RONALD L MCDANIEL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RONALD L MCDANIEL FOUNDATION (EIN 36-4012153)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349101233
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T09:36:22-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363963131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANN WEITZ & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 DEER LAKE ROAD SUITE 125 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 364012153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD L MCDANIEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 6307892765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8005 WOODSIDE LANE | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD MCDANIEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6307892765 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES BARNATO | PreparerPersonNm |
| PTIN | P00959795 | PTIN |
| Phone | 8472673400 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.194.118.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 09:36:14 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CAFB5C9C123FBA50312E98C662C50AD8AE74D4A6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B23C75F4C7AEA2C906E7EA75CD0F9FAD541F0C9 | AtSubmissionFilingDeviceId |
| 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 | $24,801,272 | 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 | $1,250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $119 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $119 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $417,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $417,865 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,248,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,035 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,796,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $546,019 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,728 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,364 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,364 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $28,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,305 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $124,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $124,114 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,883 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,489 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,013,068 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,013,068 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,168,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,883 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,014,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $627,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $413,136 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,236 | CashBOYAmt |
| Cash EOY | $56,355 | CashEOYAmt |
| Cash EOYFMV | $56,355 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $416,826 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $633,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $633,812 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,264,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,675,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,111,105 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,737,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,365,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,801,272 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $18,737,525 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,365,299 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,737,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,365,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,737,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,365,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,737,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $627,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,365,299 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,365,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BMO ST NONCOVERED | P | 2019-12-31 | $1,093,316 | $1,169,465 | -$76,149 | -$76,149 |
| BMO LT NONCOVERED | P | 2019-12-31 | $5,871,424 | $5,762,622 | $108,802 | $108,802 |
| BMO CAPITAL GAIN | P | $100,784 | $100,784 | $100,784 | ||
| AXA LT NONCOVERED | P | 2019-12-31 | $180,995 | $187,987 | -$6,992 | -$6,992 |
| AXA CAPITAL GAIN | P | $1,590 | $1,590 | $1,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,035 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,146,432 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,807,677 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055097 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,131,308 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,062,720 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056389 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,044,337 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,624,764 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059254 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $960,311 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,913,116 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056779 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $921,619 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,453,552 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056013 | DistributionYr5Rt |
| Total Distribution | 0.283532 | TotalDistributionRt |
| Average Distribution | 0.056706 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,244,313 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,261,386 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,131 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,265,517 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,014,557 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,263 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,263 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,263 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RONALD L MCDANIEL | IndividualWithBooksNm |
