ELIZABETH F CHENEY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH F CHENEY FOUNDATION (EIN 36-3375377)
Tax period
2018-06-01 to 2019-05-31
Filed
2020-01-30
IRS object ID
202020309349100202
Schema version
2018v3.1
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)
Return2020-01-30T14:00:59-06:00ReturnTs
Tax Period End2019-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1205 N MICHIGAN AVE 2800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606015927ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363375377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH F CHENEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELIZBusinessNameControlTxt
Phone3127821234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 S LASALLE STREET NO 1740AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELISABETH GERAGHTYPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone3127821234PhoneNum
Signature2020-01-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK HEROUXPreparerPersonNm
PTINP00959793PTIN
Phone3127298000PhoneNum
Preparation2020-01-28PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,272,779FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$113,036DividendsRevAndExpnssAmt
Dividends Net Invst Incm$113,036DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$547,360NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,280,347GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$547,360CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$660,396TotalRevAndExpnssAmt
Total Net Invst Incm$660,396TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$144,800CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$58,800CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$86,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,960AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$20,410AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,550AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$21,605OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$21,605OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,947TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$15,084OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$7,457OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$7,627OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,136OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,181OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$6,953OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$217,532TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$113,453TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$102,130TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,158,242ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,158,242ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,375,774TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$113,453TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,260,372TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$715,378ExcessRevenueOverExpensesAmt
Net Investment Income$546,943NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,128,682CashBOYAmt
Cash EOY$1,453,132CashEOYAmt
Cash EOYFMV$1,453,132CashEOYFMVAmt
Corporate Stock BOY$3,883,235CorporateStockBOYAmt
Corporate Stock EOY$2,388,649CorporateStockEOYAmt
Corporate Stock EOYFMV$2,819,647CorporateStockEOYFMVAmt
Total Assets BOY$5,011,917TotalAssetsBOYAmt
Total Assets EOY$3,841,781TotalAssetsEOYAmt
Total Assets EOYFMV$4,272,779TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,646AccountsPayableBOYAmt
Accounts Payable EOY$1,823AccountsPayableEOYAmt
Grants Payable BOY$916,237GrantsPayableBOYAmt
Grants Payable EOY$461,479GrantsPayableEOYAmt
Total Liabilities BOY$920,883TotalLiabilitiesBOYAmt
Total Liabilities EOY$463,302TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,091,034UnrestrictedBOYAmt
Unrestricted EOY$3,378,479UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,091,034TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,378,479TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,011,917TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,841,781TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,091,034TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$715,378ExcessRevenueOverExpensesAmt
Other Increases$2,823OtherIncreasesAmt
Subtotal$3,378,479SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,378,479TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
5 SHS SPARTANP2010-01-012018-09-27$500,000$267,591$232,409$232,409
10 SHS FIDELITY FLOATINGP2010-01-012018-12-17$25,000$26,711-$1,711-$1,711
10 SHS SPARTANP2010-01-012018-12-17$200,000$122,513$77,487$77,487
10 SHS LOOMISP2010-01-012018-12-17$50,000$55,327-$5,327-$5,327
10 SHS VANGUARD TOTAL INTLP2010-01-012018-12-17$102,043$105,104-$3,061-$3,061
16 SHS LOOMISP2010-01-012019-03-12$265,208$286,857-$21,649-$21,649
17 FIDELITY FLOATINGP2010-01-012019-03-22$252,979$266,027-$13,048-$13,048
17 SHS SPARTANP2010-01-012019-03-22$290,000$160,476$129,524$129,524
18 VANGUARD TOTAL INTLP2010-01-012019-03-25$183,554$175,283$8,271$8,271
24 SHS SPARTANP2010-01-012019-05-20$300,000$166,296$133,704$133,704
25 SHS VANGUARD TOTAL INTLP2010-01-012019-05-21$102,601$100,802$1,799$1,799
LONG TERM CAPITAL GAINP2010-01-012019-05-30$8,962$8,962$8,962
FieldValueIRS element (for citing)
Capital Gain Net Income$547,360CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,479,116AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,465,140NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.228783DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,715,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,493,170NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.228942DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,503,297AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,407,976NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.178794DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,372,371AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,062,778NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.136381DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,353,574AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,488,718NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.129050DistributionYr5Rt
Total Distribution0.901950TotalDistributionRt
Average Distribution0.180390AverageDistributionRt
Net Vl Noncharitable Assets$255,250NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$46,045AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,469NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,514AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,260,372QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,469InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,469SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,469TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$225EsPenaltyAmt
Tax Due$5,694TaxDueAmt

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 AddressWWW.CHENEYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksELISABETH GERAGHTYIndividualWithBooksNm
Phone3127821234PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 S LASALLE STREET STE 1740AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAWRENCE L BELLES
16 GARDINER PARKROCHESTERNY14607BOARD CHAIR/ PRESIDENT4.00$20,000$0$0
ALLAN R DREBIN
807 DAVIS STREETEVANSTONIL60201PRESIDENT AND TREASURER8.00$26,000$0$0
HOWARD M MCCUE III
2247 ORRINGTON AVEEVANSTONIL60201VICE CHAIR AND SECRETARY4.00$20,000$0$0
ELISABETH GERAGHTY
1372 SUNVIEW LANEWINNETKAIL60093MANAGING DIRECTOR20.00$78,800$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)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Description2NONEDescription2Txt
Expenses2$0Expenses2Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$202,542AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,595AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$259,137TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$259,137AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,887CashDeemedCharitableAmt
Net Vl Noncharitable Assets$255,250NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,763MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,763MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,469TaxBasedOnInvestmentIncomeAmt
Total Tax$5,469TotalTaxAmt
Distributable Before Adj$7,294DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,294DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,294DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,260,372ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,260,372QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,469PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,254,903AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,294DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,356,551ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,372,371ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,507,029ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,348,945ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,167,665ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,752,561TotalExcessDistributionCyovAmt
Qualifying Distributions$1,260,372QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,294AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,253,078RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,005,639TotalCorpusAmt
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$1,356,551ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,649,088ExcessDistriCyovToNextYrAmt
Excess From Year4$1,372,371ExcessFromYear4Amt
Excess From Year3$1,507,029ExcessFromYear3Amt
Excess From Year2$1,348,945ExcessFromYear2Amt
Excess From Year1$1,167,665ExcessFromYear1Amt
Excess From Current Year$1,253,078ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELIZABETH F CHENEY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1120 S LASALLE STREET SUITE 1740AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3127821234RecipientPhoneNum
Form And Info And MaterialsAPPLICATION FORM AVAILABLE ONLINE AT WWW.CHENEYFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission Deadlines30 DAYS PRIOR TO MEETING BASED ON PROGRAMMATIC SCHEDULESubmissionDeadlinesTxt
Restrictions On AwardsGRANTS LIMITED TO ORGANIZATIONS EXEMPT UNDER SEC 501(C)(3)RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
987 WFMT & THE RADIO NETWORKSWTTW
5400 NORTH ST LOUIS AVENUECHICAGOIL60625NONEPCMATCHING OR DISCRETIONARY GRANT$10,000
987 WFMT & THE RADIO NETWORKSWTTW
5400 NORTH ST LOUIS AVENUECHICAGOIL60625NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
AMELIA ISLAND CHAMBER MUSIC FESTIVAL
CHAMBER MUSIC FESTIVAL PO BOX 15886FERNANDINA BEACHFL32035NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
AMELIA ISLAND CHAMBER MUSIC FESTIVAL
CHAMBER MUSIC FESTIVAL PO BOX 15886FERNANDINA BEACHFL32035NONEPCMATCHING OR DISCRETIONARY GRANT$4,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603NONEPCMATCHING OR DISCRETIONARY GRANT$10,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603NONEPCNEW DEPARTMENT OF RESEARCH AND LIBRARIES$10,000
AUDITORIUM THEATRE COUNCIL
50 EAST IDA B WELLS DRIVECHICAGOIL60605NONEPCEIFMAN BALLET ST. PETERSBURG$10,000
BACH WEEK
PO BOX 6133EVANSTONIL602046133NONEPCBABAYAN SPRING 2020$5,000
BARNABAS CENTER INC
1821 N KNOXVILLE AVENUEPEORIAIL61603NONEPCMATCHING OR DISCRETIONARY GRANT$4,000
BELLA VOCE
C/O U OF I AT CHICAGO COLLEGE OFCHICAGOIL606077130NONEPCDAVID LANG "LOST OBJECTS"$5,000ARCHITECTURE AND THE ARTS 1040 W HA
CENTER FOR NEIGHBORHOOD TECHNOLOGY
17 N STATE ST SUITE 1400CHICAGOIL60602NONEPCMATCHING OR DISCRETIONARY GRANT$1,500
CHICAGO A CAPELLA
2936 N SOUTHPORT 2ND FLCHICAGOIL60657NONEPC"FIESTA CORAL MEXICANA"$3,000
CHICAGO CHORALE
1100 E 55TH STREETCHICAGOIL60615NONEPCST. JOHN PASSION MARCH 2020$5,000
CHICAGO CHORALE
1101 E 55TH STREETCHICAGOIL60615NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
CHICAGO COMMUNITY TRUST
225 N MICHIGAN AVE SUITE 2200CHICAGOIL60601NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
CHICAGO DANCEMAKERS FORUM
159 E WALTON 20ACHICAGOIL60611NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
CHICAGO DRAMATISTS
1105 W CHICAGO AVENUECHICAGOIL60642NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
CHICAGO OPERA THEATRE
70 E LAKE STREET SUITE 815CHICAGOIL60601NONEPCDAVID LITTLE'S SOLDIER SONGS$20,000
CHICAGO OPERA THEATRE
70 E LAKE STREET SUITE 815CHICAGOIL60601NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
CHICAGO OPERA THEATRE
70 E LAKE STREET SUITE 815CHICAGOIL60601NONEPCMATCHING OR DISCRETIONARY GRANT$4,000
CHICAGO PHILHARMONIC
1123 EMERSON ST 207EVANSTONIL60201NONEPCSPRING ROMANCE$5,000
CHICAGO PHILHARMONIC
1123 EMERSON ST 207EVANSTONIL60201NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
CHICAGO PHILHARMONIC SOCIETY
1123 EMERSON ST 207EVANSTONIL60201NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
CHICAGO SHAKESPEARE THEATER
800 EAST GRANDCHICAGOIL60611NONEPC"MIDSUMMER NIGHT'S DREAM"$25,000
CHICAGO SINFONIETTA
70 E LAKE STREET SUITE 226CHICAGOIL60601NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUECHICAGOIL60604NONEPCNEGAUNEE INSTITUTE MATCHING GRANT$15,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUECHICAGOIL60604NONEPCDIRECTORS DISCRETIONARY OR MATCHING GRANT$8,500
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUECHICAGOIL60604NONEPCMATCHING OR DISCRETIONARY GRANT$10,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUECHICAGOIL60604NONEPCDIRECTORS DISCRETIONARY OR MATCHING GRANT$8,500
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUECHICAGOIL60604NONEPCDIRECTORS DISCRETIONARY OR MATCHING GRANT$8,500
CIVITAS ENSEMBLE
PO BOX 60921CHICAGOIL60660NONEPCMATCHING GRANT FROM HOWARD M. MCCUE$10,000
COLLABORATIVE ARTS INITIATIVE
610 SAMUEL CLEMENS HALLBUFFALONY142607015NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
COLLABORATIVE ARTS INITIATIVE
610 SAMUEL CLEMENS HALLBUFFALONY142607015NONEPCSEPTEMBER CONCERT 2019$3,000
COURT THEATRE
5535 SOUTH ELLIS AVENUECHICAGOIL60637NONEPC"THE ADVENTURES OF AUGIE MARCH"$25,000
DEMPSTER STREET PRO MUSICA
630 FOREST AVENUEEVANSTONIL60202NONEPCMATCHING OR DISCRETIONARY GRANT$4,000
DEMPSTER STREET PRO MUSICA
630 FOREST AVENUEEVANSTONIL60202NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
EASTMAN HOUSE MUSEUM
900 EAST AVENUEROCHESTERNY146072298NONEPCMATCHING OR DISCRETIONARY GRANT$2,000
EASTMAN HOUSE MUSEUM
900 EAST AVENUEROCHESTERNY146072298NONEPCMATCHING OR DISCRETIONARY GRANT$2,000
ENSEMBLE DAL NIENTE
4045 N ROCKWELL SUITE 312CHICAGOIL60625NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
EVANSTON COMMUNITY FOUNDATION
1007 CHURCH STREET SUITE 108EVANSTONIL60201NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
EVANSTON HISTORY CENTER
225 GREENWOOD STREETEVANSTONIL60201NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
EVANSTON HISTORY CENTER
225 GREENWOOD STREETEVANSTONIL60201NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
EVANSTON SYMPHONY ORCHESTRA
PO BOX 778EVANSTONIL60204NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
FIFTH HOUSE ENSEMBLE
332 S MICHIGAN AVE SUITE 1032-F501CHICAGOIL60604NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
FRIENDS OF NOTRE-DAME DE PARIS
1717 PENNSYLVANIA AVE NWWASHINGTONDC20006NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
GENESEE COUNTRY MUSEUM
PO BOX 310MUMFORDNY14511NONEPCMATCHING OR DISCRETIONARY GRANT$2,500
GENESEE COUNTRY MUSEUM
PO BOX 310MUMFORDNY14511NONEPCMATCHING OR DISCRETIONARY GRANT$3,500
GIORDANO DANCE CHICAGO
1509 S MICHIGAN AVE 2ND FLOORCHICAGOIL60605NONEPCMIRANDA DAVIS NEW WORK MARCH 2019$5,000
GOODMAN THEATRE
170 NORTH DEARBORN STREETCHICAGOIL60601NONEPC"TWILIGHT BOWL"$50,000
GOODMAN THEATRE
170 NORTH DEARBORN STREETCHICAGOIL60601NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
GOODMAN THEATRE
170 NORTH DEARBORN STREETCHICAGOIL60601NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
GRANT PARK MUSIC FESTIVAL
205 EAST RANDOLPH DRIVECHICAGOIL60601NONEPCSUPPORT FOR FOUR CONCERTS SUMMER 2019$40,000
GRANT PARK MUSIC FESTIVAL
205 EAST RANDOLPH DRIVECHICAGOIL60601NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
HARRIS THEATER FOR MUSIC AND DANCE
205 EAST RANDOLPH DRIVECHICAGOIL60601NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
HAYMARKET OPERA COMPANY
1920 N SEMINARY AVENUE UNIT 1FCHICAGOIL60614NONEPCLAMPO'S THE DRAGON OF WANTLEY$5,000
HAYMARKET OPERA COMPANY
1920 N SEMINARY AVENUE UNIT 1FCHICAGOIL60614NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
HUBBARD STREET DANCE
1147 W JACKSONCHICAGOIL606072903NONEPCMALPASO DANCE CO. PARTNERSHIP SPRING 2019$10,000
HUMANE SOCIETY OF ROCHESTER & MONROE COU
PO BOX 299FAIRPORTNY14450NONEPCMATCHING OR DISCRETIONARY GRANT$3,500
