THOMAS W DOWER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS W DOWER FOUNDATION (EIN 36-6071665)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2019-01-25
- IRS object ID
- 201920259349100452
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-25T11:35:54-08:00 | ReturnTs |
| Tax Period End | 2018-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363459708 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTTE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 S CASS AVE STE 210 | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605615066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366071665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas W Dower Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8472560600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 416 | AddressLine1Txt |
| City | Kenilworth | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY K HARTIGAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2019-01-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH KNUTTE CPA | PreparerPersonNm |
| PTIN | P01317776 | PTIN |
| Phone | 6305668400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $153 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $153 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $144,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,710 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $144,710 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,833 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,375,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,833 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $67,553 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $291,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,696 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $212,416 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,028 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,222 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $806 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,466 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,037 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $429 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $112,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,994 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $360,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,037 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $212,416 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $933,192 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $296,338 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $6,036,582 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,169,865 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $37,106 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $36,219 | CorporateBondsEOYAmt |
| Other Investments BOY | $288,204 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $291,643 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $7,295,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,794,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,295,084 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,794,065 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,295,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,794,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,295,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,794,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,295,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,298 | ExcessRevenueOverExpensesAmt |
| Other Increases | $653,279 | OtherIncreasesAmt |
| Subtotal | $7,794,065 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,794,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (81 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400.000 WHOLE FOODS MARKET | P | 2013-04-02 | 2017-06-16 | $16,792 | $17,009 | -$217 | -$217 |
| 200.000 ELI LILLY & COMPANY | P | 2017-04-17 | 2017-07-20 | $16,995 | $16,527 | $468 | $468 |
| 200.000 FORTIVE CORPOR | P | 2017-05-24 | 2017-06-28 | $12,855 | $2,920 | $9,935 | $9,935 |
| 400.000 SEADRILL LTD | P | 2014-05-02 | 2017-06-28 | $140 | $13,607 | -$13,467 | -$13,467 |
| 500.000 TEEKAY CORP | P | 2010-03-18 | 2017-06-28 | $3,245 | $12,057 | -$8,812 | -$8,812 |
| 1000.00 RITE AID | P | 2015-03-11 | 2017-06-29 | $2,909 | $7,258 | -$4,349 | -$4,349 |
| 200.00 WHIRLPOOL | P | 2016-01-04 | 2017-07-03 | $38,394 | $29,142 | $9,252 | $9,252 |
| 400.00 DUPONT FABROS TECH | P | 2015-04-17 | 2017-07-06 | $23,736 | $13,013 | $10,723 | $10,723 |
| 300.00 GENERAL MOTORS | P | 2015-08-20 | 2017-07-13 | $10,795 | $9,339 | $1,456 | $1,456 |
| 100.000 VERTEX PHARMACEUTICAL | P | 2015-07-08 | 2017-07-19 | $16,497 | $12,221 | $4,276 | $4,276 |
| 14.00 VERTEX PHARMACEUTICAL | P | 2015-09-21 | 2017-07-19 | $2,310 | $1,709 | $601 | $601 |
| 86.000 VERTEX PHARMACEUTICAL | P | 2015-09-21 | 2017-07-19 | $14,188 | $10,500 | $3,688 | $3,688 |
| 70.000 AMERICAN WATER WORKS | P | 2011-01-28 | 2017-07-20 | $5,669 | $1,813 | $3,856 | $3,856 |
| 430.000 AMERICAN WATER WORKS | P | 2011-01-28 | 2017-07-20 | $34,825 | $11,136 | $23,689 | $23,689 |
| 200.000 TAKE TWO INTERACTIV | P | 2017-06-09 | 2017-08-30 | $19,295 | $15,405 | $3,890 | $3,890 |
| 300.000 HUNSTMAN CORP | P | 2017-05-24 | 2017-09-20 | $8,473 | $7,430 | $1,043 | $1,043 |
| 350.000 ABBVIE INC | P | 2011-01-28 | 2017-08-31 | $26,245 | $8,469 | $17,776 | $17,776 |
| 50.0000 ABBVIE INC | P | 2012-11-15 | 2017-08-31 | $3,749 | $1,663 | $2,086 | $2,086 |
| 300.000 TRIPADVISIOR | P | 2015-11-09 | 2017-08-31 | $12,895 | $22,659 | -$9,764 | -$9,764 |
| 1000.00 AGNC | P | 2012-10-05 | 2017-09-15 | $25,000 | $26,209 | -$1,209 | -$1,209 |
| 1.000 CPFL ENERGIA | P | 2008-01-28 | 2017-09-18 | $12 | $17 | -$5 | -$5 |
| 1584.00 CPFL ENERGIA | P | 2008-01-28 | 2017-09-20 | $27,556 | $26,315 | $1,241 | $1,241 |
| 200.000 CUMMINS | P | 2017-08-11 | 2017-10-10 | $34,594 | $30,971 | $3,623 | $3,623 |
| 800.000 TRINITY INDUSTRIES | P | 2015-05-13 | 2017-09-29 | $25,194 | $24,896 | $298 | $298 |
| 400.000 ALLIANCEBERNSTEIN HL | P | 2013-06-19 | 2017-10-12 | $10,195 | $9,609 | $586 | $586 |
| 300.000 YY INC | P | 2014-04-28 | 2017-10-13 | $27,594 | $18,309 | $9,285 | $9,285 |
| 180.000 SELECT STR FINANCIAL | P | 2009-08-29 | 2017-10-20 | $4,785 | $4,755 | $30 | $30 |
| 100.000 WORKDAY INC | P | 2017-08-30 | 2017-10-31 | $11,095 | $10,696 | $399 | $399 |
| 300.000 YY INC | P | 2017-10-26 | 2017-11-06 | $27,594 | $26,405 | $1,189 | $1,189 |
| 33.000 CROCS | P | 2017-07-20 | 2017-11-27 | $366 | $486 | -$120 | -$120 |
| 1467.000 CROCS | P | 2015-07-20 | 2017-11-27 | $16,278 | $21,594 | -$5,316 | -$5,316 |
| 300.00 UBIQUITI NETWORKS | P | 2015-04-22 | 2017-11-27 | $20,095 | $9,309 | $10,786 | $10,786 |
| 200.00 ORACLE COPROATION | P | 2017-09-19 | 2017-12-14 | $10,045 | $9,666 | $379 | $379 |
| 400.000 HARLEY DAVIDSON | P | 2006-05-24 | 2017-11-29 | $19,896 | $20,169 | -$273 | -$273 |
| 200.000 HARLEY DAVIDSON | P | 2006-12-11 | 2017-11-29 | $9,948 | $13,959 | -$4,011 | -$4,011 |
| 600.000 SCHEIN HENRY | P | 2014-04-11 | 2017-12-06 | $40,847 | $33,909 | $6,938 | $6,938 |
| 400.000 COSTCO | P | 2014-04-04 | 2017-12-13 | $75,593 | $44,489 | $31,104 | $31,104 |
| 400.000 BAOZUN INC | P | 2017-11-28 | 2018-01-08 | $14,795 | $11,645 | $3,150 | $3,150 |
| 300.00 VENATOR MATLS | P | 2017-11-06 | 2018-01-08 | $7,197 | $7,053 | $144 | $144 |
| 200.000 VENATOR MATLS | P | 2017-11-06 | 2018-01-08 | $4,798 | $4,702 | $96 | $96 |
| 300.00 YUM Brands Inc. | P | 2017-02-22 | 2018-01-16 | $25,215 | $19,843 | $5,372 | $5,372 |
| 500.000 GENERAL ELECTRIC CO | P | 2010-07-14 | 2017-12-28 | $8,656 | $7,650 | $1,006 | $1,006 |
| 300.00 LULULEMON | P | 2016-09-06 | 2017-12-29 | $23,965 | $20,469 | $3,496 | $3,496 |
| 300.000 NEW YORK CMNTY BANCO | P | 2004-05-25 | 2018-01-10 | $4,075 | $6,944 | -$2,869 | -$2,869 |
| 100.00 BIOVERATIV | P | 2015-04-25 | 2018-01-12 | $6,395 | $6,364 | $31 | $31 |
| 300.00 STERICYCLE | P | 2015-08-24 | 2018-01-12 | $21,520 | $41,559 | -$20,039 | -$20,039 |
| 300.000 BRISTOL MEYERS SQUIBB | P | 2014-06-12 | 2018-01-23 | $19,046 | $14,052 | $4,994 | $4,994 |
| 100.000 BRISTOL MEYERS SQUIBB | P | 2016-01-19 | 2018-01-23 | $6,349 | $6,309 | $40 | $40 |
| 200.000 MEDLEY CAPITAL CORP | P | 2013-05-01 | 2018-01-24 | $1,064 | $2,989 | -$1,925 | -$1,925 |
| 100.000 MEDLEY CAPITAL CORP | P | 2013-05-29 | 2018-01-24 | $532 | $1,455 | -$923 | -$923 |
| 1200.00 MEDLEY CAPITAL CORP | P | 2013-05-29 | 2018-01-24 | $6,386 | $17,456 | -$11,070 | -$11,070 |
| 1000.00 MEDLEY CAPITAL CORP | P | 2015-06-08 | 2018-01-24 | $5,322 | $9,310 | -$3,988 | -$3,988 |
| 300.000 KARYOPHARM THERAPTIC | P | 2017-11-27 | 2018-02-08 | $4,120 | $3,374 | $746 | $746 |
| 200.000 APPLE INC | P | 2014-12-08 | 2018-01-30 | $33,294 | $22,556 | $10,738 | $10,738 |
| 369.000 ENTERGY ARKANSAS | P | 2013-04-03 | 2018-02-09 | $8,925 | $9,284 | -$359 | -$359 |
| 31.0000 ENTERGY ARKANSAS | P | 2013-04-03 | 2018-02-12 | $750 | $780 | -$30 | -$30 |
| 400.000 ENTERGY ARKANSAS | P | 2013-04-03 | 2018-02-12 | $9,675 | $10,064 | -$389 | -$389 |
| 1.0000 GOLDMAN SACHS GROUP INC | P | 2005-10-21 | 2018-02-12 | $25 | $25 | ||
| 812.000 GOLDMAN SACHS GROUP INC | P | 2005-10-21 | 2018-02-12 | $20,300 | $20,300 | ||
| 100.00 POTBELLY CORP | P | 2014-05-05 | 2018-02-15 | $1,220 | $1,675 | -$455 | -$455 |
| 2900.000 POTBELLY CORP | P | 2014-05-05 | 2018-02-15 | $35,375 | $48,584 | -$13,209 | -$13,209 |
| 300.000 F5 NETWORKS INC | P | 2015-01-22 | 2018-02-23 | $44,094 | $33,803 | $10,291 | $10,291 |
| 1000.000 EQUITY COMMONWEALTH | P | 2013-06-10 | 2018-02-26 | $29,572 | $20,209 | $9,363 | $9,363 |
| 1000.000 SQUARE | P | 2017-06-07 | 2018-03-05 | $48,996 | $24,005 | $24,991 | $24,991 |
| 400.000 SQUARE | P | 2017-10-12 | 2018-03-05 | $19,599 | $12,925 | $6,674 | $6,674 |
| 500.000 SQUARE | P | 2017-11-17 | 2018-03-05 | $24,498 | $22,093 | $2,405 | $2,405 |
| 1000.00 AMC ENTERTAINMENT | P | 2018-02-08 | 2018-03-07 | $15,945 | $13,830 | $2,115 | $2,115 |
| 400.00 AIA GROUP LTD | P | 2017-11-28 | 2018-03-12 | $13,731 | $13,605 | $126 | $126 |
| 200.00 TAPSTRY INC | P | 2013-10-23 | 2018-03-08 | $10,495 | $9,629 | $866 | $866 |
| 300.00 DAVE &BUSTERS | P | 2017-08-29 | 2018-04-23 | $12,612 | $17,053 | -$4,441 | -$4,441 |
| 300.00 ENDO INTL PLC | P | 2017-08-01 | 2018-04-23 | $1,659 | $3,230 | -$1,571 | -$1,571 |
| 100.00 INTUITIVE SURGICAL NEW | P | 2018-02-09 | 2018-04-23 | $45,445 | $38,505 | $6,940 | $6,940 |
| 500.000 MELCO RESORTS | P | 2013-10-08 | 2018-04-24 | $16,096 | $15,634 | $462 | $462 |
| 200.000 MELCO RESORTS | P | 2014-01-10 | 2018-04-24 | $6,438 | $8,409 | -$1,971 | -$1,971 |
| 300.00 ADM | P | 2014-10-14 | 2018-04-25 | $13,722 | $13,049 | $673 | $673 |
| 200.00 ADM | P | 2014-10-20 | 2018-04-25 | $9,148 | $9,079 | $69 | $69 |
| 100.00 ADM | P | 2015-03-20 | 2018-04-25 | $4,574 | $4,740 | -$166 | -$166 |
| 500.00 HUNSTMAN CORP | P | 2014-11-07 | 2017-04-25 | $12,996 | $12,400 | $596 | $596 |
| 100.00 HUNSTMAN CORP | P | 2014-11-25 | 2017-04-25 | $2,599 | $2,676 | -$77 | -$77 |
| 300.00 MEAD JOHNSON | P | 2015-04-30 | 2017-06-15 | $27,000 | $28,861 | -$1,861 | -$1,861 |
| 419.000 MIDDLESEX WATER CO | P | 2016-01-01 | 2017-07-07 | $90,987 | $85,249 | $5,738 | $5,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,833 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $67,553 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr2 | $370,170 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,025,412 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05269 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $322,977 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,394,822 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04368 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $293,788 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,706,266 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04381 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $289,306 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,129,156 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04720 | DistributionYr5Rt |
| Total Distribution | 0.187376 | TotalDistributionRt |
| Average Distribution | 0.046844 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,749,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $363,037 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,060 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $365,097 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $360,335 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,121 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,121 | SubtotalAmt |
| Tax Based On Investment Income | $4,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,712 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,712 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $51 | EsPenaltyAmt |
| Tax Due | $1,460 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | Mary K Hartigan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472560600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 416 | AddressLine1Txt |
| City | Kenilworth | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60043 | 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 | Yes (true) | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY K HARTIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | Trustee | 30.00 | $85,000 |
| MARY HARTIGAN ESQUIRE | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | TRUSTEE | 20.00 | $0 |
| EILEEN MADIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | TRUSTEE | 5.00 | $15,000 |
| 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 | $6,906,083 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $961,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,867,931 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,867,931 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,749,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $387,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $387,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,121 | TotalTaxAmt |
| Distributable Before Adj | $383,375 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $383,375 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $383,375 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $360,335 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $360,335 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $360,335 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $383,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $315,798 | UndistributedIncomePYAmt |
| Qualifying Distributions | $360,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $315,798 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,537 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $338,838 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ATTENTION MARY K HARTIGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 416 | AddressLine1Txt |
| City | KENILWORTH | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472560600 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST MAILED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| ANDERSON RANCH ART CENTER | |||||||
| PO BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | To provide for personal charitable activities as determined by the receipient organization | $7,500 | ||
| AUGUSTINIAN MISSION | |||||||
| PO BOX 340 | VILLANOVA | PA | 19085 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | NONE | |
| BLAKE SCHOOL | |||||||
| 511 Kenwood Pkwy | Minneapolis | MN | 55403 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | NONE | N/A |
| Brain Research Foundation | |||||||
| 111 West Washington st | Chicago | IL | 60602 | To provide for personal charitable activities as determined by the receipient organization | $7,500 | none | N/A |
| Career Transition Center | |||||||
| 703 W Monroe St | chicago | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | N/A | |
| CHICAGO HUMANITIES FESTIVAL | |||||||
| 500 N Dearborn Suite 825 | chicago | IL | 60654 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | NONE | N/A |
| Chicago Symphony Orchestra | |||||||
| 220 S Michigan Ave | Chicago | IL | 60604 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | none | n/a |
| Christian Brothers | |||||||
| 7650 South County Line Rd | Burr Ridge | IL | 60527 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | N/A | |
| College of the Holy Cross | |||||||
| 1 College st | Worcester | MA | 01610 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | none | N/A |
| Creighton university | |||||||
| 2500 california plaza | Omaha | NE | 68102 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | none | N/A |
| DE LASALLE INSTITUTE | |||||||
| 3434 South Micigan Ave | Chicago | IL | 60616 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | none | N/A |
| Erika's Lighthouse | |||||||
| PO Box 616 | Winnetka | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | n/a | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | To provide for personal charitable activities as determined by the receipient organization | $6,500 | N/A | |
| GLENWOOD ACADEMY | |||||||
| 500 WEST 187 ST | GLENWOOD | IL | 60425 | To provide for personal charitable activities as determined by the receipient organization | $4,000 | NONE | N/A |
| Illinois Club for Catholic Women | |||||||
| 25 E Pearson St | Chicago | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | NONE | N/A |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 PMB609 | OCEANSIDE | CA | 92057 | To provide for personal charitable activities as determined by the receipient organization | $6,000 | N/A | |
| IRISH GEORGIAN SOCIETY | |||||||
| 115 EAST 89TH APT 3B | NEW YORK | NY | 10128 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | NONE | N/A |
| JOHN PAUL II NEUMAN CENTER | |||||||
| 700 S MORGAN ST | CHICAGO | IL | 60607 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | N/A | |
| Kenilworth Beautification | |||||||
| 419 Richmond Road | Kenilworth | IL | 60043 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | N/A | |
| Landmark Preservation Council | |||||||
| 53 W Jackson blvd | chicago | IL | 60604 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | none | N/A |
| Little Sisters of the Poor | |||||||
| 80 w Northwest Highway | Palatine | IL | 60067 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | none | N/A |
| LYRIC OPERA | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | To provide for personal charitable activities as determined by the receipient organization | $7,500 | ||
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON | CHICAGO | IL | 60607 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| MINNEAPOLIS INSTITUTE OF ART | |||||||
| 2400 THIRD AVE S | MINNEAPOLIS | MN | 55404 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | ||
| NOTRE DAME COLLEGE PREP-BURKE SCHOL | |||||||
| 7655 WEST DEMPSTER ST | NILES | IL | 60714 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| NORTH SHROE SENIOR CENTER | |||||||
| 161 NORTHFIELD RD | NORHTFIELD | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| OLD ST PAT'S CHURCH | |||||||
| 711 W MONROE | CHICAGO | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $500 | ||
| OPERATION HELMET | |||||||
| C/O BOB MEADERS 74 GREENVIEW ST | MONTGOMERY | TX | 77356 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| OX BOW SCHOOL OF ART INSTITUTE | |||||||
| 36 S WABASH AVE | CHICAGO | IL | 60603 | To provide for personal charitable activities as determined by the receipient organization | $7,500 | ||
| PALOS COMMUNITY HOSPITAL | |||||||
| 12251 90TH AVE | PALOS HEIGHTS | IL | 60463 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| QUEEN OF PEACE HIGH SCHOOL | |||||||
| 7659 S LINDER AVE | BURBANK | IL | 60459 | To provide for personal charitable activities as determined by the receipient organization | $15,000 | ||
| RAVINIA FESTIVAL | |||||||
| 418 SHERIDIAN RD | HIGHLAND PARK | IL | 60035 | To provide for personal charitable activities as determined by the receipient organization | $4,000 | ||
| RETIREMENT BOARD FOR REGLIOUS | |||||||
| PO BOX 1979 | CHICAGO | IL | 60690 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| SAFER FOUNDATION | |||||||
| 571 W JACKSON BLVD | CHICAGO | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | ||
| SISTERS OF CHARITY | |||||||
| 1100 CARMEL DRIVE | DUBUQUE | IA | 52005 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| SISTERS OF ST CASIMIR MARIA HS | |||||||
| 2601 W MARQUETTE RD | CHICAGO | IL | 60629 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| ST COLETTA OF WISCONSIN | |||||||
| N4637 COUNTY RD Y | JEFFERSON | WI | 53549 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ST JOSEPH SEMINARY | |||||||
| 1120 W LOYOLA AVE | CHICAGO | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $4,000 | ||
| ST MALACHY'S SCHOOL | |||||||
| 2252 W WASHINTON BLVD | CHICAGO | IL | 60612 | To provide for personal charitable activities as determined by the receipient organization | $7,000 | ||
| ST MARTIN DE PORRES HOUSE OF HOPE | |||||||
| 6423 S WOODLAWN AVE | CHICAGO | IL | 60637 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| ST MARY PARRISH | |||||||
| 126 HERRICK ROAD | RIVERSIDE | IL | 60546 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| ST MARY'S COLLEGE | |||||||
| 5445 ST RD 993 N | NOTRE DAME | IN | 46556 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ST PATRICK'S RESIDENCE | |||||||
| 1400 BROOKDALE RD | NAPERVILLE | IL | 60563 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | ||
| ST PETER'S CHURCH | |||||||
| 110 W MADISON ST | CHICAGO | IL | 60602 | To provide for personal charitable activities as determined by the receipient organization | $4,000 | ||
| ST RITA HIGH SCHOOL | |||||||
| 7740 S WESTERN | CHICAGO | IL | 60620 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | ||
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| STEPPENWOLF THEATRE | |||||||
| 1650 N HALSTED ST | CHICAGO | IL | 60614 | To provide for personal charitable activities as determined by the receipient organization | $20,000 | ||
| STS FAITH HOPE CHARITY | |||||||
| 191 LINDEN ST | WINNETKA | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| TRILOGY INC | |||||||
| 1400 W GREENLEAF | CHICAGO | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| UNIVERSITY OF NOTRE DAME | |||||||
| 2100 ECK HALL OF LAW | NOTRE DAME | IN | 46556 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| PASTORAL SUPPORT SERVICES | |||||||
| 100 N Lavergne Ave | Northlake | IL | 60164 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| Capuchin Friars | |||||||
| 220 37th street | Pittsburgh | PA | 15201 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| Children's Theatre of Winnetka | |||||||
| 620 Lincoln avenue | Winnetka | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| Corazon a Corazon | |||||||
| 8235 South Shore Dr | Chicago | IL | 60617 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| Eversight | |||||||
| 2479 E Bayshore Rd suite 175 | Palo Alto | CA | 94303 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | ||
| Midwest Young Artist | |||||||
| 878 Lyster Rd | Highwood | IL | 60040 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| St Philip Neri Catholic Church | |||||||
| 2132 E 72nd st | Chicago | IL | 60649 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| BELLARMINE HALL | |||||||
| 6628 N SHERIDAN RD | CHICAGO | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| ESPERANZA | |||||||
| 520 N MARSHFIELD | CHICAGO | IL | 60622 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| LUMEN CHRISTI | |||||||
| 1220 E 58TH ST | CHICAGO | IL | 60637 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| PIVEN THEATER WORKSHOP | |||||||
| 927 NOYES ST | EVANSTON | IL | 60201 | To provide for personal charitable activities as determined by the receipient organization | $15,000 | ||
| ANOTHER DOOR THEATER | |||||||
| 7924 LINCOLN | SKOKIE | IL | 60076 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| FRACTURED ATLAS | |||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| FRIENDS OF THE PARKS | |||||||
| 17 N STATE | CHICAGO | IL | 60602 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| MIDWEST VETRANS CLOSET | |||||||
| 2323 GREEN BAY ROAD | NORTH CHICAGO | IL | 60064 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| MINNESOTA YOUTH COUNCIL | |||||||
| 2233 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55114 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| MUSIC INSTITUTE OF NORTH SHORE | |||||||
| 400 CENTRAL AVE 3 | NORTHFIELD | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $1,500 | ||
| NEW TRIER FINE ARTS | |||||||
| 385 WINNETKA AVE | WINNETKA | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| NEUSTROS PEQUENOS HERMANOS | |||||||
| 134 NORTH LASALLE STREET | CHICAGO | IL | 60602 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| SISTERS OF MERCY | |||||||
| 3659 WEST 99TH STREET | CHICAGO | IL | 60655 | To provide for personal charitable activities as determined by the receipient organization | $15,000 | ||
| SISTERS OF ST FRANCIS OF ASSISI | |||||||
| 3221 SOUTH LAKE DRIVE | ST FRANCIS | WI | 53235 | To provide for personal charitable activities as determined by the receipient organization | $20,000 | ||
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,710 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $146,833 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $144,863 | ExclusionAmt |
| Related Or Exempt Function Incm | $146,833 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $291,696 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Auditing and Accouting | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $4,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Publically Traded Prtships & Trust | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $291,643 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,748 | $1,748 | |
| FINANCIAL CONSULTING | $229 | $172 | $57 |
| INSURANCE | $1,300 | $975 | $325 |
| POSTAGE | $189 | $142 | $47 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT INCOME | Desc |
| Amt | $19 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,028 | Amt |
| Net Investment Income | $3,222 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $806 | DisbursementsCharitablePrpsAmt |
Comments