| Phone | 6307892765 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8005 WOODSIDE LANE | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD MCDANIEL | ||||||||
| 8005 WOODSIDE LANE | BURR RIDGE | IL | 60527 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| BARBARA GULICK | ||||||||
| 726 PALMER WAY | MELBOURNE | FL | 32940 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JULIA SAMPIERI | ||||||||
| 311 CARRIAGE WHEEL RD | MONCKS CORNER | SC | 29461 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRENDA JACOBS | ||||||||
| 1520 W ONEAL ROAD | PRESCOTT | AZ | 86305 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,001,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $581,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,583,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,583,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $338,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,244,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,112,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,112,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,263 | TotalTaxAmt |
| Distributable Before Adj | $1,103,953 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,103,953 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,103,953 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,014,557 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,014,557 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,014,557 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,103,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $116,953 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $128,464 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $167,929 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $145,952 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,658 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $706,956 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,014,557 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,014,557 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $89,396 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $89,396 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $617,560 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $27,557 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $590,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $128,464 | ExcessFromYear4Amt |
| Excess From Year3 | $167,929 | ExcessFromYear3Amt |
| Excess From Year2 | $145,952 | ExcessFromYear2Amt |
| Excess From Year1 | $147,658 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD MCDANIEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF WAYNE COUNTY | |||||||
| 1717 SOUTH L STREET | RICHMOND | IN | 47374 | NONE | PC | CHARITABLE | $235,000 |
| BRIDGE COMMUNITIES | |||||||
| 505 CRESCENT BLVD | GLEN ELLYN | IL | 60137 | NONE | PC | CHARITABLE | $50,000 |
| CASA | |||||||
| 1625 MASSACHUSETTS AVE NW SUITE 520 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $70,000 |
| CHILDREN'S THEATRE WORKSHOP | |||||||
| 5500 NORTH ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | PC | CHARITABLE | $10,000 |
| DUPAGE CHILDREN'S MUSEUM | |||||||
| 301 NORTH WASHINGTON STREET | NAPERVILLE | IL | 60540 | NONE | PC | CHARITABLE | $263,500 |
| HAYES ARBORETUM | |||||||
| 801 ELKS RD | RICHMOND | IN | 47374 | NONE | PC | CHARITABLE | $19,118 |
| INDIAN BOUNDARY YMCA | |||||||
| 711 59TH ST | DOWNERS GROVE | IL | 60516 | NONE | PC | CHARITABLE | $10,000 |
| LITERACY DUPAGE | |||||||
| 425 FAWELL BLVD | GLEN ELLYN | IL | 60137 | NONE | PC | CHARITABLE | $39,500 |
| PEO CHAPTER KN | |||||||
| 3700 GRAND AVE | DES MONIES | IA | 50312 | NONE | PC | EDUCATIONAL | $1,000 |
| RICHMOND SYMPHONY ORCHESTRA | |||||||
| 380 HUB ETCHISON PKWY | RICHMOND | IN | 47374 | NONE | PC | CHARITABLE | $45,800 |
| THE SALVATION ARMY | |||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60630 | NONE | PC | CHARITABLE | $10,000 |
| WAYNE COUNTY FOUNDATION | |||||||
| 33 S 7TH ST | RICHMOND | IN | 47374 | NONE | PC | CHARITABLE | $11,000 |
| WAYNE COUNTY HISTORICAL MUSEUM | |||||||
| 1150 N A ST | RICHMOND | IN | 47374 | NONE | PC | CHARITABLE | $5,000 |
| WEST SUBURBAN COMMUNITY PANTRY | |||||||
| 6809 HOBSON VALLEY DRIVE | WOODRIDGE | IL | 60517 | NONE | PC | CHARITABLE | $207,000 |
| YWCA METROPOLITAN CHICAGO | |||||||
| 1 N LASALLE ST 1150 | CHICAGO | IL | 60602 | NONE | PC | CHARITABLE | $7,500 |
| LAUREL COMMUNITY CENTER | |||||||
| 218 N CLAY ST | LAUREL | IN | 47024 | NONE | PC | CHARITABLE | $9,900 |
| ILLINOIS ASSOCIATION OF CASA | |||||||
| 207 W JEFFERSON ST | BLOOMINGTON | IL | 61701 | NONE | PC | CHARITABLE | $6,250 |
| ANNA MEMORIAL HISTIOCYTOSIS SOCIETY | |||||||
| 332 NORTH BROADWAY | PITMAN | NJ | 08071 | NONE | PC | CHARITABLE | $2,500 |
| CORA VEAL SENIOR CITIZENS CENTER | |||||||
| 144 COLLEGE ST S | MADISONVILLE | TN | 37354 | NONE | PC | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,013,068 | 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 | $119 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $417,865 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $128,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $546,019 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $546,019 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RONALD MCDANIEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8005 WOODSIDE LANE | AddressLine1Txt |
| City | BURR RUDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BMO ST | $17,139,985 | $22,129,740 |
| AXA | $1,535,147 | $1,981,365 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $2,728 | LegalFeesAmt |
| Net Investment Income | $1,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,364 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BMO MANAGEMENT FEES | $104,622 | $104,622 | $0 |
| AXA MANAGEMENT FEES | $19,492 | $19,492 | $0 |
| FILING FEES | $25 | $0 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,305 | $7,305 | $0 |
| EXCISE TAXES | $20,805 | $0 | $0 |
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