HUMANE SOCIETY OF ROCHESTER & MONROE COU
PO BOX 299FAIRPORTNY14450NONEPCMATCHING OR DISCRETIONARY GRANT$2,500
HUMANE SOCIETY OF ROCHESTER & MONROE COU
PO BOX 299FAIRPORTNY14450NONEPCMATCHING OR DISCRETIONARY GRANT$2,500
INTERLOCHEN PUBLIC LIBRARY
9411 10TH STINTERLOCHENMI49643NONEPCMATCHING OR DISCRETIONARY GRANT$2,000
IOWA WESLEYAN COLLEGE
601 NORTH MAIN STREETMR PLEASANTIA526411398NONEPCMATCHING OR DISCRETIONARY GRANT$2,500
IOWA WESLEYAN COLLEGE
601 NORTH MAIN STREETMR PLEASANTIA526411398NONEPCMATCHING OR DISCRETIONARY GRANT$2,500
ISLAND HERITAGE TRUST
PO BOX 42DEER ISLEME04627NONEPCMATCHING OR DISCRETIONARY GRANT$1,500
JACKSONVILLE SYMPHONY
300 WATER ST 200JACKSONVILLEFL32202NONEPCMATCHING OR DISCRETIONARY GRANT$4,000
JOFFREY BALLET
10 EAST RANDOLPH STREETCHICAGOIL60601NONEPCLIVE MUSIC 2018-19$25,000
JOFFREY BALLET
10 EAST RANDOLPH STREETCHICAGOIL60601NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
KHECARI DANCE
6589 1 LAKEWOOD AVENUECHICAGOIL60626NONEPC"MARGINALIA" NEW WORK$5,000
LIFELINE THEATRE
6912 N GLENWOODCHICAGOIL60626NONEPC"THE MAN WHO WAS THURSDAY" CHESTERTON$3,000
LOOKINGGLASS THEATRE
875 N MICHIGAN AVE SUITE 2200CHICAGOIL60611NONEPCACT(S) OF GOD$10,000
LUCKY PLUSH PRODUCTIONS
3825 N BELL AVECHICAGOIL60618NONEPC"RINK LIFE" REGIONAL PREMIER$5,000
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPCLAUNCH PAD PROGRAM OF RYAN OPERA CENTER$5,000
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPCMATCHING OR DISCRETIONARY GRANT$10,000
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPCMATCHING OR DISCRETIONARY GRANT$10,000
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPCMATCHING OR DISCRETIONARY GRANT$10,000
MCCALLUM THEATRE
73000 FRED WARING DRIVEPALM DESERTCA92260NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
MEMORIAL ART GALLERY
500 UNIVERSITY AVENUEROCHESTERNY146071415NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
MEMORIAL ART GALLERY
500 UNIVERSITY AVENUEROCHESTERNY146071415NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
MERIT MUSIC PROGRAM
38 S PEORIA STREETCHICAGOIL60607NONEPCMATCHING OR DISCRETIONARY GRANT$500
MERIT SCHOOL OF MUSIC
38 S PEORIA STREETCHICAGOIL60607NONEPCMATCHING OR DISCRETIONARY GRANT$10,000
MUSIC OF THE BAROQUE
111 N WABASH SUITE 810CHICAGOIL60602NONEPCBALSAM SOLOIST JANUARY 2020$20,000
MUSIC THEATER WORKS
516 FOURTH STREETWILMETTEIL60091NONEPCHUNCHBACK OF NOTRE DAME. AUGUST 2019$3,000
NEWBERRY CONSORT
PO BOX 60212CHICAGOIL606600212NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
NEWBERRY LIBRARY
60 W WALTON STCHICAGOIL60610NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
NORTH SHORE UNIVERSITY HEALTH SYSTEM
1033 UNIVERSITY PLACE SUITE 450EVANSTONIL60201NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
NORTHLIGHT THEATER
9501 N SKOKIE BLVDSKOKIEIL60076NONEPCMANSFIELD PARK. NOVEMBER 2018$10,000
NORTHWESTERN UNIVERSITY - KELLOGG SCHOOL
2001 SHERIDAN ROADEVANSTONIL60208NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
NORTHWESTERN UNIVERSITY ATHLETIC DEPT
1501 CENTRAL STEVANSTONIL60208NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
NORTHWESTERN UNIVERSITY BLOCK MUSEUM
40 ARTS CIRCLE DREVANSTONIL60208NONEPCGENERAL OPERATING$5,000
NORTHWESTERN UNIVERSITY LIBRARY
1970 CAMPUS DREVANSTONIL60208NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
NORTHWESTERN UNIVERSITY- SCHOOL OF MUSIC
70 ARTS CIRCLEEVANSTONIL60208NONEPCMATCHING OR DISCRETIONARY GRANT$15,000
OAK PARK RIVER FOREST COMMUNITY FOUNDATION
1049 LAKE ST 204OAK PARKIL60301NONEPCDIRECTORS DISCRETIONARY OR MATCHING GRANT$3,000
OVER THE RAINBOW ASSOCIATION
2040 BROWN AVENUEEVANSTONIL60201NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
PEOPLE'S MUSIC SCHOOL
931 W EASTWOODCHICAGOIL60640NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
RAND CORPORATION
1776 MAIN STSANTA MONICACA90401NONEPCMATCHING OR DISCRETIONARY GRANT$500
RAVEN THEATRE
6157 N CLARK STREETCHICAGOIL60660NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
RAVINIA FESTIVAL
418 SHERIDAN ROADHIGHLAND PARKIL60035NONEPCGARY HOFFMAN AND PARKER 7/24/19 SUPPORT$20,000
RAVINIA FESTIVAL
418 SHERIDAN ROADHIGHLAND PARKIL60035NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
