW STREET | NORMAL | IL | 61761 | NONE | CHARITY | CULTURAL | $20 |
| ST JUDE CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITY | MEDICAL | $10 |
| TEMPLE BETH-EL | |||||||
| 3610 DUNDEE ROAD | NORTHBROOK | IL | 60062 | NONE | CHARITY | CULTURAL | $50 |
| THE LEADERSHOP | |||||||
| 4903 S WILLOW SPRINGS RD | LA GRANGE | IL | 60525 | NONE | CHARITY | CULTURAL | $25 |
| UNITED WAY OF AMERICA | |||||||
| 509 W HIGH ST | PEORIA | IL | 61606 | NONE | CHARITY | CULTURAL | $10 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | CHARITY | CULTURAL | $75 |
| WTTW | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60603 | NONE | CHARITY | CULTURAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14080 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $683 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,792 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,475 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14475 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JEAN MENDEL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 EL CID LANE | AddressLine1 |
| City | NORTHBROOK | City |
| State | IL | State |
| ZIP Code | 60062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 18168 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 300 SHARES ABBOTT LABORATORIES, INC. | NoncashPropertyDescription |
| Fair Market Value | 18168 | FairMarketValue |
| Date Received | 2012-07-12 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $1,025 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Sales ExpenseSalesExpense | Total NetTotalNet |
|---|---|---|---|---|---|---|---|
| 100 SHS ABBOTT LABORATORIES | 1954-07 | PURCHASED | 2012-04 | 6088 | 11 | 0 | 6077 |
| 100 SHS ABBOTT LABORATORIES | 1954-07 | PURCHASED | 2012-09 | 6891 | 11 | 0 | 6880 |
| 100 SHS ABBOTT LABORATORIES | 2012-07 | PURCHASED | 2012-09 | 6891 | 6056 | 0 | 835 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| EMERSON ELECTRIC | 2833 | 5296 |
| GENERAL ELECTRIC | 826 | 2099 |
| HANDY BUTTON 6% | 37000 | 37000 |
| ABBOTT LABORATORIES | 12112 | 13100 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 188 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JEAN MENDEL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 EL CID LANE | AddressLine1 |
| City | NORTHBROOK | City |
| State | IL | State |
| ZIP Code | 60062 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2011 990PF TAXES | Category |
| Amount | $417 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |