MACDOUGAL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MACDOUGAL FAMILY FOUNDATION (EIN 36-4145290)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349103740
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:50:34-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461787913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH MAJIC CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 566 W LAKE ST SUITE 101LL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606611410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364145290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MACDOUGAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACD | BusinessNameControlTxt |
| Phone | 3128220365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N LAKE SHORE DRIVE RM/STE 3611 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MACDOUGAL | PersonNm |
| Person Title | VP-TREASURER | PersonTitleTxt |
| Phone | 3125138020 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MACDOUGAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH MAJIC | PreparerPersonNm |
| PTIN | P00089615 | PTIN |
| Phone | 3122349500 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,224,809 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $431,095 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $890 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $890 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,318 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $469,303 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,208 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $390 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $390 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $737 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $737 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $737 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $132,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $336,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $263,842 | CashBOYAmt |
| Cash EOY | $132,316 | CashEOYAmt |
| Cash EOYFMV | $132,317 | CashEOYFMVAmt |
| Corporate Stock BOY | $772,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,241,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,092,492 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,036,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,373,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,224,809 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,036,481 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,373,369 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,036,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,373,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,036,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,373,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,036,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $336,888 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,373,369 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,373,369 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $506 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $506 | SubtotalAmt |
| Tax Based On Investment Income | $506 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $529 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY E MACDOUGAL | IndividualWithBooksNm |
| Phone | 3128220365 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N LAKE SHORE DRIVE APT 3611 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| GARY E MACDOUGAL | ||||||||
| 505 N LAKE SHORE DRIVE APT 3611 | CHICAGO | IL | 60611 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| GARY MACDOUGAL JR | ||||||||
| 268 LAUREL AVENUE | HIGHLAND PARK | IL | 60035 | VP-SECRETARY | 000.00 | $0 | $0 | $0 |
| MICHAEL MACDOUGAL | ||||||||
| 951 OAK KNOLL DRIVE | LAKE FOREST | IL | 60045 | VP-TREASURER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $506 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,587 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,587 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $5,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,268 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $150,388 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,366 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $345,390 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,587 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $130,587 | RemainingDistriFromCorpusAmt |
| Total Corpus | $475,977 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $475,977 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,368 | ExcessFromYear4Amt |
| Excess From Year3 | $125,268 | ExcessFromYear3Amt |
| Excess From Year2 | $150,388 | ExcessFromYear2Amt |
| Excess From Year1 | $64,366 | ExcessFromYear1Amt |
| Excess From Current Year | $130,587 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A SONG FOR YOU | ||||||||||||
| 346 E 59TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $25,000 | |||||
| AMERICAN CULTURE FOUNDATION | ||||||||||||
| 300 S RIVERSIDE PLZ 1635 | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $10,000 | |||||
| AMERICAN ENTERPRISE INSTITUTE | ||||||||||||
| 1150 SEVENTEENTH STREET | WASHINGTON | DC | 20036 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,500 | |||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| 79TH CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $900 | |||||
| ANIMAL EDUCATION AND RESCUE | ||||||||||||
| PO BOX 7343 | LIBERTYVILLE | IL | 60048 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| BETTER GOVERNMENT ASSOCIATION | ||||||||||||
| 223 W JACKSON | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| CATO INSTITUTE | ||||||||||||
| 1000 MASSACHUSETTS AVE N | WASHINGTON | DC | 20001 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,250 | |||||
| CHICAGO HUMANITIES FESTIVAL | ||||||||||||
| 500 N DEARBORN 825 | CHICAGO | IL | 60654 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 | |||||
| CHICAGO SYMPHONY ORCHESTRA | ||||||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| CHRIST THE KING JESUIT COLLEGE PREP | ||||||||||||
| 5088 W JACKSON BLVD | CHICAGO | IL | 60644 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| CLAIRMONT INST | ||||||||||||
| 1317 W FOOTHILL BLVD | UPLAND | CA | 91786 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| FIRE | ||||||||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| FIRST PRESBYTERIAN CHURCH OF LAKE F | ||||||||||||
| 700 N SHERIDAN ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| FORWARD MOMENTUM CHICAGO | ||||||||||||
| 1520 S STATE G-01 | CHICAGO | IL | 60605 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 | |||||
| FRICK MUSEUM | ||||||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 | |||||
| FRIENDS OF LAKE FOREST PARKS & REC | ||||||||||||
| 400 HASTINGS ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| FRIENDS OF ST BARTH CHURCH | ||||||||||||
| PO BOX 6199 | FAIR HAVEN | NJ | 07704 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 | |||||
| GERALD ARPINO FOUNDATION | ||||||||||||
| 2066 SE BEECH CT | PORT ORCHARD | WA | 98366 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| GRANT PARK ORCHESTRA ASSOCIATION | ||||||||||||
| 205 E RANDOLPH ST | CHICAGO | IL | 60601 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $150 | |||||
| GUIDING LIGHT MISSION | ||||||||||||
| 255 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| HARVARD BUSINESS SCHOOL | ||||||||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| HUDSON INSTITUTE | ||||||||||||
| 1015 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| IL POLICY INSTITUTE | ||||||||||||
| 190 S LASALLE ST | CHICAGO | IL | 60603 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $10,000 | |||||
| INDEPENDENT WOMEN'S FORUM | ||||||||||||
| 4 WEEMS LANE 312 | WINCHESTER | VA | 22601 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| IRISH REPERTORY THEATRE | ||||||||||||
| 132 W 22ND ST 2 | NEW YORK | NY | 10011 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| KAPPA SIGNA FUND | ||||||||||||
| 1610 SCOTTSVILLE ROAD | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,500 | |||||
| LAKE FOREST LAKE BLUFF HISTORY CENT | ||||||||||||
| 509 E DEERPATH RD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,500 | |||||
| LAKE FOREST OPEN LAND | ||||||||||||
| 350 N WAUKEGAN ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| LINCOLN PARK ZOO | ||||||||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| LYRIC OPERA CHICAGO | ||||||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| MACDOUGALL OF DUNOLLIE | ||||||||||||
| NONE | CHARITY | GENERAL OPERATION SUPPORT | $5,000 | DUNOLLIE MUSEUM | OBAN | OBAN | UK | FOREIGN | ||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| MRCATUS CENTER | ||||||||||||
| 3434 WASHINGTON BLVD | ARLINGTON | VA | 22201 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 | |||||
| MUSEUM OF SCIENCE & INDUSTRY | ||||||||||||
| 5700 S LAKE SHORE DRIVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| NEIGHBORHOOD ENTREPRENEURSHIP LAB | ||||||||||||
| 135 N KEDZIE AVE | CHICAGO | IL | 60612 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| NEW ALTERNATIVES FOR CHILDREN | ||||||||||||
| 37 W 26TH ST 6 | NEW YORK | NY | 10010 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| NEW YORK CITY BALLET | ||||||||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| NEXT GENERATION BULGARIA FUND | ||||||||||||
| 64 SUMMIT AVE | BRONXVILLE | NY | 10708 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| PROJECT HOOD HELPING OTHERS | ||||||||||||
| 6620 S MARTIN LUTHER KING | CHICAGO | IL | 60637 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $3,000 | |||||
| RISE TOGETHER CHICAGO | ||||||||||||
| 1925 N CLYBOURN SUITE 40 | CHICAGO | IL | 60614 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| RUTH PAGE CENTER FOR THE ARTS | ||||||||||||
| 1016 N DEARBORN STREET | CHICAGO | IL | 60610 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,800 | |||||
| SALVATION ARMY | ||||||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 | |||||
| SCHOOL OF AMERICAN BALLET | ||||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| SHEDD AQUARIAN | ||||||||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 | |||||
| SOAR | ||||||||||||
| 244 EAST PEARSON ST 102 | CHICAGO | IL | 60611 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $750 | |||||
| STATE POLICY NETWORK | ||||||||||||
| 1655 N FT MYER DR | ARLINGTON | VA | 22209 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| STRIVE ORGANIZATION | ||||||||||||
| 240 EAST 123RD ST | NEW YORK | NY | 10035 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| THE NEW CRITERION | ||||||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 | |||||
| UCLA FOUNDATION | ||||||||||||
| 10920 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 | |||||
| USC SCHOOL OF DRAMATIC ARTS | ||||||||||||
| 1029 CHILDS WAY | LOS ANGELES | CA | 90089 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 | |||||
| WIREPOINTS | ||||||||||||
| 820 LAKE AVE | WILMETTE | IL | 60091 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $890 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,318 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,208 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GARY E | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N LAKE SHORE DRIVE | AddressLine1Txt |
| Address Line2 | APT 3611 | AddressLine2Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $431,095 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1850 SHARES VANGUARD 500 INDEX A | NoncashPropertyDesc |
| Fair Market Value | $761,941 | FairMarketValueAmt |
| Received | 2023-09-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB S&P 500 | $256,040 | $704,419 |
| SPDR TRUST | $547,801 | $1,567,651 |
| VANGAURD 500 INDEX FUND | $437,212 | $820,422 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| IL FILING FEE | $31 | $31 |
| SUPPLIES | $7 | $7 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $390 | Amt |
| Net Investment Income | $390 | NetInvestmentIncomeAmt |