HEI FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEI FOUNDATION INC (EIN 20-0196993)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-01
- IRS object ID
- 201241229349100604
- Schema version
- 2011v1.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-01T10:01:46-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362170602 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200196993 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUEN FOUNDATION INC CO MICHAEL HUGHES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HUEN | NameControl |
| Phone | 7083435511 | Phone |
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 | 60521 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL F HUGHES | Name |
| Title | SECRETARY | Title |
| Phone | 7083435511 | Phone |
| Date Signed | 2012-04-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN J O'CONNOR | Name |
| PTIN | P00738988 | PTIN |
| Phone | 8472679600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 881973 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 226098 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 22697 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22697 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4063 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 398364 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4063 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 252858 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26760 | 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 |
| Legal Fees Rev And Expnss | 110 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 110 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 988 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 15 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1098 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 125 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 103000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 103000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 104098 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 103125 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 148760 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26760 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 50000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 222000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 222000 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 133070 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 336413 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 655340 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 659973 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 209097 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 728580 | TotalAssetsBOY |
| Total Assets EOY | 877340 | TotalAssetsEOY |
| Total Assets EOYFMV | 881973 | 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 | 728580 | RetainedEarningsBOY |
| Retained Earnings EOY | 877340 | RetainedEarningsEOY |
| Total Net Assets BOY | 728580 | TotalNetAssetsBOY |
| Total Net Assets EOY | 877340 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 728580 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 877340 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 728580 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 148760 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 877340 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 877340 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 1,522.533 SHS-INCOME FUND OF AMERICA | P | 2011-11-16 | 25000 | 25424 | -424 | -424 |
| 1,385.042 SHS-AMERICAN BALANCED FUND A | P | 2011-11-16 | 25000 | 24957 | 43 | 43 |
| 6,706.158 SHS-BOND FUND OF AMERICA A | P | 2011-01-18 | 81681 | 79468 | 2213 | 2213 |
| 6,678.740 SHS-BOND FUND OF AMERICA A | P | 2011-03-15 | 81681 | 79143 | 2538 | 2538 |
| 4,260.415 SHS-BOND FUND OF AMERICA A | P | 2011-05-16 | 52701 | 50520 | 2181 | 2181 |
| 3,845.638 SHS-US GOVT SECURITIES FUND A | P | 2011-01-18 | 53339 | 54601 | -1262 | -1262 |
| 3,831.824 SHS-US GOVT SECURITIES FUND A | P | 2011-03-15 | 53339 | 54404 | -1065 | -1065 |
| 37.132 SHS-US GOVT SECURITIES FUND A | P | 2011-05-16 | 522 | 527 | -5 | -5 |
| 1,694.709 SHS-US GOVT SECURITIES FUND A | P | 2011-05-16 | 23845 | 24053 | -208 | -208 |
| 101.509 SHS-BOND FUND OF AMERICA A | P | 2011-05-16 | 1256 | 1204 | 52 | 52 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4063 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 144680 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 592809 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.244058 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 97515 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 390653 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.249621 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 117372 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 383341 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.306182 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 162998 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 455140 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.358127 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 48015 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 385956 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.124405 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.282393 | TotalDistributionRatio |
| Average Distribution Ratio | 0.256479 | AverageDistributionRatio |
| Net Noncharitable Assets | 716451 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 183755 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 268 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 184023 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 103125 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 535 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 535 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 535 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 720 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 720 | TotalCreditsAndPayments |
| Overpayment | 185 | Overpayment |
| Amount Credited To Next Year | 185 | 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 | 0 | 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 | MICHAEL F HUGHES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7083435511 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL F HUGHES | ||||||||
| 3 OAK BROOK CLUB DRE-205 | OAK BROOK | IL | 60521 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MADELINE E HUGHES | ||||||||
| 3 OAK BROOK CLUB DRE-205 | OAK BROOK | IL | 60521 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| HAROLD SCHIFF | ||||||||
| 229 E LAKE SHORE DR | CHICAGO | IL | 60611 | 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 | 689819 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37542 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 727361 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 727361 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10910 | CashDeemedCharitable |
| Net Noncharitable Assets | 716451 | NetNoncharitableAssets |
| Minimum Investment Return | 35823 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 35823 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 535 | TaxBasedOnInvestmentIncome |
| Total Tax | 535 | TotalTax |
| Distributable Amount Before Adj | 35288 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 35288 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 35288 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 103125 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 103125 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 103125 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 35288 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 29255 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 141275 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 98491 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 78200 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 115693 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 462914 | TotalExcessDistriCarryover |
| Qualifying Distributions | 103125 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 35288 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 67837 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 530751 | 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 | 29255 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 501496 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 141275 | ExcessFromYear4 |
| Excess From Year3 | 98491 | ExcessFromYear3 |
| Excess From Year2 | 78200 | ExcessFromYear2 |
| Excess From Year1 | 115693 | ExcessFromYear1 |
| Excess From Current Year | 67837 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL F HUGHES | ContributingManager |
| Contributing Manager | MADELINE E HUGHES | ContributingManager |
| Contributing Manager | HAROLD SCHIFF | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MICHAEL HUGHES | RecipientName |
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 | 60521 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7083435511 | RecipientPhoneNumber |
| Form And Info And Materials | A LETTER DESCRIBING NEED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACE TECH CHARTER HIGH SCHOOL | |||||||
| 5410 S STATE ST | CHICAGO | IL | 60609 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $25,000 |
| CHICAGO CHILDREN'S ADVOCACY CENTER | |||||||
| 1240 SOUTH DAMEN AVENUE | CHICAGO | IL | 60608 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICES | $5,000 |
| CHILDREN'S MEMORIAL FOUNDATION | |||||||
| 2300 CHILDRENS PLAZA 116 | CHICAGO | IL | 60614 | NONE | OTHER PUBLIC CHARITY | MEDICAL | $5,000 |
| HELP ME SEE | |||||||
| 1560 BROADWAY SUITE 406 | NEW YORK | NY | 10036 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICES/MEDICAL | $1,000 |
| LEWIS UNIVERSITY | |||||||
| ONE UNIVERSITY PARKWAY | ROMEOVILLE | IL | 60446 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $25,000 |
| MERCY HOME FOR BOYS & GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICES | $12,500 |
| MOTHER MCAULEY HIGH SCHOOL | |||||||
| 3737 W 99TH ST | CHICAGO | IL | 60655 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| OFF THE STREET CLUB | |||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICES | $25,000 |
| SMILE TRAIN | |||||||
| 41 MADISON AVENUE28TH FLOOR | NEW YORK | NY | 10010 | NONE | OTHER PUBLIC CHARITY | PUBLIC SERVICES/MEDICAL | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 103000 | 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 | $22,697 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,063 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $26,760 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 26760 | 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 (2 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Contributor Name IndividualContributorNameIndividual |
|---|---|---|---|---|---|---|---|
| HUEN ELECTRIC INC | |||||||
| 1 | 1801 16TH AVENUE | BROADVIEW | IL | 60155 | 200000 | X | |
| (no name) | |||||||
| 2 | 3 OAK BROOK CLUB DR UNIT E205 | OAK BROOK | IL | 60521 | 26098 | X | MICHAEL MADELINE HUGHES |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BOND FUND OF AMERICA-CLASS A | NameOfBond |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICA BALANCED FUND CLASS A | 324080 | 327496 |
| INCOME FUND OF AMERICA CLASS A | 331260 | 332477 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $110 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 110 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| MICHAEL HUGHES | |||
| 3 OAK BROOK CLUB DR E-205 | OAK BROOK | IL | 60521 |
| HUEN ELECTRIC INC | |||
| 1801 16TH AVENUE | BROADVIEW | IL | 60155 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | $15 | 0 | 15 |
| FEDERAL EXCISE TAXES | $973 | 0 | 0 |