MARY BARNES DONNELLEY FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARY BARNES DONNELLEY FAMILY FOUNDATION (EIN 36-3487746)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202213149349102151
- Schema version
- 2021v4.0
- 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
- General Explanation Attachment
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T10:55:17-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362541394 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simpson Estates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 North Lasalle Ste 1232 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363487746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BARNES DONNELLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 3127263110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 N LA SALLE ST 1232 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN B MELLIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN B | PersonFirstNm |
| Person Last | MELLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David A Lihosit | PreparerPersonNm |
| PTIN | P01257947 | PTIN |
| Phone | 3127263110 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,715,819 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $104,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $432,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $529,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $432,818 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$530 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$601 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $536,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $536,806 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $50 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $50 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,475 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,475 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,644 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,644 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $617 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,748 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,360 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $331,482 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $511,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,387 | CashBOYAmt |
| Cash EOY | $30,564 | CashEOYAmt |
| Cash EOYFMV | $30,564 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $372,840 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $372,840 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,370 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,983 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,370 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,370 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $72,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,043 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $475,815 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $427,474 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $419,548 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,980,239 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,044,818 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,782,454 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,564,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,950,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,715,819 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,564,760 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,950,283 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,564,760 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,950,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,564,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,950,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,564,760 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $331,482 | ExcessRevenueOverExpensesAmt |
| Other Increases | $54,041 | OtherIncreasesAmt |
| Subtotal | $2,950,283 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,950,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1823.3387 OAKMARK INTL FUND INST | P | 2017-03-31 | 2021-03-31 | $52,546 | $45,000 | $7,546 | $7,546 |
| 4416.961 DOUBLELINE CORE FIXED INCOME CL I | P | 2015-02-09 | 2021-01-05 | $49,970 | $48,898 | $1,072 | $1,072 |
| AG ENERGY PARTNERS II - SHORT TERM | P | $1,310 | $1,310 | $1,310 | |||
| AG ENERGY PARTNERS II -LONG TERM | P | $466 | -$466 | -$466 | |||
| AG ENERGY CREDIT OPP- SHORT TERM | P | $16,393 | $16,393 | $16,393 | |||
| AG ENERGY CREDIT OPP- LONGTERM | P | $366 | $366 | $366 | |||
| CALERA CAPITAL V-LONG TERM | P | $12,149 | $12,149 | $12,149 | |||
| CLOUGH-SHORT TERM | P | $6,297 | $6,297 | $6,297 | |||
| CLOUGH-LONG TERM | P | $15,851 | $15,851 | $15,851 | |||
| CLOUGH HEALTHCARE-SHORT TERM | P | $8 | -$8 | -$8 | |||
| CLOUGH HEALTHCARE- LONG TERM | P | $4 | -$4 | -$4 | |||
| INTERNET OF VALUE FD II-SHORT TERM | P | $135,227 | $135,227 | $135,227 | |||
| INTERNET OF VALUE FD II-LONG TERM | P | $5,305 | $5,305 | $5,305 | |||
| IRONSIDES OPP-SHORT TERM | P | $1,541 | $1,541 | $1,541 | |||
| IRONSIDES OPP-LONG TERM | P | $593 | $593 | $593 | |||
| JGB#1-LONG TERM | P | $331 | $331 | $331 | |||
| JGB#4-SHORT TERM | P | $1,594 | $1,594 | $1,594 | |||
| JGB#4-LONG TERM | P | $1,321 | $1,321 | $1,321 | |||
| SIMGLO- SHORT TERM | P | $590 | -$590 | -$590 | |||
| SIMGLO-LONG TERM | P | $24,301 | $24,301 | $24,301 | |||
| SGF-SHORT TERM | P | $18,099 | $18,099 | $18,099 | |||
| SGF-LONG TERM | P | $164,419 | $164,419 | $164,419 | |||
| CLOUGH HEALTH - STRADDLES | P | $247 | -$247 | -$247 | |||
| CLOUGH INVEST - STRADDLES | P | $1,308 | -$1,308 | -$1,308 | |||
| AG ENERGY SEC 1231 | P | $172 | $172 | $172 | |||
| MAIN POST - SEC 1231 | P | $3 | $3 | $3 | |||
| FRG - SEC 1231 | P | $11 | $11 | $11 | |||
| AMITY VENTURES - SHORT TERM | P | $14 | -$14 | -$14 | |||
| AMITY VENTURES - LONG TERM | P | $8 | -$8 | -$8 | |||
| Capital Gain Dividends | $21,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $432,818 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,107 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,107 | SubtotalAmt |
| Tax Based On Investment Income | $7,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $826 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,826 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,719 | OverpaymentAmt |
| Applied To ES Tax | $2,719 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON ESTATES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127263110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 N LA SALLE ST SUITE 1232 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606023344 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JONATHAN B MELLIN | ||||||
| 30 N LA SALLE | CHICAGO | IL | 60602 | President | 0.00 | $0 |
| DEBRA M COY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Secretary | 0.00 | $0 |
| MARK LIYEOS | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Treasurer | 0.00 | $0 |
| REUBEN S DONNELLEY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Director | 0.00 | $0 |
| NAOMA DONNELLEY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Director | 0.00 | $0 |
| LAREN DONNELLEY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Director | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,270,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,246,054 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,516,874 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,516,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,464,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,107 | TotalTaxAmt |
| Distributable Before Adj | $166,099 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $166,099 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $166,099 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,510 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $178,510 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,099 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $2,187 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,313 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,510 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,411 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,911 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,911 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,187 | ExcessFromYear3Amt |
| Excess From Year2 | $6,313 | ExcessFromYear2Amt |
| Excess From Current Year | $12,411 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLUES KIDS FOUNDATION | |||||||
| 10754 S RHODES | CHICAGO | IL | 60628 | NONE | PF | MATCHING GIFT | $30,500 |
| DELTA WATERFOWL FOUNDATION | |||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | NONE | PREDATOR MANAGEMENT WORK | $30,000 | |
| SPOON RIVER COLLEGE | |||||||
| 23235 N COUNTY 22 | CANTON | IL | 61520 | NONE | ALEXIS GOURAN TUITION | $3,908 | |
| CHICAGO ZOOLOGICAL SOCIETY | |||||||
| 3300 S GOLF ROAD | BROOKFIELD | IL | 60513 | NONE | CONSERVATION & EDUCATION PROGRAMS IN HONOR OF HOWARD SIMPSON | $5,000 | |
| ABOLITIONIST LAW CENTER | |||||||
| PO BOX 8654 | PITTSBURGH | PA | 15221 | NONE | UNRESTRICTED | $10,000 | |
| WATOTOWORLD | |||||||
| 73 MILLVALE ROAD | HAVERHILL | MA | 01830 | NONE | UNRESTRICTED | $10,000 | |
| BOSTON COLL OFFICE OF UNIV ADVANCEM | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | MELLIN FAMILY SCHOLARSHIP FUND | $5,000 | ||
| VALPARAISO UNIVERSITY | |||||||
| 1700 CHAPEL DRIVE | VALPARAISO | IN | 46383 | PF | SCHOLARSHIP - EZEKIEL LEONARD | $15,000 | |
| YEAR UP | |||||||
| 45 MILK STREET 9TH FLR | BOSTON | MA | 02109 | UNRESTRICTED | $5,000 | ||
| PARTNERSHIP K-1 CONTRIBUTIONS | |||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | UNRESTRICTED | $29 | ||
| WALTHER CHRISTIAN ACADEMY | |||||||
| 900 CHICAGO AVE | MELROSE PARK | IL | 60160 | NONE | PF | TUITION - DAVID FOLEY | $9,000 |
| LEWIS UNIVERSITY | |||||||
| ONE UNIVERSITY PARKWAY | ROMEOVILLE | IL | 60446 | PF | TUITION - ALEXIS GURSCHKE | $8,400 | |
| PURDUE UNIV NORTHWEST | |||||||
| 1401 S US HIGHWAY 421 | WESTVILLE | IN | 46391 | NONE | TUITION - NICHOLAS LANE | $9,198 | |
| KEISER UNIVERSITY | |||||||
| 2600 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | UNRESTRICTED | $6,500 | ||
| BLACK ENSEMBLE THEATER | |||||||
| 4450 N CLARK STREET | CHICAGO | IL | 60640 | NONE | PF | UNRESTRICTED | $10,000 |
| KNOTTY LUXE ARTS FOUNDATION | |||||||
| 816 E 48th STREET | CHICAGO | IL | 60615 | NONE | PF | UNRESTRICTED | $7,500 |
| INSPIRATION CORPORATION | |||||||
| 4554 N BROADWAY 207 | CHICAGO | IL | 60640 | NONE | PF | UNRESTRICTED | $5,000 |
| SARAH'S INN | |||||||
| PO 1159 | OAK PARK | IL | 60304 | NONE | PF | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,035 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,589 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $530 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $432,818 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $536,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $536,877 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | ATTACHMENT TO MARY BARNES DONNELLEY FAMILY FOUNDATION 2016 RETURN OF PRIVATE FOUNDATIONThe overpayment from 2015 credited to the 2016 Form 990-PF has been adjusted,by adding $ 850.00. This amount was the 2015 Extension payment, which was not included as a payment on the 2015 return. A refund check for $ 850 was subsequently sent to the Foundation, but it was sent back, and the Foundationwill show the $ 850 as an increase of the overpayment from 2015 to 2016. | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $50 | LegalFeesAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (38 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $25 | $25 |
| NON DEDUCTIBLE - CALERA XXI | $15 | |
| NON DEDUCTIBLE - FRG | $688 | |
| NONDEDUCTIBLE - TIMBER BAY | $4 | |
| NONDEDUCTIBLE EXP - CALERA AIV II | $21 | |
| NONDEDUCTIBLE EXP - MAIN POST | $173 | |
| PORT DED - INTERNET OF VALUE II | $2,177 | $2,177 |
| PORT DEDUCTIONS - AMITY VENTURES | $899 | $899 |
| PORT DEDUCTIONS - CALERA AIV II | $18 | $18 |
| PORT DEDUCTIONS - CALERA XXI | $36 | $36 |
| PORT DEDUCTIONS - GMS INVESTORS | $1 | $1 |
| PORT DEDUCTIONS - IRONSIDES OPPOR | $288 | $288 |
| PORT DEDUCTIONS - M3 FUND | $97 | $97 |
| PORT DEDUCTIONS - SPIRE | $1,009 | $1,009 |
| PORTFOLIO DEDUCT - AG ENERGY | $257 | $257 |
| PORTFOLIO DEDUCT - ARC | $1 | $1 |
| PORTFOLIO DEDUCT - CEW INVEST | $23 | $23 |
| PORTFOLIO DEDUCT - COMMONWEALTH | $7 | $7 |
| PORTFOLIO DEDUCT - GMS INVEST II | $1 | $1 |
| PORTFOLIO DEDUCT - AG CREDIT OPP | $1,834 | $1,834 |
| PORTFOLIO DEDUCT - CALERA CAP PTRS V | $1,531 | $1,531 |
| PORTFOLIO DEDUCT - FRG | $25 | $25 |
| PORTFOLIO DEDUCT - HAMILTON ROBINSON | $115 | $115 |
| PORTFOLIO DEDUCT - MAIN POST | $995 | $995 |
| PORTFOLIO DEDUCT - SIMGLO | $2,681 | $2,681 |
| PORTFOLIO DEDUCT - TIMBER BAY | $698 | $698 |
| PORTFOLIO DEDUCT- AG OWL FUND | $1 | $1 |
| PORTFOLIO DEDUCT- SGF | $3,886 | $3,886 |
| PORTFOLIO DEDUCTIONS - AMITY OPPOR | $500 | $500 |
| PORTFOLIO DEDUCTIONS - AMITY OPPOR II | $480 | $480 |
| PORTFOLIO DEDUCTIONS - AMITY VENTURES II | $472 | $472 |
| PORTFOLIO DEDUCTIONS - ASC INVESTORS | $2 | $2 |
| PORTFOLIO DEDUCTIONS - CALERA FITZMARK | $30 | $30 |
| PORTFOLIO DEDUCTIONS - PNE | $2 | $2 |
| PORTFOLIO DEDUCTIONS - TN | $2 | $2 |
| PORTFOLIO DEDUCT-JBG PARTNERS #3 | $774 | $774 |
| PORTFOLIO DEDUCT-JGB PARTNERS #1 | $9 | $9 |
| PORTFOLIO DEDUCT-JGB PARTNERS#4 | $872 | $872 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$530 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$601 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TAX DIFFERENCE PTRSPS | Desc |
| Amt | $54,041 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| sei fees | $5,000 | $2,500 | $0 | $2,500 |
| tax prep fees | $1,950 | $975 | $0 | $975 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $450 | |
| FOREIGN INCOME TAXES | $617 | $617 |
Comments