ERNSTEEN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ERNSTEEN FAMILY FOUNDATION (EIN 36-4202123)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349101318
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T11:39:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362929601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FGMK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DRIVE 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 364202123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNSTEEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERNS | BusinessNameControlTxt |
| Phone | 8473378485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 WILLOW PARKWAY | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60089 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT ERNSTEEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8473378485 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEWIS STEINBERG | PreparerPersonNm |
| PTIN | P01236425 | PTIN |
| Phone | 8473740400 | PhoneNum |
| Preparation | 2026-05-06 | 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 | $427,686 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,949 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,587 | 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 | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,942 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,942 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,287 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,039 | CashBOYAmt |
| Cash EOY | $9,224 | CashEOYAmt |
| Cash EOYFMV | $9,224 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,836 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,836 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,611 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $76,453 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,865 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $352,015 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $76,130 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $179,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $427,686 | 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 | $179,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $102,334 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $179,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $179,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $179,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,229 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $178,464 | SubtotalAmt |
| Other Decreases | $76,130 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 40 SHS SPDR S&P 500 ETF | P | 2025-11-10 | $26,905 | $3,746 | $23,159 | $23,159 |
| 40 SHS SPDR S&P MID CAP 400 ETF | P | 2025-11-10 | $23,632 | $4,842 | $18,790 | $18,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $629 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $629 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $641 | 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 |
| Individual With Books | SCOTT ERNSTEEN | IndividualWithBooksNm |
| Phone | 8473378485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 WILLOW PARKWAY | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60089 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYN ERNSTEEN | ||||||||
| 7063 BRUNSWICK CIRCLE | BOYNTON BEACH | FL | 33437 | PRESIDENT/SECRETARY | 10.00 | $0 | $0 | $0 |
| SCOTT ERNSTEEN | ||||||||
| 327 WILLOW PARKWAY | BUFFALO GROVE | IL | 60089 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY ERNSTEEN | ||||||||
| 2904 WHISPERING OAKS COURT | BUFFALO GROVE | IL | 60089 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN ERNSTEEN | ||||||||
| 5147 BRIDLEWOOD LANE | LONG GROVE | IL | 60047 | DIRECTOR | 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 | $421,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $435,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $435,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $428,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $629 | TotalTaxAmt |
| Distributable Before Adj | $20,811 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,811 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,811 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,268 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,268 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,811 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,064 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,847 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,901 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,667 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,698 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $119,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,268 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,811 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,457 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,634 | 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 | $23,064 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,570 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,847 | ExcessFromYear4Amt |
| Excess From Year3 | $24,901 | ExcessFromYear3Amt |
| Excess From Year2 | $26,667 | ExcessFromYear2Amt |
| Excess From Year1 | $25,698 | ExcessFromYear1Amt |
| Excess From Current Year | $25,457 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARILYN ERNSTEEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $2,500 | |
| AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | KENNESAW | GA | 30144 | PC | UNRESTRICTED | $500 | 200 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 222024803 | PC | UNRESTRICTED | $1,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER STREET 11 FLOOR | NEW YORK | NY | 10038 | PC | UNRESTRICTED | $250 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10001 | PC | UNRESTRICTED | $250 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | UNRESTRICTED | $1,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | PC | UNRESTRICTED | $200 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA) | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | UNRESTRICTED | $825 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | PC | UNRESTRICTED | $1,050 | |
| AUTISM SPEAKS | |||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | PC | UNRESTRICTED | $450 | |
| CAMP RAMAH | |||||||
| 67 E MADISON STREET SUITE 1905 | CHICAGO | IL | 60603 | PC | UNRESTRICTED | $1,500 | |
| CANCER WELLNESS CENTER | |||||||
| 215 REVERE DRIVE | NORTHBROOK | IL | 60062 | PC | UNRESTRICTED | $250 | |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 303032440 | PC | UNRESTRICTED | $250 | |
| CENTER FOR ENRICHED LIVING | |||||||
| 280 SAUNDERS ROAD | RIVERWOODS | IL | 600153835 | PC | UNRESTRICTED | $250 | |
| CHRISTOPHER & DANA REEVE FOUNDATION | |||||||
| 636 MORRIS TURNPIKE SUITE 3A | SHORT HILLS | NJ | 07078 | PC | UNRESTRICTED | $350 | |
| CONGREGATION BETH JUDEA | |||||||
| 5304 RFD | LONG GROVE | IL | 60047 | PC | UNRESTRICTED | $1,942 | |
| CONGREGATION B'NAI JEHOSHUA BETH ELOHIM | |||||||
| 1201 LAKE COOK ROAD | DEERFIELD | IL | 60015 | PC | UNRESTRICTED | $1,000 | |
| CROHN'S & COLITIS FOUNDATION INC | |||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | PC | UNRESTRICTED | $250 | |
| CURRY COLLEGE | |||||||
| 1071 BLUE HILL AVENUE | MILTON | MA | 021862395 | PC | UNRESTRICTED | $1,000 | |
| DEAFLEAD | |||||||
| 2505 W ASH STREET | COLUMBIA | MO | 65203 | PC | UNRESTRICTED | $250 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | UNRESTRICTED | $400 | |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | UNRESTRICTED | $250 | |
| ELEVATED ACCESS | |||||||
| PO BOX 6806 | CHAMPAIGN | IL | 61826 | PC | UNRESTRICTED | $250 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PC | UNRESTRICTED | $250 | |
| FEED THE CHILDREN | |||||||
| 333 N MERIDIAN AVE | OKLAHOMA CITY | OK | 731076507 | PC | UNRESTRICTED | $500 | |
| FEEDING AMERICA | |||||||
| 161 N CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $750 | |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 606323920 | PC | UNRESTRICTED | $1,500 | |
| HABITAT FOR HUMANITY LAKE COUNTY IL | |||||||
| 315 N MARTIN LUTHER KING JR AVENUE | WAUKEGAN | IL | 60085 | PC | UNRESTRICTED | $1,050 | |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | PC | UNRESTRICTED | $500 | |
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | PC | UNRESTRICTED | $1,000 | |
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | PC | UNRESTRICTED | $750 | |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND | |||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 100053919 | PC | UNRESTRICTED | $250 | |
| LES TURNER ALS FOUNDATION | |||||||
| 5550 W TOUHY AVENUE SUITE 302 | SKOKIE | IL | 600773254 | PC | UNRESTRICTED | $750 | |
| LEUKEMIA RESEARCH FOUNDATION | |||||||
| 191 WAUKEGAN ROAD SUITE 105 | NORTHFIELD | IL | 60093 | PC | UNRESTRICTED | $250 | |
| MACULAR DEGENERATION RESEARCH (BRIGHTFOCUS FOUNDATION) | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PC | UNRESTRICTED | $900 | |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | PC | UNRESTRICTED | $350 | |
| MDS (MYELODYSPLASTIC SYNDROMES FOUNDATION INC) | |||||||
| 4573 SOUTH BROAD STREET SUITE 150 | YARDVILLE | NJ | 08620 | PC | UNRESTRICTED | $1,250 | |
| MIDWEST AUSTRAILIAN SHEPERD RESCUE | |||||||
| 4814 PATTY LANE | RINGWOOD | IL | 60072 | PC | UNRESTRICTED | $500 | |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | PC | UNRESTRICTED | $500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 525 W MONROE STREET SUITE 1510 | CHICAGO | IL | 60661 | PC | UNRESTRICTED | $250 | |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DRIVE PMB 16009 | BEAVERTON | OR | 97008 | PC | UNRESTRICTED | $250 | |
| NCADV - NATIONAL COALITION AGAINST DOMESTIC VIOLENCE | |||||||
| 600 GRANT SUITE 750 | DENVER | CO | 802032141 | PC | UNRESTRICTED | $250 | |
| NORTH LAWNDALE COLLEGE PREP | |||||||
| 1615 S CHRISTIANA AVENUE | CHICAGO | IL | 60623 | PC | UNRESTRICTED | $750 | |
| OLIN SANG RUBY UNION INSTITUTE | |||||||
| 600 LAC LA BELLE DRIVE | OCONOMOWOC | WI | 53066 | PC | UNRESTRICTED | $500 | |
| ORPHANS OF THE STORM | |||||||
| 22000 RIVERWOODS ROAD PO BOX 31 | RIVERWOODS | IL | 60015 | PC | UNRESTRICTED | $325 | |
| PATHWAYS FOR ACHIEVEMENT | |||||||
| PO BOX 4827 | WHEATON | IL | 60189 | PC | UNRESTRCITED | $750 | |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | PC | UNRESTRICTED | $1,075 | |
| RAINN (NATIONAL SEXUAL ASSAULT HOTLINE) | |||||||
| 1220 L STREET NW SUITE 505 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED | $250 | |
| REFUGEE ONE | |||||||
| 6008 N CALIFORNIA AVENUE | CHICAGO | IL | 60659 | PC | UNRESTRICTED | $250 | |
| SAINT JOSEPH INDIAN SCHOOL | |||||||
| 1301 NORTH MAIN STREET | CHAMBERLAIN | SD | 57325 | PC | UNRESTRICTED | $50 | |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | UNRESTRICTED | $250 | |
| SHALVA INC | |||||||
| PO BOX 46375 | CHICAGO | IL | 606460375 | PC | UNRESTRICTED | $450 | |
| SMILE TRAIN INC | |||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | PC | UNRESTRICTED | $500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| ALSAC 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED | $1,000 | |
| THE ANTI-CRUELTY SOCIETY OF CHICAGO | |||||||
| 157 W GRAND AVENUE | CHICAGO | IL | 60654 | PC | UNRESTRICTED | $250 | |
| THE ARK | |||||||
| SEYMOUR H PERSKY BUILDING 6450 N | CHICAGO | IL | 60645 | PC | UNRESTRICTED | $500 | CALIFORNIA AVE |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | UNRESTRICTED | $1,250 | |
| THE MAST CELL DISEASE SOCIETY INC (THE MASTOCYTOSIS SOCIETY) | |||||||
| PO BOX 416 | STERLING | MA | 01564 | PC | UNRESTRICTED | $500 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 101634777 | PC | UNRESTRICTED | $250 | |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | PC | UNRESTRICTED | $250 | |
| THE TWIN TO TWIN TRANSFUSION FOUNDATION | |||||||
| 411 LONGBEACH PARKWAY | BAY VILLAGE | OH | 44140 | PC | UNRESTRICTED | $250 | |
| TOTAL LINK 2 COMMUNITY | |||||||
| 1200 SHERMER ROAD SUITE 109 | NORTHBROOK | IL | 60062 | PC | UNRESTRICTED | $1,000 | |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | UNRESTRICTED | $500 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE SUITE 6 | CAMBRIDGE | MA | 021383780 | PC | UNRESTRICTED | $250 | |
| WAYFORWARD RESOURCES | |||||||
| 3502 PARMENTER STREET | MIDDLETON | WI | 53562 | PC | UNRESTRICTED | $500 | |
| WILDLIFE CONSERVATION NETWORK INC - SAVE ELEPHANTS | |||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | PC | UNRESTRICTED | $575 | |
| WORLD FOOD PROGRAM USA | |||||||
| 1725 EYE STREET NW SUITE 510 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED | $500 | |
| WORLD HEALTH ORGANIZATION | |||||||
| 525 23RD STREET NW | WASHINGTON | DC | 20037 | PC | UNRESTRICTED | $250 | |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | PC | UNRESTRICTED | $500 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PC | UNRESTRICTED | $2,200 | |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | UNRESTRICTED | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,942 | 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 | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,949 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,587 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,600 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JPMORGAN CHASE & COMPANY | StockNm |
| EOY Book Value | $18,409 | EOYBookValueAmt |
| EOYFMV | $59,611 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR S&P 500 ETF TR | AT COST | $26,627 | $150,022 |
| SPDR S&P MID CAP 400 ETF | AT COST | $18,542 | $119,449 |
| VANGUARD SMALL CAP ETF | AT COST | $22,696 | $82,544 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED VALUE IN EXCESS OF COST | Desc |
| BOY Book Value | $76,130 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NBV DIFFERENCE OF DONATED SECURITIES | Desc |
| Amt | $76,130 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE ANNUAL FILING FEES | Desc |
| Revenue And Expenses Per Books | $26 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAYMENT | CategoryTxt |
| Amt | $248 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |