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THE GALLAGHER FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE GALLAGHER FAMILY FOUNDATION (EIN 36-7156974)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-07
IRS object ID
202131589349100328
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-07T14:40:37-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363184453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHIFF HARDIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1233 S WACKER DR SUITE 7100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367156974EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GALLAGHER FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O D STETTER-SCHIFF HARDIN LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGALLBusinessNameControlTxt
Phone8472718803PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 S WACKER DRIVE SUITE 7100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY JOHNSONPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone6302853601PhoneNum
Signature2021-06-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBRA L STETTERPreparerPersonNm
PTINP00986927PTIN
Phone3122585500PhoneNum
Preparation2021-06-02PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,731,320FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$147InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$147InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,025DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,025DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$650,681NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$706,295GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$650,681CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,967OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$685,820TotalRevAndExpnssAmt
Total Net Invst Incm$683,853TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$8,861LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,431LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,430LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,558TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14,558TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,419TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,989TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,430TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$750,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$750,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$773,419TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,989TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$754,430TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$87,599ExcessRevenueOverExpensesAmt
Net Investment Income$664,864NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$68,850SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,864SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,864SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$178,476CorporateStockBOYAmt
Corporate Stock EOY$122,862CorporateStockEOYAmt
Corporate Stock EOYFMV$1,694,456CorporateStockEOYFMVAmt
Total Assets BOY$247,326TotalAssetsBOYAmt
Total Assets EOY$159,726TotalAssetsEOYAmt
Total Assets EOYFMV$1,731,320TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$247,326NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$159,726NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$247,326TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$159,726TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$247,326TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$159,726TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$247,326TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$87,599ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$159,727SubtotalAmt
Other Decreases$1OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$159,726TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyARTHUR J. GALLAGHER & CO.PropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$706,295GrossSalesPriceAmt
Cost Or Other Basis$55,614CostOrOtherBasisAmt
Gain Or Loss$650,681GainOrLossAmt
Gains Minus Excess Or Losses$650,681GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$650,681CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,242InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,242SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,242TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,700EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,700TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,542TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCECILE WOOSTERIndividualWithBooksNm
Phone8472718803PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1652 MECCA DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34234ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY G JOHNSON
1030 GREENWOODWILMETTEIL60091TRUSTEE1.00$0$0$0
JENNIFER A GALLAGHER
600 WINDSOR DRIVEGLENVIEWIL60025TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,896,124AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$135,058AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,031,182TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,031,182AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,468CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,000,714NetVlNoncharitableAssetsAmt
Minimum Investment Return$100,036MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$100,036MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,242TaxBasedOnInvestmentIncomeAmt
Total Tax$9,242TotalTaxAmt