REMBRANDT CHAMBER PLAYERS
PO BOX 811406CHICAGOIL60681NONEPCMAY 2020 CONCERT$3,000
REMBRANDT CHAMBER PLAYERS
PO BOX 811406CHICAGOIL60681NONEPCMATCHING OR DISCRETIONARY GRANT$3,000
REMBRANDT CHAMBER PLAYERS
PO BOX 811406CHICAGOIL60681NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
REMY BUMPO THEATRE
3717 N RAVENSWOOD AVENUE SUITE 245CHICAGOIL60613NONEPCFRANKENSTEIN$3,000
RIVENDELL THEATRE
5779 N RIDGE AVENUECHICAGOIL60660NONEPCSOMETHING CLEAN BY SELINA FILLINGER$3,000
SHATTERED GLOBE THEATRE
2936 N SOUTHPORT SUITE 214CHICAGOIL60654NONEPCHANNAH AND MARTTIN APRIL 2019$3,000
SPEKTRAL QUARTET
1506 W ROSEMONT AVENUE 1CHICAGOIL60660NONEPCLISA COONS' THE SPACE BETWEEN$3,000
STEPPENWOLF THEATRE
1650 N HALSTED STCHICAGOIL60614NONEPCISAAC GOMEZ' LA RUTA$25,000
THE DAVID AND ALFRED SMART MUSEUM OF ART
5550 S GREENWOOD AVECHICAGOIL60637NONEPCTHE ALLURE OF MATTER: MATERIAL ART FROM CHINA$5,000
THE HOUSE THEATRE
4700 N RAVENSWOOD SUITE SW2CHICAGOIL606404408NONEPCPINOCCHIO$3,000
THE METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY10023NONEPCMATCHING OR DISCRETIONARY GRANT$4,000
THIRD COAST BAROQUE
30 LINCOLN CENTERNEW YORKNY10023NONEPCBACH FAMILY CONCERT$3,000
THIRD COAST PERCUSSION
4045 N ROCKWELL ST 301CHICAGOIL60618NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
THIRD COAST PERCUSSION
4045 N ROCKWELL ST 301CHICAGOIL60618NONEPCDANNY CLAY "THE BELL RINGERS"$5,000
THODOS DANCE CHICAGO
860 W BLACKHAWK SUITE 305CHICAGOIL60642NONEPC19TH ANNUAL NEW DANCES CONCERT$5,000
TIMELINE THEATRE
615 W WELLINGTON AVECHICAGOIL60657NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
UNIVERSITY OF MICHIGAN - BUSINESS SCHOOL
701 TAPPAN STREETANN ARBORMI481060966NONEPCMATCHING OR DISCRETIONARY GRANT$10,000
VICTORY GARDENS THEATER
2433 N LINCOLN AVENUECHICAGOIL60614NONEPCNEW WORK 2018-2019$10,000
WBEZ ALLIANCE INC
848 E GRAND AVECHICAGOIL60611NONEPCMATCHING OR DISCRETIONARY GRANT$1,000
WFMT
5400 NORTH ST LOUIS AVENUECHICAGOIL60625NONEPCIMPROMPTU AND LIVE FROM WFMT$100,000
WRITERS' THEATRE CHICAGO
376 PARK AVENUEGLENCOEIL60022NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
WRITERS' THEATRE INC
376 PARK AVENUEGLENCOEIL60022NONEPC"NEXT TO NORMAL"$25,000
WXXI GO PUBLIC
PO BOX 30021ROCHESTERNY14614NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
WXXI GO PUBLIC
PO BOX 30021ROCHESTERNY14614NONEPCMATCHING OR DISCRETIONARY GRANT$5,000
NET PRESENT VALUE ADJUSTMENT OF GRANTS
120 S LASALLE STREET 1740CHICAGOIL60603NONEPCNPV OF FUTURE GRANTS$5,242
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$908,242TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIELD MUSEUM OF CHICAGO
1400 S LAKE SHORE DRCHICAGOIL60605NONEPCNATIVE AMERICAN EXHIBIT$50,000
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPCMEEKER, BIMBAUM, FAULKNER, AND ROJAS$100,000
NORTHWESTERN UNIVERSITY
633 CLARK STEVANSTONIL60208NONEPCDOVER QUARTET AND WINTER 2020 CHAMBER MUSIC FESTIVAL$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$250,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113,036ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$547,360ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$660,396ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$660,396TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING EXPENSE$21,960$20,410$0$1,550
ACCOUNTING FEE PAID TO ALLAN DREBIN$0$0$0$0

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY TOTAL MARKET INDEX FUND$560,426$973,185
VANGUARD SHORT TERM BOND INDEX FUND$1,490,537$1,508,447
VANGUARD STAR FUND TOTAL INTL STOCK EFT$337,686$338,015

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$6,680$3,340$0$3,340
INTERNET SERVICES$181$90$0$91
OFFICE EQUIPMENT$9$5$0$4
OFFICE EXPENSE$340$170$0$170
PHOTOCOPYING$385$196$0$187
PARKING$1,760$0$0$1,760
POSTAGE$590$295$0$295
STATE REGISTRATION FEES$25$0$0$25
TELEPHONE$2,166$1,085$0$1,081

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$2,823Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENTCategoryTxt
Amt$21,605Amt
Net Investment Income$21,605NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$1,947Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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