SPECIAL PEOPLE IN NEED: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SPECIAL PEOPLE IN NEED (EIN 58-1483651)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201921359349101522
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T10:39:33-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390432630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUARLES & BRADY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LASALLE ST SUITE 4000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581483651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECIAL PEOPLE IN NEED | BusinessNameLine1Txt |
| Business Name Line2 | C/O SARAH LINSLEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEC | BusinessNameControlTxt |
| Phone | 3127155000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LASALLE ST NO 4000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH M LINSLEY | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3127155000 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH M LINSLEY | PreparerPersonNm |
| PTIN | P01317392 | PTIN |
| Phone | 3127155000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 8.45.141.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 10:39:26 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 55745FBF65412AEB2E9E297675BAE41039D92478 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 55745FBF65412AEB2E9E297675BAE41039D92478 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $4,789,891 | 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 | $107,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $410,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $655,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $410,865 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $518,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $518,214 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,036 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,036 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,912 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,684 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,228 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,196 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,088 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,108 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $508 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $355 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $340 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $261,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $494,594 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $87,436 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,096 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $51,237 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,559 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,124 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,884,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,263,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,283,541 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $432,990 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $293,565 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $293,630 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $37,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,493,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,755,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,789,891 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,493,767 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,755,600 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,493,767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,755,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,493,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,755,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,493,767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $261,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,755,604 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,755,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| $50M ATT 5.8% | P | 2015-09-10 | 2018-12-19 | $50,228 | $52,261 | -$2,033 | -$2,033 |
| $50M CONAGRA 1.9% | P | 2013-03-18 | 2018-01-25 | $50,000 | $50,000 | $0 | $0 |
| $50M DOWDUPONT 8.55% | P | 2017-10-06 | 2018-12-30 | $51,030 | $51,233 | -$203 | -$203 |
| $25M PEPSICO 5% | P | 2011-03-23 | 2018-06-01 | $25,000 | $25,000 | $0 | $0 |
| $25M REPUBLIC SERVICE 3.8% | P | 2014-03-18 | 2018-05-15 | $25,000 | $25,000 | $0 | $0 |
| FNMA PRINCIPAL DISTRIBUTIONS | P | 2018-12-31 | $579 | $560 | $19 | $19 | |
| MORGAN STANLEY- PTS | 2018-12-31 | $77,896 | $40,982 | $36,914 | $36,914 | ||
| LITIGATION SETTLEMENT | P | 2018-12-31 | $20 | $20 | $20 | ||
| SCHWAB STF | P | 2018-08-23 | $23 | $23 | $23 | ||
| CAPITAL GAINS DIVIDENDS | P | $376,125 | $376,125 | $376,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $410,865 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $222,552 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,018,787 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044344 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $154,185 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,389,702 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035124 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $162,227 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,581,588 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035408 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $184,341 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,732,984 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038948 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $202,509 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,423,851 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045777 | DistributionYr5Rt |
| Total Distribution | 0.199601 | TotalDistributionRt |
| Average Distribution | 0.039920 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,365,430 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $214,188 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,946 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $219,134 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $230,287 | 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 | $4,946 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,946 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,946 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,830 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,830 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,116 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH M LINSLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127155000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LASALLE ST SUITE 4000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MOLLY M GERBAZ | ||||||||
| PO BOX 1325 | CARBONDALE | CO | 81623 | DIR/CHAIR | 0.50 | $0 | $0 | $0 |
| LESLIE H MORNINGSTAR | ||||||||
| PO BOX 342 | VIRGINIA CITY | MT | 59755 | DIR/VP | 0.50 | $0 | $0 | $0 |
| LARRY D GERBAZ | ||||||||
| PO BOX 1325 | CARBONDALE | CO | 81623 | DIR/VP | 0.50 | $0 | $0 | $0 |
| GARY H KLINE | ||||||||
| 300 N LASALLE ST SUITE 4000 | CHICAGO | IL | 60654 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| TERRY A SKWORCH | ||||||||
| 305 WYOMA LANE | SCHAUMBURG | IL | 60193 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LYDIA T WHITEHEAD | ||||||||
| 4824 CHEVY CHASE BLVD | CHEVY CHASE | MD | 20815 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LESLIE ANN GERBAZ-BLUE | ||||||||
| 1265 COUNTY ROAD 100 | CARBONDALE | CO | 81623 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANNE K MORNINGSTAR | ||||||||
| 703 SOUTH THIRD WEST | MISSOULA | MT | 59801 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SARAH M LINSLEY | ||||||||
| 300 N LASALLE ST SUITE 4000 | CHICAGO | IL | 60654 | DIR/SECRETARY | 5.00 | $0 | $0 | $0 |
| HEIDI KIMMEL | ||||||||
| 33 GAMBA DRIVE | GLENWOOD SPRINGS | CO | 81601 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JERMEY GERBAZ | ||||||||
| 35 GAMBA DRIVE | GLENWOOD SPRINGS | CO | 81601 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PATRICK J BITTERMAN | ||||||||
| 300 N LASALLE ST SUITE 4000 | CHICAGO | IL | 60654 | TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUARLES & BRADY LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LASALLE ST SUITE 4000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL/ACCTG/MANAGEMENT | ServiceTypeTxt |
| Compensation | $89,056 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,261,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $52,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,447,137 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,447,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,365,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,946 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,946 | TotalTaxAmt |
| Distributable Before Adj | $263,326 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,326 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,287 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $230,287 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,946 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $225,341 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $212,820 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $230,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $212,820 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $245,859 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARAH M LINSLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LASALLE ST SUITE 4000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3127155000 | RecipientPhoneNum |
| Form And Info And Materials | SEE GRANT GUIDELINES, ATTACHED AS GENERAL EXPLANATION STATEMENTS 12 AND 13 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE GRANT GUIDELINES, ATTACHED AS GENERAL EXPLANATION STATEMENTS 12 AND 13 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE GRANT GUIDELINES, ATTACHED AS GENERAL EXPLANATION STATEMENTS 12 AND 13 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITY CONSULTANTS | ||||||||
| 426 S MADISON STREET | CORTEZ | CO | 81321 | NONE | PC | GENERAL | $1,500 | |
| ABILITY FOUND | ||||||||
| 2240 S CONSTITUTION BLVD | SALT LAKE CITY | UT | 84123 | NONE | PC | GENERAL | $2,500 | |
| ACCESS LIVING | ||||||||
| 115 WEST CHICAGO AVENUE | CHICAGO | IL | 60654 | NONE | PC | GENERAL | $2,000 | |
| ADAPTIVE TECHNOLOGY SOLUTIONS | ||||||||
| 600 S YONGE STREET SUITE 15A | ORMOND BEACH | FL | 32174 | NONE | PC | GENERAL | $3,000 | |
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | NONE | PC | GENERAL | $3,500 | |
| AMBLESIDE AT SKYLARK | ||||||||
| 2195 COUNTY ROAD 154 | GLENWOODS SPRINGS | CO | 20816 | NONE | PC | GENERAL | $9,200 | |
| ANIXTER CENTER | ||||||||
| 6610 N CLARK | CHICAGO | IL | 60626 | NONE | PC | GENERAL | $2,500 | |
| ANSONIA MUSIC OUTREACH | ||||||||
| 330 WADSWORTH AVENUE 2G | NEW YORK | NY | 10040 | NONE | PC | GENERAL | $1,500 | |
| ASCENDIGO AUSTISM SERVICES INC | ||||||||
| 818 INDUSTRY PLACE | CARBONDALE | CO | 81623 | NONE | PC | GENERAL | $1,000 | |
| ASPEN HOPE CENTER | ||||||||
| PO BOX 1115 | BASALT | CO | 81621 | NONE | PC | GENERAL | $2,000 | |
| AXIS DANCE COMPANY | ||||||||
| 1428 ALICE STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL | $4,000 | |
| BIG SKY YOUTH EMPOWERMENT PROJECT | ||||||||
| 225 MENDENHALL ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $2,500 | |
| BOZEMAN SENIOR SOCIAL CENTER | ||||||||
| 807 NORTH TRACY AVE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $2,000 | |
| CAN DO CANINES ASSISTANCE DOGS | ||||||||
