2022-11-10T10:55:17-08:00 2021-12-31 362541394 Simpson Estates Inc 30 North Lasalle Ste 1232 Chicago IL 60602 990PF 2021-01-01 363487746 MARY BARNES DONNELLEY FAMILY FOUNDATION MARY 3127263110 30 N LA SALLE ST 1232 CHICAGO IL 60602 JONATHAN B MELLIN President 2022-11-10 true JONATHAN B MELLIN 999009999 David A Lihosit P01257947 3127263110 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 3715819 X X 104589 104589 432818 529361 432818 -530 -601 536877 536806 50 50 6950 3475 3475 1644 1644 1067 617 20649 19748 30360 25534 3475 175035 175035 205395 25534 178510 331482 511272 30387 30564 30564 1119 372840 372840 2370 4983 2370 2370 72217 72217 108043 475815 427474 419548 1980239 2044818 2782454 2564760 2950283 3715819 0 X 2564760 2950283 2564760 2950283 2564760 2950283 2564760 331482 54041 2950283 2950283 1823.3387 OAKMARK INTL FUND INST P 2017-03-31 2021-03-31 52546 45000 7546 7546 4416.961 DOUBLELINE CORE FIXED INCOME CL I P 2015-02-09 2021-01-05 49970 48898 1072 1072 AG ENERGY PARTNERS II - SHORT TERM P 1310 1310 1310 AG ENERGY PARTNERS II -LONG TERM P 466 -466 -466 AG ENERGY CREDIT OPP- SHORT TERM P 16393 16393 16393 AG ENERGY CREDIT OPP- LONGTERM P 366 366 366 CALERA CAPITAL V-LONG TERM P 12149 12149 12149 CLOUGH-SHORT TERM P 6297 6297 6297 CLOUGH-LONG TERM P 15851 15851 15851 CLOUGH HEALTHCARE-SHORT TERM P 8 -8 -8 CLOUGH HEALTHCARE- LONG TERM P 4 -4 -4 INTERNET OF VALUE FD II-SHORT TERM P 135227 135227 135227 INTERNET OF VALUE FD II-LONG TERM P 5305 5305 5305 IRONSIDES OPP-SHORT TERM P 1541 1541 1541 IRONSIDES OPP-LONG TERM P 593 593 593 JGB#1-LONG TERM P 331 331 331 JGB#4-SHORT TERM P 1594 1594 1594 JGB#4-LONG TERM P 1321 1321 1321 SIMGLO- SHORT TERM P 590 -590 -590 SIMGLO-LONG TERM P 24301 24301 24301 SGF-SHORT TERM P 18099 18099 18099 SGF-LONG TERM P 164419 164419 164419 CLOUGH HEALTH - STRADDLES P 247 -247 -247 CLOUGH INVEST - STRADDLES P 1308 -1308 -1308 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 21562 432818 7107 7107 7107 826 9000 9826 2719 2719 false false false false false false false false true IL true false false false false true N/A SIMPSON ESTATES INC 3127263110 30 N LA SALLE ST SUITE 1232 CHICAGO IL 606023344 false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 2270820 1246054 0 3516874 0 3516874 52753 3464121 173206 173206 7107 7107 166099 166099 166099 178510 178510 166099 2187 6313 8500 178510 0 166099 12411 20911 0 20911 2187 6313 12411 X BLUES KIDS FOUNDATION 10754 S RHODES CHICAGO IL 60628 NONE PF MATCHING GIFT 30500 DELTA WATERFOWL FOUNDATION PO BOX 3128 BISMARCK ND 58502 NONE PREDATOR MANAGEMENT WORK 30000 SPOON RIVER COLLEGE 23235 N COUNTY 22 CANTON IL 61520 NONE ALEXIS GOURAN TUITION 3908 CHICAGO ZOOLOGICAL SOCIETY 3300 S GOLF ROAD BROOKFIELD IL 60513 NONE CONSERVATION & EDUCATION PROGRAMS IN HONOR OF HOWARD SIMPSON 5000 ABOLITIONIST LAW CENTER PO BOX 8654 PITTSBURGH PA 15221 NONE UNRESTRICTED 10000 WATOTOWORLD 73 MILLVALE ROAD HAVERHILL MA 01830 NONE UNRESTRICTED 10000 BOSTON COLL OFFICE OF UNIV ADVANCEM 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 MELLIN FAMILY SCHOLARSHIP FUND 5000 VALPARAISO UNIVERSITY 1700 CHAPEL DRIVE VALPARAISO IN 46383 PF SCHOLARSHIP - EZEKIEL LEONARD 15000 YEAR UP 45 MILK STREET 9TH FLR BOSTON MA 02109 UNRESTRICTED 5000 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 9000 LEWIS UNIVERSITY ONE UNIVERSITY PARKWAY ROMEOVILLE IL 60446 PF TUITION - ALEXIS GURSCHKE 8400 PURDUE UNIV NORTHWEST 1401 S US HIGHWAY 421 WESTVILLE IN 46391 NONE TUITION - NICHOLAS LANE 9198 KEISER UNIVERSITY 2600 N MILITARY TRAIL WEST PALM BEACH FL 33409 UNRESTRICTED 6500 BLACK ENSEMBLE THEATER 4450 N CLARK STREET CHICAGO IL 60640 NONE PF UNRESTRICTED 10000 KNOTTY LUXE ARTS FOUNDATION 816 E 48th STREET CHICAGO IL 60615 NONE PF UNRESTRICTED 7500 INSPIRATION CORPORATION 4554 N BROADWAY 207 CHICAGO IL 60640 NONE PF UNRESTRICTED 5000 SARAH'S INN PO 1159 OAK PARK IL 60304 NONE PF UNRESTRICTED 5000 175035 14 104589 14 530 18 432818 536877 536877 false false false false false false false false false false General Explanation Supplemental Information for Form 990-PF 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. 50 50 0 0 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 2177 2177 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 1009 1009 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 1834 1834 PORTFOLIO DEDUCT - CALERA CAP PTRS V 1531 1531 PORTFOLIO DEDUCT - FRG 25 25 PORTFOLIO DEDUCT - HAMILTON ROBINSON 115 115 PORTFOLIO DEDUCT - MAIN POST 995 995 PORTFOLIO DEDUCT - SIMGLO 2681 2681 PORTFOLIO DEDUCT - TIMBER BAY 698 698 PORTFOLIO DEDUCT- AG OWL FUND 1 1 PORTFOLIO DEDUCT- SGF 3886 3886 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 Investment Income -530 -601 BOOK-TAX DIFFERENCE PTRSPS 54041 sei fees 5000 2500 0 2500 tax prep fees 1950 975 0 975 EXCISE TAXES 450 FOREIGN INCOME TAXES 617 617