CLAYCO FOUNDATION THE: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CLAYCO FOUNDATION THE (EIN 47-1330583)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202023169349101317
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T12:00:34-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 Cool Springs Blvd Suite 600 | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370677260 | 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 | 471330583 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clayco Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAY | BusinessNameControlTxt |
| Phone | 3145526187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East Wacker Drive | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY SCHOFIELD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLINT BRASIER | PreparerPersonNm |
| PTIN | P00842248 | PTIN |
| Phone | 6153605500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,562,480 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,557 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $16,557 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $722,641 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,440,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,073 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $254,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $254,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,982,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,982,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,237,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,982,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$796,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43 | CashBOYAmt |
| Cash EOY | $100 | CashEOYAmt |
| Cash EOYFMV | $100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,231,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $513,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $513,798 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,150 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,150 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,150 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $2,030,000 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $2,030,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,030,000 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,247 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,432 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,127 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,264,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,570,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,562,480 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,267 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $66,522 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $2,030,000 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $2,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,096,522 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,262,478 | RetainedEarningBOYAmt |
| Retained Earning EOY | $474,206 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,262,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $474,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,264,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,570,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,262,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$796,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,460 | OtherIncreasesAmt |
| Subtotal | $474,206 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $474,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $51,377 | GrossSalesPriceAmt |
| Cost Or Other Basis | $34,820 | CostOrOtherBasisAmt |
| Gain Or Loss | $16,557 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $16,557 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,557 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,175,912 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $838,293 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.402746 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $634,820 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $298,012 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.130183 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,185,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $125,709 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 17.381413 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $290,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $690,251 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.420137 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $146,147 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.206983 | DistributionYr5Rt |
| Total Distribution | 21.541462 | TotalDistributionRt |
| Average Distribution | 4.308292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $703,568 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,031,176 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $159 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,031,335 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,982,670 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $319 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $319 | SubtotalAmt |
| Tax Based On Investment Income | $319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $319 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | ANTHONY SCHOFIELD | IndividualWithBooksNm |
| Phone | 3145526187 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| ANTHONY M SCHOFIELD | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | CFO | 0.250 | $0 | $0 | $0 |
| RUSSEL L BURNS | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | V.P. | 0.250 | $0 | $0 | $0 |
| CARMEN HERNANDEZ | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | SECRETARY | 0.250 | $0 | $0 | $0 |
| THOMAS D SIECKHAUS | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.250 | $0 | $0 | $0 |
| P KIRK WARDEN | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.250 | $0 | $0 | $0 |
| ANTHONY J JOHNSON | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.250 | $0 | $0 | $0 |
| PATRICK T MORIARITY | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.250 | $0 | $0 | $0 |
| RYAN M MCGUIRE | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.250 | $0 | $0 | $0 |
| ANTHONY S MEZINES | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.250 | $0 | $0 | $0 |
| RICHARD D MOECKEL | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.250 | $0 | $0 | $0 |
| OTTO NICHOLS III | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | TRUSTEE | 0.250 | $0 | $0 | $0 |
| KEVIN MCKENNA | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | V.P. / TRUSTEE | 0.250 | $0 | $0 | $0 |
| ROBERT G CLARK | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | PRESIDENT / TRUSTEE | 0.250 | $0 | $0 | $0 |
| STEPHEN R SIECKHAUS | ||||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | V.P. / TRUSTEE | 0.250 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $674,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $714,282 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $714,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $703,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $319 | TotalTaxAmt |
| Distributable Before Adj | $34,859 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,859 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,859 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,982,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,982,670 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,982,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,943 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $255,487 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,178,715 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $619,919 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,133,997 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,211,061 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,982,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,947,811 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,158,872 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $22,943 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,135,929 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $255,487 | ExcessFromYear4Amt |
| Excess From Year3 | $2,178,715 | ExcessFromYear3Amt |
| Excess From Year2 | $619,919 | ExcessFromYear2Amt |
| Excess From Year1 | $1,133,997 | ExcessFromYear1Amt |
| Excess From Current Year | $1,947,811 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| University of Chicago | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | TO ASSIST STUDENTS IN EDUCATION | $330,000 |
| Washington University | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | TO ASSIST STUDENTS IN EDUCATION / RESEARCH DEVELOPMENT | $857,289 |
| Traditional Congregation of Creve Coeur | |||||||
| 12437 Ladue Rd | ST LOUIS | MO | 63141 | NONE | PC | TO ASSIST STUDENTS IN EDUCATION | $100,000 |
| Penn State | |||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | PC | TO ASSIST STUDENTS IN EDUCATION | $25,000 |
| Catholic Student Center | |||||||
| 6352 Forsyth Blvd | St Louis | MO | 63105 | NONE | PC | TO ASSIST STUDENTS IN EDUCATION | $60,000 |
| SAVANNAH COLLEGE OF ART AND DESIGN | |||||||
| PO BOX 3146 | SAVANNAH | GA | 31402 | NONE | PC | TO PREPARE TALENTED STUDENTS FOR PROFESSIONAL CAREERS, EMPHASIZING LEARNING THROUGH INDIVIDUAL ATTENTION IN A POSITIVELY ORIENTED UNIVERSITY ENVIRONMENT. | $275,000 |
| BJC Healthcare | |||||||
| PO Box 958410 | ST LOUIS | MO | 63195 | NONE | PC | MEDICAL CARE | $10,193 |
| Ozarks Medical Center | |||||||
| PO Box 1100 | West Plains | MO | 65775 | none | PC | MEDICAL CARE | $188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,657,670 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,557 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $476,951 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $476,951 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $495,024 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumberTxt |
| Relationship Statement | IN 2019, THE CLAYCO FOUNDATION HOSTED ILLUMINATION, A NONPROFIT EVENT DESIGNED TO SUPPORT EDUCATIONAL ENDEAVORS. PROCEEDS FROM THIS EVENT BENEFITED RVCL RESEARCH DEVELOPMENT AT WASHINGTON UNIVERSITY. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Bob Clark | |||||||
| 1 | 8039 PARK DRIVE | ST LOUIS | MO | 63117 | $427,333 | Yes (X) | |
| Steve Sieckhaus | |||||||
| 2 | 12703 WYNDBUSH COURT | DES PERES | MO | 63131 | $59,815 | Yes (X) | |
| Kevin McKenna | |||||||
| 3 | 415 SOUTH PARK | LAGRANGE | IL | 60525 | $52,649 | Yes (X) | |
| Tom Sieckhaus | |||||||
| 4 | 904 SUMMERSET PARC LANE | FENTON | MO | 63026 | $31,209 | Yes (X) | |
| Anthony Johnson | |||||||
| 5 | 35 E WACKER DRIVE SUITE 1300 | CHICAGO | IL | 60601 | $50,164 | Yes (X) | |
| Pat Moriarity | |||||||
| 6 | 35 E WACKER DRIVE SUITE 1300 | CHICAGO | IL | 60601 | $21,499 | Yes (X) | |
| Rick Moeckel | |||||||
| 7 | 3041 FORREST BROOK CT | BARNHART | MO | 63012 | $14,333 | Yes (X) | |
| Tony Mezines | |||||||
| 8 | 11 NORTH WALLING | CREVE COEUR | MO | 63141 | $14,333 | Yes (X) | |
| Otto Nichols | |||||||
| 9 | 1300 MONMOUTH AVE | NAPERVILLE | IL | 60565 | $14,333 | Yes (X) | |
| Ryan McGuire | |||||||
| 10 | 845 NORTH STATE STREET UNIT 3114 | CHICAGO | IL | 60610 | $14,333 | Yes (X) | |
| Karen Zelden & Ralph Senst | |||||||
| 11 | 496 Provident Ave | Linnetka | IL | 60093 | $12,219 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 11 | ContributorNum |
| Noncash Property | Stock donation | NoncashPropertyDesc |
| Fair Market Value | $12,219 | FairMarketValueAmt |
| Received | 2019-12-31 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD TOTAL STOCK MARKET ETF | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTL BUSINESS MACHINES CORP | $20,680 | $12,432 |
| GOLDMAN SACHS GROUP INC | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SPECIAL EVENTS FEES | $245,690 | |
| BANK FEES | $2,047 | $2,047 |
| BROKERAGE FEES | $90 | $90 |
| Patient fees | $6,949 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL EVENT PROCEEDS | Desc |
| Revenue And Expenses Per Books | $722,641 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period adjustment | Desc |
| Amt | $8,460 | Amt |
Comments