| 9440 SCIENCE CENTER DRIVE | NEW HOPE | MN | 55428 | NONE | PC | GENERAL | $3,000 | |
| CATCHING THE DREAM | ||||||||
| 8200 MOUNTAIN ROAD NE SUITE 203 | ALBUQUERQUE | NM | 87110 | NONE | PC | GENERAL | $4,000 | |
| CENTER FOR HEARING & SPEECH | ||||||||
| 9835 MANCHESTER ROAD | ST LOUIS | MO | 63119 | NONE | PC | GENERAL | $3,000 | |
| CENTER FOR MUSIC FOR PEOPLE WITH DISABILITIES | ||||||||
| 415 WEST CENTRAL AVENUE | MISSOULA | MT | 59801 | NONE | PC | GENERAL | $3,000 | |
| COLUMBIA COLLEGE CHICAGO - STEPHANIE CALDERON | ||||||||
| 600 SOUTH MICHIGAN AVE ROOM 303 | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $2,000 | |
| COMMUNITY PREPARATORY SCHOOL | ||||||||
| 135 PRAIRIE AVE | PROVIDENCE | RI | 02905 | NONE | PC | GENERAL | $1,000 | |
| UNIVERSITY OF THE CUMBERLANDS | ||||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 407691372 | NONE | PC | GENERAL | $3,500 | |
| DAWG NATION HOCKEY FOUNDATION | ||||||||
| PO BOX 182 | INDIAN HILLS | CO | 80454 | NONE | PC | GENERAL | $3,000 | |
| DISABLED PATRIOTS FUND | ||||||||
| 10767 W 163RD PLACE | ORLAND PARK | IL | 60467 | NONE | PC | GENERAL | $4,000 | |
| DONKA INC | ||||||||
| 400 NORTH COUNTY FARM ROAD | WHEATON | IL | 60187 | NONE | PC | GENERAL | $3,000 | |
| EAGLE MOUNT-BOZEMAN | ||||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | CO | 59715 | NONE | PC | GENERAL | $2,000 | |
| ELIM CHRISTIAN SERVICES | ||||||||
| 13020 S CENTRAL AVENUE | PALOS HEIGHTS | IL | 60462 | NONE | PC | GENERAL | $2,700 | |
| ELMHURST COLLEGE-MARIA OHLROGGE | ||||||||
| 190 PROSPECT AVENUE | ELMHURST | IL | 60126 | NONE | PC | GENERAL | $2,500 | |
| EQUINE-ASSISTED THERAPIES OF SOUTH FLORIDA INC | ||||||||
| PO BOX 273542 | BOCA RATON | FL | 334273542 | NONE | PC | GENERAL | $2,000 | |
| FARMSTEADS OF NEW ENGLAND INC | ||||||||
| 213 CENTER ROAD | HILSBOROUGH | NH | 03244 | NONE | PC | GENERAL | $3,000 | |
| FREE WHEELCHAIR MISSION | ||||||||
| 15279 ALTON PARKWAY STE 300 | IRVINE | CA | 92618 | NONE | PC | GENERAL | $3,000 | |
| FRIEDMAN PLACE | ||||||||
| 5527 NORTH MAPLEWOOD | CHICAGO | IL | 60625 | NONE | PC | GENERAL | $2,000 | |
| HAVEN | ||||||||
| PO BOX 752 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL | $2,000 | |
| HELPING HANDS MONKEY HELPERS | ||||||||
| 541 CAMBRIDGE STREET | BOSTON | MA | 02134 | NONE | PC | GENERAL | $2,500 | |
| HOBART INSTITUTE OF WELDING TECH-BENJAMIN KIRBY | ||||||||
| 400 TRADE SQUARE E | TROY | OH | 45373 | NONE | PC | GENERAL | $2,000 | |
| HOME SHARE NOW | ||||||||
| 105 NORTH MAIN STREET SUITE 103 | BARRE | VT | 05641 | NONE | PC | GENERAL | $2,000 | |
| HOWARD UNIVERSITY-I'SHANEE FORD | ||||||||
| 2400 6TH STREET NW SUITE 205 | WASHINGTON | DC | 20059 | NONE | PC | GENERAL | $2,000 | |
| INDIAN RIVER STATE COLLEGE FDN-KRYSTYN KRYSTYNK | ||||||||
| 3209 VIRGINIA AVE | FORT PIERCE | FL | 34981 | NONE | PC | GENERAL | $3,000 | |
| INTERNATIONAL HEARING DOG INC | ||||||||
| 5901 EAST 89TH AVENUE | HENDERSON | CO | 80640 | NONE | PC | GENERAL | $3,500 | |
| LAKE SUMPTER COMMUNITY COLLEGE-MAYA BURNETT | ||||||||
| 9501 US HIGHWAY 41 | LEESBURG | FL | 60451 | NONE | PC | GENERAL | $2,000 | |
| LITTLE BIT THERAPEUTIC RIDING CENTER | ||||||||
| 18675 NE 106TH STREET | REDMOND | WA | 98052 | NONE | PC | GENERAL | $2,000 | |
| MAIN STAY THERAPEUTIC FARM | ||||||||
| 6919 KEYSTONE ROAD | RICHMOND | IL | 60071 | NONE | PC | GENERAL | $1,500 | |
| MARIAN UNIVERSITY - EVAN MATHIAS | ||||||||
| 3200 COLD SPRINGS ROAD | INDIANAPOLIS | IN | 46222 | NONE | PC | GENERAL | $3,000 | |
| MOREHOUSE COLLEGE-DAVID DANIELS | ||||||||
| 106 GLOSTER HALL 830 WESTVIEW DRIVE | ATLANTA | GA | 30314 | NONE | PC | GENERAL | $2,500 | SW |
| MOUNTAIN STATES LEGAL FOUNDATION | ||||||||
| 2596 SOUTH LEWIS WAY | LAKEWOOD | CO | 80227 | NONE | PC | GENERAL | $4,000 | |
| ORPHAN GIRL CHILDRENS THEATER | ||||||||
| PO BOX 885 | BUTTE | MT | 59701 | NONE | PC | GENERAL | $3,000 | |
| PATHAWAYS OF INIATIVES | ||||||||
| PO BOX 3376 | MONTGOMERY | AL | 36109 | NONE | PC | GENERAL | $1,000 | |
| POST POLIO RESOURCE GROUP OF SOUTHEASTERN WISCONSIN | ||||||||
| PO BOX 13841 | MILWAUKEE | WI | 532130814 | NONE | PC | GENERAL | $3,500 | |
| PROVIDENCE ST MED SCHOOL | ||||||||
| 119 SOUTH CENTRAL PARK BLVD | CHICAGO | IL | 60624 | NONE | PC | GENERAL | $3,000 | |
| QUEST THERAPEUTIC RIDING CENTER | ||||||||
| 461 CANN ROAD | WEST CHESTER | PA | 19382 | NONE | PC | GENERAL | $1,500 | |
| RETURN TO DIRT | ||||||||
| RED CLIFF CIRCLE | GLENWOODS SPRINGS | CO | 81601 | NONE | PC | GENERAL | $500 | |
| RIDE TO WALK | ||||||||
| 720 SUNRISE AVE SUITE D110 | ROSEVILLE | CA | 95661 | NONE | PC | GENERAL | $3,500 | |
| RMH SERVICES | ||||||||
| 1933 4TH STREET | BREMERTON | WA | 98337 | NONE | PC | GENERAL | $2,000 | |
| ROSELAND TRAINING CENTER | ||||||||
| 235 EAST 136TH PLACE | CHICAGO | IL | 608271816 | NONE | PC | GENERAL | $3,000 | |
| SECOND SENSE | ||||||||
| 65 E WACKER DRIVE SUITE 1010 | CHICAGO | IL | 60601 | NONE | PC | GENERAL | $1,500 | |
| SHARED HOUSING OF NEW ORLEANS | ||||||||
| PO BOX 15318 | NEW ORLEANS | LA | 70175 | NONE | PC | GENERAL | $3,000 | |
| SIMPLE CHANGES THERAPEUTIC RIDING CNTR | ||||||||
| PO BOX 991 | LORTON | VA | 22199 | NONE | PC | GENERAL | $3,500 | |
| SOUTHERN METHODIST COLLEGE | ||||||||
| 541 BROUGHTON STREET | ORANGEBURG | SC | 29115 | NONE | PC | GENERAL | $1,500 | |
| STILL POINT THEATRE COLLECTIVE | ||||||||
| 4300 N HERMITAGE | CHICAGO | IL | 60613 | NONE | PC | GENERAL | $2,000 | |
| SUMMIT ASSISTANCE DOGS | ||||||||
| PO BOX 699 | ANACORTES | WA | 98221 | NONE | PC | GENERAL | $2,500 | |
| THE HELP CENTER INC | ||||||||
| 421 E PEACH STREET | BOZEMAN | MT | 59715 | NONE | PC | GENERAL | $2,000 | |
| TOTALLY POSITIVE PRODUCTIONS INC | ||||||||
| 7157 S PRINCETON AVENUE | CHICAGO | IL | 60621 | NONE | PC | GENERAL | $1,000 | |
| TUESDAY'S CHILD | ||||||||
| 3633 N CALIFORNIA AVE | CHICAGO | IL | 60618 | NONE | PC | GENERAL | $1,500 | |
| UNIVERSITY OF ILLINOIS CHICAGO-SIMONE MCDANIELS | ||||||||
| 1200 WEST HARRISON SUITE 1800 SSB | CHICAGO | IL | 60607 | NONE | PC | GENERAL | $2,000 | |
| VERMONT ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED | ||||||||
| 60 KIMBALL AVENUE | SOUTH BURLINGTON | VT | 05403 | NONE | PC | GENERAL | $1,000 | |
| WELLSPRING | ||||||||
| 16742 LAMPHERE | DETROIT | MI | 48219 | NONE | PC | GENERAL | $2,000 | |
| WESTERN NEW ENGLAND UNIVERSITY-IFEANYI UKEJIANYA | ||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | NONE | PC | GENERAL | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,349 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $410,865 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $518,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $518,214 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | QUARLES & BRADY-INVESTMENT ADMINISTRATION & ACCOUNTING | CategoryTxt |
| Amt | $28,912 | Amt |
| Net Investment Income | $21,684 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,228 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990PF PAGE 10 PART XV LINE 2B, 2C AND 2D | GUIDELINES GRANTS TO ORGANIZATIONS*GENERAL SPECIAL PEOPLE IN NEED ("SPIN") MAKES GRANTS TO QUALIFYING CHARITABLE ORGANIZATIONS. SPIN WILL MAKE A GRANT TO AN ORGANIZATION ONLY IF THERE IS A STRONG SHOWING OF NEED. SINCE SPIN'S FUNDS ARE LIMITED, GRANTS CANNOT BE MADE TO ALL QUALIFIED ORGANIZATIONS THAT APPLY FOR SPIN GRANTS. AT PRESENT THE NUMBER OF GRANT INQUIRIES BEING RECEIVED BY SPIN SUBSTANTIALLY EXCEEDS THE NUMBER OF GRANTS THAT SPIN HAS THE FINANCIAL CAPACITY TO MAKE. THE BOARD OF DIRECTORS OF SPECIAL PEOPLE IN NEED ("SPIN") HAS ADOPTED THE FOLLOWING GUIDELINES FOR THE MAKING OF GRANTS TO ORGANIZATIONS. 1. SPIN WILL MAKE GRANTS ONLY TO ORGANIZATIONS THAT HAVE RECEIVED TAX-EXEMPT DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 2. SPIN WILL AWARD GRANTS PRINCIPALLY TO QUALIFIED ORGANIZATIONS OPERATING IN THE FIELDS OF EDUCATION, HEALTH, AND ASSISTANCE TO PERSONS WHO ARE DISABLED, ALTHOUGH SPIN WILL ALSO SUPPORT OTHER TYPES OF QUALIFYING ORGANIZATIONS. IT IS TO BE UNDERSTOOD, HOWEVER, THAT SPIN, AS A RELATIVELY SMALL GRANT-MAKING FOUNDATION, CAN NOT RESPOND FAVORABLY TO ALL GRANT APPLICATIONS AND ITS GRANTS TYPICALLY DO NOT EXCEED $2,000 TO $3,000. 3. SPIN IN GENERAL WILL NOT MAKE GRANTS TO VERY LARGE ORGANIZATIONS (OTHER THAN EDUCATIONAL INSTITUTIONS FOR SPECIFIC SCHOLARSHIP PURPOSES). 4. IN GENERAL THE BOARD OF DIRECTORS WILL VIEW A GRANT REQUEST FROM A QUALIFYING ORGANIZATION FAVORABLY IF THE GRANT REQUEST INDICATES THE FOLLOWING: (I) THAT THERE IS A STRONG NEED FOR THE PROGRAM OR SERVICE WHICH IS THE SUBJECT OF THE GRANT REQUEST, (II) THAT THE ORGANIZATION HAS THE ABILITY TO MEET THE NEED EFFECTIVELY; (III) THAT THE ORGANIZATION IS OPERATED IN A COST-EFFECTIVE MANNER; AND (IV) THAT, IF DEEMED RELEVANT, THE ORGANIZATION MAKES EFFECTIVE USE OF VOLUNTEERS IN APPROPRIATE CIRCUMSTANCES. IN ADDITION, PARTICULAR EMPHASIS WILL BE GIVEN IN EVALUATING GRANT REQUESTS AS TO WHETHER THE PROJECT OR PROGRAM EITHER ENABLES NEEDY PEOPLE TO HELP THEMSELVES OR UTILIZES INNOVATIVE APPROACHES WITH RESPECT TO ADDRESSING PROBLEM AREAS. NO GRANTS OF THE FOLLOWING TYPES IN GENERAL WILL BE MADE:1. GRANTS FOR ENDOWMENT PURPOSES,2. GRANTS TO ORGANIZATIONS THAT HAVE AS MAJOR ACTIVITIES THE INFLUENCING OF LEGISLATION,3. GRANTS TO ORGANIZATIONS THAT ENGAGE IN POLITICAL ACTIVITIES,4. GRANTS TO CULTURAL GROUPS EXCEPT WITH RESPECT TO PROGRAMS TO HELP THE DISABLED OR THE ECONOMICALLY DISADVANTAGED,5. GRANTS TO DAY CARE CENTERS OR NURSERY SCHOOLS,6. GRANTS TO ORGANIZATIONS OR INSTITUTIONS LOCATED OUTSIDE THE UNITED STATES,7. GRANTS TO COLLEGES AND UNIVERSITIES EXCEPT WITH RESPECT TO SCHOLARSHIPS, AND8. GRANTS TO VERY LARGE NATIONAL CHARITABLE ORGANIZATIONS (OTHER THAN EDUCATIONAL INSTITUTIONS FOR SCHOLARSHIP PURPOSES).ALSO, ALTHOUGH SPIN IN THE PAST HAD MADE MANY GRANTS TO ORGANIZATIONS THAT PROVIDE SERVICES TO THE DEVELOPMENTALLY DISABLED, BECAUSE THIS AREA WAS NOT WITHIN THE ORIGINAL FOCUS OF SPIN AND BECAUSE THE DEMANDS ON SPIN'S VERY LIMITED RESOURCES HAVE BEEN SO GREAT, SPIN IN GENERAL IN THE FUTURE WILL NOT MAKE GRANTS TO THIS TYPE OF ORGANIZATION.APPLICATIONS NO PRESCRIBED FORM OF APPLICATION FOR GRANTS IS REQUIRED. APPLICATIONS MAY BE SUBMITTED AT ANY TIME. EACH APPLICATION MUST, HOWEVER, INCLUDE THE FOLLOWING: 1. COPY OF TAX-EXEMPT LETTER AND STATEMENT THAT THE ORGANIZATION IS A PUBLIC CHARITY AND NOT A PRIVATE FOUNDATION AND STATEMENT BY THE ORGANIZATION THAT THERE HAS BEEN NO ADVERSE CHANGE IN THIS CLASSIFICATION; 2. RELEVANT FINANCIAL INFORMATION; 3. STATEMENT OF NEED IN THE FORM OF A LETTER; 4. LIST OF MEMBERS OF BOARD OF DIRECTORS; 5. NUMBER OF FULL TIME EMPLOYEES; AND 6. OTHER MATERIALS, BROCHURES, ARTICLES, ANNUAL REPORTS, ETC. THAT MAY BE DEEMED BY APPLICANT ORGANIZATION TO BE RELEVANT. FOLLOWING THE INITIAL REVIEW OF AN APPLICATION, SPIN MAY REQUEST ADDITIONAL MATERIALS AND INFORMATION. APPLICATIONS FOR GRANTS SHOULD BE SUBMITTED TO: MS. SARAH M. LINSLEY SPECIAL PEOPLE IN NEED 300 NORTH LASALLE STREET SUITE 4000 CHICAGO, ILLINOIS 60654SELECTION PROCEDURES APPROVAL. NO GRANTS FOR THE BENEFIT OF ORGANIZATIONS WILL BE MADE UNLESS SUCH GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS (OR A COMMITTEE THEREOF) AND FINAL DECISIONS RELATING TO ALL GRANTS TO ORGANIZATIONS WILL BE MADE BY THE BOARD OF DIRECTORS (OR A COMMITTEE THEREOF). SELECTION OF GRANT BENEFICIARIES IS MADE BY SPIN ON THE BASIS OF CRITERIA REASONABLY RELATED TO THE PURPOSES OF THE GRANT, INCLUDING THE MERITS OF THE PROPOSAL, THE CREDENTIALS OF THE POTENTIAL BENEFICIARY OF A GRANT, THE RELATIONSHIP OF THE PROPOSAL TO SPIN'S PURPOSES AND THE AREAS OF SPIN'S PRIMARY CONCERN AND FOCUS AND ITS PRIORITY IN RELATION TO OTHER DEMANDS ON SPIN'S FUNDS. REVIEW OF APPLICATIONS. THE SECRETARY OR THE SECRETARY'S DESIGNEE WILL INITIALLY REVIEW EACH GRANT APPLICATION SUBMITTED. BECAUSE THE NUMBER OF GRANT APPLICATIONS SUBSTANTIALLY EXCEEDS THE NUMBER OF GRANTS THAT SPIN CAN MAKE EACH YEAR, IT IS RECOGNIZED THAT SPECIAL PROCEDURES MUST BE IMPLEMENTED TO DEAL WITH THE HEAVY VOLUME OF GRANT REQUESTS. IN THIS CONNECTION, THE SECRETARY OR THE SECRETARY'S DESIGNEE IS AUTHORIZED TO TAKE ANY ONE OF THE FOLLOWING ADMINISTRATIVE ACTIONS: 1. TO REJECT THE APPLICATION. 2. TO ASK FOR ADDITIONAL INFORMATION TO THE EXTENT THAT ALL REQUIRED INFORMATION HAS NOT AT SUCH TIME BEEN SUBMITTED. 3. TO SUBMIT TO THE BOARD OF DIRECTORS THE PROPOSAL FOR THE BOARD OF DIRECTORS' CONSIDERATION.BECAUSE OF THE SUBSTANTIAL VOLUME OF GRANTS BEING RECEIVED RELATIVE TO SPIN'S GRANT-MAKING CAPABILITY, IT IS RECOGNIZED THAT THE "SCREENING" OF GRANTS MUST BE EXPEDITED AND IN THIS CONNECTION GRANT APPLICATIONS MAY BE REJECTED ADMINISTRATIVELY AS SET FORTH ABOVE FOR ANY OF THE FOLLOWING REASONS: 1. BECAUSE THE GRANT IS OUTSIDE THE PRIMARY FOCUS AND PURPOSES OF SPIN 2. BECAUSE THE ORGANIZATION IS A FOREIGN ORGANIZATION. 3. BECAUSE OTHER GRANT APPLICATIONS ARE DEEMED TO BE MORE WORTHY. 4. BECAUSE OTHER POTENTIAL DONEE ORGANIZATIONS HAVE ATTRIBUTES WHICH CAUSE THEIR GRANT APPLICATIONS TO HAVE A HIGHER PRIORITY FROM SPIN'S STANDPOINT. IF A DECISION BY THE BOARD OF DIRECTORS IS MADE TO MAKE A GRANT, A DETERMINATION OF THE AMOUNT OF THE GRANT WILL BE MADE BASED ON THE AMOUNT REQUESTED, THE GRANT'S PRIORITY IN RELATION TO OTHER DEMANDS ON SPIN'S LIMITED FUNDS, AND OTHER FACTORS DEEMED RELEVANT. GRANT AWARDS. GRANTS MAY BE MADE AT ANY TIME DURING THE YEAR. THE PURPOSE OF EACH GRANT WILL BE SET FORTH IN A LETTER SENT TO THE DONEE ORGANIZATION. PLEASE NOTE THAT A SEPARATE SET OF GUIDELINES APPLIES TO GRANTS TO EDUCATIONAL INSTITUTIONS FOR SCHOLARSHIP PURPOSES. |
| FORM 990PF PAGE 10 PART XV LINE 2B, 2C AND 2D | SCHOLARSHIP GRANTS TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF DESIGNATED STUDENTS GRANTS FOR BENEFIT OF INDIVIDUALS FOR OTHER THAN SCHOLARSHIP PURPOSES GUIDELINES AND RULESINTRODUCTION SPECIAL PEOPLE IN NEED ("S.P.I.N."), IN ADDITION TO MAKING GRANTS TO SELECTED QUALIFYING CHARITABLE ORGANIZATIONS FOR OTHER THAN SCHOLARSHIP PURPOSES, WILL PROVIDE SUPPORT IN THE FORM OF A LIMITED NUMBER OF SCHOLARSHIP GRANTS TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF STUDENTS WITH DISABILITIES AND STUDENTS WHO ARE NOT DISABLED BUT WHO HAVE HAD TO OVERCOME EXTREMELY DIFFICULT CIRCUMSTANCES. SINCE S.P.I.N.'S FUNDS ARE LIMITED, S.P.I.N. CANNOT RESPOND FAVORABLY TO ALL APPLICATIONS WITH RESPECT TO QUALIFIED STUDENTS. AT PRESENT THE NUMBER OF SCHOLARSHIP GRANT REQUESTS BEING RECEIVED BY S.P.I.N. FAR EXCEEDS THE NUMBER OF GRANTS THAT S.P.I.N. HAS THE FINANCIAL CAPACITY TO MAKE. ALSO, A VERY SMALL NUMBER OF GRANTS OTHER THAN SCHOLARSHIP GRANTS WILL BE MADE FOR THE BENEFIT OF INDIVIDUALS WITH DISABILITIES, WITH THE OBJECTIVE OF ASSISTING THE PARTICULAR INDIVIDUAL TO HELP HIMSELF OR HERSELF TO ENGAGE IN PRODUCTIVE ACTIVITY THAT WOULD OTHERWISE NOT BE POSSIBLE. THE FOLLOWING ARE THE PROCEDURES OF S.P.I.N. IN THE AWARDING OF SCHOLARSHIP GRANTS TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF DESIGNATED QUALIFYING STUDENTS, AND WITH RESPECT TO GRANTS FOR THE BENEFIT OF INDIVIDUALS FOR OTHER THAN SCHOLARSHIP PURPOSES. SCHOLARSHIP GRANTSGENERAL SCHOLARSHIP GRANTS WILL IN GENERAL BE MADE BY S.P.I.N. ONLY TO EDUCATIONAL INSTITUTIONS ON BEHALF OF DISABLED INDIVIDUALS. HOWEVER, NOTWITHSTANDING THE FOREGOING, A SMALL NUMBER OF SCHOLARSHIP GRANTS MAY BE MADE EACH YEAR TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF STUDENTS WHO ARE NOT DISABLED BUT WHO HAVE HAD TO OVERCOME EXTREMELY DIFFICULT CIRCUMSTANCES. WITH RESPECT TO THE LATTER TYPE OF SCHOLARSHIP GRANT, THERE MUST BE A CLEAR SHOWING THAT THE PARTICULAR INDIVIDUAL HAS HAD TO OVERCOME VERY ADVERSE CIRCUMSTANCES AND THERE MUST BE AT LEAST TWO LETTERS OF REFERENCE CONFIRMING THE NATURE OF THE ADVERSE CIRCUMSTANCES. REQUIREMENT THAT SCHOLARSHIP GRANT BE MADE TOSPONSORING EDUCATIONAL INSTITUTION WHICH ASSUMESSTATUS AS APPLICANT/GRANTEE THE PARTICULAR EDUCATIONAL INSTITUTION MUST BE WILLING NOT ONLY TO SERVE AS THE SPONSOR OF THE PARTICULAR STUDENT BUT TO ADOPT THE STUDENT'S GRANT APPLICATION AS ITS OWN AND ALSO TO AGREE IN WRITING TO ALL OF THE FOLLOWING IF THE GRANT IS APPROVED: 1. TO NOT ONLY SPONSOR THE DESIGNATED STUDENT BUT IN EFFECT TO BE THE GRANTEE OF THE GRANT. 2. TO RECEIVE AND TO ADMINISTER THE GRANT FUNDS FOR THE PURPOSE OF THE GRANT AND IN THIS CONNECTION TO DISBURSE SUCH FUNDS TO THE STUDENT OR FOR THE STUDENT'S BENEFIT FOR THE PURPOSE OF THE GRANT. 3. TO MONITOR THE ACADEMIC PROGRESS OF THE STUDENT AND TO MAKE A GOOD FAITH JUDGMENT AS TO WHETHER THE STUDENT IS WORTHY OF CONTINUED FINANCIAL ASSISTANCE; AND IF THE EDUCATIONAL INSTITUTION AT ANY TIME DETERMINES THAT THE STUDENT IS NOT SO WORTHY, TO COMMUNICATE IMMEDIATELY SUCH DETERMINATION TO S.P.I.N. 4. TO PROVIDE S.P.I.N. PERIODICALLY (AND NO LESS THAN ONCE A YEAR), WITH THE APPROVAL OF THE PARTICULAR STUDENT, IF NECESSARY, WITH TRANSCRIPTS OF GRADES (OR OTHER RELEVANT INFORMATION) SHOWING THE ACADEMIC PERFORMANCE OF THE STUDENT. 5. TO RETURN (OR CAUSE TO BE RETURNED) ANY PORTION OF THE GRANT FUNDS THAT ARE NOT NEEDED FOR THE PURPOSE OF THE GRANT. SCHOLARSHIP GRANTS WILL BE TREATED FOR ALL LEGAL PURPOSES AS HAVING BEEN MADE TO THE PARTICULAR EDUCATIONAL INSTITUTION (RATHER THAN TO THE STUDENT). SCHOLARSHIP GRANTS WILL ONLY BE MADE TO TAX-EXEMPT EDUCATIONAL ORGANIZATIONS WHICH QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.SCHOLARSHIP APPLICATION REQUIREMENTS NO PRESCRIBED PRINTED FORM OF APPLICATION FOR SCHOLARSHIP GRANTS IS REQUIRED. HOWEVER, APPLICATIONS MUST BE SUBMITTED BY THE PRECEDING MAY 31 IN ORDER TO BE CONSIDERED FOR THE PARTICULAR ACADEMIC YEAR BEGINNING IN AUGUST OR SEPTEMBER, AND EACH APPLICATION MUST INCLUDE THE FOLLOWING: (I) TRANSCRIPTS OF RELEVANT SCHOLASTIC RECORDS; (II) A LETTER FROM THE PARTICULAR EDUCATIONAL INSTITUTION STATING THAT THE STUDENT HAS BEEN OR WILL BE ADMITTED TO THE EDUCATIONAL INSTITUTION AND THAT THE EDUCATIONAL INSTITUTION WILL NOT ONLY SPONSOR THE STUDENT BUT IN EFFECT BE THE GRANTEE AND ADMINISTER THE GRANT AND OTHERWISE AGREE TO THE CONDITIONS SET FORTH ABOVE; (III) AT LEAST TWO LETTERS OF RECOMMENDATION FROM EDUCATORS WHO ARE FAMILIAR WITH THE QUALIFICATIONS OF THE STUDENT; (IV) IF THE STUDENT IS DISABLED, A LETTER FROM THE STUDENT OR THE EDUCATIONAL INSTITUTION DESCRIBING THE NATURE OF THE DISABILITY AND A LETTER FROM THE STUDENT'S PHYSICIAN (OR ANOTHER PERSON WHO KNOWS THE STUDENT WELL) CONFIRMING THE NATURE OF THE DISABILITY; (V) IF THE STUDENT IS NOT DISABLED, A LETTER FROM THE STUDENT OR THE EDUCATIONAL INSTITUTION DESCRIBING THE NATURE OF THE ADVERSE CIRCUMSTANCES AFFECTING THE PARTICULAR STUDENT AND AT LEAST TWO LETTERS FROM OTHER INDIVIDUALS CONFIRMING THE NATURE OF THE ADVERSE CIRCUMSTANCES; (VI) A LETTER FROM THE PARTICULAR STUDENT OR THE EDUCATIONAL INSTITUTION PROVIDING BIOGRAPHICAL INFORMATION ABOUT SUCH STUDENT; AND (VII) TAX RETURNS FOR THE MOST RECENTLY COMPLETED CALENDAR YEAR OF THE STUDENT AND HIS OR HER PARENTS OR OTHER INFORMATION DEMONSTRATING THE FINANCIAL NEED OF THE STUDENT. ALSO, A STATEMENT AS TO THE PARTICULAR FAMILY'S NET WORTH MAY BE REQUIRED. (IF SUCH A REQUIREMENT IS IMPOSED AND IF THE FAMILY'S TOTAL NET WORTH IS LESS THAN $200,000, A STATEMENT INDICATING THAT THE FAMILY'S NET WORTH DOES NOT EXCEED A SPECIFIED AMOUNT WILL BE SUFFICIENT.)PLEASE NOTE THAT, IF APPROPRIATE, THE SAME LETTER MAY BE USED TO MEET MORE THAN ONE OF THE REQUIREMENTS SET FORTH ABOVE. AS NOTED ABOVE, SCHOLARSHIP GRANTS WILL BE TREATED BY S.P.I.N. AS BEING MADE TO THE PARTICULAR EDUCATIONAL INSTITUTIONS RATHER THAN TO THE PARTICULAR STUDENT.RENEWALS OF SCHOLARSHIPS A SCHOLARSHIP GRANT MAY BE RENEWED FOR A SUCCESSIVE YEAR WITHOUT A SUBSEQUENT FORMAL APPLICATION PROVIDED THAT S.P.I.N. RECEIVES EVIDENCE OF SATISFACTORY PERFORMANCE AND PROVIDED ALSO THAT S.P.I.N. HAS NO INFORMATION THAT THE ORIGINAL GRANT IS BEING USED FOR ANY PURPOSE OTHER THAN THAT FOR WHICH IT WAS MADE. THE DECISION TO MAKE A RENEWAL OF A GRANT SHALL BE MADE ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS. A RENEWAL WITH RESPECT TO A SCHOLARSHIP GRANT MAY BE IN A LESSER AMOUNT THAN THE ORIGINAL GRANT.GRANTS TO INDIVIDUALS FOR OTHER THAN FOR SCHOLARSHIP PURPOSESGENERAL ONLY A VERY SMALL NUMBER OF "NON-SCHOLARSHIP" GRANTS FOR THE BENEFIT OF SPECIFIC INDIVIDUALS, IF ANY, WILL BE MADE EACH YEAR. SUCH GRANTS WILL BE GIVEN ONLY TO DISABLED INDIVIDUALS WHO HAVE A STRONG ECONOMIC NEED AND ONLY IF THE GRANT WOULD ASSIST THE DISABLED INDIVIDUAL TO HELP HIMSELF OR HERSELF TO ENGAGE IN PRODUCTIVE ACTIVITY IN WHICH HE OR SHE OTHERWISE COULD NOT ENGAGE.APPLICATION REQUIREMENTS WITH RESPECT TO A NON-SCHOLARSHIP GRANT, THE INDIVIDUAL MUST HAVE A SPONSORING "FISCAL AGENT," SATISFACTORY TO S.P.I.N., AND SUCH FISCAL AGENT MUST AGREE, AS A CONDITION TO HAVING THE GRANT REQUEST CONSIDERED, TO DO BOTH OF THE FOLLOWING AS THE INDIVIDUAL'S SPONSOR: A. VERIFY THE ACCURACY OF ALL OF THE FACTS SET FORTH IN THE INDIVIDUAL'S REQUEST FOR FUNDS; AND B. PROVIDE A WRITTEN RATIONALE AS TO THE NEEDS UNDERLYING THE REQUESTED GRANT TO THE INDIVIDUAL. IN ADDITION, THE FISCAL AGENT WITH RESPECT TO A NON-SCHOLARSHIP GRANT MUST BE WILLING TO AGREE IN WRITING TO ALL OF THE FOLLOWING CONDITIONS IF THE GRANT IS APPROVED: A. TO NOT ONLY BE THE FISCAL AGENT BUT IN EFFECT TO BE THE SPONSOR WITH RESPECT TO THE GRANT; B. TO RECEIVE AND TO ADMINISTER THE GRANT FUNDS FOR THE PURPOSE OF THE GRANT AND IN THIS CONNECTION TO DISBURSE SUCH FUNDS FOR THE BENEFIT OF THE INDIVIDUAL FOR THE PURPOSE OF THE GRANT; C. TO MONITOR THE USE OF THE GRANT FUNDS TO ENSURE THAT SUCH FUNDS ARE BEING EXPENDED EXCLUSIVELY FOR THE PURPOSE OF THE GRANT; AND D. TO RETURN (OR TO CAUSE TO BE RETURNED) TO S.P.I.N. ANY PORTION OF THE GRANT FUNDS NOT NEEDED FOR THE PURPOSE OF THE GRANT.THE FISCAL AGENT, WHICH IN MOST CASES WOULD BE A RECOGNIZED RELIGIOUS ORGANIZATION, AN EDUCATIONAL ORGANIZATION, A QUALIFIED CHARITABLE/HEALTH PROVIDER OR A SOCIAL WELFARE ORGANIZATION, SHOULD BE VERY FAMILIAR WITH THE FACTS RELATING TO THE GRANT APPLICATION. IN UNUSUAL CIRCUMSTANCES WHERE THERE IS NO AVAILABLE "SPONSORING ORGANIZATION TO SERVE AS FISCAL AGENT, A CLERGYMAN, SOCIAL WORKER, OR OTHER APPROPRIATE INDIVIDUAL, SATISFACTORY TO S.P.I.N., MAY BE ACCEPTED AS FISCAL AGENT PROVIDED THAT SUCH INDIVIDUAL AGREES TO ALL OF THE APPLICABLE CONDITIONS AS SET FORTH HEREIN. APPLICATIONS BY INDIVIDUALS FOR NON-SCHOLARSHIP GRANTS MUST INCLUDE THE FOLLOWING INFORMATION: A. A LETTER FROM THE INDIVIDUAL DESCRIBING THE PARTICULAR NEED. B. SPECIFIC FINANCIAL INFORMATION AS TO THE INTENDED USE OF THE GRANT FUNDS REQUESTED. C. A LETTER FROM THE FISCAL AGENT CONFIRMING THE NATURE OF THE NEED AND CONFIRMING THE CORRECTNESS OF THE FACTS SET FORTH IN THE INDIVIDUAL'S LETTER AND MEETING THE OTHER REQUIREMENTS SET FORTH ABOVE. D. ANY BIOGRAPHICAL DATA OR OTHER INFORMATION OR MATERIALS OR INFORMATION DEEMED RELEVANT. E. A TAX RETURN FOR THE MOST RECENT YEAR AND A STATEMENT SETTING FORTH INFORMATION RELATING TO THE NET WORTH OF THE INDIVIDUAL. FOLLOWING AN INITIAL REVIEW OF THE APPLICATION, S.P.I.N. MAY REQUEST ADDITIONAL MATERIALS AND INFORMATION.POLICIES APPLICABLE TO BOTH SCHOLARSHIP GRANTSFOR BENEFIT OF DESIGNATED STUDENTSAND FISCAL AGENT GRANTS FOR BENEFIT OF INDIVIDUALS FORNON-SCHOLARSHIP PURPOSESSELECTION PROCEDURES. THE SELECTION PROCEDURES WITH RESPECT TO SCHOLARSHIP GRANTS FOR THE BENEFIT OF DESIGNATED STUDENTS AND GRANTS FOR THE BENEFIT OF INDIVIDUALS FOR NON-SCHOLARSHIP PURPOSES ARE DESCRIBED BELOW. APPROVAL. NO SCHOLARSHIP GRANT OR GRANT FOR THE BENEFIT OF AN INDIVIDUAL FOR A NON-SCHOLARSHIP PURPOSE WILL BE MADE UNLESS SUCH GRANT IS APPROVED BY THE BOARD OF DIRECTORS OR BY A COMMITTEE OF THE BOARD OF DIRECTORS AND FINAL DECISIONS RELATING TO ALL GRANTS WILL BE MADE BY THE BOARD OF DIRECTORS OR SUCH COMMITTEE. CRITERIA. CRITERIA TO BE USED IN SELECTING GRANT RECIPIENTS SHALL BE APPROPRIATELY RELATED TO THE PURPOSE OF THE GRANT. ALL GRANTS WILL BE MADE ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS. WITH RESPECT TO BOTH TYPES OF GRANTS DESCRIBED ABOVE, GREAT EMPHASIS WILL BE PLACED ON THE ATTITUDE OF THE INDIVIDUAL WITH RESPECT TO ACHIEVING AND PERFORMING TO THE FULL EXTENT OF HIS OR HER POTENTIAL AND THE LIKELIHOOD THAT THE GRANT WILL ENABLE THE INDIVIDUAL TO ENGAGE IN MEANINGFUL OR BENEFICIAL ACTIVITY THAT MIGHT NOT OTHERWISE BE POSSIBLE. AS NOTED ABOVE, SCHOLARSHIP GRANTS FOR THE BENEFIT OF DESIGNATED STUDENTS WILL ONLY BE MADE FOR THE BENEFIT OF STUDENTS WITH DISABILITIES OR STUDENTS WHO ARE NOT DISABLED BUT WHO HAVE HAD TO OVERCOME EXTREMELY DIFFICULT CIRCUMSTANCES. IN NO EVENT WILL A GRANT OF EITHER TYPE BE MADE FOR THE BENEFIT OF A PARTICULAR INDIVIDUAL IF ANY DIRECTOR OR OFFICER OF S.P.I.N. OR CONTRIBUTOR OF S.P.I.N. OR ANY PERSON RELATED TO ANY OF THE FOREGOING SHALL BE IN A POSITION TO DERIVE A PRIVATE BENEFIT DIRECTLY OR INDIRECTLY FROM SUCH GRANT OR BECAUSE A CERTAIN POTENTIAL GRANT BENEFICIARY IS SELECTED OVER OTHERS. SCHOLARSHIP GRANTS TO EDUCATIONAL INSTITUTIONS FOR QUALIFIED STUDENTS WILL BE MADE ON THE BASIS OF APPROPRIATE CRITERIA, INCLUDING (WITHOUT LIMITATION) PRIOR ACADEMIC PERFORMANCE, RECOMMENDATIONS FROM EDUCATORS, THE NATURE OF THE DISABILITY OR THE UNUSUAL CIRCUMSTANCES WITH RESPECT TO THE PARTICULAR STUDENT AND FINANCIAL NEED. WITH RESPECT TO GRANTS FOR THE BENEFIT OF INDIVIDUALS FOR OTHER THAN SCHOLARSHIP PURPOSES, AN INDIVIDUAL WILL IN GENERAL BE SELECTED WITHOUT REFERENCE TO A GROUP OF CANDIDATES ON THE BASIS OF SUCH INDIVIDUAL BEING EXCEPTIONALLY QUALIFIED OR IT BEING OTHERWISE EVIDENT THAT THE SELECTION OF SUCH INDIVIDUAL IS PARTICULARLY CALCULATED TO EFFECTUATE THE PURPOSES OF THE GRANT. REVIEW OF APPLICATIONS. THE SECRETARY OF S.P.I.N. (OR HIS/HER DESIGNEE) WILL INITIALLY REVIEW EACH GRANT APPLICATION SUBMITTED. BECAUSE THE NUMBER OF GRANT APPLICATIONS SUBSTANTIALLY EXCEEDS THE NUMBER OF GRANTS THAT S.P.I.N. IS ABLE TO MAKE EACH YEAR, IT IS RECOGNIZED THAT SPECIAL PROCEDURES MUST BE IMPLEMENTED TO DEAL WITH THE HEAVY VOLUME OF GRANT REQUESTS. IN THIS CONNECTION, THE SECRETARY (OR HIS/HER DESIGNEE) IS AUTHORIZED TO TAKE ANY ONE OF THE FOLLOWING ADMINISTRATIVE ACTIONS: 1. TO REJECT THE APPLICATION. 2. TO ASK FOR ADDITIONAL INFORMATION TO THE EXTENT THAT ALL REQUIRED INFORMATION HAS NOT AT SUCH TIME BEEN SUBMITTED. 3. TO RECOMMEND TO THE BOARD OF DIRECTORS THAT THE APPLICATION BE APPROVED. REJECTION BY ADMINISTRATIVE ACTION. BECAUSE OF THE SUBSTANTIAL VOLUME OF GRANTS BEING RECEIVED RELATIVE TO S.P.I.N.'S GRANT-MAKING CAPABILITY, IT IS RECOGNIZED THAT THE "SCREENING" OF GRANTS MUST BE EXPEDITED AND IN THIS CONNECTION GRANT APPLICATIONS MAY BE REJECTED ADMINISTRATIVELY AS SET FORTH ABOVE FOR ANY OF THE FOLLOWING REASONS: 1. BECAUSE THE GRANT IS OUTSIDE THESE GUIDELINES. 2. WITH RESPECT TO AN APPLICATION FOR A NON-SCHOLARSHIP GRANT, BECAUSE THERE IS NO FISCAL AGENT OR THE PROPOSED FISCAL AGENT IS DEEMED TO BE INADEQUATE. 3. WITH RESPECT TO A SCHOLARSHIP GRANT, BECAUSE THE STUDENT IS A FOREIGN STUDENT, EVEN IF SHE/HE OTHERWISE MEETS THE REQUIREMENTS SET FORTH HEREIN. 4. WITH RESPECT TO A SCHOLARSHIP GRANT, BECAUSE THE INDIVIDUAL IS A GRADUATE STUDENT, EVEN IF SHE/HE OTHERWISE MEETS THE REQUIREMENTS SET FORTH HEREIN. 5. BECAUSE OTHER GRANT APPLICATIONS ARE DEEMED TO BE MORE WORTHY. 6. BECAUSE OTHER QUALIFIED GRANT BENEFICIARIES HAVE ATTRIBUTES WHICH CAUSE THEIR GRANT APPLICATIONS TO HAVE A HIGHER PRIORITY FROM S.P.I.N.'S STANDPOINT. AMOUNT OF GRANT; DEADLINE FOR SUBMITTING SCHOLARSHIP GRANT APPLICATIONS IF A DECISION BY THE BOARD OF DIRECTORS IS MADE TO MAKE A GRANT, A DETERMINATION OF THE AMOUNT OF THE GRANT WILL BE MADE BASED ON THE AMOUNT REQUESTED, THE AMOUNT DETERMINED TO BE NEEDED AND THE GRANT'S PRIORITY IN RELATION TO OTHER DEMANDS ON S.P.I.N.'S LIMITED FUNDS. MOST GRANTS WILL NOT EXCEED $2,000 TO $3,000 PER YEAR. APPLICATIONS FOR SCHOLARSHIP GRANTS SHOULD BE SUBMITTED PRIOR TO MAY 31 WITH RESPECT TO AN ACADEMIC YEAR BEGINNING IN AUGUST OR SEPTEMBER.GRANT AWARDS THE TERMS AND CONDITIONS OF EACH GRANT WILL BE CONTAINED IN A LETTER SENT TO THE GRANTEE EDUCATIONAL INSTITUTION OR THE SPONSORING FISCAL AGENT. WRITTEN ACCEPTANCE OF SUCH TERMS AND CONDITIONS WILL GENERALLY BE REQUIRED WITH RESPECT TO ALL GRANTS FOR THE BENEFIT OF DESIGNATED INDIVIDUALS BY THE GRANTEE EDUCATIONAL INSTITUTION WITH RESPECT TO A SCHOLARSHIP GRANT OR THE SPONSORING FISCAL AGENT WITH RESPECT TO A NON-SCHOLARSHIP GRANT. THE TERMS AND CONDITIONS OF EACH GRANT AS SET FORTH IN THE GRANT LETTER WILL INCLUDE: 1. THE PURPOSE OF THE GRANT; 2. THE DURATION OF THE GRANT; 3. THE TOTAL AMOUNT OF THE GRANT; 4. THE REPORT REQUIREMENTS, IF ANY; AND 5. THE FISCAL RESPONSIBILITIES OF THE GRANTEE EDUCATIONAL INSTITUTION OR SPONSORING AS SET FORTH ABOVE. RETENTION OF RECORDS. THE SECRETARY OF S.P.I.N. (OR HIS/HER DESIGNEE) WILL MAINTAIN RECORDS RELATING TO ALL GRANTS ON BEHALF OF DESIGNATED INDIVIDUALS, INCLUDING: 1. INFORMATION RELIED UPON TO EVALUATE GRANT APPLICATIONS; 2. IDENTIFICATION OF GRANT BENEFICIARIES; 3. AMOUNT AND PURPOSE OF EACH GRANT; AND 4. FOLLOW-UP INFORMATION, INCLUDING REQUIRED REPORTS AND INVESTIGATION OF JEOPARDIZING GRANTS.REPORTS. IN GENERAL, GRANTS FOR THE BENEFIT OF DESIGNATED INDIVIDUALS WILL BE CONDITIONED ON THE GRANTEE EDUCATIONAL INSTITUTION OR SPONSORING FISCAL AGENT OR THE PARTICULAR INDIVIDUAL MAKING REPORTS TO S.P.I.N. AS REQUIRED BY THE GRANT LETTER. WITH RESPECT TO A GRANT TO SUPPORT A STUDENT'S ATTENDANCE AT AN EDUCATIONAL INSTITUTION, THE EDUCATIONAL INSTITUTION WILL BE REQUIRED TO REPORT TO S.P.I.N. AT LEAST ONCE A YEAR WITH RESPECT TO ALL COURSES TAKEN AND ALL GRADES RECEIVED. IF THE STUDENT DID NOT TAKE COURSES, THE REQUIRED REPORT MUST DESCRIBE THE PROGRAM UNDERTAKEN AND THE PROGRESS IN MEETING THE PURPOSE OF THE GRANT AND BE APPROVED BY THE APPROPRIATE FACULTY MEMBER OR UNIVERSITY OFFICIAL. WITH RESPECT TO GRANTS FOR NON-SCHOLARSHIP PURPOSES, UPON COMPLETION OF THE UNDERTAKING FOR WHICH THE GRANT WAS MADE, SUCH REPORT MUST DESCRIBE THE USE OF THE GRANT FUNDS AND THE INDIVIDUAL'S PROGRESS AND ACCOMPLISHMENTS WITH RESPECT TO THE PURPOSE OF THE GRANT, AND ACCOUNTING FOR THE FUNDS RECEIVED UNDER SUCH GRANT. IN SOME CASES, ONE OR MORE ANNUAL REPORTS AND A FINAL REPORT MAY BE REQUIRED.REVIEW PROCEDURES REPORTS. AN OFFICER OF S.P.I.N. (OR HIS/HER DESIGNEE) WILL REVIEW THE REPORTS DESCRIBED ABOVE IN ORDER TO DETERMINE WHETHER THE GRANT PURPOSES ARE BEING OR HAVE BEEN FULFILLED AND TO LOOK INTO ANY QUESTIONS REQUIRING FURTHER SCRUTINY OR INVESTIGATION. INVESTIGATIONS. IF REPORTS TO S.P.I.N. OR OTHER INFORMATION (INCLUDING FAILURE TO SUBMIT REPORTS AFTER A REASONABLE TIME HAS ELAPSED FROM THE REPORT DUE DATE) INDICATES THAT ALL OR ANY PART OF THE GRANT FUNDS ARE NOT BEING USED FOR THE PURPOSES OF SUCH GRANT, S.P.I.N. WILL INITIATE AN INVESTIGATION. WHILE CONDUCTING THE INVESTIGATION, S.P.I.N. WILL WITHHOLD FURTHER PAYMENTS (IF ANY) UNTIL IT HAS BEEN DETERMINED THAT NO PART OF THE GRANT HAS BEEN USED FOR IMPROPER PURPOSES AND UNTIL ANY DELINQUENT REPORTS HAVE BEEN SUBMITTED. IF S.P.I.N. DETERMINES THAT ANY PART OF A GRANT HAS BEEN USED FOR IMPROPER PURPOSES, S.P.I.N. WILL TAKE ALL REASONABLE AND APPROPRIATE STEPS TO RECOVER DIVERTED GRANT FUNDS OR TO INSURE THE RESTORATION OF DIVERTED FUNDS AND THE DEDICATION OF ANY OTHER FUNDS HELD BY OR FOR THE BENEFIT OF THE INDIVIDUAL TO THE PURPOSE BEING FINANCED BY THE GRANT. THESE STEPS WILL INCLUDE LEGAL ACTION UNLESS SUCH ACTION WOULD IN ALL PROBABILITY NOT RESULT IN THE SATISFACTION OF EXECUTION OF A JUDGMENT. IF S.P.I.N. DETERMINES THAT ANY PART OF THE GRANT HAS BEEN USED FOR IMPROPER PURPOSES AND THE GRANTEE HAS NOT PREVIOUSLY DIVERTED GRANT FUNDS TO ANY USE NOT IN FURTHERANCE OF A PURPOSE SPECIFIED IN THE GRANT, S.P.I.N., IN ADDITION TO THE STEPS DESCRIBED ABOVE, WILL WITHHOLD FURTHER PAYMENTS ON THE PARTICULAR GRANT UNTIL (1) IT HAS RECEIVED APPROPRIATE ASSURANCES THAT FURTHER DIVERSIONS WILL NOT OCCUR, (2) ANY DELINQUENT REPORTS HAVE BEEN SUBMITTED AND (3) S.P.I.N. IS SATISFIED THAT EXTRAORDINARY PRECAUTIONS HAVE BEEN TAKEN TO PREVENT FUTURE DIVERSIONS FROM OCCURRING. IF S.P.I.N. DETERMINES THAT ANY PART OF THE GRANT HAS BEEN AGAIN USED FOR IMPROPER PURPOSES AND THE EDUCATIONAL INSTITUTION OR FISCAL AGENT OR THE PARTICULAR INDIVIDUAL HAS PREVIOUSLY DIVERTED S.P.I.N. GRANT FUNDS, S.P.I.N., IN ADDITION TO TAKING THE STEPS DESCRIED ABOVE, WILL WITHHOLD FURTHER PAYMENT UNTIL THE THREE CONDITIONS OF THE PRECEDING SENTENCE ARE MET AND THE DIVERTED FUNDS ARE IN FACT RECOVERED OR RESTORED. INFORMATION RELATING TO WHERE TO SEND APPLICATIONS APPLICATIONS FOR GRANTS SHOULD BE SENT TO: MS. SARAH M. LINSLEY SECRETARY SPECIAL PEOPLE IN NEED 300 NORTH LASALLE ST., SUITE 4000 CHICAGO, ILLINOIS 60654ADDITIONAL INFORMATION FOR ADDITIONAL INFORMATION, PLEASE CONTACT SARAH M LINSLEY BY TELEPHONE AT 312/715-5075 OR VIA EMAIL AT SARAH.LINSLEY@QUARLES.COM |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CB-CAPITAL ONE 3.45%4/30/21 | $49,949 | $49,991 |
| CB-DUKE ENERGY 2.8% 5/15/22 | $25,422 | $24,606 |
| CB-EATON CORP 2.75% | $48,242 | $48,425 |
| CB-GENERAL ELECTRIC 4.65% 10/17/21 | $50,497 | $50,179 |
| CB-HEWLETT PACKARD 4.3% 6/1/21 | $50,263 | $50,882 |
| CB-NEXTERA 3.55%5/1/27 | $18,936 | $19,113 |
| CB-SHELL INTL FIN 4.375% 3/25/20 | $25,209 | $25,444 |
| CB-WASTE MGMT 3.5% 5/15/24 | $25,047 | $24,990 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MMM (3M)CO | $40,948 | $90,506 |
| ABB LTD | $24,556 | $34,218 |
| ABBOTT LABS | $3,050 | $65,097 |
| ABBVIE INC | $13,117 | $110,628 |
| ALPHABET CL A (GOOGLE) | $20,505 | $151,519 |
| ALPHABET CL C (GOOGLE) | $25,804 | $191,588 |
| AMG MANAGERS EMERG OPPORT FD | $153,378 | $120,449 |
| AMG MANAGERS FRONTIER SM CAP GROWTH FD | $88,215 | $49,509 |
| APPLE | $34,043 | $419,588 |
| BP | $22,140 | $51,192 |
| BROADVIEW OPPORT FUND (FMI FOCUS) | $852,978 | $679,020 |
| CATERPILLAR | $18,324 | $58,452 |
| CHEVRON | $63,155 | $97,911 |
| CME GROUP | $40,063 | $166,486 |
| COLUMBIA ACORN INTL FD | $516,617 | $523,313 |
| DEERE | $28,658 | $132,761 |
| DOWDUPONT | $23,078 | $61,662 |
| EATON VANCE GREATER INDIA FD | $75,236 | $84,167 |
| IBM | $15,028 | $22,166 |
| INTEL | $12,162 | $23,465 |
| JOHNSON & JOHNSON | $57,791 | $123,888 |
| LONGLEAF PARTNERS FD | $712,991 | $509,564 |
| LONGLEAF PARTNERS INTL FD | $308,705 | $246,295 |
| MICROSOFT | $26,878 | $101,570 |
| ORACLE | $28,049 | $61,404 |
| PEPSICO | $25,736 | $55,240 |
| SCHLUMBERGER | $15,319 | $7,396 |
| VERISIGN | $17,356 | $44,487 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $50,559 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $50,124 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ZOUNDS SERIES B (NEW) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $37,500 | BookValueAmt |
| EOYFMV | $52,500 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | QUARLES & BRADY-LEGAL AND TAX RETURN PREP | CategoryTxt |
| Legal Fees | $15,036 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,036 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU FUND | $15 | $0 | $15 |
| MISC ADR AND CORP FEES | $215 | $215 | $0 |
| MISC WIRE CHARGES | $125 | $125 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SEGALL BRYANT FEES | $1,088 | $1,088 | $0 |
| QUARLES & BRADY-GRANT MAKING & MANAGEMENT | $45,108 | $0 | $45,108 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $2,470 | $0 | $0 |
| FOREIGN TAXES | $508 | $508 | $0 |
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