EHRLICHMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EHRLICHMAN FAMILY FOUNDATION (EIN 20-1517940)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202631209349102123
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T15:24:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 AMERICAN LANE SUITE 1400 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | 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 | 201517940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EHRLICHMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EHRL | BusinessNameControlTxt |
| Phone | 8476062229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 OAKVALE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600354116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M EHRLICHMAN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8476062229 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE UHRIG | PreparerPersonNm |
| PTIN | P01964725 | PTIN |
| Phone | 8475177070 | PhoneNum |
| Preparation | 2026-04-29 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $575,426 | 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 | $20,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,827 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $47,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,707 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,468 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,467 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $857 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,924 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,482 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,722 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,299 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,147 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $135,192 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $410,143 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $437,996 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $435,124 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,794 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,811 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,811 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $492,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $507,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $575,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $492,682 | RetainedEarningBOYAmt |
| Retained Earning EOY | $507,225 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $492,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $507,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $492,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $507,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $492,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $507,225 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $507,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $14,746 | $17,681 | -$2,935 | -$2,935 | |
| PUBLICLY TRADED SECURITIES - LT | $27,350 | $17,890 | $9,460 | $9,460 | |
| CAPITAL GAINS DIVIDENDS | $20,302 | $20,302 | $20,302 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,827 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $599 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $599 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $599 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | 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 | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $39 | TaxDueAmt |
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 | Yes (1) | 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 | STEPHEN M EHRLICHMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476062229 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 OAKVALE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600354116 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M EHRLICHMAN | ||||||||
| 74 OAKVALE | HIGHLAND PARK | IL | 60035 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH F EHRLICHMAN | ||||||||
| 74 OAKVALE | HIGHLAND PARK | IL | 60035 | CO-TRUSTEE | 1.00 | $0 | $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 | $553,819 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $566,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $566,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $558,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $599 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $599 | TotalTaxAmt |
| Distributable Before Adj | $27,321 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,321 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,321 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,722 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,722 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,321 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,062 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $2,062 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,722 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,321 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $401 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,463 | 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 | $2,062 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $401 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN M EHRLICHMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 OAKVALE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8476062229 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO STANDARD APPLICATION. A LETTER REQUESTING A DONATION IS SUFFICIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE - THE APPLICATIONS ARE ACCEPTED ANYTIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL DONEE ORGANIZATIONS MUST BE QUALIFYING ORGANIZATIONS AS DEFINED UNDER IRC SECTION 170 (C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| 601 E ST NW | WASHINGTON | DC | 200490001 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $90 |
| AMERICAN INSTITUTE FOR CANCER RESEARCH | |||||||
| 1560 WILSON BLVD STE 1000 | ARLINGTON | VA | 222092442 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $250 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 922115211 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 922703202 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 |
| FOUNDATION FOR HEARING & SPEECH REHABILITATION | |||||||
| PO BOX 180018 | CHICAGO | IL | 606180025 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON RD STE H | WARRINGTON | PA | 189761875 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $250 |
| JEWISH FEDERATION OF PALM SPRINGS AND DESERT AREA | |||||||
| 69710 HIGHWAY 111 | RANCHO MIRAGE | CA | 922702856 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $4,800 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| 30 S WELLS ST | CHICAGO | IL | 606065054 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $11,250 |
| LESTER AND ROSALIE ANIXTER CENTER | |||||||
| 6610 N CLARK ST | CHICAGO | IL | 606264062 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $200 |
| MAYO CLINIC | |||||||
| PO BOX 4007 | ROCHESTER | MN | 559034007 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 |
| MCCALLUM THEATRE FOUNDATION INC | |||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 922602800 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| NORTH SHORE SENIOR CENTER | |||||||
| 161 NORTHFIELD RD | NORTHFIELD | IL | 600933309 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $200 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 381053678 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $300 |
| THE JEWISH FOUNDATION FOR THE RIGHTEOUS INC | |||||||
| 80 MAIN ST STE 380 | WEST ORANGE | NJ | 070525438 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $200 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248106 | CORAL GABLES | FL | 331248106 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $500 |
| YOUNG LUNG CANCER INITIATIVE INC | |||||||
| 7014 CHERRY GROVE LN | PEWEE VALLEY | KY | 400569038 | NONE | PC | EXEMPT PURPOSE OF ORGANIZATION | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,240 | 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 | $20,842 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,707 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $4,935 | Amt |
| Net Investment Income | $2,468 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,467 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $3,822 | $10,280 |
| AMERICAN ELEC PWR CO INC COM | $3,572 | $6,688 |
| APPLE INC | $653 | $7,612 |
| CISCO SYS INC COM | $2,404 | $4,545 |
| EOG RESOURCES INC | $1,303 | $2,310 |
| GOLDMAN SACHS GROUP INC COM | $2,265 | $9,669 |
| JACOBS SOLUTIONS INC COM | $1,967 | $6,093 |
| ELI LILLY & CO COM | $4,606 | $7,523 |
| LEIDOS HLDGS INC | $2,237 | $10,102 |
| MICROSOFT CORP | $1,015 | $7,738 |
| MONDOLEZ INTL INC COM NPV | $4,699 | $4,899 |
| MOTOROLA SOLUTIONS INC | $547 | $3,450 |
| MCKESSON CORP | $4,141 | $5,742 |
| ORACLE CORP | $2,168 | $7,017 |
| PG&E CORP COM NPV | $4,393 | $6,026 |
| PROGRESSIVE CORP COM | $1,961 | $3,871 |
| QUALCOMM INC | $5,394 | $6,842 |
| THERMO FISHER SCIENTIFIC INC | $5,364 | $6,953 |
| TJX COMPANIES INC | $2,906 | $6,912 |
| UGI CORP | $4,620 | $6,064 |
| SEMPRA COM | $4,082 | $4,856 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEUBERGER BERMAN FLOAT RATE INC INSTL | AT COST | $137,381 | $129,508 |
| NEUBERGER BERMAN HIGH INC BOND INSTL | AT COST | $34,686 | $33,570 |
| NEUBERGER BERMAN STRATEGIC INC INSTL | AT COST | $128,447 | $124,998 |
| NEUBERGER GENESIS INSTL CLASS | AT COST | $137,482 | $147,048 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDEND | Desc |
| BOY Book Value | $1,794 | BOYBookValueAmt |
| EOY Book Value | $1,811 | EOYBookValueAmt |
| EOYFMV | $1,811 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $2,117 | $2,117 | $0 |
| FILING FEES | $15 | $0 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $857 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |