Civic Intelligence

Stuart and Jesse Abelson Foundation Trust

990T • Fiscal year 2021 • EIN 20-1704222

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 13, 2022

Organization Profile
353 N Clark StreetChicago, IL 60654-3456

(312) 923-2789

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $3,283,911Liabilities 2011: $02011Assets 2012: $3,057,306Liabilities 2012: $02012Assets 2013: $3,564,531Liabilities 2013: $8,738Net Assets 2013: $3,555,7932013Assets 2014: $3,501,417Liabilities 2014: $9,457Net Assets 2014: $3,491,9602014Assets 2015: $3,435,402Liabilities 2015: $11,252Net Assets 2015: $3,424,1502015Assets 2016: $3,586,668Liabilities 2016: $13,910Net Assets 2016: $3,572,7582016Assets 2017: $3,537,326Liabilities 2017: $16,873Net Assets 2017: $3,520,4532017Assets 2018: $3,651,253Liabilities 2018: $19,756Net Assets 2018: $3,631,4972018Assets 2019: $4,393,507Liabilities 2019: $20,899Net Assets 2019: $4,372,6082019Assets 2020: $4,469,894Liabilities 2020: $22,943Net Assets 2020: $4,446,9512020Assets 2021: $4,575,760Liabilities 2021: $25,394Net Assets 2021: $4,550,3662021Assets 2022: $4,622,002Liabilities 2022: $225,683Net Assets 2022: $4,396,3192022Assets 2023: $4,425,870Liabilities 2023: $29,297Net Assets 2023: $4,396,5732023Assets 2024: $5,313,882Liabilities 2024: $31,895Net Assets 2024: $5,281,9872024

Latest loaded filing

2024

Assets$5,313,882
Liabilities$31,895
Net Assets$5,281,987
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,112,388Expenses 2011: $200,744Net Income 2011: $911,6442011Revenue 2012: $38,734Expenses 2012: $265,339Net Income 2012: -$226,6052012Revenue 2013: $232,209Expenses 2013: $265,054Net Income 2013: -$32,8452013Revenue 2014: $271,880Expenses 2014: $339,003Net Income 2014: -$67,1232014Revenue 2015: $234,295Expenses 2015: $299,552Net Income 2015: -$65,2572015Revenue 2016: $361,794Expenses 2016: $333,194Net Income 2016: $28,6002016Revenue 2017: $287,703Expenses 2017: $336,731Net Income 2017: -$49,0282017Revenue 2018: $565,853Expenses 2018: $454,809Net Income 2018: $111,0442018Revenue 2019: $1,155,938Expenses 2019: $414,827Net Income 2019: $741,1112019Revenue 2020: $577,600Expenses 2020: $503,257Net Income 2020: $74,3432020Revenue 2021: $513,116Expenses 2021: $409,701Net Income 2021: $103,4152021Revenue 2022: $402,904Expenses 2022: $556,951Net Income 2022: -$154,0472022Revenue 2023: $577,863Expenses 2023: $577,609Net Income 2023: $2542023Revenue 2024: $1,561,644Expenses 2024: $676,230Net Income 2024: $885,4142024

Latest loaded filing

2024

Revenue$1,561,644
Expenses$676,230
Net Income$885,414
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 13, 2022
Return Version
2021v4.2
Filing and Contact Details

Filer

Filer Name
Stuart & Jesse Abelson Foundation
EIN
20-1704222
In Care Of
% H DEBRA LEVIN
Phone
3129232789
Address
353 N CLARK STREET, CHICAGO, IL 60654-3456

Signing Officer

Name
H Debra Levin
Title
Officer
Phone
7087996800
Signed
2022-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
1313 WEST 175TH STREET, HOMEWOOD, IL 60430
Preparer
Robert Jacobson
Phone
7087996800
Raw XML Appendix96 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt0456159
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt1261
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0197579
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt11699
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt294
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-216
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0653738
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt11699
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt294
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt345
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0WILLIAM BLAIR #8470
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1DEEMED GAIN - MAGELLAN MIDSTREAM PARTNERS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2DEEMED GAIN - ENTERPRISE PRODUCTS PARTNERS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3FIDELITY #6232
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt0456159
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt1261
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0199372
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt1-216
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0655531
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt145
IRS8949/LongTermCapitalGainAndLossGrp/TransRptOn1099BNotShowBasisInd0X
IRS8949/LongTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0H DEBRA LEVIN
IRS990T/BooksInCareOfDetail/PhoneNum03129232789
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0353 N CLARK STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0606543456
IRS990T/BookValueAssetsEOYAmt04575760
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ESPenaltyAmt056
IRS990T/ExtsnRequestIncomeTaxPaidAmt03600
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0940
IRS990T/OverpaymentSection/OverpaymentAmt0940
IRS990T/PriorYearOverpaymentCreditAmt0774
IRS990TScheduleA/PrincipalBusinessActivityCd0900000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt017087
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt017087
IRS990TScheduleA/TotUnrltTrdBusIncmAmt017087
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN A FLOW THROUGH ENTITY GENERATING UBTI
IRS990TScheduleA/UBIBeforeNOLDedAmt017087
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt017087
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt03378
IRS990T/TaxLessCreditsAmt03378
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04374
IRS990T/TotalTaxAmt03378
IRS990T/TotalTaxComputationAmt03378
IRS990T/TotalUBTIAmt016087
IRS990T/TotalUBTIBeforeNOLSpecificAmt017087
IRS990T/TotalUBTIBeforeSection199AAmt017087
IRS990T/TotalUBTIComputedAmt017087
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H DEBRA LEVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07087996800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STUART & JESSE ABELSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STUA
ReturnHeader/Filer/EIN0201704222
ReturnHeader/Filer/InCareOfNm0% H DEBRA LEVIN
ReturnHeader/Filer/PhoneNum03129232789
ReturnHeader/Filer/USAddress/AddressLine1Txt0353 N CLARK STREET
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606543456
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363382360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01313 WEST 175TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOMEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060430
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT JACOBSON
ReturnHeader/ReturnTs02022-07-11T15:52:12-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0H DEBRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.31$0.03$5.28$1.56$0.68$0.89
2023Detailed filing. Detailed filing data is available for this year.$4.43$0.03$4.40$0.58$0.58$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.62$0.23$4.40$0.40$0.56$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.58$0.03$4.55$0.51$0.41$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$4.47$0.02$4.45$0.58$0.50$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.02$4.37$1.16$0.41$0.74
2018Detailed filing. Detailed filing data is available for this year.$3.65$0.02$3.63$0.57$0.45$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.54$0.02$3.52$0.29$0.34$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.59$0.01$3.57$0.36$0.33$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.44$0.01$3.42$0.23$0.30$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.50$0.01$3.49$0.27$0.34$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.56$0.01$3.56$0.23$0.27$0.03
2012Summary only. Only limited summary data is available for this year.$3.06$0.00$0.04$0.27$0.23
2011Summary only. Only limited summary data is available for this year.$3.28$0.00$1.11$0.20$0.91