KRAUS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KRAUS FAMILY FOUNDATION (EIN 20-0525110)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-11
- IRS object ID
- 202601029349100000
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-11T22:53:50+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 626 WASHINGTON PL Suite 1802 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200525110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KRAUS FAMILY FOUNDATION CO EMANUEL V DINATALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KRAU | BusinessNameControlTxt |
| Phone | 4122812501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 626 WASHINGTON PL 1802 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMANUEL V DINATALE | PersonNm |
| Person Title | SECRETARY & TREASURER | PersonTitleTxt |
| Phone | 4122812501 | PhoneNum |
| Signature | 2026-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAKE COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4122812501 | PhoneNum |
| Preparation | 2026-04-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,163,057 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25,145 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,145 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,044 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $79,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,079 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,488 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,487 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,092 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,981 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,295 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,292 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,292 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,340 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,779 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,204 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $263,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $360,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $360,439 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,261,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,137,488 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,802,618 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,524,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,497,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,163,057 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,524,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,497,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,524,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,497,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,524,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,497,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,524,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,261 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,498,573 | SubtotalAmt |
| Other Decreases | $646 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,497,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| TOTAL CAPITAL GAIN DISTRIBUTIONS | $17,123 | $17,123 | $0 | $17,123 | |
| PUBLICLY TRADED SECURITIES | $125,000 | $921 | $0 | $921 | $124,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,044 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $920 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $920 | SubtotalAmt |
| Tax Based On Investment Income | $920 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $950 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $950 | TotalPaymentsAndCreditsAmt |
| Overpayment | $30 | OverpaymentAmt |
| Applied To ES Tax | $30 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EMANUEL V DINATALE | IndividualWithBooksNm |
| Phone | 4122812501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 626 WASHINGTON PL SUITE 1802 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ERIC M KRAUS | |||||||||
| 308 ST LAUREN DRIVE | GREENSBORO | NC | 27410 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 | |
| KATHY J KRAUS | |||||||||
| 308 ST LAUREN DRIVE | GREENSBORO | NC | 27410 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| MERRY BETH KOWALCZYK | |||||||||
| 1040 N LAKE SHORE DRIVE 26C | CHICAGO | IL | 60611 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| EMANUEL V DINATALE | |||||||||
| 626 WASHINGTON PL | PITTSBURGH | PA | 15219 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 | |
| RAYMOND P PARKER | |||||||||
| ONE GATEWAY CENTER | PITTSBURGH | PA | 15222 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 | 420 FORT DUQUESNE BLVD FL 16 |
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 | $1,591,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,947,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,947,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,918,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $920 | TotalTaxAmt |
| Distributable Before Adj | $95,015 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $200 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,215 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,215 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,779 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $90,779 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88,154 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,779 | QualifyingDistributionsAmt |
| Applied To Year1 | $88,154 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $92,590 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHICAGO SINAI CONGREGATION | |||||||
| 15 WEST DELAWARE PLACE | CHICAGO | IL | 60610 | NONE | PC | GENERAL OPERATIONS | $16,915 |
| THE ARC OF GREENSBORO (ARCBARKS DOG TREAT CO) | |||||||
| 28 BATTLEGROUND AVENUE | GREENSBORO | NC | 27408 | NONE | PC | GENERAL OPERATIONS | $15,000 |
| BETH MEYER SYNAGOGUE | |||||||
| 504 NEWTON ROAD | RALEIGH | NC | 27615 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| B'NAI SHALOM DAY SCHOOL | |||||||
| 804-A WINVIEW DRIVE | GREENSBORO | NC | 27410 | NONE | PC | GENERAL OPERATIONS | $7,000 |
| GREENSBORO JEWISH FEDERATION | |||||||
| 5509-C WEST FRIENDLY AVENUE | GREENSBORO | NC | 27410 | NONE | PC | GENERAL OPERATIONS | $7,000 |
| BETH DAVID SYNAGOGUE | |||||||
| 804 WINVIEW DRIVE | GREENSBORO | NC | 27410 | NONE | PC | GENERAL OPERATIONS | $5,470 |
| UNIVERSITY OF MICHIGAN | |||||||
| 2000 BONISTEEL BLVD | ANN ARBOR | MI | 48109 | NONE | GOV | GENERAL OPERATIONS | $5,000 |
| UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT | |||||||
| PO BOX 4550 | IOWA CITY | IA | 522444550 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| KIND FUND | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| CANINE THERAPY CORPS | |||||||
| 3918 W FULLERTON AVENUE | CHICAGO | IL | 60647 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| HUNTER QUIGLEY COE BE THE BOAD FUND | |||||||
| 1049 LAKE STREET 204 | OAK PARK | IL | 60301 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| OUT OF THE GARDEN PROJECT | |||||||
| PO BOX 4331 | GREENSBORO | NC | 27404 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 WEST GATE CITY BLVD | GREENSBORO | NC | 274061240 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| THE NOW FOUNDATION | |||||||
| 641 FAYETTE NEW WILMINGTON ROAD | NEW WILMINGTON | PA | 161424607 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| ACS FUND FOR WOMEN & GIRLS | |||||||
| 1227 W 104TH STREET | CLEVELAND | OH | 44102 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| OLLI AT NORTHWESTERN UNIVERSITY | |||||||
| 339 E CHICAGO AVENUE ROOM 412 | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATIONS | $860 |
| MISERICORDIA | |||||||
| 6300 N RIDGE | CHICAGO | IL | 606601017 | NONE | PC | GENERAL OPERATIONS | $500 |
| HARMONY COMMUNITY CARES | |||||||
| 1908 S MILLARD AVENUE | CHICAGO | IL | 60623 | NONE | PC | GENERAL OPERATIONS | $500 |
| HOPE EVANGELICAL LUTHERAN CHURCH | |||||||
| 8070 ROWAN ROAD | CRANBERRY TOWNSHIP | PA | 16066 | NONE | PC | GENERAL OPERATIONS | $500 |
| COMMON CAUSE OF NORTH CAROLINA | |||||||
| PO BOX 6207 | RALEIGH | NC | 27628 | NONE | PC | GENERAL OPERATIONS | $500 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 SOUTH BOYLAN AVENUE | RALEIGH | NC | 27603 | NONE | PC | GENERAL OPERATIONS | $500 |
| MCV FOUNDATION | |||||||
| PO BOX 843042 | RICHMOND | VA | 232860441 | NONE | PC | GENERAL OPERATIONS | $400 |
| SPECIAL OLYMPICS MARYLAND | |||||||
| 3701 COMMERCE DRIVE SUITE 103 | BALTIMORE | MD | 21227 | NONE | PC | GENERAL OPERATIONS | $400 |
| BROOKFIELD ZOO CHICAGO | |||||||
| 31ST STREET GOLFVIEW AVENUE | BROOKFIELD | IL | 60513 | NONE | PC | GENERAL OPERATIONS | $393 |
| JEWISH FAMILY SERVICES OF GREENSBORO | |||||||
| 5509-C WEST FRIENDLY AVENUE | GREENSBORO | NC | 27410 | NONE | PC | GENERAL OPERATIONS | $360 |
| CASA OF ALLEGHENY COUNTY | |||||||
| 564 FORBES AVENUE SUITE 1302 | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATIONS | $360 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 606039736 | NONE | PC | GENERAL OPERATIONS | $310 |
| SHEDD AQUARIUM | |||||||
| 1200 S DUSABLE LAKE SHORE DRIVE | CHICAGO | IL | 60625 | NONE | PC | GENERAL OPERATIONS | $250 |
| KELLOGG SCHOOL OF MANAGEMENT | |||||||
| 1007 CHURCH STREET SUITE 400 | EVANSTON | IL | 60201 | NONE | PC | GENERAL OPERATIONS | $250 |
| RESPIRATORY HEALTH ASSOCIATION | |||||||
| 1440 WEST WASHINGTON BLVD | CHICAGO | IL | 60607 | NONE | PC | GENERAL OPERATIONS | $250 |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 606069325 | NONE | PC | GENERAL OPERATIONS | $250 |
| MISERICORDIA HEART OF MERCY | |||||||
| 6300 N RIDGE | CHICAGO | IL | 606601017 | NONE | PC | GENERAL OPERATIONS | $250 |
| USC LEVENTHAL SCHOOL OF ACCOUNTING FUND | |||||||
| C/O CITIGROUP CENTER | LOS ANGELES | CA | 900898201 | NONE | PC | GENERAL OPERATIONS | $250 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL OPERATIONS | $250 |
| TEMPLE EMANU-EL STREICKER CENTER | |||||||
| ONE EAST SIXTY-FIFTH STREET | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATIONS | $250 |
| SPERTUS INSTITUTE | |||||||
| 610 S MICHIGAN AVENUE | CHICAGO | IL | 606051901 | NONE | PC | GENERAL OPERATIONS | $250 |
| CAROLINA THEATER OF GREENSBORO INC | |||||||
| 310 SOUTH GREENE STREET | GREENSBORO | NC | 27401 | NONE | PC | GENERAL OPERATIONS | $250 |
| CHICAGO ARCHITECTURE CENTER | |||||||
| 111 EAST WACKER DRIVE | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATIONS | $230 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 326042425 | NONE | PC | GENERAL OPERATIONS | $200 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD NE SUITE 1400 | ATLANTA | GA | 303224001 | NONE | PC | GENERAL OPERATIONS | $200 |
| CHICAGO YOUTH CENTERS | |||||||
| 218 S WABASH AVENUE SUITE 600 | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATIONS | $200 |
| CHICAGO CHILDREN'S MUSEUM | |||||||
| PO BOX 8255 | CAROL STREAM | IL | 601978255 | NONE | PC | GENERAL OPERATIONS | $200 |
| THE CHILDREN'S FOUNDATION | |||||||
| 625 WILLIAM STREET | RIVER FOREST | IL | 60305 | NONE | PC | GENERAL OPERATIONS | $200 |
| THE COMMUNITY HOUSE | |||||||
| 415 W EIGHTH STREET | HINSDALE | IL | 60521 | NONE | PC | GENERAL OPERATIONS | $200 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATIONS | $180 |
| HILLEL NORTH CAROLINA | |||||||
| 210 WEST CAMERON AVENUE | CHAPEL HILL | NC | 275162751 | NONE | PC | GENERAL OPERATIONS | $180 |
| NCCJ OF THE PIEDMONT TRIAD | |||||||
| 713 N GREENE STREET | GREENSBORO | NC | 27401 | NONE | PC | GENERAL OPERATIONS | $180 |
| UNIVERSITY OF MICHIGAN STEPHEN ROSS SCHOOL OF BUSINESS | |||||||
| 701 TAPPAN STREET | ANN ARBOR | MI | 481091234 | NONE | GOV | GENERAL OPERATIONS | $150 |
| CDGA FOUNDATION | |||||||
| 11855 ARCHER AVENUE | LEMONT | IL | 60439 | NONE | PC | GENERAL OPERATIONS | $150 |
| THE ALLIANCE FOR GREAT LAKES | |||||||
| 150 N MICHIGAN AVENUE SUITE 700 | CHICAGO | IL | 60601 | NONE | GOV | GENERAL OPERATIONS | $150 |
| THE WESTON A PRICE FOUNDATION | |||||||
| 4200 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATIONS | $150 |
| THE ANTI-CRUELTY SOCIETY | |||||||
| 157 WEST GRAND AVENUE | CHICAGO | IL | 60654 | NONE | PC | GENERAL OPERATIONS | $150 |
| CHICAGO HUMANITIES FESTIVAL | |||||||
| 500 N DEARBORN SUITE 825 | CHICAGO | IL | 60654 | NONE | PC | GENERAL OPERATIONS | $125 |
| SARAH'S INN | |||||||
| 309 HARRISON STREET | OAK PARK | IL | 60304 | NONE | PC | GENERAL OPERATIONS | $100 |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DRIVE | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL OPERATIONS | $100 |
| MICHAEL J FOX FOUNDATION PARKINSON'S RESEARCH | |||||||
| GRAND CENTRAL STATION PO BOX 477 | NEW YORK | NY | 101634777 | NONE | PC | GENERAL OPERATIONS | $100 |
| VASSAR COLLEGE | |||||||
| 161 COLLEGE AVENUE BOX 14 | POUGHKEEPSIE | NY | 12603 | NONE | PC | GENERAL OPERATIONS | $100 |
| LOWER VALLEY AMBULANCE SERVICE | |||||||
| 1201 FREEPORT ROAD | CHESWICK | PA | 15204 | NONE | PC | GENERAL OPERATIONS | $100 |
| UNIVERSITY OF MICHIGAN SCHOOL OF PUBLIC HEALTH FUND | |||||||
| OFFICE OF UNIVERSITY DEVELOPMENT D | PALANTINE | IL | 600550189 | NONE | PC | GENERAL OPERATIONS | $100 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| PO BOX 1568 | MERRIFIELD | VA | 221161568 | NONE | PC | GENERAL OPERATIONS | $100 |
| PENN STATE DANCE MARATHON | |||||||
| 227D HUB - THON | UNIVERSITY PARK | PA | 16802 | NONE | PC | GENERAL OPERATIONS | $100 |
| MUSEUM OF CONTEMPORARY ART CHICAGO | |||||||
| 220 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATIONS | $90 |
| WTTW | |||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL OPERATIONS | $89 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,292 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,145 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,890 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,044 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,079 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,079 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,975 | Amt |
| Net Investment Income | $1,488 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,487 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT | StockNm |
| EOY Book Value | $1,137,488 | EOYBookValueAmt |
| EOYFMV | $1,802,618 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $646 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $10,092 | Amt |
| Net Investment Income | $10,092 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $1,686 | |
| FOREIGN TAX | $1,295 | $1,295 |