MARY BARNES DONNELLEY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARY BARNES DONNELLEY FAMILY FOUNDATION (EIN 36-3487746)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349100424
- 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
- General Explanation Attachment
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T07:52:46-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362541394 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simpson Estates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 North Lasalle Ste 1232 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606023344 | 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 | 363487746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BARNES DONNELLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 3127263110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 N LA SALLE ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN B MELLIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David A Lihosit | PreparerPersonNm |
| PTIN | P01257947 | PTIN |
| Phone | 3127263110 | 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 | $3,029,796 | 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 |
| Dividends Rev And Expnss | $107,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,065 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,816 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $240,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,816 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $309 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $309 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $171,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,190 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,475 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,645 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,645 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,738 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,738 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,758 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,206 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,206 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,574 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,122 | CashBOYAmt |
| Cash EOY | $27,045 | CashEOYAmt |
| Cash EOYFMV | $27,045 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $73,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,168 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,168 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,703 | AcctRcvblAmt |
| Acct Rcvbl BOY | $17,463 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,703 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,703 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $144,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $144,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $113,367 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $670,772 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $499,812 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $497,359 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,727,152 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,935,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,332,154 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,669,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,666,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,029,796 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,669,066 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,666,666 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,669,066 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,669,066 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,666,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,669,066 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,776 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,670,842 | SubtotalAmt |
| Other Decreases | $4,176 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4625.347 shrs DOUBLELINE CORE FIXED INCOME CL I | P | 2015-02-09 | 2019-04-02 | $49,970 | $51,205 | -$1,235 | -$1,235 |
| 4516.712 shrs DOUBLELINE CORE FIXED INCOME CL I | P | 2015-02-09 | 2019-07-29 | $49,970 | $50,003 | -$33 | -$33 |
| 6300.63 shrs DOUBLELINE CORE FIXED INCOME CL I | P | 2015-02-09 | 2019-09-12 | $69,970 | $69,752 | $218 | $218 |
| SIMGLO, L.P. - SHORT TERM LOSS | P | $76 | -$76 | -$76 | |||
| SIMGLO, L.P. - LONG TERM GAIN | P | $10,152 | $10,152 | $10,152 | |||
| SGF, LLC - LONG TERM GAIN | P | $18,389 | $18,389 | $18,389 | |||
| JGB PARTNERS - SHORT TERM | P | $2 | -$2 | -$2 | |||
| JGB PTRS 3 - LONG TERM | P | $767 | -$767 | -$767 | |||
| IRONSIDES OPPOR -SHORT TERM | P | $431 | $431 | $431 | |||
| IRONSIDES OPPOR - LONG TERM | P | $7 | -$7 | -$7 | |||
| ANGELO GORDON OWL FUND - LONG TERM | P | $1,050 | $1,050 | $1,050 | |||
| ANGELO GORDON ENERGY FD - SHORT TERM | P | $14 | $14 | $14 | |||
| ANGELO GORDON ENERGY FD - SHORT TERM | P | $28 | $28 | $28 | |||
| CLOUGH INVEST - SHORT TERM | P | $895 | -$895 | -$895 | |||
| CLOUGH INVEST - LONG TERM | P | $6,257 | $6,257 | $6,257 | |||
| CLOUGH INVEST - SEC 1231 | P | $2,965 | -$2,965 | -$2,965 | |||
| CLOUGH INVEST - STRADDLES | P | $836 | -$836 | -$836 | |||
| CLOUGH HEALTH - SHORT TERM | P | $244 | -$244 | -$244 | |||
| CLOUGH HEALTH - LONG TERM | P | $52 | -$52 | -$52 | |||
| HAMILTON ROBINSON - LONG TERM | P | $370 | $370 | $370 | |||
| UNIFILLER - LONG TERM | P | $650 | $650 | $650 | |||
| CALERA CAYMAN AIV I | P | $13,702 | $13,702 | $13,702 | |||
| SIMGLO L.P. - STRADDLES | P | $8 | -$8 | -$8 | |||
| SGF LLC - SHORT TERM | P | $15,554 | $15,554 | $15,554 | |||
| UNIFILLER - DISTRIB IN EXCESS OF BASIS | P | $1,145 | $1,145 | $1,145 | |||
| CALERA AIV II - SEC 1231 | P | $1 | -$1 | -$1 | |||
| CALERA XXI LLC - SEC 1231 | P | $1 | -$1 | -$1 | |||
| AMITY VENTURES - SHORT TERM | P | $6 | $6 | $6 | |||
| AMITY VENTURES - LONG TERM | P | $3 | $3 | $3 | |||
| INTERNET OF VALUE II - SHORT TERM | P | $161 | -$161 | -$161 | |||
| INTERNET OF VALUE II - LONG TERM | P | $166 | -$166 | -$166 | |||
| Capital Gain Dividends | $3,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,816 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $149,920 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,913,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05146 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $146,389 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,992,982 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04891 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $139,109 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,895,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04804 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $146,682 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,046,297 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04815 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $164,571 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,143,090 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05236 | DistributionYr5Rt |
| Total Distribution | 0.248915 | TotalDistributionRt |
| Average Distribution | 0.049783 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,877,683 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $143,260 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,516 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,776 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,681 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,516 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,516 | SubtotalAmt |
| Tax Based On Investment Income | $1,516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,943 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $650 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,593 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,077 | OverpaymentAmt |
| Applied To ES Tax | $1,077 | AppliedToESTaxAmt |
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 | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON ESTATES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127263110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 N LA SALLE ST SUITE 1232 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606023344 | 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 |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JONATHAN B MELLIN | ||||||
| 30 N LA SALLE | CHICAGO | IL | 60602 | President | 0.00 | $0 |
| DEBRA M COY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Secretary | 0.00 | $0 |
| MARK LIYEOS | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Treasurer | 0.00 | $0 |
| REUBEN S DONNELLEY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Director | 0.00 | $0 |
| NAOMA DONNELLEY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Director | 0.00 | $0 |
| LAREN DONNELLEY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Director | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,825,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,096,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,921,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,921,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,823 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,877,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,516 | TotalTaxAmt |
| Distributable Before Adj | $142,368 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $142,368 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $142,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,681 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $148,681 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,516 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $147,165 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,368 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $21,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $414 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $6,999 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,009 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,681 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,313 | RemainingDistriFromCorpusAmt |
| Total Corpus | $35,322 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,596 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,726 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $414 | ExcessFromYear4Amt |
| Excess From Year1 | $6,999 | ExcessFromYear1Amt |
| Excess From Current Year | $6,313 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLUES KIDS FOUNDATION | |||||||
| 10754 S RHODES | CHICAGO | IL | 60628 | NONE | PF | MATCHING GIFT | $30,000 |
| DELTA WATERFOWL FOUNDATION | |||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | NONE | PREDATOR MANAGEMENT WORK | $25,000 | |
| CHICAGO ZOOLOGICAL SOCIETY | |||||||
| 3300 S GOLF ROAD | BROOKFIELD | IL | 60513 | NONE | CONSERVATION & EDUCATION PROGRAMS IN HONOR OF HOWARD SIMPSON | $5,000 | |
| WATOTOWORLD | |||||||
| 73 MILVALE ROAD | HAVERHILL | MA | 01830 | NONE | UNRESTRICTED | $10,000 | |
| ABOLITIONIST LAW CENTER | |||||||
| PO BOX 8654 | PITTSBURGH | PA | 15221 | NONE | UNRESTRICTED | $10,000 | |
| BOSTON COLL OFFICE OF UNIV ADVANCEM | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | MELLIN FAMILY SCHOLARSHIP FUND | $5,000 | ||
| VALPARAISO UNIVERSITY | |||||||
| 1700 CHAPEL DRIVE | VALPARAISO | IN | 46383 | PF | SCHOLARSHIP - EZEKIEL LEONARD | $15,000 | |
| JOHNSON WALES UNIV - NORTH MIAMI | |||||||
| 1701 NE 127th STREET | NORTH MIAMI | FL | 33181 | PF | SCHOLARSHIP - TYASIA STOREY | $10,023 | |
| ELMHURST COLLEGE | |||||||
| 190 PROSPECT AVENUE | ELMHURST | IL | 60126 | SCHOLARSHIP - JEREMY DEVON INNISS | $6,467 | ||
| YEAR UP | |||||||
| 223 W JACKSON BLVD 4th FLR | CHICAGO | IL | 60606 | UNRESTRICTED | $15,000 | ||
| PARTNERSHIP K-1 CONTRIBUTIONS | |||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | UNRESTRICTED | $16 | ||
| GUERIN COLLEGE PREPARATORY HIGH SCH | |||||||
| 8001 W BELMONT AVENUE | RIVER GROVE | IL | 60171 | PF | TUITION - DAVID FOLEY | $8,700 | |
| LEWIS UNIVERSITY | |||||||
| ONE UNIVERSITY PARKWAY | ROMEOVILLE | IL | 60446 | PF | TUITION - ALEXIS GURSCHKE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,206 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,065 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $309 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,816 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $171,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,190 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SEI FEES | $5,000 | $2,500 | $0 | $2,500 |
| TAX PREP FEES | $1,950 | $975 | $0 | $975 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | ATTACHMENT TO MARY BARNES DONNELLEY FAMILY FOUNDATION 2016 RETURN OF PRIVATE FOUNDATIONThe overpayment from 2015 credited to the 2016 Form 990-PF has been adjusted,by adding $ 850.00. This amount was the 2015 Extension payment, which was not included as a payment on the 2015 return. A refund check for $ 850 was subsequently sent to the Foundation, but it was sent back, and the Foundationwill show the $ 850 as an increase of the overpayment from 2015 to 2016. | MediumExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book To Tax Difference | Desc |
| Amt | $4,176 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (28 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $25 | $25 |
| NON DEDUCTIBLE - CALERA XXI | $16 | |
| NONDEDUCTIBLE EXP - MAIN POST | $101 | |
| PORT DEDUCTIONS - AG OWL FUND | $1 | $1 |
| PORT DEDUCTIONS - AMITY VENTURES | $820 | $820 |
| PORT DEDUCTIONS - CALERA AIV II | $13 | $13 |
| PORT DEDUCTIONS - CALERA XXI | $32 | $32 |
| PORT DEDUCTIONS - GMS INVESTORS | $2 | $2 |
| PORT DEDUCTIONS - IRONSIDES OPPOR | $392 | $392 |
| PORT DEDUCTIONS - JGB PARTNERS # 4 | $1,303 | $1,303 |
| PORT DEDUCTIONS - M3 FUND | $124 | $124 |
| PORTFOLIO DEDUCT - AG ENERGY | $210 | $210 |
| PORTFOLIO DEDUCT - CEW INVEST | $17 | $17 |
| PORTFOLIO DEDUCT - UNIFILLER | $57 | $57 |
| PORTFOLIO DEDUCT - AG CREDIT OPP | $258 | $258 |
| PORTFOLIO DEDUCT - CALERA CAP PTRS V | $1,486 | $1,486 |
| PORTFOLIO DEDUCT - FRG | $1 | $1 |
| PORTFOLIO DEDUCT - HAMILTON ROBINSON | $334 | $334 |
| PORTFOLIO DEDUCT - JGB PARTNERS #1 | $11 | $11 |
| PORTFOLIO DEDUCT - JGB PARTNERS #3 | $607 | $607 |
| PORTFOLIO DEDUCT - MAIN POST | $908 | $908 |
| PORTFOLIO DEDUCT - SIMGLO | $2,762 | $2,762 |
| PORTFOLIO DEDUCT- SGF | $2,712 | $2,712 |
| PORTFOLIO DEDUCTIONS - AMITY OPPOR | $630 | $630 |
| PORTFOLIO DEDUCTIONS - ASC INVESTORS | $2 | $2 |
| PORTFOLIO DEDUCTIONS - CALERA CAYMAN AIV | $21 | $21 |
| PORTFOLIO DEDUCTIONS - PNE | $1 | $1 |
| POSTAGE | $29 | $29 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $309 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $309 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $1,000 | |
| FOREIGN INCOME TAXES | $1,738 | $1,738 |
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