MACDOUGAL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MACDOUGAL FAMILY FOUNDATION (EIN 36-4145290)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-12
- IRS object ID
- 202041339349100424
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T10:08:36-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461787913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH MAJIC CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 566 W LAKE ST SUITE 101LL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606611410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364145290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MACDOUGAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACD | BusinessNameControlTxt |
| Phone | 3128220365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N LAKE SHORE DRIVE RM/STE 3611 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLENE GEHM MACDOUGAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3128220365 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH MAJIC | PreparerPersonNm |
| PTIN | P00089615 | PTIN |
| Phone | 3122349500 | PhoneNum |
| Preparation | 2020-05-07 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,168,723 | 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 |
| Interest On Sav Rev And Expnss | $115 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,623 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,402 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,881 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,881 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,467 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,067 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,067 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,814 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,076 | CashBOYAmt |
| Cash EOY | $48,147 | CashEOYAmt |
| Cash EOYFMV | $48,147 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,150 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,310 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $920,992 | CorporateStockBOYAmt |
| Corporate Stock EOY | $916,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,120,576 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $971,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $966,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,168,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $971,218 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $966,337 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $971,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $966,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $971,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $966,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $971,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,881 | ExcessRevenueOverExpensesAmt |
| Subtotal | $966,337 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $966,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 350 SPDR S7P 500 ETF: SPY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2005-06-13 | AcquiredDt |
| Sold | 2019-07-01 | SoldDt |
| Gross Sales Price | $103,831 | GrossSalesPriceAmt |
| Cost Or Other Basis | $42,221 | CostOrOtherBasisAmt |
| Gain Or Loss | $61,610 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $61,610 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,402 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,826 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,911,622 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047513 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,031 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,763,778 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053879 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,443 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,585,204 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055162 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,553 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,610,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055615 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,582,708 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049346 | DistributionYr5Rt |
| Total Distribution | 0.261515 | TotalDistributionRt |
| Average Distribution | 0.052303 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,985,661 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $103,856 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $978 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,834 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,695 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,956 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,956 | SubtotalAmt |
| Tax Based On Investment Income | $1,956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,310 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,310 | TotalPaymentsAndCreditsAmt |
| Tax Due | $646 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLENE GEHM MACDOUGAL | IndividualWithBooksNm |
| Phone | 3128220365 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N LAKE SHORE DRIVE APT 3611 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| CHARLENE GEHM MACDOUGAL | ||||||||
| 505 N LAKE SHORE DRIVE APT 3611 | CHICAGO | IL | 60611 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| GARY MACDOUGAL | ||||||||
| 505 N LAKE SHORE DRIVE APT 3611 | CHICAGO | IL | 60611 | CHAIRMAN | 000.00 | $0 | $0 | $0 |
| GARY MACDOUGAL JR | ||||||||
| 268 LAUREL AVENUE | HIGHLAND PARK | IL | 60035 | VP-SECRETARY | 000.00 | $0 | $0 | $0 |
| MICHAEL MACDOUGAL | ||||||||
| 951 OAK KNOLL DRIVE | LAKE FOREST | IL | 60045 | VP-TREASURER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $403,291 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,561,273 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,015,899 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,015,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,985,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,956 | TotalTaxAmt |
| Distributable Before Adj | $97,327 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,327 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,327 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,695 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $102,695 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $102,695 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,327 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $6,225 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,677 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,124 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $25,026 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,695 | QualifyingDistributionsAmt |
| Applied To Current Year | $97,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,368 | RemainingDistriFromCorpusAmt |
| Total Corpus | $30,394 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $30,394 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,225 | ExcessFromYear4Amt |
| Excess From Year3 | $9,677 | ExcessFromYear3Amt |
| Excess From Year2 | $9,124 | ExcessFromYear2Amt |
| Excess From Current Year | $5,368 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX FUND | |||||||
| 63 BENEDICT AVE | TARRYTOWN | NY | 10591 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,500 |
| AMERICAN BALLET | |||||||
| 50 E CONGRESS PKWY | CHICAGO | IL | 60605 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $300 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1150 SEVENTEENTH STREET | WASHINGTON | DC | 20036 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| AMERICAN LEGISLATIVE EXCHANGE COUNC | |||||||
| 2900 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 79TH CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $150 |
| BETTER GOVERNMENT ASSOCIATION | |||||||
| 223 W JACKSON | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 16TH ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE N | WASHINGTON | DC | 20001 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| CHICAGO COUNCIL ON GLOBAL RELATIONS | |||||||
| 180 N STETSON AVE 1400 | CHICAGO | IL | 60601 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| CHICAGO SHAKEPEARE CO | |||||||
| 800 E GRAND AVENUE | CHICAGO | IL | 60611 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| CHURCH OF THE ASCENSION - CHICAGO | |||||||
| 1133 N LASALLE BLVD | CHICAGO | IL | 60610 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,800 |
| CITADEL THEATER | |||||||
| 300 S WAUKEGAN | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,200 |
| CLAIRMONT INST | |||||||
| 1317 W FOOTHILL BLVD | UPLAND | CA | 91786 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| COURT THEATRE CHICAGO | |||||||
| 5535 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| DESERT HOT SPRINGS HISTORICAL SOCIE | |||||||
| PO BOX 422 | DESERT HOT SPRINGS | CA | 92240 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| EAST GRAND RAPIDS SCHOOL FOUNDATION | |||||||
| 2915 HALL ST | GRAND RAPIDS | MI | 49506 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| FIRST PRESBYTERIAN CHURCH OF LAKE F | |||||||
| 700 N SHERIDAN ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| FRICK MUSEUM | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $650 |
| FRIENDS OF ST THOMAS MUSIC | |||||||
| 1 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $600 |
| FRIENDS OF THE PARKS CHICAGO | |||||||
| 17 N STATE STREET 1450 | CHICAGO | IL | 60602 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $200 |
| GRANT PARK ORCHESTRA ASSOCIATION | |||||||
| 205 E RANDOLPH ST | CHICAGO | IL | 60601 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $100 |
| HERITAGE FOUNATION | |||||||
| 214 MASS AVE NE | WASHINGTON | DC | 20002 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| HISTORY CENTER OF LAKE FOREST | |||||||
| 509 E DEERPATH RD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| HUDSON INSTITUTE | |||||||
| 1015 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $4,000 |
| IL POLICY INSTITUTE | |||||||
| 190 S LASALLE ST | CHICAGO | IL | 60603 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $5,000 |
| LAKE FOREST - HIGH SCHOOL | |||||||
| 1285 N MCKINLEY RD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| LAKE FOREST OPEN LAND | |||||||
| 350 N WAUKEGAN ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $470 |
| LANDMARK WEST NY | |||||||
| 45 W 67TH STREET 1 | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $150 |
| LES TURNER ALS FOUNDATION | |||||||
| 5550 W TOUHY | SKOKIE | IL | 60077 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $175 |
| LONDON CENTER FOR FOREIGN POLICY | |||||||
| 10 WEST STREET | NEW YORK | NY | 10004 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 |
| LYRIC OPERA CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVE 201 | NEW YORK | NY | 10017 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| MEMORIAL SLOAN-KETTERING CANCER CEN | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $600 |
| METROPOLITAN OPERA GUILD | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| MINT THEATERCO | |||||||
| 311 W 43RD STREET | NEW YORK | NY | 10036 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| MUSEUM OF SCIENCE & INDUSTRY | |||||||
| 5700 S LAKE SHORE DRIVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| NEW ALTERNATIVES FOR CHILDREN | |||||||
| 37 W 26TH ST 6 | NEW YORK | NY | 10010 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,500 |
| NEW YORK CITY PHILHARMONIC ORCHESTR | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| NEXT GENERATION BULGARIA FUND | |||||||
| 64 SUMMIT AVE | BRONXVILLE | NY | 10708 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $10,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1730 M STREET NW | WASHINGTON | DC | 20077 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| REDUCE INFECTIOUS DEATHS | |||||||
| 5 PARTRIDGE HOLLOW ROAD | GREENWICH | CT | 06831 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| ROCKEFELLER UNIVERSITY | |||||||
| 10455 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $250 |
| SHEDD AQUARIUM | |||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $125 |
| SOAR | |||||||
| 244 EAST PEARSON ST 102 | CHICAGO | IL | 60611 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $300 |
| ST THOMAS CHOIR SCHOOL NY | |||||||
| 1 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| STRIVE ORGANIZATION | |||||||
| 240 EAST 123RD ST | NEW YORK | NY | 10035 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| TAX FOUNDATION | |||||||
| 1325 G STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| TOM GOLD DANCE CO | |||||||
| 51 WEST 81ST STREEET | NEW YORK | NY | 10024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| UCLA FOUNDATION | |||||||
| 1309 MURPHY HALL | LOS ANGELES | CA | 90095 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $25,000 |
| VISITING NURSES NY | |||||||
| 2345 BROADWAY | NEW YORK | NY | 10024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| WIREPOINTS | |||||||
| 820 LAKE AVE | WILMETTE | IL | 60091 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,070 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,364 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,402 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,881 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB S&P 500 | $197,482 | $447,404 |
| SPDR TRUST | $719,398 | $1,673,172 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| IL FILING FEE | $15 | $15 |
| ANNUAL REPORT FEE | $10 | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,467 | Amt |
| Net Investment Income | $1,467 | NetInvestmentIncomeAmt |