BURT FAMILY FOUNDATION DTD 050997: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BURT FAMILY FOUNDATION DTD 050997 (EIN 36-7190233)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-02-24
- IRS object ID
- 202520559349100807
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-24T14:31:50-06:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 993196374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KMA MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W WASHINGTON ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367190233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURT | BusinessNameControlTxt |
| Phone | 8436824235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 OUTERBRIDGE CIRCLE | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BURT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8436824235 | PhoneNum |
| Signature | 2025-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID R WEINBERG CPA | PreparerPersonNm |
| PTIN | P00005505 | PTIN |
| Phone | 3126290900 | PhoneNum |
| Preparation | 2025-02-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $229,152 | 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 |
| Dividends Rev And Expnss | $4,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,651 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,651 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,812 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,923 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$285,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,889 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $163,951 | CashBOYAmt |
| Cash EOY | $5,012 | CashEOYAmt |
| Cash EOYFMV | $5,012 | CashEOYFMVAmt |
| Corporate Stock BOY | $313,801 | CorporateStockBOYAmt |
| Corporate Stock EOY | $187,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $199,140 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $502,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $229,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $502,752 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $217,141 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $502,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $217,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $502,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $502,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$285,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $217,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $217,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LPL FINANCIAL | P | $3,997 | $3,997 | $3,997 |
| WELLS FARGO | P | $30,121 | $30,121 | $30,121 |
| CAPITAL GAINS DIVIDENDS | P | $533 | $533 | $533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,651 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $165 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $165 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,998 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,998 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,833 | OverpaymentAmt |
| Applied To ES Tax | $3,833 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT N BURT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8436824235 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 OUTERBRIDGE CIRCLE | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT N BURT | ||||||||
| 28 OUTERBRIDGE CIRCLE | HILTON HEAD ISLAND | SC | 29926 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LYNN C BURT | ||||||||
| 28 OUTERBRIDGE CIRCLE | HILTON HEAD ISLAND | SC | 29926 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES R BURT | ||||||||
| 727 MONTICELLO PLACE | EVANSTON | IL | 60201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RANDOLPH N BURT | ||||||||
| 1320 NORTH STATE ST APT 5-D | CHICAGO | IL | 60610 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TRACY C BURT | ||||||||
| 182 GRANVILLE WAY | SAN FRANCISCO | CA | 94127 | TRUSTEE | 10.00 | $46,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $273,651 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $606,055 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $911,679 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $911,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $898,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $165 | TotalTaxAmt |
| Distributable Before Adj | $44,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,735 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $297,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $130,564 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $189,981 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $225,032 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $315,039 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $298,080 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,158,696 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,735 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $252,765 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,411,461 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $130,564 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,280,897 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $189,981 | ExcessFromYear4Amt |
| Excess From Year3 | $225,032 | ExcessFromYear3Amt |
| Excess From Year2 | $315,039 | ExcessFromYear2Amt |
| Excess From Year1 | $298,080 | ExcessFromYear1Amt |
| Excess From Current Year | $252,765 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT N BURT | ContributingManagerNm |
| Contributing Manager | LYNN C BURT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 626 LANDMARK FOUNDATION | |||||
| 626 N MICHIGAN AVE | CHICAGO | IL | 60611 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE GOALS OF THE RECIPIENT ORGANIZATION. | $10,000 |
| ART INSTITUTE OF CHICAGO | |||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | SEE ABOVE | $4,500 |
| BAKER DEMONSTRATION SCHOOL | |||||
| 201 SHERIDAN RD | WILMETTE | IL | 60091 | SEE ABOVE | $12,500 |
| COLEMAN ADVOCATES | |||||
| 459 VIENNA ST | SAN FRANCISCO | CA | 94112 | SEE ABOVE | $27,500 |
| EVANSTON ANIMAL SHELTER ASSOCATION | |||||
| 2310 OAKTON ST | EVANSTON | IL | 60202 | SEE ABOVE | $5,000 |
| HI KITTY KITTY | |||||
| 2037 BIRCHWOOD | CHICAGO | IL | 60645 | SEE ABOVE | $5,000 |
| HOMEY | |||||
| 2221 MISSION ST | SAN FRANCISCO | CA | 94110 | SEE ABOVE | $10,000 |
| THE FULCRUM CENTER | |||||
| PO BOX 555 | BELLAIRE | OH | 43906 | SEE ABOVE | $20,000 |
| ILLINOIS 4-H | |||||
| 801 N COUNTRY FAIR DRIVE | CHAMPAIGN | IL | 61821 | SEE ABOVE | $5,000 |
| LATIN SCHOOL | |||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | SEE ABOVE | $10,000 |
| NOURISHING HOPE | |||||
| 3533 W NORTH AVE | CHICAGO | IL | 60647 | SEE ABOVE | $15,000 |
| PROTEUS FUND | |||||
| PO BOX 825467 | PHILADELPHIA | PA | 19182 | SEE ABOVE | $2,000 |
| MOVEMENT GENERATION | |||||
| PO BOX 102 | BERKELY | CA | 94701 | SEE ABOVE | $1,000 |
| PROJECT COMMOTION | |||||
| 2095 HARRISON ST | SAN FRANCISCO | CA | 94110 | SEE ABOVE | $2,000 |
| RAICES | |||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | SEE ABOVE | $2,500 |
| RESOURCE GENERATION | |||||
| 1216 BROADWAY | NEW YORK | NY | 10001 | SEE ABOVE | $3,500 |
| SOGOREA TE | |||||
| 2501 HARRISON ST | OAKLAND | CA | 94612 | SEE ABOVE | $1,500 |
| ST CHRYSOSTOMS DAY SCHOOL | |||||
| 1424 N DEARBORN | CHICAGO | IL | 60610 | SEE ABOVE | $5,000 |
| STRIDES FOR PEACE | |||||
| 200 W MADISON ST | CHICAGO | IL | 60606 | SEE ABOVE | $40,000 |
| SYNERGY SCHOOL | |||||
| 1387 VALENCIA ST | SAN FRANCISCO | CA | 94110 | SEE ABOVE | $5,000 |
| THE ELLA BAKER CENTER FOR HUMAN RIGHTS | |||||
| 1419 34TH AVE | OAKLAND | CA | 94601 | SEE ABOVE | $5,500 |
| THE FIELD MUSEUM | |||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | SEE ABOVE | $7,500 |
| THIRD WAVE FUND | |||||
| 228 PARK AVE | NEW YORK | NY | 10003 | SEE ABOVE | $1,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||
| 303 ST MARYS RD | CHAMPAIGN | IL | 61820 | SEE ABOVE | $5,000 |
| YOUTH ACTION INTERNATIONAL | |||||
| 40 ABBEY RD | NEWARK | DE | 19702 | SEE ABOVE | $2,500 |
| JUST CAUSE | |||||
| 1 WEST MAIN STREET | ROCHESTER | NY | 14614 | SEE ABOVE | $1,000 |
| NGO SOURCE | |||||
| 435 BRANNAN STREET SUITE 100 | SAN FRANCISCO | CA | 94107 | SEE ABOVE. | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,651 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,812 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND - PEOPLE'S GROCERY | BondNm |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO - SECURITIES | $74,224 | $88,424 |
| LPL FINANCIAL - SECURITIES | $112,905 | $110,716 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,923 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,923 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |