PHILIP J & CAROL J LYONS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP J & CAROL J LYONS FOUNDATION (EIN 36-3488076)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-03-23
- IRS object ID
- 201210839349100306
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-23T14:25:15-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINEBERG SOLHEIM HOWELL & SHAIN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LASALLE ST STE 2200 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363488076 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILIP J & CAROL J LYONS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHIL | NameControl |
| Phone | 3123681111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E WACKER DR NO 3200 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP LYONS | Name |
| Title | PRESIDENT | Title |
| Phone | 3123681111 | Phone |
| Date Signed | 2012-03-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S SOLHEIM CPA | Name |
| Phone | 3123720440 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 715865 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 333 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 16658 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16658 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -15018 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 455923 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1973 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16658 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 333 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 333 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 43608 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 43608 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 43941 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43608 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -41968 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16658 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2493 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1145 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1145 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 794059 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 753439 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 714720 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 796552 | TotalAssetsBOY |
| Total Assets EOY | 754584 | TotalAssetsEOY |
| Total Assets EOYFMV | 715865 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 796552 | RetainedEarningsBOY |
| Retained Earnings EOY | 754584 | RetainedEarningsEOY |
| Total Net Assets BOY | 796552 | TotalNetAssetsBOY |
| Total Net Assets EOY | 754584 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 796552 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 754584 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 796552 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -41968 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 754584 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 754584 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 906 SH VANGUARD ENERGY FUND | P | 2007-01-11 | 2011-03-31 | 63902 | 56836 | 7066 | 7066 |
| 956 SH PLUMB CREEK TIMBER | P | 2007-01-09 | 2011-03-11 | 39148 | 37106 | 2042 | 2042 |
| 707 SH DFA SMALL CAP | P | 2008-01-17 | 2011-09-09 | 13018 | 12074 | 944 | 944 |
| 1114 SH VANGUARD TOTAL INTL | P | 2008-01-17 | 2011-09-09 | 15187 | 20084 | -4897 | -4897 |
| 9594 SH VANGUARD TOTAL STK MKT | P | 2008-01-17 | 2011-09-09 | 261167 | 288694 | -27527 | -27527 |
| 155 SH S&P GLOBAL | P | 2011-03-11 | 2011-09-09 | 5623 | 7304 | -1681 | -1681 |
| 607 SH RAYONIER | P | 2007-01-09 | 2011-09-09 | 24372 | 16390 | 7982 | 7982 |
| 97 SH VANGUARD ENERGY | P | 2011-03-11 | 2011-09-09 | 9328 | 10650 | -1322 | -1322 |
| 191 SH VANGUARD MATERIALS | P | 2007-01-12 | 2011-09-09 | 14060 | 13273 | 787 | 787 |
| 6 SH DFA US SMALL CAP | P | 2011-06-08 | 2011-09-09 | 119 | 129 | -10 | -10 |
| 22 SH RAYONIER | P | 2011-03-11 | 2011-09-09 | 883 | 874 | 9 | 9 |
| 243 SH VANGUARD TOTAL STK | P | 2011-03-24 | 2011-09-09 | 6792 | 7527 | -735 | -735 |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2007-01-09 | 2011-12-27 | 2324 | 2324 | 2324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -15018 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 32108 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 760267 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042233 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 26863 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 640530 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041939 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 31002 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 874366 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.035457 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 21500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 483033 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044510 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 20678 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 436055 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047421 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.211560 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042312 | AverageDistributionRatio |
| Net Noncharitable Assets | 849069 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 35926 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 167 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 36093 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43608 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 167 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 167 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 167 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 320 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 320 | TotalCreditsAndPayments |
| Overpayment | 153 | Overpayment |
