THE ROBERT E GALLAGHER CHARITABLE TRUST: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT E GALLAGHER CHARITABLE TRUST (EIN 36-7180671)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-17
IRS object ID
201913219349100351
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-17T20:19:01-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEVE CIOLINO CPA JDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11107 E BELL ROAD SUITE 13AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367180671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT E GALLAGHER CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROBERT E GALLAGHER JRInCareOfNm
Business Name ControlROBEBusinessNameControlTxt
Phone6302853701PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O AJG CO 2850 GOLF ROAD Suite 10AddressLine1Txt
CityROLLING MEADOWSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60008ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E GALLAGHER JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8476125227PhoneNum
Signature2019-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE CIOLINOPreparerPersonNm
PTINP00119215PTIN
Phone6023144436PhoneNum
Preparation2019-11-12PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.167.246.112IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id86517820193215000000FederalOriginalSubmissionId
Federal Original Submission Id2019-11-17FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFBF5F98F4FF12DC08616438B2A6F5B515BE92288AtSubmissionCreationDeviceId
At Submission Filing Device IdFBF5F98F4FF12DC08616438B2A6F5B515BE92288AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$62,405,195FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,804InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,804InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,409,363DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,409,363DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,422,022NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,799,677GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,422,022CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,837,189TotalRevAndExpnssAmt
Total Net Invst Incm$2,837,189TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$182,620OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$130,040OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$52,580OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$13InterestRevAndExpnssAmt
Interest Net Invst Incm$13InterestNetInvstIncmAmt
Taxes Rev And Expnss$32,267TaxesRevAndExpnssAmt
Taxes Net Invst Incm$32,267TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$17,063OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$354OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$16,709OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$231,963TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$162,674TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$69,289TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,420,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,420,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,651,963TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$162,674TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,489,289TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$185,226ExcessRevenueOverExpensesAmt
Net Investment Income$2,674,515NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$79,297SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$476,405SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$476,406SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,017,306CorporateStockBOYAmt
Corporate Stock EOY$9,017,306CorporateStockEOYAmt
Corporate Stock EOYFMV$41,570,854CorporateStockEOYFMVAmt
Other Investments BOY$13,146,401OtherInvestmentsBOYAmt
Other Investments EOY$12,923,515OtherInvestmentsEOYAmt
Other Investments EOYFMV$20,339,000OtherInvestmentsEOYFMVAmt
Other Assets BOY$7,932OtherAssetsBOYAmt
Other Assets EOY$18,935OtherAssetsEOYAmt
Other Assets EOYFMV$18,935OtherAssetsEOYFMVAmt
Total Assets BOY$22,250,936TotalAssetsBOYAmt
Total Assets EOY$22,436,161TotalAssetsEOYAmt
Total Assets EOYFMV$62,405,195TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,198,815CapitalStockBOYAmt
Capital Stock EOY$2,198,815CapitalStockEOYAmt
Retained Earning BOY$20,052,121RetainedEarningBOYAmt
Retained Earning EOY$20,237,347RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,250,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,436,162TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,250,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,436,162TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,250,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$185,226ExcessRevenueOverExpensesAmt
Subtotal$22,436,162SubtotalAmt
Tot Net Ast Or Fund Balances EOY$22,436,162TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
24,500 SHRS AJG$1,789,696$377,655$1,412,041$1,412,041
INTEREST IN AURORA OFFSHORE, LTD$1,173$1,173$1,173
INTEREST IN AURORA GLOBAL OPPORTUNITIES OFFSHORE$8,808$8,808$8,808
FieldValueIRS element (for citing)
Capital Gain Net Income$1,422,022CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,429,554AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$55,615,131NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043685DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,372,951AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$47,248,938NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050222DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,324,097AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$47,049,545NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049397DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,240,895AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$48,735,149NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045981DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,953,017AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$45,927,582NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042524DistributionYr5Rt
Total Distribution0.231809TotalDistributionRt
Average Distribution0.046362AverageDistributionRt
Net Vl Noncharitable Assets$61,736,070NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,862,208AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26,745NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,888,953AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,489,289QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$53,490InvestmentIncomeExciseTaxAmt
Subtotal$53,490SubtotalAmt
Tax Based On Investment Income$53,490TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,784EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$27,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$55,784TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$19EsPenaltyAmt
Overpayment$2,275OverpaymentAmt
Applied To ES Tax$2,275AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT E GALLAGHER JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8476125227PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12850 GOLF ROADAddressLine1Txt
CityROLLING MEADOWSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60008ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Relying Current Ntc Dsstr AsstYes (X)RelyingCurrentNtcDsstrAsstInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT E GALLAGHER JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O AJG CO 2850 GOLF ROADAddressLine1Txt
CityROLLING MEADOWSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60008ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$61,849,559AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$826,654AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$62,676,213TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$62,676,213AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$940,143CashDeemedCharitableAmt
Net Vl Noncharitable Assets$61,736,070NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,086,804MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,086,804MinimumInvestmentReturnAmt
Tax Based On Investment Income$53,490TaxBasedOnInvestmentIncomeAmt
Total Tax$53,490TotalTaxAmt
Distributable Before Adj$3,033,314DistributableBeforeAdjAmt
Distributable Before Ded$3,033,314DistributableBeforeDedAmt
Distributable As Adjusted$3,033,314DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,489,289ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,489,289QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,489,289AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,033,314DistributableAsAdjustedAmt
Undistributed Income PY$2,604,281UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,489,289QualifyingDistributionsAmt
Applied To Year1$2,489,289AppliedToYear1Amt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Taxable2$114,992Taxable2Amt
Undistributed Income CY$3,033,314UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG SHOULDERS ARCHDIOCESE OF CHICAGO
309 WEST WASHINGTON STREETCHICAGOIL60606N/APCGENERAL$1,106,000
CATHOLIC CHARITIES
126 NORTH DES PLAINES STREETCHICAGOIL60606N/APCGENERAL$50,000
CLEARBROOK
2800 CENTRAL ROADROLLING MEADOWSIL60068N/APCGENERAL$40,000
ALS THERAPY DEVELOPMENT
215 FIRST STREET 2ND FLOORCAMBRIDGEMA02142N/APCGENERAL$15,000
HOUSE OF GOOD SHEPARD
1114 WEST GRACE STREETCHICAGOIL60613N/APCGENERAL$5,000
JESUIT INTERNATIONAL MISSION
2059 NORTH SEDGWICK STREETCHICAGOIL60614N/APCGENERAL$15,000
SISTERS OF PROVIDENCE
1 SISTERS OF PROVIDENCE ROADSAINT MARY OF THE WOODIN47876N/APCGENERAL$1,000
ST FRANCIS HOSPITAL
355 RIDGE AVENUEEVANSTONIL60602N/APCMEDICAL$10,000
LOYOLA ACADEMY
1100 LARAMIE AVENUEWILMETTEIL60091N/APCEDUCATION$20,000
CRISTO REY HIGH SCHOOL
1552 WEST 22ND PLACECHICAGOIL60608N/APCGENERAL$10,000
JUVENILE DIABETES FOUNDATION
2109 MIDDLEFORK ROADNORTHFIELDIL60093N/APCGENERAL$70,000
DEPAUL UNIVERSITY
1 EAST JACKSON BLVDCHICAGOIL60604N/APCGENERAL$5,000
ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVENUECHICAGOIL60603N/APCGENERAL$15,000
WTTW CHANNEL 11
5400 NORTH ST LOUIS AVENUECHICAGOIL60625N/APCGENERAL$15,000
MISERICORDIA
6300 NORTH RIDGECHICAGOIL60660N/APCGENERAL$10,000
MULTIPLE SCLEROSIS
663 ALNWICK COURTINVERNESSIL60010N/APCGENERAL$20,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215N/APCEDUCATION$60,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55905N/APCGENERAL$35,000
FR SMYTHS STANDING TALL FND
1100 N RIVER ROADDESPLAINESIL60016N/APCGENERAL$10,000
SISTERS OF MARY OF KAKAMEGA
2660 NE HIGHWAY 20 SUITE 610BENDOR97701N/APCGENERAL$5,000
MOBILE CARE
2244 S WOLCOTTCHICAGOIL60638N/APCGENERAL$5,000
WOODLANDS SACRED HEART
760 E WESTLEIGHLAKE FORESTIL60045N/APCGENERAL$10,000
ROBERT H LURIE CANCER CENTER
675 N ST CLAIRECHICAGOIL60611N/APCMEDICAL$50,000
CHRIST CHILD SOCIETY
4340 EAST WEST HIGHWAYBETHESDAMD20814N/APCGENERAL$10,000
CHICAGO HISTORIC MUSEUM
1601 N CLARKCHICAGOIL60614N/APCGENERAL$10,000
THE LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVE SUITE 310WHITE PLAINSNY10605N/APCGENERAL$60,000
THE FIELD MUSEUM
1400 S LAKE SHORE DRIVECHICAGOIL60605N/APCGENERAL$10,000
FOUNDATION FOR WOMEN
4747 MORENA SUITE 375SAN DIEGOCA92117N/APCGENERAL$30,000
JOURNEY CARE
2050 CLAIRE COURTGLENVIEWIL60025N/APCGENERAL$50,000
MUSEUM OF SCIENCE & INDUSTRY
5700 SOUTH LAKE SHORE DRIVECHICAGOIL60637N/APCGENERAL$10,000
NATIONAL BREAST CANCER FOUNDATION
2600 NETWORK BLVD SUITE 300FRISCOTX75034N/APCGENERAL$50,000
ASPCA
424 E 92ND STREETNEW YORKNY10128N/APCGENERAL$10,000
WASHINGTON JESUIT ACADEMY
900 VARNUM STREETWASHINGTONDC20017N/APCGENERAL$5,000
LEGAL ASSISTANCE FOUNDATION OF CHICAGO
120 SOUTH LASALLE STREET SUITE 900CHICAGOIL60603N/APCGENERAL$25,000
MARYCARE INC
85 MECHANIC STREETNEW HAVENCT06511N/APCGENERAL$10,000
AUDUBON SOCIETY
225 VARICK STREETNEW YORKNY10014N/APCGENERAL$10,000
BOYS HOPE GIRLS HOPE
12120 BRIDGETON SQUARE DRIVEBRIDGETONMO63044N/APCGENERAL$10,000
THE CARTER CENTER
453 FREEDOM PARKWAYATLANTAGA30307N/APCGENERAL$5,000
COLLEGE POSSIBLE
540 FAIRVIEW AVENUE SUITE 304ST PAULMN55104N/APCGENERAL$15,000
HUMANE SOCIETY
2100 L STREET NWWASHINGTONDC20037N/APCGENERAL$10,000
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURTGENEVAIL60134N/APCGENERAL$20,000
SANTA CLARA UNIVERSITY
500 EL CAMINO REALSANTA CLARACA95057N/APCGENERAL$10,000
PUBLIC INTEREST LAW INITIATIVE
321 N CLARKCHICAGOIL60654N/APCGENERAL$13,000
WIKIMEDIA FOUNDATION
149 NEW MONTGOMERY STREETSAN FRANCISCOCA94105N/APCGENERAL$5,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL60632N/APCGENERAL$20,000
CITY OF HOPE - LEUKEMIA RESEARCH
1500 E DUARTE ROADDUARTECA91010N/APCGENERAL$75,000
RONALD MCDONALD HOUSE
26345 NETWORK PLACECHICAGOIL60673N/APCGENERAL$30,000
OLD IRVING PARK COMMUNITY CLINIC
5425 W ADDISONCHICAGOIL60641N/APCGENERAL$10,000
CHARITY NAVIGATOR
PO BOX 6002BELLMAWRNJ08099N/APCGENERAL$5,000
ST THERESE CATHOLIC SCHOOL
218 W ALEXANDERCHICAGOIL60616N/APCEDUCATION$100,000
AMVETS
4647 FORBES BLVDLANHAMMD20706N/APCGENERAL$20,000
FRANCIS W PARKER SCHOOL
330 W WEBSTER AVECHICAGOIL60614N/APCGENERAL$5,000
ST JUDE HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105N/AGENERAL$25,000
FISHER CENTER FOR ALZHEIMER'S RESEARCH
110 E 42ND STREETNEW YORKNY10017N/APCGENERAL$55,000
DEVISES 4 THE DISABLED
6348 N MILWAUKEE AVENUECHICAGOIL60646N/APCGENERAL$50,000
ARRUPE COLLEGE AT LOYOLA COLLEGE
1 E PETERSONCHICAGOIL60611N/APCGENERAL$35,000
SANTA MONICA COLLEGE FOUNDATION
1516 PICO BLVDSANTA MONICACA90405N/APCGENERAL$10,000
WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC20036N/APCGENERAL$10,000
AMERICAN BRAIN TUMOR ASSOCIATION
8550 W BRYN MAWR SUITE 550CHICAGOIL60631N/APCGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,420,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,804ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,409,363ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,422,022ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,837,189ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,837,189TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockARTHUR J GALLAGHER & COStockNm
EOY Book Value$9,017,306EOYBookValueAmt
EOYFMV$41,570,854EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NOTESAT COST$794,910$794,910
BAIRDAT COST$9,822,252$14,162,572
SCHWABAT COST$676,233$3,117,510
THIRTEEN PARTNERSAT COST$1,530,000$2,017,450
AURORA OFFSHORE IIAT COST$0$1,296
METROPOLITAN RE PARTNERSAT COST$100,120$238,151
AURORA GLOBAL OPPORTUNITYAT COST$0$7,111

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLE - BAIRDDesc
BOY Book Value$7,932BOYBookValueAmt
EOY Book Value$18,935EOYBookValueAmt
EOYFMV$18,935EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ILLINOIS CHARITY BUREAU FUND$15$15
LUNCH & DINNER EVENTS/AWARDS$16,694$16,694
SUPPLIES$354$354

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$2,300$2,300
ADMINISTRATION FEES$110,320$57,740$52,580
INVESTMENT ADVISORY FEES$70,000$70,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$26,039$26,039
FOREIGN TAXES$6,228$6,228

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.