Distributable Before Adj$90,794DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$90,794DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$90,794DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$754,430ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$754,430QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$754,430AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,794DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$434,260ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$441,909ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$653,856ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$576,759ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$692,429ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,799,213TotalExcessDistributionCyovAmt
Qualifying Distributions$754,430QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$90,794AppliedToCurrentYearAmt
Remaining Distri From Corpus$663,636RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,462,849TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$434,260ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,028,589ExcessDistriCyovToNextYrAmt
Excess From Year4$441,909ExcessFromYear4Amt
Excess From Year3$653,856ExcessFromYear3Amt
Excess From Year2$576,759ExcessFromYear2Amt
Excess From Year1$692,429ExcessFromYear1Amt
Excess From Current Year$663,636ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCECILE WOOSTERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1652 MECCA DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34234ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8472718803RecipientPhoneNum
Recipient Email AddressCECIWOOSTER@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUESTS ONLY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN BRAIN TUMOR ASSOCIATION
8550 W BRYN MAWR AVENUECHICAGOIL60631NONEPUBLIC CHARITYMEDICAL$10,000
ANNUAL CATHOLIC APPEAL
721 N LA SALLE STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS$25,000
ARMENIAN RELIEF MISSION
PO BOX 571WINNETKAIL60093NONEPUBLIC CHARITYFAMILY SRVICES$20,000
BIG SHOULDERS FUND
212 W VAN BUREN STREET STE 900CHICAGOIL60607NONEPUBLIC CHARITYFAMILY SERVICES$25,000
BOYS AND GIRLS CLUB SILICON VALEY
518 VALLEY WAYMILPITASCA95035NONEPUBLIC CHARITYFAMILY SERVICES$15,000
BOYS HOPE GIRLS HOPE
827 GAFFIELD PLEVANSTONIL60201NONEPUBLIC CHARITYFAMILY SERVICES$50,000
BROOKLINK
N105 W20939 OAK LANEGERMANTOWNWI53022NONEPUBLIC CHARITYFAMILY SERVICES$25,000
CATHOLIC CHARITIES LOSS
708 CHURCH STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS$5,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
721 N LA SALLE STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS AND FAMILY SERVICES$25,000
CATHOLIC RELIEF SERVICES INC
228 W LEXINGTON STBALTIMOREMD21201NONEPUBLIC CHARITYRELIGIOUS AND FAMILY SERVICES$50,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPUBLIC CHARITYCULTURAL$40,000
CHILDREN'S TUMOR FOUNDATION
120 WALL STREETNEW YORKNY10005NONEPUBLIC CHARITYMEDICAL RESEARCH$10,000
CHRIST THE KING JESUIT COLLEGE PREPARATORY SCHOOL
5088 W JACKSON BLVDCHICAGOIL60644NONEPUBLIC CHARITYEDUCATIONAL$50,000
CYSTIC FIBROSIS FOUNDATION
150 N MICHIGAN AVECHICAGOIL60601NONEPUBLIC CHARITYMEDICAL RESEARCH$25,000
EMMAUS MINISTRIES
4201 N TROY STCHICAGOIL60618NONEPUBLIC CHARITYRELIGIOUS$25,000
ERIKA'S LIGHTHOUSE
897 1/2A GREEN BAY RDWINNETKAIL60093NONEPUBLIC CHARITYCOMUNITY AND FAMILY SERVICES$10,000
INNER CITY IMPACT
3327 W FULLERTON AVENUECHICAGOIL60647NONEPUBLIC CHARITYRELIGIOUS$20,000
JOSEPHINUM ACADEMY
1501 N OAKLY BLVDCHICAGOIL60622NONEPUBLIC CHARITYEDUCATIONAL$10,000
MARKLUND CHILDREN'S HOME
1 S 450 WYATT DRGENEVAIL60134NONEPUBLIC CHARITYFAMILY SERVICES$100,000
MISERICORDIA
6300 N RIDGE AVENUECHICAGOIL60660NONEPUBLIC CHARITYFAMILY SERVICES$25,000
MOBILE C A R E FOUNDATION (FOR PATRICK STEIN FUND)
321 N LOOMISCHICAGOIL60607NONEPUBLIC CHARITYMEDICAL$75,000
NEW FOUNDATION OF HOPE
8144 SOUTH KEDZIE AVENUECHICAGOIL60652NONEPUBLIC CHARITYMEDICAL CARE$15,000
OPERATION WARM
6 DICKENSON DRIVECHADDS FORDPA19317NONEPUBLIC CHARITYFAMILY SERVICESEDUCATIONAL$25,000
TRAINING LEADERS INTERNATIONAL
121 S 8TH ST SUITE 940MINNEAPOLISMN55402NONEPUBLIC CHARITYEDUCATIONAL$15,000
UNIVERSITY OF NOTRE DAME
1100 GRACE HALLNOTRE DAMEIN46556NONEPUBLIC CHARITYEDUCATIONAL$25,000
USO OF ILLINOIS
333 S WABASHCHICAGOIL60604NONEPUBLIC CHARITYMILITARY NEED$20,000
YOUTH CHORAL THEATER OF CHICAGO
708 CHURCH STREETEVANSTONIL60201NONEPUBLIC CHARITYCULTURAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$750,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$147ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,025ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$650,681ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
MADOFF LOSS RECOVERY14$1,810
MADOFF LOSS RECOVERY14$157

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$685,820ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$685,820TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock13,697 SHARES ARTHUR GALLAGHER & COStockNm
EOY Book Value$122,862EOYBookValueAmt
EOYFMV$1,694,456EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySCHIFF HARDIN LLPCategoryTxt
Legal Fees$8,861LegalFeesAmt
Net Investment Income$4,431NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,430DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MADOFF LOSS RECOVERY$1,810$1,810
MADOFF LOSS RECOVERY$157$157

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PAID WITH 2019 FORM 990-PF$6,858$6,858$0
2020 ESTIMATED TAX$7,700$7,700$0

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