| Amount Credited To Next Year | 153 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | 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 | PHILIP J LYONS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3123681111 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E WACKER DR 3200 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60601 | 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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP J LYONS | ||||||||
| 35 E WACKER DR 3200 | CHICAGO | IL | 60601 | PRES / TREASURER | 0.00 | 0 | 0 | 0 |
| CAROL J LYONS | ||||||||
| 35 E WACKER DR 3200 | CHICAGO | IL | 60601 | SECRETARY / V.P | 0.00 | 0 | 0 | 0 |
| JOHN J BUTTITA | ||||||||
| 10 S WACKER DR 4000 | CHICAGO | IL | 60606 | ASST. SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of 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 | 857553 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4446 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 861999 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 861999 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12930 | CashDeemedCharitable |
| Net Noncharitable Assets | 849069 | NetNoncharitableAssets |
| Minimum Investment Return | 42453 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42453 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 167 | TaxBasedOnInvestmentIncome |
| Total Tax | 167 | TotalTax |
| Distributable Amount Before Adj | 42286 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 42286 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 42286 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43608 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 43608 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 167 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43441 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 42286 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 37100 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43608 | QualifyingDistributions |
| Applied To Year1 | 37100 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6508 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 35778 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 SEVENTEETH STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| ANIMAL WELFARE LEAGUE | ||||||||
| 10305 SOUTHWEST HIGHWAY | CHICAGO RIDGE | IL | 60415 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| BIG BROTHERSBIG SISTERS | ||||||||
| 230 N 13TH STREET | PHILADELPHIA | PA | 19107 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| BLUE OCEAN INSTITUTE | ||||||||
| PO BOX 250 | EAST NORWICH | NY | 11787 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| CHICAGO CANINE RESCUE | ||||||||
| 2227 W BELMONT | CHICAGO | IL | 60618 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| CHILD FOUNDATION | ||||||||
| 1220 SW MORRISON 500 | PORTLAND | OR | 97202 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| CHILDREN'S AID SOCIETY | ||||||||
| 105 EAST 22ND STREET RM 504 | NEW YORK | NY | 100105413 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| THE CHILDREN'S DEFENSE FUND | ||||||||
| 25 E STREET NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| CITY HARVEST NY | ||||||||
| 575 EIGHTH AVE 4TH FL | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| CITY PARK FOUNDATION | ||||||||
| 830 FIFTH AVE | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE 2ND FL | NEW YORK | NY | 100015004 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $2,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 3100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | PRIVATE SCHOOL | GRANT TO CHARITABLE ORGANIZATION | $2,000 | |
| GUIDE DOG FOUNDATION FOR THE BLINE INC | ||||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 117872976 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| FOOD GATHERERS | ||||||||
| PO BOX 131037 | ANN ARBOR | MI | 48113 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| HOME FOR THE TROOPS | ||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| INNJURED MARIN SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVD SUITE 102 PMB 609 | OCEANSIDE | CA | 92057 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,500 | |
| THE INTREPID FALLEN HEROES FUND | ||||||||
| ONE INTREPID SQUARE W 46TH STREET | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $2,000 | 12TH AVE |
| JEWISH UNITED FUND | ||||||||
| 30 S WELLS | CHICAGO | IL | 60606 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $10,608 | |
| KIVA | ||||||||
| 3180 TH STREET SUITE 202 | SAN FRANCISCO | CA | 94110 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| LITTLE BROTHERS FRIENDS OF THE EDERLY | ||||||||
| 355 N ASHLAND AVE | CHICAGO | IL | 606071019 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $2,000 | |
| NATIONAL COUNCIL ON AGING | ||||||||
| 1901 L STREET NW 4TH FL | WASHINGTON | DC | 20037 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| NEW ISRAEL FUND | ||||||||
| 1101 14TH STREET NW 6TH FL | WASHINGTON | DC | 200055639 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $2,000 | |
| SOS CHILDREN'S VILLAGES ILLINOIS | ||||||||
| 216 W JACKSON BLVDM SUITE 925 | CHICAGO | IL | 60606 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| SUNSHINE FOUNDATION | ||||||||
| 1041 MILL CREEK DRIVE | FEASTERVILLE | PA | 19053 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| TUCSON GEAR UP PROJECT | ||||||||
| PO BOX 210300 | TUCSON | AZ | 857210300 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $5,000 | |
| UNCFMERCK SCIENCE INITIATIVE | ||||||||
| 8260 WILLOW OAKS CORPORATE DRIVE | FAIRFAX | VA | 22301 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | SUITE 110 |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 43608 | 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 | $16,658 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$15,018 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,640 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1640 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHARLES SCHWAB | 682239 | 607920 |
| MORGAN STANLEY | 71200 | 106800 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| IL AG 990 | $15 | 0 | 0 | 0 |
| 990-PF | $318 | 0 | 0 | 0 |