Civic Intelligence

Samuel Weinstein Family Foundation

990PF • Fiscal year 2021 • EIN 36-6085331

Jun 01, 2020 to May 31, 2021 • Filed on Nov 22, 2021

5650 N Kilbourn AveChicago, IL 60646

(847) 502-5588

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

6th percentile

-77%

Higher net margin than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-4.0%

Faster asset growth than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-39%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$2,024,698

Down $85,103 (-4.0%) from 2020

Net Assets

Down

$2,024,698

Down $85,103 (-4.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$114,483

Down $72,025 (-39%) from 2020

Expenses

Up

$202,486

Up $152 (+0.1%) from 2020

Net Income

Down

-$88,003

Down $72,177 (-456%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,179,447Liabilities 2018: $0Net Assets 2018: $2,179,4472018Assets 2019: $2,122,477Liabilities 2019: $0Net Assets 2019: $2,122,4772019Assets 2020: $2,109,801Liabilities 2020: $0Net Assets 2020: $2,109,8012020Assets 2021: $2,024,698Liabilities 2021: $0Net Assets 2021: $2,024,6982021Assets 2022: $2,104,709Liabilities 2022: $0Net Assets 2022: $2,104,7092022Assets 2023: $2,014,654Liabilities 2023: $0Net Assets 2023: $2,014,6542023Assets 2024: $1,722,726Liabilities 2024: $0Net Assets 2024: $1,722,7262024Assets 2025: $1,711,776Liabilities 2025: $0Net Assets 2025: $1,711,7762025

Highlighted filing

2021

Assets$2,024,698
Liabilities$0
Net Assets$2,024,698

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2018: $127,451Expenses 2018: $203,728Net Income 2018: -$76,2772018Revenue 2019: $138,319Expenses 2019: $196,639Net Income 2019: -$58,3202019Revenue 2020: $186,508Expenses 2020: $202,334Net Income 2020: -$15,8262020Revenue 2021: $114,483Expenses 2021: $202,486Net Income 2021: -$88,0032021Revenue 2022: $277,863Expenses 2022: $201,802Net Income 2022: $76,0612022Revenue 2023: $136,254Expenses 2023: $227,909Net Income 2023: -$91,6552023Revenue 2024: -$63,483Expenses 2024: $240,495Net Income 2024: -$303,9782024Revenue 2025: $265,729Expenses 2025: $286,179Net Income 2025: -$20,4502025

Highlighted filing

2021

Revenue$114,483
Expenses$202,486
Net Income-$88,003
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Nov 22, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sanford WeinsteinPresident-$0--
Lawrence WeinsteinVice Pres.-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CharityPCChicago, IL, US$197,212
Filing and Contact Details

Filer

Filer Name
Samuel Weinstein Family Foundation
EIN
36-6085331
Phone
8475025588
Address
5650 N Kilbourn Ave, Chicago, IL 60646

Signing Officer

Name
Sanford Weinstein
Title
President
Signed
2021-11-22
Discuss with paid preparer
Yes

Preparer

Firm
Frank J Baker & Company Ltd
Address
950 Lee Street Suite 101, Des Plaines, IL 60016
Preparer
Kurt P Hoffman
Phone
8472970300
Raw XML Appendix395 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03645
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0365
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt087102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1144587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt276730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt310052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt674993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt760105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt910056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1010032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1110072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1269214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1428484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt169978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt175050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt049390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt259240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3101183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt438585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt596692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6147035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7232282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt821477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt919954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1019553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1136160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1225591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1337710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1427864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1617245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1713156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt184377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02,200 shs Halliburton Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110 shs Weatherford Intl PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24,000 shs Covanta Hldg Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3812 shs Apple
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm416 shs Alphabet Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm530 shs Amazon.com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6508 shs Berkshire Hathaway
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7553 shs SPDR S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8406 shs Cisco Systems Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9348 shs Comcast Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10145 shs Procter & Gamble Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11110 shs Facebook
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12961 shs Newfield Expl Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1316 sh Alphabet Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145,400 sh Nokia
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15206 sh CBS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16105 sh JP Morgan
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1715 sh Blackrock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm187 Sh Tesla
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt225896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt340185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt430394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt519446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt675000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt788299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt896500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1040145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11666351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0131 shs Adobe Systems Inc
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1689 shs Invesco Developing Markets
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2623.172 shs Capital World Growth & Inc
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31,231 shs Davis New York Venture
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41,542 shs John Hancock Disciplined
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5820 shs Franklin Mutual
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62,945.797 shs Dodge & Cox Intl Stock
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72411.887 shs Gabelli Asset
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84,528.911 shs Akre Focus Retail
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt915,806.112 shs Rydex Nasdaq 100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101500 shs Trianglecap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1124,434.703shs Total Stock Market Idx Adm
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123658 sh Vanguard VHGEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt066100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt130740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt240593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt346810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt524406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6146730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7151515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8263039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91047471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1015705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112455688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12153568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt047613
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt066842
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt028
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt047641
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt066842
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0114483
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0365
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03280
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03645
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt056705
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt066842
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0197212
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0197212
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt047613
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt047613
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt047613
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-88003
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt083883
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt066842
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0110912
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt09064
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0291
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0324
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01305
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt056705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0197610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0202486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0114483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0114483
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0398
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03571
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02005-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12005-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22005-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32005-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42005-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt451936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt59064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt451936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt59064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt451936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt59064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc089 sh Disney
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Davis NY Venture
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Capital Gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gain Short Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt066842
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt09064
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-88003
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02900
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02024698
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02109801
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02024698
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0246253
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0246253
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0246253
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0247795
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01542
IRS990PF/DistributableAmountGrp/TotalTaxAmt01542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03680
IRS990PF/FMVAssetsEOYAmt05506499
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0762661
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0762661
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0143112
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt062060
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt062060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0646904
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0641641
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0956349
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03680
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03680
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01319785
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01317317
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04484410
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01342140
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01257037
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02109801
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02024698
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05506499
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02109801
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02024698
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02109801
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02024698
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05031360
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0163910
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04867450
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt075470
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0247795
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04955890
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05031360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sanford Weinstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lawrence Weinstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Pres.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05650 N Kilbourn Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1558 Hunter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmette
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160091
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0197610
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0197610
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0197610
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05650 N Kilbourn Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Chicago
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060646
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Sanford Weinstein
IRS990PF/StatementsRegardingActyGrp/PhoneNum08475025588
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0197212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Various Charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060646
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0197212
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0174723
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022887
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0246253
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0197610
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt071530
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022887
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PPD Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03680
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03680
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Licenses & Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1267
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1297
TaxesSchedule/TaxesDetail/Amt01305
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sanford Weinstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Samuel Weinstein Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0366085331
ReturnHeader/Filer/PhoneNum08475025588
ReturnHeader/Filer/USAddress/AddressLine1Txt05650 N Kilbourn Ave
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060646
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363086616
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Frank J Baker & Company Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 Lee Street Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Des Plaines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060016
ReturnHeader/PreparerPersonGrp/PhoneNum08472970300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt P Hoffman
ReturnHeader/ReturnTs02021-11-22T11:32:56-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sanford
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Weinstein
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings