ELIZABETH F CHENEY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH F CHENEY FOUNDATION (EIN 36-3375377)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-04-13
- IRS object ID
- 202131039349100508
- Schema version
- 2019v5.2
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-13T09:57:03-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N MICHIGAN AVE 2800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606015927 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363375377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH F CHENEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 3127298150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 252 | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISABETH GERAGHTY | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 3127298150 | PhoneNum |
| Signature | 2021-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK HEROUX | PreparerPersonNm |
| PTIN | P00959793 | PTIN |
| Phone | 3127298000 | PhoneNum |
| Preparation | 2021-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,923,487 | 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 | $55,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,118 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $525,649 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,616,953 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $525,649 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $580,767 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $580,767 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $138,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,953 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,474 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,479 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,524 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,524 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,791 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $14,153 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,923 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,373 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,852 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,372,521 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,372,521 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,574,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,459,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$993,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $486,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,453,132 | CashBOYAmt |
| Cash EOY | $1,628,225 | CashEOYAmt |
| Cash EOYFMV | $1,628,225 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,388,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,297,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,294,515 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $747 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $747 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,841,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,926,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,923,487 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,823 | AccountsPayableBOYAmt |
| Grants Payable BOY | $461,479 | GrantsPayableBOYAmt |
| Grants Payable EOY | $545,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $463,302 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $545,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,378,479 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,381,592 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,378,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,381,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,841,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,926,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,378,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$993,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,385,208 | SubtotalAmt |
| Other Decreases | $3,616 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,381,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6934 SHS ISHARES TR ULTR SH TRM BD | P | 2020-01-01 | 2020-05-27 | $349,951 | $349,543 | $408 | $408 |
| 3468 SHS PIMCO ETF TR ENHANCED SHORT | P | 2020-01-01 | 2020-05-27 | $350,063 | $353,111 | -$3,048 | -$3,048 |
| 6700 SHS VANGUARD TOTAL INT'L | P | 2018-01-01 | 2019-09-12 | $346,378 | $337,686 | $8,692 | $8,692 |
| 12484.73 SHS FIDELITY TOTAL MARKET | P | 2018-01-01 | 2019-10-15 | $1,051,037 | $560,427 | $490,610 | $490,610 |
| 18825 SHS VANGUARD BOND INDEX FUND | P | 2019-01-01 | 2019-10-16 | $1,519,524 | $1,490,537 | $28,987 | $28,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $525,649 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $26,347 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,254,903 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,879,229 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.257193 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,479,116 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,465,140 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.228783 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,715,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,493,170 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.228942 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,503,297 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,407,976 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.178794 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,372,371 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,062,778 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.136381 | DistributionYr5Rt |
| Total Distribution | 1.030093 | TotalDistributionRt |
| Average Distribution | 0.206019 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,441,793 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $709,075 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,860 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $713,935 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,459,373 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,860 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,860 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,860 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Overpayment | $585 | OverpaymentAmt |
| Applied To ES Tax | $585 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CHENEYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ELISABETH GERAGHTY | IndividualWithBooksNm |
| Phone | 3127298150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 252 | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE L BELLES | ||||||||
| 100 DANIEL DRIVE APT 425 | WEBSTER | NY | 14580 | BOARD CHAIR/ PRESIDENT | 4.00 | $20,000 | $0 | $0 |
| ALLAN R DREBIN | ||||||||
| C/O R DREBIN 1100 CEDAR ST | PALO ALTO | CA | 94301 | PRESIDENT AND TREASURER | 4.00 | $20,000 | $0 | $0 |
| HOWARD M MCCUE III | ||||||||
| 2247 ORRINGTON AVE | EVANSTON | IL | 60201 | VICE CHAIR AND SECRETARY | 4.00 | $20,000 | $0 | $0 |
| ELISABETH GERAGHTY | ||||||||
| 1372 SUNVIEW LANE | WINNETKA | IL | 60093 | MANAGING DIRECTOR | 4.00 | $78,800 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,776,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,717,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,494,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,494,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,441,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,860 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,860 | TotalTaxAmt |
| Distributable Before Adj | $167,230 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $167,230 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $167,230 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,459,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,459,373 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,860 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,454,513 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,230 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,372,371 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,507,029 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,348,945 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,167,665 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,253,078 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,649,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,459,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $167,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,292,143 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,941,231 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,372,371 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,568,860 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,507,029 | ExcessFromYear4Amt |
| Excess From Year3 | $1,348,945 | ExcessFromYear3Amt |
| Excess From Year2 | $1,167,665 | ExcessFromYear2Amt |
| Excess From Year1 | $1,253,078 | ExcessFromYear1Amt |
| Excess From Current Year | $1,292,143 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH F CHENEY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 252 | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3127821234 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM AVAILABLE ONLINE AT WWW.CHENEYFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 30 DAYS PRIOR TO MEETING BASED ON PROGRAMMATIC SCHEDULE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO ORGANIZATIONS EXEMPT UNDER SEC 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (112 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS CONTEMPORARY MUSIC | |||||||
| 1758 W WILSON AVE | CHICAGO | IL | 60640 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| ACCESS CONTEMPORARY MUSIC | |||||||
| 1758 W WILSON AVE | CHICAGO | IL | 60640 | NONE | PC | THIRSTY EARS 2020 | $5,000 |
| AMELIA ISLAND CHAMBER MUSIC FESTIVAL | |||||||
| CHAMBER MUSIC FESTIVAL PO BOX 15886 | FERNANDINA BEACH | FL | 32035 | NONE | PC | DISCRETIONARY GRANT | $4,000 |
| AMERICAN BLUES THEATRE | |||||||
| 4809 N RAVENSWOOD SUITE 221 | CHICAGO | IL | 60640 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| ART INSTITUTE | |||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| ART INSTITUTE | |||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| ART INSTUTUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | HMM MATCH. PHOTOGRAPHY AND RESEARCH LIBRARIES | $20,000 |
| ARTS FOR ILLINOIS RELIEF FUND | |||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | NONE | PC | HMM AND EOG DISCRETIONARY GRANTS FOR ARTS ORGANIZATIONS | $5,000 |
| AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY | |||||||
| 50 EAST IDA B WELLS DRIVE | CHICAGO | IL | 60605 | NONE | PC | BOLSHOI BALLET. SWAN LAKE | $15,000 |
| BACH WEEK | |||||||
| PO BOX 6133 | EVANSTON | IL | 602046133 | NONE | PC | ANNA MAGDALENA SERIES | $3,000 |
| BARNABAS CENTER INC | |||||||
| 1821 N KNOXVILLE AVENUE | PEORIA | IL | 61603 | NONE | PC | MATCHING | $4,000 |
| BELLA VOCE | |||||||
| 1040 W HARRISON | CHICAGO | IL | 606077130 | NONE | PC | OCT. 2020 PREMIER OF CAROLINE SHAW'S WORK | $3,000 |
| CEDILLE CHICAGO | |||||||
| 1205 W BALMORAL AVE | CHICAGO | IL | 60640 | NONE | PC | MATCHING | $2,500 |
| CHICAGO A CAPPELLA | |||||||
| 2936 N SOUTHPORT 2ND FL | CHICAGO | IL | 60657 | NONE | PC | A LA MODE | $3,000 |
| CHICAGO CHORALE | |||||||
| 1100 E 55TH STREET | CHICAGO | IL | 60615 | NONE | PC | DISCRETIONARY GRANT | $2,500 |
| CHICAGO CHORALE | |||||||
| 1100 E 55TH STREET | CHICAGO | IL | 60615 | NONE | PC | ST. JOHN PASSION | $3,000 |
| CHICAGO COMMUNITY TRUST | |||||||
| 225 N MICHIGAN AVE SUITE 2200 | CHICAGO | IL | 60601 | NONE | PC | AWF | $3,000 |
| CHICAGO DANCEMAKER'S FORUM | |||||||
| 159 E WALTON 20A | CHICAGO | IL | 60611 | NONE | PC | DISCRETIONARY GRANT | $3,000 |
| CHICAGO OPERA THEATRE | |||||||
| 70 E LAKE STREET SUITE 815 | CHICAGO | IL | 60601 | NONE | PC | DISCRETIONARY GRANT | $10,000 |
| CHICAGO OPERA THEATRE | |||||||
| 70 E LAKE STREET SUITE 815 | CHICAGO | IL | 60601 | NONE | PC | CATAN'S IL POSTINO. APRIL 2021 | $20,000 |
| CHICAGO PHILHARMONIC | |||||||
| 1123 EMERSON ST 207 | EVANSTON | IL | 60201 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| CHICAGO PHILHARMONIC | |||||||
| 1123 EMERSON ST 207 | EVANSTON | IL | 60201 | NONE | PC | GEN OP | $5,000 |
| CHICAGO SHAKESPEARE | |||||||
| 800 EAST GRAND | CHICAGO | IL | 60611 | NONE | PC | TAMING OF THE SHREW - ROYAL SHAKES. | $20,000 |
| CHICAGO SINFONIETTA | |||||||
| 70 E LAKE STREET SUITE 226 | CHICAGO | IL | 60601 | NONE | PC | GEN OP | $3,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PC | CIVIC ORCHESTRA SEASON SUPPORT OF PERFORMANCES FOR 2019-20 AND 2020-21 | $100,000 |
| CIVITAS ENSEMBLE | |||||||
| PO BOX 60921 | CHICAGO | IL | 60660 | NONE | PC | MATCHING | $5,000 |
| COLLABORATIVE ARTS INSTITUTE CHICAGO | |||||||
| 610 SAMUEL CLEMENS HALL | BUFFALO | NY | 142607015 | NONE | PC | 2020 CAIC FESTIVAL | $3,000 |
| COURT THEATRE | |||||||
| 5535 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | NONE | PC | LADY FROM THE SEA | $25,000 |
| CSO | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PC | CIVIC MUSICIAN DISCRETIONARY GRANT | $8,500 |
| CSO | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PC | CIVIC MUSICIAN MATCHING GRANT | $8,500 |
| CSO | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PC | MATCHING FOR NEGAUNEE MUSIC INSTITUTE | $11,500 |
| CSO | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PC | CIVIC SCHOLAR 2020-2021 | $10,000 |
| CSO | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PC | CIVIC SPONSORSHIP 2019-2020 | $100,000 |
| DEMPSTER ST PRO MUSICA | |||||||
| 630 FOREST AVENUE | EVANSTON | IL | 60202 | NONE | PC | APRIL 2021 PROGRAM WITH NEXUS | $3,000 |
| DEMPSTER STREET PRO MUSICA | |||||||
| 630 FOREST AVENUE | EVANSTON | IL | 60202 | NONE | PC | MATCHING | $1,000 |
| EASTMAN HOUSE MUSEUM | |||||||
| 900 EAST AVENUE | ROCHESTER | IL | 146072298 | NONE | PC | DISCRETIONARY GRANT | $4,000 |
| ENSEMBLE DAL NIENTE | |||||||
| 4045 N ROCKWELL SUITE 312 | CHICAGO | IL | 60625 | NONE | PC | FEBRUARY 2021 CONCERTS | $3,000 |
| EVANSTON COMMUNITY FOUNDATION | |||||||
| 1007 CHURCH STREET SUITE 108 | EVANSTON | IL | 60201 | NONE | PC | DISCRETIONARY GRANT | $1,000 |
| EVANSTON HISTORY CENTER | |||||||
| 225 GREENWOOD STREET | EVANSTON | IL | 60201 | NONE | PC | DISCRETIONARY GRANT | $10,000 |
| EVANSTON HISTORY CENTER | |||||||
| 225 GREENWOOD STREET | EVANSTON | IL | 60201 | NONE | PC | DISCRETIONARY GRANT | $3,000 |
| EVANSTON SYMPHONY | |||||||
| PO BOX 778 | EVANSTON | IL | 60204 | NONE | PC | DISCRETIONARY GRANT | $1,000 |
| FIELD MUSEUM OF CHICAGO | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PC | HALL OF NATIVE NORTH AMERICA EXHIBIT | $25,000 |
| FIFTH HOUSE ENSEMBLE | |||||||
| 332 S MICHIGAN AVE SUITE 1032-F501 | CHICAGO | IL | 60604 | NONE | PC | FRESH VOICES | $3,000 |
| GENESEE COUNTRY MUSEUM | |||||||
| PO BOX 310 | MUMFORD | NY | 14511 | NONE | PC | DISCRETIONARY GRANT | $6,000 |
| GIORDANO DANCE | |||||||
| 1509 S MICHIGAN AVE 2ND FLOOR | CHICAGO | IL | 60605 | NONE | PC | AUTUMN ECMKAN NEW WORK | $5,000 |
| GLIMMERGLASS FESTIVAL | |||||||
| 170 NORTH DEARBORN STREET | CHICAGO | IL | 60601 | NONE | PC | MATCHING | $1,000 |
| GOODMAN THEATER | |||||||
| 170 NORTH DEARBORN STREET | CHICAGO | IL | 60601 | NONE | PC | ROE BY LISA LOOMER | $40,000 |
| GOODMAN THEATER | |||||||
| 170 NORTH DEARBORN STREET | CHICAGO | IL | 60601 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| GOODMAN THEATER | |||||||
| 170 NORTH DEARBORN STREET | CHICAGO | IL | 60601 | NONE | PC | DISCRETIONARY GRANT | $1,000 |
| GRANT PARK MUSIC FESTIVAL | |||||||
| 205 EAST RANDOLPH DRIVE | CHICAGO | IL | 60601 | NONE | PC | FOUR CONCERT PROGRAMS. SUMMMER 2020 | $40,000 |
| GRANT PARK MUSIC FESTIVAL | |||||||
| 205 EAST RANDOLPH DRIVE | CHICAGO | IL | 60601 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| HARRIS THEATRE | |||||||
| 205 EAST RANDOLPH DRIVE | CHICAGO | IL | 60601 | NONE | PC | NEW OPERA SERIES 2020-21 DISCRETIONARY | $2,500 |
| HAYMARKET OPERA | |||||||
| 1920 N SEMINARY AVENUE UNIT 1F | CHICAGO | IL | 60614 | NONE | PC | DISCRETIONARY GRANT | $4,000 |
| HAYMARKET OPERA | |||||||
| 1920 N SEMINARY AVENUE UNIT 1F | CHICAGO | IL | 60614 | NONE | PC | GEN OP | $5,000 |
| HUBBARD STREET DANCE | |||||||
| 1658 MILWAUKEE AVE SUITE 100-15838 | CHICAGO | IL | 60647 | NONE | PC | SEASON 42 SUMMER SERIES | $5,000 |
| HUMANE SOCIETY OF ROCHESTER | |||||||
| PO BOX 299 | FAIRPORT | NY | 14450 | NONE | PC | DISCRETIONARY GRANT | $8,500 |
| HUMANE SOCIETY OF ROCHESTER | |||||||
| PO BOX 299 | FAIRPORT | NY | 14450 | NONE | PC | DISCRETIONARY GRANT | $2,000 |
| INTERLOCHEN PUBLIC LIBRARY | |||||||
| 9411 10TH ST | INTERLOCHEN | MI | 49643 | NONE | PC | DISCRETIONARY GRANT | $3,000 |
| IOWA WESLEYAN COLLEGE | |||||||
| 601 NORTH MAIN STREET | MT PLEASANT | IA | 526411398 | NONE | PC | HARLAN LINCOLN HOME | $5,000 |
| ISLAND HERITAGE TRUST | |||||||
| PO BOX 42 | DEER ISLE | ME | 04627 | NONE | PC | DISCRETIONARY GRANT | $1,500 |
| JOFFREY BALLET | |||||||
| 10 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PC | LIVE MUSIC 2019-2020 | $25,000 |
| JOFFREY BALLET | |||||||
| 10 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| KHECARI DANCE | |||||||
| 6589 1 LAKEWOOD AVENUE | CHICAGO | IL | 60626 | NONE | PC | NEW WORK | $5,000 |
| LIFELINE THEATRE | |||||||
| 6912 N GLENWOOD | CHICAGO | IL | 60626 | NONE | PC | DISCRETIONARY GRANT | $3,000 |
| LOOKINGGLASS THEATRE | |||||||
| 875 N MICHIGAN AVE SUITE 2200 | CHICAGO | IL | 60611 | NONE | PC | HER HONOR | $3,000 |
| LUCKY PLUSH PRODUCTIONS | |||||||
| 3825 N BELL AVE | CHICAGO | IL | 60618 | NONE | PC | IF THEN WE ARE HERE | $5,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | ROJAS, FAULKNER,MEEKER AND BIRNBAUM | $100,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | RYAN OPERA CENTER DISCRETIONARY | $10,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | ROC LAUNCH PAD MATCHING | $4,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | RYAN OPERA CENTER | $10,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | RYAN OPERA CENTER | $10,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | SPECIAL GRANT | $100,000 |
| MCCALLUM | |||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | PC | DISCRETIONARY GRANT | $1,000 |
| MEMORIAL ART GALLERY | |||||||
| 500 UNIVERSITY AVENUE | ROCHESTER | NY | 146071415 | NONE | PC | DISCRETIONARY GRANT | $10,000 |
| MERIT MUSIC PROGRAM | |||||||
| 38 S PEORIA ST | CHICAGO | IL | 60607 | NONE | PC | SCHOLAR'S FUND. MATCHING GRANT | $10,000 |
| MUSIC OF THE BAROQUE | |||||||
| 111 N WABASH SUITE 810 | CHICAGO | IL | 60602 | NONE | PC | MONTERO PLAYS MOZART. JANUARY 2021 | $10,000 |
| MUSIC THEATRE WORKS | |||||||
| 516 FOURTH STREET | WILMETTE | IL | 60091 | NONE | PC | RAGTIME | $3,000 |
| NORTH SHORE UNIVERSITY HOSPITAL FDN | |||||||
| 1033 UNIVERSITY PLACE SUITE 450 | EVANSTON | IL | 60201 | NONE | PC | KELLOGG CANCER CENTER RESEARCH | $5,000 |
| NORTHLIGHT | |||||||
| 9501 N SKOKIE BLVD | SKOKIE | IL | 60076 | NONE | PC | HOW A BOY FALLS | $10,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2001 SHERIDAN ROAD | EVANSTON | IL | 60208 | NONE | PC | ATHLETICS | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2001 SHERIDAN ROAD | EVANSTON | IL | 60208 | NONE | PC | DOVER QUARTET AND WINTER CHAMBER MUSIC FESTIVAL | $100,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 2001 SHERIDAN ROAD | EVANSTON | IL | 60208 | NONE | PC | KELLOGG SCHOOL OF MANAGEMENT | $5,000 |
| NORTHWESTERN UNIVERSITY LIBRARY | |||||||
| 2001 SHERIDAN ROAD | EVANSTON | IL | 60208 | NONE | PC | BLACK DOG FUND MATCHING | $4,000 |
| NU BLOCK GALLERY | |||||||
| 40 ARTS CIRCLE DR | EVANSTON | IL | 60208 | NONE | PC | THINKING ABOUT HISTORY EXHIBIT. JANUARY 2021 | $5,000 |
| NU SCHOOL OF MUSIC | |||||||
| 70 ARTS CIRCLE DR | EVANSTON | IL | 60208 | NONE | PC | DISCRETIONARY GRANT | $20,000 |
| OAK PARK RIVER FOREST FOUNDATION | |||||||
| 1049 LAKE ST 204 | OAK PARK | IL | 60301 | NONE | PC | ANN MONACO MEMORIAL SCHOLARSHIP FUND DISCRETIONARY | $3,000 |
| PEOPLE'S MUSIC SCHOOL | |||||||
| 931 W EASTWOOD | CHICAGO | IL | 60640 | NONE | PC | MATCHING | $1,000 |
| RAVEN THEATRE | |||||||
| 6157 N CLARK STREET | CHICAGO | IL | 60660 | NONE | PC | EDEN PRAIRIE | $3,000 |
| RAVINIA FESTIVAL | |||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | MARTIN THEATRE 7/3/20 PERFORMANCE | $20,000 |
| REMBRANDT CHAMBER MUSICIANS | |||||||
| PO BOX 811406 | CHICAGO | IL | 60681 | NONE | PC | FOND FAREWELLS. MAY 2021 | $3,000 |
| REMY BUMPPO | |||||||
| 3717 N RAVENSWOOD AVENUE SUITE 245 | CHICAGO | IL | 60613 | NONE | PC | THE AGITATORS | $3,000 |
| RIVENDELL THEATRE | |||||||
| 5779 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PC | ERIS FESTIVAL | $3,000 |
| SPECKTRAL QUARTET | |||||||
| 1506 W ROSEMONT AVENUE 1 | CHICAGO | IL | 60660 | NONE | PC | GEN OP | $5,000 |
| STEPPENWOLF | |||||||
| 1650 N HALSTED ST | CHICAGO | IL | 60614 | NONE | PC | KING JAMES | $20,000 |
| THE HOUSE THEATRE | |||||||
| 4700 N RAVENSWOOD SUITE SW2 | CHICAGO | IL | 606404408 | NONE | PC | VERBOTEN | $3,000 |
| THE METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | MATCHING | $1,000 |
| THIRD COAST BAROQUE | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | DISCRETIONARY GRANT | $3,000 |
| THIRD COAST PERCUSSION | |||||||
| 4045 N ROCKWELL ST 301 | CHICAGO | IL | 60618 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| THIRD COAST PERCUSSION | |||||||
| 4045 N ROCKWELL ST 301 | CHICAGO | IL | 60618 | NONE | PC | NEW WORKS BY JLIN, BRAXTON AND GLASS | $5,000 |
| TIMELINE THEATRE | |||||||
| 615 W WELLINGTON AVE | CHICAGO | IL | 60657 | NONE | PC | RELENTLESS | $3,000 |
| TIMELINE THEATRE | |||||||
| 615 W WELLINGTON AVE | CHICAGO | IL | 60657 | NONE | PC | DISCRETIONARY GRANT | $2,000 |
| U OF C PRESENTS | |||||||
| 5720 S WOODLAWN AVE | CHICAGO | IL | 60637 | NONE | PC | SUSAN GRAHAM IN ONCERT OCTOBER 2020 | $3,000 |
| VICTORY GARDENS | |||||||
| 2433 N LINCOLN AVENUE | CHICAGO | IL | 60614 | NONE | PC | DHABA | $10,000 |
| WFMT | |||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| WFMT | |||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | OLIVER DRAGON FUND MATCHING | $10,000 |
| WFMT | |||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | HIGH PERFORMANCE AUDIO KITS- MATCHING GRANT | $10,000 |
| WFMT | |||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | LIVE FROM WFMT AND IMPROMPTU | $100,000 |
| WRITERS THEATRE | |||||||
| 376 PARK AVENUE | GLENCOE | IL | 60022 | NONE | PC | DISCRETIONARY GRANT | $5,000 |
| WRITERS THEATRE | |||||||
| 376 PARK AVENUE | GLENCOE | IL | 60022 | NONE | PC | THE LAST MATCH | $25,000 |
| WXXI GO PUBLIC | |||||||
| PO BOX 30021 | ROCHESTER | NY | 14614 | NONE | PC | DISCRETIONARY GRANT | $10,000 |
| NET PRESENT VALUE ADJUSTMENT OF GRANTS | |||||||
| PO BOX 252 | WINNETKA | IL | 60093 | NONE | PC | NPV OF FUTURE GRANTS | $3,521 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PC | PATON CENTER | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,372,521 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,118 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $525,649 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $580,767 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $580,767 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING EXPENSE | $20,953 | $19,474 | $0 | $1,479 |
| ACCOUNTING FEE PAID TO ALLAN DREBIN | $0 | $0 | $0 | $0 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR ULTR SH TRM BD | $650,642 | $652,062 |
| $646,978 | $642,453 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| EOY Book Value | $747 | EOYBookValueAmt |
| EOYFMV | $747 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,616 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $6,670 | $3,335 | $0 | $3,335 |
| INTERNET SERVICES | $216 | $108 | $0 | $108 |
| OFFICE EXPENSE | $305 | $152 | $0 | $153 |
| PHOTOCOPYING | $115 | $59 | $0 | $56 |
| PARKING | $440 | $0 | $0 | $440 |
| POSTAGE | $667 | $333 | $0 | $334 |
| STATE REGISTRATION FEES | $10 | $0 | $0 | $10 |
| TELEPHONE | $1,873 | $936 | $0 | $937 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $11,524 | Amt |
| Net Investment Income | $11,524 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $5,791 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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